Heather Grapes is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 65 and Series 63 licenses. She has 10 years of industry experience, all with Wells Fargo Clearing, and has been associated with Wells Fargo Bank, N.A. for over 20 years. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to support investment decisions.

Robert Lowe is a CFP® and CFA® with 24 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities in Fort Worth, TX. He has worked at J.P. Morgan and its affiliates since 2013, with prior roles at Merrill, 7th Harvest Investments, Patriot Wealth Management, Greenbriar Financial Services, and LPL Financial. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary advisory program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. The firm supports recommendations with centralized due diligence, combining quantitative and qualitative research, and includes broader derivatives and commodities capabilities.

Mark Bjorkman is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding Series 63 and Series 66 registrations and bringing 10 years of industry experience. He has been with J.P. Morgan entities since 2016. Outside of his advisory role, he has served as a soccer referee for the North Texas Soccer Association. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory approach combines quantitative and qualitative research to deliver written asset allocation advice and customized performance reporting, while clients retain final decision-making authority.

Jason Burdett is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, he worked at Windermere Real Estate for six years. He is based in Fort Worth, TX, and holds a Series 66 license. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Bertha Pinilla is a financial advisor with Wells Fargo Clearing in Fort Worth, TX. She holds Series 63 and Series 66 credentials and has seven years of industry experience, all with Wells Fargo, including twelve years at Wells Fargo Bank, N.A. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Jacob Schneider is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2007 and JPMorgan Chase Bank, N.A. since 2016. Outside of his advisory role, he is an owner and general partner in Waterloo Resources, an oil and gas investment firm, and serves as an unpaid advisor to the 12th Man Foundation, a nonprofit connected to his alma mater. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence combining quantitative and qualitative research.

Gary Weinlein is a ChFC® credentialed financial advisor with 20 years of industry experience, currently affiliated with Cetera Wealth Services, LLC. He has worked at several firms including Avantax and Ameriprise Financial Services. Weinlein is based in Fort Worth, TX. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a network of over 10,000 independent advisors. The firm offers a range of portfolio management and financial planning services with multiple program structures and access to affiliated and third-party managers.

Truett Knox is a Financial Advisor with Merrill Lynch Wealth Management, working as a member of the Knox Dennis group. Since joining Merrill Lynch in 2023, he has focused on servicing clients to help them accomplish their financial goals through a customized and consistent approach that covers wealth accumulation, preservation, and areas beyond traditional investments. Knox's expertise includes corporate benefits, executive compensation, equity compensation services, personal retirement planning, sports and entertainment finance, and tax minimization. He and his team provide financial solutions such as transferring wealth to younger generations, managing executive pay packages, and tax-efficient investing. He holds a Bachelor's Degree in Financial Management from Abilene Christian University, where he also played football and served as a Graduate Assistant coach. Knox's professional designations include Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of work, he has interests in baseball, football, golfing, and hunting.

Mark Mc Means is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and six years of industry experience. He has previously worked at Northern Trust, JP Morgan Private Bank, and Invesco. 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 within a non-discretionary advisory program.

Swikar Ojha is a financial advisor with Edward Jones in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His prior roles include positions at Fisher Investments and TD Ameritrade. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.

Fredrick Mesch III is a financial advisor at LPL Financial with four years of industry experience and holds the Series 66 designation. He has operated multiple business entities including Mesch Wealth Advisors and several professional corporations focused on accounting and tax services. Outside of advising, he is involved in managing commercial real estate and agricultural land through related business interests. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, employing various investment strategies supported by research and technology tools.

Corey Edwards is a financial advisor at Northwestern Mutual Investment Management in Milwaukee, WI, holding a Series 66 designation with two years of industry experience. His prior roles include positions at First Command Financial Services and active duty service in the United States Marine Corps. Northwestern Mutual Investment Services, LLC primarily provides referral services to insurance and securities brokerage clients and offers non-discretionary fixed-income advice to other investment advisers, functioning as a solicitor that screens and refers clients to third-party sponsors without managing client accounts directly.

Samantha Haster is a financial advisor at Merrill with seven years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Merrill since 2021. Prior to that, she was with Wells Fargo Clearing and Wells Fargo Bank, N.A. from 2011 to 2021. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Clint Muirhead is a CFP®-designated financial advisor with 19 years of industry experience, currently affiliated with Cetera. He has worked at multiple firms including AIG and Foresters Financial Services. Muirhead serves as a director for local charity events at Children's Charities of Fort Worth. Cetera Investment Advisers LLC operates a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services with assets under management exceeding $256 billion.

Robert De Lozier is a financial advisor with Equitable Advisors in Fort Worth, TX, holding Series 63 and Series 65 licenses and having six years of industry experience. His prior work includes roles at Axa Advisors, Ridglea Country Club, BJ's Restaurant & Brewhouse, and Lake Bryan & Lakeside Icehouse & Grill. He serves as a board trustee for The Leukemia & Lymphoma Society. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm’s investment approach includes using third-party advisory programs and discretionary managers, covering a range of investment products and offering ERISA fiduciary services to qualified plans.

Jay Davenport is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding a Series 66 designation and four years of industry experience. Prior to joining J.P. Morgan, he was involved with The Parc Vet and has owned Davenport Consulting LLC, a leadership and organizational health consulting firm, since 2019. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, delivering non-discretionary, customized asset allocation advice, investment manager searches, and performance reporting.

Frederick Mesch II is a financial advisor with LPL Financial based in Fort Worth, TX, holding a Series 63 designation and bringing 33 years of industry experience. He has held roles at firms including Commonwealth Financial Network and H.D. Vest Advisory Services, and is also president and owner of Mesch Wealth Advisors, LLC. Outside of his advisory work, he is involved in an accounting and tax preparation firm and co-owns a nonprofit focused on supporting other nonprofits. 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 range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by various investment strategies and technology tools.

Casey Dutton is a financial advisor at Merrill with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with firms including Morgan Stanley and Ameriprise Financial Services. Located in Fort Worth, TX, his background also includes experience at MD Anderson Cancer Center. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Larry Macy II is a financial advisor with OSAIC based in Fort Worth, TX, holding a Series 66 designation and 16 years of industry experience. His previous roles include positions at Woodbury Financial Services INC and Edward Jones. Larry also works as a licensed insurance agent specializing in fixed life, disability, and long-term care insurance. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services that utilize a model‑based investment approach with an emphasis on portfolio optimization and risk management.

Ed Perez is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Morgan Stanley Private Bank, N.A., Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of investment options such as insurance-related vehicles and bank deposit sweep programs.