Marcus Mainord is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2007. Outside of his advisory role, he is a partner in STMJ LLC, a recreational real estate venture. 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 uses a centralized due diligence process and offers access to derivatives and commodities capabilities through its broader regulatory registrations.

Hailey Thibodeaux is a financial advisor with Equitable Advisors in Fort Worth, TX, holding Series 63 and Series 65 licenses and having four years of industry experience. Her work history includes roles at MMR Group, BBP Sales, and Posh Boutique. Equitable Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs through a broad network of Investment Adviser Representatives and third-party managers.

Morgan Duvall is a Wealth Management Advisor at Merrill Lynch Wealth Management based in Fort Worth, Texas. He is responsible for the wealth planning activities for his team and brings a background in Information & Operations Management from Texas A&M University. Morgan transitioned to financial advising after starting his career in supply chain management consulting, joining Merrill Lynch in 2014. Morgan earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2016 and holds additional credentials including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His client focus areas include education planning, family wealth management strategies, services for endowments, foundations and non-profits, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, socially responsible and ESG investing, as well as women and wealth. Outside of his professional work, Morgan enjoys adventure sports, baseball, boating, camping, fishing, hunting, skiing, and spending time with his family. He is involved in community organizations such as Christ Chapel Bible Church, Ducks Unlimited, and Westside Little League.

Amanda Schrama is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. She holds the Series 66 designation and has previously worked at New York Life Investments, Nuveen Asset Management, Nuveen Securities, Deutsche Asset Distributors, and Morgan Stanley. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment 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.

Jesus Saenz is a Financial Consultant at Fidelity Investments, a position he has held since 2024. In this role, he engages clients in financial planning conversations and works collaboratively to develop strategies that align with their future goals. His approach focuses on helping clients build, preserve, and transition wealth through comprehensive financial plans. Prior to his current role, Jesus held several positions at Fidelity Investments, including Planning Consultant from 2022 to 2024, Relationship Manager in 2022, and Financial Representative from 2021 to 2022. Before joining Fidelity, he worked as a Relationship Banker at Wells Fargo Bank, N.A. from 2016 to 2021. This experience has contributed to his expertise in financial planning and client relationship management.

Deana Butler is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 19 years of industry experience. She has worked at multiple firms, including SagePoint Financial and Charles R. Green & Associates, where she also serves as Vice President of Operations. OSAIC serves a diverse client base, including retail and institutional investors, offering a range of brokerage and advisory services through a multi-advisor platform that emphasizes model-based asset allocation and portfolio optimization.

Vicki Russell is a financial advisor at Wells Fargo Clearing in Fort Worth, TX, with 10 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Wells Fargo Bank and its affiliated clearing firm since 1999. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets across a large network of advisors, providing both brokerage and advisory solutions with a focus on research-driven investment strategies.

Hillery Emms is a financial advisor with Robert W. Baird & Co. in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Robert W. Baird since 2013. The DDK Group, part of Robert W. Baird’s Private Wealth Management practice, serves individuals, families, pensions, corporations, and institutional clients by providing financial planning, portfolio management, and brokerage services. The team customizes strategies using a mix of in-house and third-party managers, offering a range of traditional and non-traditional investment approaches.

Tyler Grant is an advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 licenses. He began his career in the financial industry in 2023 and joined Wells Fargo Clearing in 2025. Outside of his advisory role, he has experience working with BeeHive Homes of McKinney and previously worked in the food service and education sectors. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Joshua Paigen is a CFP®-certified financial advisor with 16 years of industry experience. He is currently with Wells Fargo Clearing and previously worked at JPMorgan Securities LLC for seven 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 supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Kerry Knox is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he holds the title of Senior Vice President. He joined Merrill Lynch in 1999 following an 11-year career as a professional baseball player. Kerry brings a disciplined approach to financial advising, focusing on understanding each client's individual needs, concerns, and priorities. He specializes in personal retirement planning, portfolio management services, sports and entertainment, and retirement income. Kerry holds a Personal Investment Advisor (PIA) designation and earned his bachelor's degree from Texas Christian University, where he also played baseball for four years. In addition to his professional role, Kerry is involved in his community through volunteering with the Tara Sawyer Foundation. His personal interests include golfing, spending time with his family, and traveling.

Julius Dargai is a CFP® with 11 years of industry experience, currently serving at Charles Schwab in Fort Worth, TX. He has held positions with Charles Schwab Bank, Charles Schwab, and Legacy Protection Assurance, LLC since 2014. Outside of his advisory work, he serves on the Board of Directors and as the Budapest, Hungary Chair for Fort Worth Sister Cities International and participates in similar roles with Sister Cities International and the Business Transitions Summit. Charles Schwab & Co., Inc. serves a large clientele primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related financial planning services. The firm combines non-discretionary advisory models with access to discretionary separately managed accounts, leveraging multi-asset portfolios and centralized operational capabilities.

Trevor Pennington is a financial advisor at Raymond James & Associates with a Series 66 designation. He has been with Raymond James since 2025 and previously worked in the hospitality industry, including five years at Brinker International (Chilis). Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base, including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Matthew Valero is a financial advisor with Morgan Stanley in Fort Worth, TX, holding Series 63 and Series 66 credentials and two years of industry experience. His prior experience includes roles at Merrill and Charles Schwab, as well as positions in education at the University of Texas at Arlington and Tarrant County College. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and advisory programs supported by structured discovery processes and advanced modeling tools.

John Dierker is a financial advisor at J.P. Morgan Securities with one year of industry experience. His prior roles include positions at Velox Operations LLC, the National Intelligence University, and the United States Coast Guard. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research to build model asset allocations, with implementation supported by related investment-management affiliates.

Ricardo Medina is a CFP® with 21 years of industry experience, currently serving at J.P. Morgan Securities since 2012. He previously worked at Chase Investment Services Corp. and Morgan Stanley DW Inc. Outside of his advisory role, Medina is involved in managing short-term rental properties. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and supports a range of eligible investment strategies with specialized regulatory registrations.

Darrell Griffin is a Series 66-credentialed financial advisor with Edward Jones, based in North Richland Hills, TX. He has 12 years of industry experience, all spent at Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Karen Navarra is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses and one year of industry experience. Her prior experience includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, Wells Fargo Bank, Interfondos SAF, and Interbank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Sofia Uceda is a financial advisor at J.P. Morgan Securities with 2 years of industry experience. She holds Series 63 and Series 66 licenses. Outside of her advisory role, she works as a Field Marketing Specialist for Nutrabolt, focusing on promoting health and wellness products. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary, written asset allocation advice and customized performance reporting supported by centralized due diligence and a range of affiliated portfolio services.

Ekua Anyanful is a CFP® professional with 23 years of industry experience, currently serving as an advisor at LPL Financial since 2012. Her prior experience includes roles at EDI Investment Advisor Corporation, WWK Wealth Advisors, Citigroup Global Markets, Citicorp Investment Services, and Chase Investment Services Corp. She holds an insurance license and offers life, health, disability, and long-term care insurance through her DBA, EA Wealth Management, where she serves as CEO. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms, supported by technology tools for operational and research assistance.