E Lawrence Smith is a CFP® with 18 years of industry experience, currently serving at Osaic since 2025. He previously spent 14 years at Lincoln Financial Advisors Corporation. Outside his advisory role, he is president of ELS Vision Wealth Management, offering commission-based insurance products. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, and institutional clients, providing both brokerage and advisory services. The firm employs a model-based investment process with multiple program options, supported by a complex affiliate network and private-equity ownership.

Marvin Gomez is a financial advisor with J.P. Morgan Securities in Bedford, TX, holding Series 66 and Series 63 credentials and seven years of industry experience. He has been with J.P. Morgan Securities since 2018 and has worked at JPMorgan Chase Bank since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, with recommendations supported by centralized due diligence and a combination of quantitative and qualitative analysis.

Frances Gardner is a CFP® with 35 years of industry experience, currently serving as an advisor at OSAIC since 2026. She previously worked with Kestra Advisory and Kestra Investment Services for seven years and spent two decades at Hornor Townsend & Kent. Gardner is also involved with Gardner Wallace Financial Solutions LLC, where she provides insurance sales and services. OSAIC Wealth serves a diverse range of clients, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform with a model-based investment approach emphasizing asset allocation, portfolio optimization, and risk management.

Jeremy Pritchett is a financial advisor at Edward Jones in Colleyville, TX, holding a Series 66 designation with four years of industry experience. Prior to Edward Jones, he worked at NorthStar Memorial Group and Services Corporation International. He is also a co-owner of Garcia & Pritchett Partners LLC, a family-owned food and beverage business currently in the process of selling its restaurant equipment. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Dwayne Hawkins is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at J.P. Morgan Securities for 10 years. Outside of his advisory role, he has ownership interests in several investment-related ventures. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Deirdre Babcock is a Wealth Management Advisor with Merrill Lynch Wealth Management. She works closely with clients to develop personalized financial strategies that align with their individual goals and priorities. Her approach emphasizes flexibility to adapt to changing market conditions, supported by investment insights from Merrill and banking solutions from Bank of America. Deirdre’s areas of expertise include family wealth management strategies, legacy planning, personal retirement planning, socially responsible and ESG investing, as well as wealth management for women. She holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). Deirdre earned her bachelor's degree from Hofstra University. Outside of her professional role, Deirdre enjoys boating, golfing, ice hockey, and spending time with her family. She and her wife live in Manhasset with their young children and are active in the local community.

William Toomey is a financial advisor with Cambridge Investment Research Advisors in Fort Worth, TX, holding Series 63 and Series 65 licenses and over 32 years of industry experience. His prior roles include positions at Fred Alger & Company, ClearBridge Investments, BV Securities, Legg Mason Investor Services, and Invesco Advisers. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple platforms.

Damon Heitland is a financial advisor with Merrill in Fort Worth, TX, holding Series 63 and Series 66 credentials and nine years of industry experience. He has been with Merrill and its affiliate Bank of America since 2011. Merrill, together with Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Breg Hughes is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the Series 66 designation and has worked at Bank of America, Merrill, and various Morgan Stanley divisions since 2014. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that uses firm-approved tools and models to assist clients in developing financial plans.

Jonathan Black is a Wealth Management Advisor with Merrill Lynch Wealth Management based in the downtown Fort Worth, Texas office. He began his career in the investment industry in 2005 and has been with Merrill Lynch since 2007. Jonathan's approach involves connecting all aspects of his clients' financial lives to help prioritize and pursue their most important goals, focusing on wealth management planning and financial strategies. He holds a Bachelor of Science degree in Communication Studies from Texas Christian University and has earned several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor™ (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Jonathan's areas of expertise cover a range of services such as college education planning, divorce transition planning, family wealth management, legacy planning, philanthropic planning, socially responsible investing, and services for endowments and non-profits. Beyond his professional responsibilities, Jonathan and his wife are active members of the Fort Worth community. He has served on the Board of Governors for the Fort Worth Club and on the Board of the Fort Worth Chamber of Commerce. They dedicate time to various charitable organizations including the Ronald McDonald House of Fort Worth and are members of Doxology Church in Fort Worth, Texas.

Jared Escamilla is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and six years of industry experience. His prior roles include positions at Fisher Investments, Fidelity Investments, and Morgan Stanley affiliate Compunnel. He has also been involved in entrepreneurial ventures such as Save A Shield Inc and BowKay Designs. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on non-discretionary written asset allocation advice and customized performance reporting supported by centralized due diligence and quantitative research.

Robert Winter is a financial advisor with Stifel in Southlake, TX, holding Series 63 and Series 65 licenses and 29 years of industry experience. His prior roles include positions at Bank of America, N.A. and Merrill Lynch Pierce Fenner & Smith, Inc. Outside of his advisory work, he serves as President of the North Texas Baseball Club, a nonprofit youth baseball organization. Stifel serves a diverse clientele, including individuals, institutional investors, and nonprofit organizations, offering brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Alexandria Hughes is a financial advisor with Equitable Advisors in Fort Worth, TX, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has worked with Equitable Advisors since 2016 and was affiliated with Axa Advisors from 2016 to 2020. Outside of advising, she has activities as a property owner. Equitable Advisors serves individual clients—including both non-high-net-worth and high-net-worth individuals—pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by offering financial planning, retirement plan consulting, and asset management programs through a broad network of investment adviser representatives and third-party managers.

Meagan Laux is a financial advisor with RBC Capital Markets in Fort Worth, TX, holding a Series 66 designation and 6 years of industry experience. She has been with RBC Capital Markets since 2015 and has concurrently worked as an independent consultant for Mary Kay, focusing on cosmetic sales. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, and charitable organizations, offering a range of advisory programs with tailored investment strategies and integrated portfolio management solutions.

Adrian Immel is a Financial Consultant at Fidelity Investments, where he helps individuals and families develop personalized financial planning strategies aimed at supporting their long-term goals. He focuses on wealth building, retirement planning, and managing investment risk through a disciplined, planning-first approach. Adrian has held several roles at Fidelity Investments, including Planning Consultant since 2025, Investment Consultant from 2023 to 2025, and Financial Representative from 2022 to 2023. He offers appointment availability beyond traditional business hours to accommodate client needs.

Benjamin Chiang is a CFP® professional with 19 years of industry experience. He is currently with LPL Financial in Fort Worth, TX, where he has worked since 2020. His prior experience includes roles at American Airlines Credit Union, Cetera, Fidelity, and Merrill. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining a broad advisory platform with diverse non-advisory financial services.

Cole Stephenson is a Planning Consultant specializing in investment consulting. He partners with clients to understand their financial goals as well as their values and aspirations, aiming to create financial plans that support long-term success. He has been with Fidelity Investments since 2023, starting as a Financial Representative before advancing to his current role as an Investment Consultant in 2025. His professional experience centers on client-focused financial planning and investment strategies. Outside of his professional work, Cole engages in interests including cars, football, golf, lake activities, outdoor adventures, and spending time with pets.

Leanda Pringle is a financial advisor at Wells Fargo Advisors in Irving, TX, holding Series 63 and Series 66 licenses with 17 years of industry experience. She has spent the majority of her career with Wells Fargo Clearing Service in various roles since 2011. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser that provides investment and fee‑based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using Wells Fargo research and tools, with discretionary implementation through its brokerage or advisory programs as clients choose.

Stephen Wheeler is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory work, Wheeler is involved in connecting buyers and sellers of collectible antique cars and serves on the endowment committee of First Baptist Colleyville, contributing to its investment policy and asset allocation guidelines. 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 combines extensive research and analytics with both brokerage and advisory solutions and manages assets totaling approximately $671 billion through a network of over 14,000 financial advisors.

Jeffrey Sanders is a financial advisor with Edward Jones in Colleyville, TX, holding Series 63 and Series 66 licenses and having 25 years of industry experience. He has been with Edward Jones since 2001. Outside of advising, he serves as president of a local condominium association. Edward Jones is a full-service wealth management firm serving 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.