Angie Wohlhaefer is a financial advisor at Cetera with a Series 66 credential and five years of industry experience. She has worked extensively with Wilshire Consultants, Inc. since 2019 and has been affiliated with various Cetera entities since 2024. Wohlhaefer has also provided accounting and tax preparation support through her role at Wilshire Consultants. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse portfolio management options and operates a multi-manager platform with access to a range of investment strategies and third-party managers.

Meghan North is a CFP® with Raymond James Financial in Fort Worth, TX, and has two years of industry experience. Prior to joining Raymond James, she worked at the United States Census Bureau and has been involved with Moorea Media, LLC. She also provides occasional support to Warrior Investment Group. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations.

Paulina Barwise is a financial advisor with Morgan Stanley in Fort Worth, Texas, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Bank of America, Merrill Lynch, and Morgan Stanley Smith Barney. Outside of her advisory work, she is a partner in PL22 Asset Management LLC and is involved in sales and marketing at Autobahn Porsche. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, combining financial planning with access to investment strategies that include input from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and offers tailored planning services both directly and through corporate agreements.

Matthew Beavers is a financial advisor with Raymond James & Associates in Fort Worth, TX, holding Series 63 and Series 66 designations and 25 years of industry experience. His prior roles include positions at Bank of America and Merrill. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also provides institutional consulting and specializes in public finance and municipal services alongside its retail advisory offerings.

Michael Felker is a CFP®-certified financial advisor with Ameriprise, bringing 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Felker oversees and manages his Ameriprise financial planning practice through his business, MF2 LLC, and also serves as a team member of LifeBranch Wealth Partners, an Ameriprise Financial Team Practice. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Roger Boone is a financial advisor with LPL Financial in Arlington, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Linsco/Private Ledger Corp. since 2003. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting, supported by research and model portfolios from LPL and third-party sources.

Carrie King is a financial advisor at Equitable Advisors with 17 years of industry experience. She holds a Series 66 designation and has been with Equitable Advisors since 2009, previously affiliated with Axa Advisors, LLC. Outside of her advisory work, she contributes as a writer for Quarter Horse News and is the owner of Reyalight Enterprises, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through third-party programs. The firm operates a hybrid referral and implementation model, utilizing multiple third-party asset managers and offering both advisory and brokerage channels to clients.

Rezso Spruch is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds the Series 66 designation and has worked with firms including Interactive Brokers and Merrill. He has been with various J.P. Morgan entities since 2018. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and offers a range of products through its affiliation with the broader J.P. Morgan organization.

John Gould is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been involved in the financial services industry since 2002 and joined Merrill Lynch in 2008. John specializes in providing investment advice and strategies that consider clients' life goals, risk tolerance, time horizon, and liquidity needs. His approach focuses on developing personalized wealth management plans that address goals such as retirement income, estate planning, college education funding, tax minimization, and wealth transfer. John holds a Bachelor of Business Administration degree in Marketing and Finance from Baylor University and an MBA from Southern Methodist University. He carries the Personal Investment Advisor (PIA) designation. Based in Dallas, Texas, John works closely with clients to simplify the complexities of financial planning and investment management, emphasizing clear communication and trust. Outside of his professional role, he is involved with First Baptist Church in Dallas and enjoys baseball, basketball, football, spending time with his family, and traveling.

John Loyd is a financial advisor with LPL Financial in Fort Worth, TX, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. He has been with LPL Financial since 2004. Outside of his advisory role, Loyd is an enrolled agent who provides tax preparation services, serves as a CFP instructor for Kaplan, teaches at Georgetown University, and coaches volleyball. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, research, and technology-driven strategies.

Nathan Makdessi is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. Prior to joining J.P. Morgan, he worked at Goldman Sachs and Jump Investors. Outside of finance, he assists with implementing AI technologies at Quantum Geotechnical, a civil engineering firm owned by his family. J.P. Morgan Securities 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 select group of Wealth Advisors.

Chris Hibbitts is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2006, including a concurrent role at JPMorgan Chase Bank, N.A. since 2017. Outside of his advisory work, he is a professional bowler. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Donald Buescher is a financial advisor at UBS Financial Services in Ft. Worth, TX, holding a Series 63 designation with 38 years of industry experience. He has been with UBS since 1990. Outside of his advisory role, Buescher serves as a trustee for Meals on Wheels of Tarrant County, where he reviews investment policies. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services through a network of financial advisors.

Robert Driskell Jr. is a financial advisor at Raymond James & Associates with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James since 2013. The firm provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. Raymond James also offers wrap fee advisory programs and institutional consulting, with a notable focus on public finance and municipal services.

Courtney Plumbley is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 designation and has been with Merrill since 2017. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm operates within Bank of America’s broader corporate platform, providing access to a wide set of products and services.

Allison Westmoreland is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 65 designations and has been with J.P. Morgan since 2016. Outside of finance, she has experience in the medical supply industry through Fresh Air Oxygen and Medical Supplies. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence, applying an ESG eligibility framework when recommending strategies.

Andrew Veitzel is a financial advisor at Edward Jones with the Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held roles in various hospitality and management positions, including at Heim Barbecue, Uncle Julio's, Bottleneck Management, City Works, and On the Border. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Todd Buckendorf is a financial advisor with UBS Financial Services in Fort Worth, TX, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has been with UBS since 1988. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and provides research-based, tailored investment strategies.

Blake Inorio is a financial advisor at Edward Jones in Fort Worth, TX, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Exact Sciences, Axon Enterprise, DriveTime, Arizona State University, and The Hub Grill and Bar. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joseph Northern is a financial advisor at Charles Schwab based in Fort Worth, TX, with seven years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones and TD Ameritrade, among other firms. Northern's experience includes roles at Charles Schwab Bank and Charles Schwab & Co., Inc. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advice and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.