Christopher Stearns is a financial advisor at Ameriprise in Hurst, TX, holding a Series 66 designation with six years at Ameriprise and a total of four years in the industry. His prior experience includes roles at the University of Texas-Austin and at educational institutions in Fez and Texas. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Jeffrey Shaw is a financial advisor with LPL Financial in Southlake, TX, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has been with LPL Financial since 2004. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a wide range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

Robert Packer is a financial advisor with UBS Financial Services in Fort Worth, TX, holding the Series 65 and Series 66 credentials and possessing 28 years of industry experience. He has been with UBS since 2016. Outside of his advisory work, Packer serves on the board of directors for the Healing Shepherd Clinic and is involved in education through prior roles with Fort Worth Country Day School, including chairing its annual fund committee. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, portfolio management, and access to proprietary research and capital markets services through a large network of financial advisors.

Austin Montgomery is a financial advisor at Morgan Stanley in Fort Worth, TX, holding a Series 66 designation with three years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Merrill, Edward Jones, and several other firms. He also worked at Tarleton State University for seven years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including 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.

Philip Streib is a financial advisor with Primerica Advisors in Ft Worth, TX, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has been with Primerica Advisors since 1985 and Primerica Financial Services since 1991. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies and operates Streib Enterprises, Inc. for Primerica business purposes. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and selectively managed accounts to individual and high-net-worth clients, operating as a wrap-fee solution rather than managing institutional pension or profit-sharing plans.

David Sanders is a financial advisor at Ameriprise with 25 years of industry experience. He has held roles at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC since 2005. Outside of his advisory work, he owns a travel-related business called 7 Continents 4 Seasons. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies. Its approach integrates proprietary investment research, third-party data, and algorithmic tools to deliver personalized recommendations within a defined investment framework.

Helen Devito is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 33 years of industry experience. She has worked at Wells Fargo Clearing since 2019 and previously at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2012 to 2019. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Ryan Majors is a financial advisor with Merrill in Southlake, TX, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Bank of America and academic institutions such as Baylor University and the University of Texas system. Outside of his advisory work, he owns and operates ReadyCare Wellness LLC, an online retailer of surgical recovery kits. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charities.

Whitney King is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and less than one year of industry experience. Prior to joining Wells Fargo, Whitney worked in various service and retail roles including at Starbucks and Wingstop. 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.

John Parker is a financial advisor with Wells Fargo Advisors in Fort Worth, TX, holding a Series 63 license and bringing 41 years of industry experience. He has been with Wells Fargo Advisors 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 planning menu and integrates advisory services with other financial products, serving clients through a network of more than 3,700 advisors.

Naomi Rhodes is a CFP® professional with 18 years of industry experience, currently serving at Wells Fargo Clearing since 2016. She previously worked at WELLS FARGO Advisors from 2012 to 2016. Rhodes holds Series 63 and Series 66 licenses and is based in Rowlett, TX. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Alex Permenter is a financial advisor with Edward Jones in Pantego, TX, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2014. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Daniel Blanchflower is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and 11 years of industry experience. He has worked at Charles Schwab Bank, Schwab, and Fidelity in various advisory and brokerage roles since 2014. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, combining brokerage, custody, and advisory services. Schwab's client model features mostly non-discretionary relationships supported by multi-asset model portfolios and access to discretionary separately managed accounts.

Samuel Perry is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His prior roles include positions at MFS Fund Distributors, Inc. and Sanctuary Advisors, LLC. He is currently based in Fort Worth, TX. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering its program on a non-discretionary basis.

Alexander Stahl is a financial advisor at Merrill with the Series 66 designation and one year of industry experience. Prior to joining Merrill, he worked at PNC Bank and held various positions in the food service industry while attending the University of North Texas. Merrill, together with its affiliate 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 strategies managed by internal teams and third-party managers for individuals, high-net-worth clients, and institutional investors.

Shawn Bates is a financial advisor with J.P. Morgan Securities in Arlington, TX, holding Series 63 and Series 66 licenses and six years of industry experience. He has worked with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2014. Outside of his advisory role, he serves as a young adult pastor at Hill City Church, a position he has held since 2016. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jennifer Baumann is a financial advisor with Wells Fargo Advisors in Fort Worth, TX, holding a Series 66 designation and 22 years of industry experience. She has been with Wells Fargo Advisors and its affiliated entities since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and fee-based financial planning services, including specialized areas such as business-owner transition planning and special-needs analysis.

Nicholas Davila is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 credential and previously worked at Blaies & Hightower, LLP, Hiley Subaru, and Burford & Ryburn, LLP. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, relying heavily on LPL-sponsored programs and endorsed third-party managers.

Ric Edgmon is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Thomas Wilson is a Series 66 credentialed financial advisor with Edward Jones in Benbrook, TX. He has 10 years of industry experience, all with Edward Jones since 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 under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and tax-efficient services.