Kevin Corkery is a financial advisor at Thrivent Investment Management with two years of industry experience. He previously worked at Fidelity Investments and has held roles supporting nonprofit organizations, including providing accounting services on weekends for Stonewall Group LLC. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial analyses and written recommendations across various planning topics. The firm emphasizes combining planning with managed-account services while maintaining separation between the two.

Alyssa Blassingame is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and bringing one year of industry experience. She previously worked at Fidelity Investments and has a varied background including roles in education and retail. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee‑based financial planning services to individuals, trusts, and institutional clients through a network of financial advisors. The firm offers a broad planning menu, including specialized services such as business-owner transition, sports and entertainment, special-needs analysis, and divorce planning.

Rodney Nalle is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at Leader One Financial Services and Loan Depo, LLC. 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 advisory options. The firm’s process is IPS-driven and incorporates modern portfolio theory, tailoring services to plan objectives and risk tolerances while acting as an ERISA fiduciary.

Laura Rodriguez is a financial advisor with LPL Financial in Fort Worth, TX. She holds Series 66 and Series 63 licenses and has one year of industry experience. Her prior work includes roles at American Airlines Credit Union, Charles Schwab, and Truist, as well as experience in education. 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 range of advisory programs, financial planning, and retirement plan consulting supported by research and model portfolios from LPL Research and third-party providers.

Jeffrey Rimer is a financial advisor with LPL Financial in Fort Worth, TX, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has been with LPL Financial since 2013. Outside of his advisory work, he facilitates the Dave Ramsey Course, Financial Peace University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisors. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by in-house and third-party research.

Ly Nguyen is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2023, Nguyen worked at Bank of America and Merrill from 2017 to 2023. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and incorporating an ESG eligibility framework in its recommendations.

Ryan Ledet is a financial advisor at Edelman Financial Engines with 10 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Personal Capital Advisors Corporation, Empower Advisory Group, and TD Ameritrade. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and serves a large client base through both advisor-led and online platforms.

Cory McNulty is a financial advisor with Raymond James Financial in Fort Worth, TX, holding a Series 66 credential and 18 years of industry experience. He has been with Raymond James and its affiliated firms since 2007. McNulty also owns a CPA practice where he prepares tax returns and performs bookkeeping services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and utilizes risk profiling and modeling tools to assist clients in achieving their financial goals.

Colton Bouher is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. His prior work includes roles at Bank of America, Fidelity, Mr. Cooper, Southern Star Express, and American Income Life. He is based in Fort Worth, TX. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its 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.

Geovanni Herrera is a financial advisor with Merrill in Fort Worth, TX, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America and State Farm, as well as experience in trading, e-commerce, and education. 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 charitable organizations.

Tiffany Beebe is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 licenses and six years of industry experience. She has worked at Wells Fargo Clearing since 2019 and has been with Wells Fargo Bank, N.A. since 2013. 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 advice. The firm’s advisory process is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.

Brian Jetton is a financial advisor with Wells Fargo Clearing in Coppell, TX, holding Series 63 and Series 66 licenses and having 20 years of industry experience. He previously worked at J.P. Morgan Securities from 2013 to 2019 before joining Wells Fargo Clearing in 2019. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Patrick Sanders is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at various J.P. Morgan entities since 2018, including JPMorgan Securities LLC and Jpmorgan Chase Bank NA. Prior to his financial services career, he was affiliated with Texas Christian University and the Texas Department of Transportation. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm operates with a centralized due-diligence framework and offers advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Jake Brillhart is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. He has been with Fidelity Brokerage Services LLC since 2015 and joined Fidelity Investments in 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a qualified Charitable Gift Fund. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, with a distinctive focus on systematic methodologies and long-term asset allocation.

David Ducre is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. His prior work includes roles in public schools and community organizations, such as the Lawton Salvation Army Boys & Girls Club and Cameron University Recreation Center. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a variety of clients, including retail and institutional investors, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and delivers model portfolios through Fidelity Institutional Wealth Adviser.

Jennifer Addison is a financial advisor with Ameriprise in Fort Worth, TX, holding a Series 66 designation and 18 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce written recommendations in partnership with advisors like Addison. The firm provides a wide range of advisory, brokerage, and insurance solutions through its affiliated entities.

Erin Lucik is a financial advisor at Merrill with 20 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2009. She also has a concurrent affiliation with Bank of America, N.A. since 2008. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christopher Berzon is a CFP® professional with 20 years of industry experience, currently affiliated with Wells Fargo Clearing. He previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC from 2020 to 2026, and has held multiple roles within Wells Fargo entities since 2011. Outside of his advisory work, he is involved in business development for Bercom LLC. 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 provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Kobi Dobbins is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, Dobbins worked at Bank of America/Merrill Lynch from 2015 to 2018. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,700 financial advisors and manages approximately $1.01 trillion in assets.

Marcela Becerra is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 65 and Series 63 licenses and possessing 11 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC and Wells Fargo Bank, N.A. She has over two decades of experience with Wells Fargo affiliates. 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 from Wells Fargo Investment Institute and third-party sources.