Kristin Hartwell is a Series 66 licensed financial advisor with 23 years of industry experience. She has worked at J.P. Morgan Securities since 2012, following prior roles at Chase Investment Services, LPL Financial, and Ameriprise. Hartwell was also involved with the Tarrant County Democratic Party in 2020. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and includes capabilities in derivatives and commodities.

Samuel Gruhl is a CFA® charterholder and registered investment advisor associated with Cetera in North Richland Hills, TX, with four years of industry experience. His career includes roles at Avantax Advisory Services and Avantax Investment Services prior to joining Cetera in 2025. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios and various program structures.

Michael Phelps is a financial advisor at Edward Jones in Colleyville, TX, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Stephanie Watts is a financial advisor at Edward Jones in Fort Worth, TX, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, she worked in education for eight years with Arlington ISD and Monahans Wickett Pyote ISD. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Howard Richardson III is a financial advisor with Ameriprise in Fort Worth, TX, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliates since 2001. Outside of his advisory role, he manages a private business, Prich 3 LLC, where he oversees corporate governance and executive decisions. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored recommendations delivered through a centralized consulting team. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Victoria Shankle is a financial advisor with Primerica Advisors in Mansfield, TX, holding Series 63 and Series 65 licenses and nine years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2014. Outside of her advisory role, she works as a Lyft driver. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure for its investment solutions.

Daniel Mahle is a financial advisor with LPL Financial in Arlington, TX, holding Series 63, 65, and 66 designations and 26 years of industry experience. His prior roles include work with Joda Realty Group, Waddell & Reed, and Edward Jones. He has also been associated with Sanjeev Kumar since 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by advanced operational and research tools.

Michael Vallee is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Darius Allen serves as a Branch Leader at Fidelity Investments, a role he has held since 2024. In this capacity, he prioritizes building trusting relationships with clients and team members, emphasizing open communication and active listening to align financial strategies with clients' unique goals. His leadership approach is grounded in trust and integrity, fostering confidence in decision-making within his team. Prior to his current position, Darius held several roles within Fidelity Investments, including Team Leader for Workplace Planning and Advice from 2021 to 2024, Managing Director from 2018 to 2019, and Workplace Planning Consultant from 2016 to 2018. He also gained experience as a Relationship Manager at Newport Group between 2019 and 2020. This breadth of experience reflects his focus on workplace planning, client relationship management, and leadership in financial services. Outside his professional commitments, Darius has interests in art, cars, fitness, tennis, traveling, and volunteering.

Diego Hernandez is a financial advisor at J.P. Morgan Securities in Fort Worth, TX, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Luther King Capital Management and JPMorgan Chase Bank, N.A. He also attended Texas Christian University’s Neeley School of Business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework.

Patrick Browning is a financial advisor at J.P. Morgan Securities in Fort Worth, TX, holding a Series 66 designation with three years of industry experience. His prior roles include positions at BIOS Partners, Steelhead Capital Management, and Deloitte Consulting LLP. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager selection, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Kevin Brennan is a financial advisor at Edward Jones with 31 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining Edward Jones in 2022, he worked at Nuveen Securities, LLC from 2014 to 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kera Marconi is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 licenses and three years of industry experience. She has previously worked at J.P. Morgan Securities LLC, Charles Schwab, Fidelity Investments, Bank of America, and other financial firms. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm utilizes research and analytics to evaluate investment options and offers a range of brokerage and advisory solutions.

Merry Bagwell is a financial advisor with Raymond James & Associates in Southlake, TX, holding a Series 63 designation and 27 years of industry experience. She has been with Raymond James & Associates since 2015. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, and offers financial planning and non-discretionary investment consulting supported by a broad network of advisers and affiliated research.

Danielle Martin is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, she held various roles in the entertainment and hospitality sectors. She is also the sole proprietor of Remidy Entertainment, where she produces music, writes lyrics, and organizes events. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm supports a range of investment structures and is noted for its use of systematic methodologies and oversight practices.

Aaron Dyer is a financial advisor at LPL Financial with 23 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2018. Prior to that, he spent 16 years at LaSalle St. Investment Advisors and Lasalle St. Securities, and two years at Kestra Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors.

Matthew Sims is a Series 66 licensed financial advisor with Fidelity in Fort Worth, TX, and has one year of industry experience. His prior roles include positions at The Exercise Coach Southlake, Trinity Real Estate Investment Services, and J.Crew. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm serves a broad client base, including registered investment companies and charitable fund accounts, and utilizes systematic methodologies with oversight of affiliated sub-advisers.

John Weller is a CFP® with 30 years of experience in the financial services industry. He is currently with Cetera Wealth Services, LLC and is a member of Weller Capital, LLC, where he provides financial planning and tax planning services. His prior experience includes roles at Fidelity and Avantax firms. Cetera Investment Advisers LLC distributes services through a nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning solutions through a multi-manager platform with over $256 billion in assets under management.

Paul Alwine is a financial advisor at Edward Jones with 28 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining Edward Jones in 2016, he worked for Natixis Advisors, LLC from 2012 to 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael King Jr is a financial advisor with RBC Capital Markets based in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with RBC Capital Markets since 2008. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, and charitable organizations, offering a range of advisory programs and portfolio management services tailored to each client's risk profile. The firm utilizes both in-house and third-party investment managers and provides integrated capital markets capabilities.