Mary Grace Pidgeon is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation. Her prior experience includes roles at Deloitte & Touche LLP, Opportune LLP, and 3E Management LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework within a non-discretionary program structure.

Brooke Reeb is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Prior to joining J.P. Morgan in 2017, she worked at Crestline Investors, Inc. from 2015 to 2017. Outside of her advisory role, she is a partner in Trinity River Distillery and serves on the Board of Governors for the Texas Ballet Theater. She also has a minimal role in a family law practice, Reeb Law PLLC. 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. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and offers broader derivatives and commodities capabilities through its regulatory registrations and affiliations.

Catherine Coleman is a CFP® and holds a Series 66 license with 21 years of industry experience. She has worked at Robert W. Baird & Co., Incorporated since 2018, following prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of her advisory work, she serves as Treasurer and Board Member for the Moms of Minerva chapter of Sigma Alpha Epsilon in Fort Worth, TX. She is part of The DDK Group at Robert W. Baird & Co., a team within the Private Wealth Management department that serves individuals, corporate and business clients, pension plans, and charitable organizations. Baird offers a range of financial planning, portfolio management, and brokerage services, supported by manager selection, internal research, and the use of advanced tools including artificial intelligence.

Gregory Price is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 66 licenses and with 13 years of industry experience. He has been with Wells Fargo Bank, N.A. since 2013 and with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Delia Aderoju is a financial advisor with Thrivent Investment Management in Fort Worth, TX, holding a Series 66 designation and six years of industry experience. She has been with Thrivent Financial and Thrivent Investment Management for three years and has a background at DXC Technology. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning covering a range of financial topics, delivered as either one-time or ongoing engagements without portfolio management for institutional clients.

Kristin Stanley is a financial advisor at Raymond James & Associates with 19 years of industry experience. She holds a Series 66 designation and previously worked at Bank of America, Merrill, and UBS Financial Services. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including high-net-worth individuals, institutions, and municipal entities, offering financial planning and investment consulting through various specialized programs.

Daniel Koech is a Series 66 licensed financial advisor with Equitable Advisors in Fort Worth, TX, and has five years of industry experience. His prior work experience includes roles at Quest Diagnostics, Toyota of Dallas, Uber, and University Hospital. He was also a member of the University of Kansas Men's Track & Field Team during his college years. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, providing financial planning, retirement plan consulting, and various asset-management programs through a large network of Investment Adviser Representatives. The firm uses a combination of firm-offered programs and third-party advisory solutions to deliver personalized investment strategies.

Elisabeth Dahlstrom is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. She has been with Fidelity since 2021, initially serving as a Workplace Planning Consultant before advancing to her current role in 2024. Elisabeth focuses on providing clients with the tools, knowledge, and support necessary for effective financial planning. Her professional experience centers on empowering clients to make informed decisions and work towards their financial goals. Elisabeth is dedicated to partnering with clients to help them realize their vision for both the present and the future. Outside of her professional work, Elisabeth has personal interests that include food, social events with friends, and traveling.

Scott Oneal is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 41 years of industry experience. He has worked at Wells Fargo since 2016 and previously was with Morgan Stanley and Morgan Stanley DW Inc. from 1985 to 2009. 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 integrates research and analytics from Wells Fargo Investment Institute and third-party sources to support its investment solutions.

Andrew Cronk is a financial advisor with Charles Schwab in Fort Worth, TX, holding a Series 66 designation and 12 years of industry experience. He has worked at Charles Schwab and its related entities since 2015 and previously at TD Ameritrade. He serves on the board of the Fort Worth Chamber of Commerce, contributing to business-related discussions in the local community. 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 both non-discretionary and discretionary investment guidance using multi-asset model portfolios, supported by centralized supervisory, custody, and order-routing systems.

Jarret Sedlacek is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His prior roles include positions at BBVA Wealth Solutions, BBVA Securities, BBVA Compass Insurance Agency, and Compass Bank. Outside of his advisory work, he owns and operates Ducky's Trading, LLC, a business focused on the resale of trading cards. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related products and bank deposit sweep programs.

Bryan Vaughn is a CFP® and holds a Series 66 license, with 20 years of experience in the financial services industry. He has worked at Robert Baird & Co. since 2026 and previously spent 20 years at Ameriprise Financial Services. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and custody and brokerage services, supported by internal research and portfolio strategies that incorporate tax management and direct indexing.

Robert Holman is a CFP® professional with 22 years of industry experience, all spent at Edward Jones since 2004. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he has mineral interests in energy companies based in Colorado and Texas. 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 solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Stentz is a financial advisor with LPL Financial in Bedford, TX, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Edward Jones and Fort Worth Community Credit Union. Outside of finance, he has been involved with RTC Holdings, Inc, a company connected to youth ministry activities, since 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

Stuart Schultz is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has worked since 2000. With experience in the financial services industry dating back to 1998, Stuart focuses on creating tailored strategies for individuals, families, and businesses by closely aligning advice with their short- and long-term financial goals. His client services include college education planning, employee benefits planning, retirement income, portfolio management, tax minimization, and small business strategies. Stuart holds a bachelor's degree in Finance from Texas Christian University and maintains the professional designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He is involved in several professional and community organizations, including the College of Fine Arts Board of Visitors at TCU, St. Andrew Catholic Church, and The Modern Art Museum of Fort Worth. Stuart and his wife Shannon reside in Fort Worth with their two sons and participate actively in local community efforts such as meal preparation for the homeless through Beautiful Feet Ministries, Habitat for Humanity, and Meals on Wheels.

Joseph Vigil is a financial advisor with Ameriprise in Fort Worth, TX, holding a Series 66 designation and eight years of industry experience. His career includes six years at Edward Jones and a year at Quest Capital Strategies Inc, with earlier experience at AT&T. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach combines investment research and algorithmic tools to provide written recommendation reports and ongoing planning advice focused on reliable income and tax-aware withdrawal strategies.

Kyle Whittemore is a financial advisor at Wells Fargo Clearing in Fort Worth, TX, with seven years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2018, also maintaining a longstanding role at Wells Fargo Bank, N.A. since 2004. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial product options, such as insurance-related vehicles and bank deposit sweep programs.

Jennifer Monaco is a CFP® with 17 years of experience in the financial industry, currently serving at Wells Fargo Clearing since 2018. Her prior experience includes roles at Bank of America, N.A., and earlier stints with Wells Fargo Clearing. She is a part-owner of CMJ, LLC and North Bench LLC, which are investment-related businesses. 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 and combines research from Wells Fargo Investment Institute with third-party analytics to guide its investment approach.

Camille Northcutt is a Series 66-licensed financial advisor with Merrill, based in Fort Worth, TX, and has 25 years of industry experience. She has been with Merrill since 2001. 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. The firm offers model-based and discretionary strategies for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kevin Peveto is a CFP® professional with 33 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2011. He is based in Fort Worth, TX, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in managing a family-owned ranch operation and serves as a trustee for his parents' investments. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with clients having the option to implement recommendations through various brokerage or advisory programs.