Bennett Hunter Jr. is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 66 licenses and 34 years of industry experience. He worked at UBS Financial Services for six years before joining Wells Fargo in 2016. 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 through a large network of advisors and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Soonkwan Kwon is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2017. Prior to that, he held brief positions at Uber and New York Life Insurance Company. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Collin Geninatti is a CFA® charterholder and holds a Series 66 license with 14 years of industry experience. He has worked at Edward Jones since 2020 and previously held roles at American Airlines and First Command Advisory Services. He is based in Fort Worth, TX. 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 and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products through a nationwide network of financial advisors and branch offices.

Melissa Harris is a CFP® and Series 66 registered financial advisor with Edward Jones in Fort Worth, TX, where she has worked for eight years. Prior to joining Edward Jones, she spent six years at Catholic Charities Diocese of Fort Worth, Inc. Harris serves as Board Chair of the YMCA of Metropolitan Fort Worth and is a director for the Burchell Youth Development Foundation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard through a nationwide network of more than 23,000 advisors.

Brian Coker is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked with Primerica Financial Services since 2002 and PFS Investments Inc. since 2005. Outside of his advisory role, he is involved in sales of loan products and home security referrals through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options within a wrap-fee structure. The firm curates third-party asset managers and uses BNY Mellon Advisors for model implementation and trade execution.

David Van Buskirk is a financial advisor at Edward Jones with 24 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with Edward Jones since 2001. 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 through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Alta Bingham is a financial advisor at Wells Fargo Clearing with 9 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing Services LLC since 2016, having worked at Wells Fargo Bank NA since 2002. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering a range of services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, serving as an ERISA fiduciary and offering discretionary investment management options tailored to plan objectives.

Michael Vatter is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise, Comerica Securities, Veritex Community Bank, and LPL Financial. Outside of his advisory role, he is involved in importing classic cars from Europe, primarily Germany. 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 offers both brokerage and advisory solutions and manages approximately $671 billion in assets through a network of over 14,000 financial advisors.

Brenda Jurado is a Planning Consultant at Fidelity Investments, where she assists clients in creating comprehensive financial plans tailored to their individual goals and aspirations. She focuses on understanding clients' priorities to develop personalized strategies that aim to build a stronger financial future. Brenda has been with Fidelity Investments since 2015, progressing through various roles including Investment Consultant, Financial Consultant, Regional Sales Consultant, Senior Representative in Money & Asset Movement, and Financial Associate for Tax Exempt accounts. This diverse experience has equipped her with extensive knowledge across financial planning and investment services. Outside of her professional role, Brenda enjoys spending time at the beach, engaging in fitness activities, exploring culinary interests, participating in social events with friends, hiking, and reading.

Kenny Diaz is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He has been with Merrill since 2020 and also has prior experience at Bank of America and Christy Alley State Farm. Merrill, along 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 strategies for individuals, high-net-worth clients, and institutional investors.

Kara Lebanik is a financial advisor at Edward Jones in Ft. Worth, TX, holding Series 63 and Series 66 licenses with nine years of industry experience. She worked at Fidelity Investments from 2015 to 2018 before joining Edward Jones, where she has been since 2018. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates a large nationwide network of advisors and branch offices and provides tax-efficient and fiduciary-standard advisory services.

Kendra West is a financial advisor at Edward Jones with Series 66 credentials and four years of industry experience. She has worked at Edward Jones since 2017 and has prior experience at AFlac, Fort Worth Lighting, and Tarrant County Junior College. 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 and investment strategies, supported by a nationwide network of over 23,000 advisors and 15,000 branch offices, with approximately $1.01 trillion in assets under management.

Lori Bradley is a financial advisor with Primerica Advisors in Fort Worth, TX, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. Her work history includes roles at PFS Investments Inc. and Primerica Financial Services, along with prior experience at HEI Hotels, Harvest Church, and Circle R Ranch. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm manages a wrap-fee asset management program utilizing model-delivery strategies created by unaffiliated asset managers, supported by custodial and trade execution services from Pershing and BNY Mellon Advisors.

James Doss is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 28 years of industry experience. His career includes roles at UBS Financial Services, Signator Financial Services, KMS Financial Services, and Arbor Point Advisors. He is also involved with Doss Asset Advisors LLC, an entity related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of solutions including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Jaime Kretschmer is a financial advisor at Fidelity with 12 years of industry experience. She holds the CFP® designation as well as Series 66 and Series 63 licenses. She has worked at various Fidelity entities since 2014, including Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad range of mutual funds, ETFs, and ETPs.

Ladarrion Hills is a financial advisor at Primerica Advisors in Ft Worth, TX, holding Series 65 and Series 63 licenses with nine years of industry experience. He has been with Primerica Advisors since 2017 and has additional experience with Primerica Financial Services and AutoNation. Outside of advisory services, Hills is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors is a large-scale firm primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm offers a wrap-fee asset management program based on model-delivery strategies managed by third-party asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Joshua Sanders is a financial advisor at J.P. Morgan Securities in Fort Worth, TX, holding a Series 66 designation with one year of industry experience. Prior to joining J.P. Morgan Securities in 2026, he held positions at JPMorgan Chase Bank, Southside Bank, and Texas A&M. He was also involved with The Association of Former Students in 2026. 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 and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to build model asset allocations, supported by centralized due diligence and an ESG eligibility framework.

Regina Partida is a financial advisor at Edward Jones in Arlington, TX, holding a Series 66 designation with six years of industry experience. She has worked at Edward Jones since 2019 and previously held roles at State National Insurance Company and Nolan Catholic High School. Outside of her advisory work, she serves as a bookkeeper for a manufacturing company and an interior design business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs, supported by a large nationwide network of financial advisors and branch offices.

Jason Freeman is a financial advisor with LPL Financial based in Mansfield, TX, holding Series 63 and Series 65 registrations and bringing nine years of industry experience. His career includes six years at Avantax and ongoing work with Karen S Freeman, CPA, PLLC. Outside of advisory services, he is involved with Atlet Sports and manages Jason Freeman Baseball/Softball, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management options supported by technology and research tools, alongside a broad array of non-advisory financial services.

Joseph Eiswert III is a financial advisor with J.P. Morgan Securities in Colleyville, TX. He holds Series 63 and Series 65 registrations and has one year of industry experience. His prior roles include work at Texas Financial Advisors and Reliant Logistics LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their program offers non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.