Alexandria Hughes is a financial advisor with Equitable Advisors in Fort Worth, TX, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has worked with Equitable Advisors since 2016 and was affiliated with Axa Advisors from 2016 to 2020. Outside of advising, she has activities as a property owner. Equitable Advisors serves individual clients—including both non-high-net-worth and high-net-worth individuals—pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by offering financial planning, retirement plan consulting, and asset management programs through a broad network of investment adviser representatives and third-party managers.

Meagan Laux is a financial advisor with RBC Capital Markets in Fort Worth, TX, holding a Series 66 designation and 6 years of industry experience. She has been with RBC Capital Markets since 2015 and has concurrently worked as an independent consultant for Mary Kay, focusing on cosmetic sales. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, and charitable organizations, offering a range of advisory programs with tailored investment strategies and integrated portfolio management solutions.

Adrian Immel is a Financial Consultant at Fidelity Investments, where he helps individuals and families develop personalized financial planning strategies aimed at supporting their long-term goals. He focuses on wealth building, retirement planning, and managing investment risk through a disciplined, planning-first approach. Adrian has held several roles at Fidelity Investments, including Planning Consultant since 2025, Investment Consultant from 2023 to 2025, and Financial Representative from 2022 to 2023. He offers appointment availability beyond traditional business hours to accommodate client needs.

Benjamin Chiang is a CFP® professional with 19 years of industry experience. He is currently with LPL Financial in Fort Worth, TX, where he has worked since 2020. His prior experience includes roles at American Airlines Credit Union, Cetera, Fidelity, and Merrill. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining a broad advisory platform with diverse non-advisory financial services.

Cole Stephenson is a Planning Consultant specializing in investment consulting. He partners with clients to understand their financial goals as well as their values and aspirations, aiming to create financial plans that support long-term success. He has been with Fidelity Investments since 2023, starting as a Financial Representative before advancing to his current role as an Investment Consultant in 2025. His professional experience centers on client-focused financial planning and investment strategies. Outside of his professional work, Cole engages in interests including cars, football, golf, lake activities, outdoor adventures, and spending time with pets.

Leanda Pringle is a financial advisor at Wells Fargo Advisors in Irving, TX, holding Series 63 and Series 66 licenses with 17 years of industry experience. She has spent the majority of her career with Wells Fargo Clearing Service in various roles 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 range of planning services using Wells Fargo research and tools, with discretionary implementation through its brokerage or advisory programs as clients choose.

Stephen Wheeler is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory work, Wheeler is involved in connecting buyers and sellers of collectible antique cars and serves on the endowment committee of First Baptist Colleyville, contributing to its investment policy and asset allocation guidelines. 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 combines extensive research and analytics with both brokerage and advisory solutions and manages assets totaling approximately $671 billion through a network of over 14,000 financial advisors.

Jeffrey Sanders is a financial advisor with Edward Jones in Colleyville, TX, holding Series 63 and Series 66 licenses and having 25 years of industry experience. He has been with Edward Jones since 2001. Outside of advising, he serves as president of a local condominium association. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robert Hopkins Knight is a Financial Advisor with Merrill Lynch Wealth Management based in the Dallas-Fort Worth Metroplex. He began his financial career in 2019 working as a personal banker at BBVA before joining Merrill Lynch as an advisor in 2022. Originally from Colorado, he relocated to North Fort Worth in 2021 with his wife. Robert specializes in providing tailored financial planning and wealth management strategies to established business owners, entrepreneurs, and first-generation immigrant families. His areas of expertise include family wealth management, legacy planning, managing new wealth, personal retirement planning, small business strategies, and retirement income planning. He focuses on helping clients achieve their short-, mid-, and long-term financial goals through relationship-focused service, leveraging access to Bank of America specialists for banking, credit, home financing, and small business solutions. Robert holds a bachelor's degree from the University of Colorado system and professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He is fluent in English and Japanese. Outside of work, he enjoys reading, traveling, hiking, photography, dancing, pickleball, watching movies, writing, and spending time with his family. He is also active in his local communities through volunteering and participation in international cultural events.

Joseph Monty is a CFA® charterholder with 14 years of industry experience. He is currently with Morgan Stanley, having previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank, N.A. He serves on the Board of Directors for First Tee – Fort Worth, a nonprofit organization, and participates in its Development and Finance Committees. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and tailored financial planning to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by advanced modeling tools.

Jonathan Diamantopoulos is a financial advisor at Mass Mutual Investors Services with Series 66 credentials. He has a diverse background including roles at Maroon Bells Partners and ExxonMobil. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved software and also features specialized services such as divorce planning and estate settlement.

Whitney Welch is a Series 66 licensed financial advisor at Robert Baird & Co. with eight years of industry experience, including one year at Temple Days prior to joining Baird. She serves as a board member of the Benbrook Elementary School PTA. The DDK Group at Baird’s Private Wealth Management department serves individuals, corporate and business clients, as well as pensions and charitable organizations, offering a range of financial planning, portfolio management, and brokerage services supported by internal research and ongoing manager oversight.

Thomas Oley is a financial advisor with Wells Fargo Clearing in Grapevine, TX, holding Series 63 and Series 65 credentials and 28 years of industry experience. He previously worked at Comerica Securities, Inc. for eight years before joining Wells Fargo in 2019. His spouse owns and operates a health coaching business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s process is investment policy statement-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and offering a range of financial products including insurance-related vehicles and bank deposit sweep options.

Nathan Carpenter is a financial advisor at Merrill with Series 63 and Series 65 credentials and 54 years of industry experience. His career includes long-term roles at Merrill Lynch, Pierce, Fenner & Smith Inc., Bank of America, N.A., and Merrill, spanning over five decades. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies created by internal and third-party managers.

Bradley Hackler is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has been with LPL Financial since 2011 and operates Hackler Wealth Management in Fort Worth, TX. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a large network of advisors and managing over $819 billion in discretionary assets.

Lina Luu is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. She holds the Series 63 and Series 66 designations and has held prior roles at J.P. Morgan Securities and BBVA Securities, among others. Lina is based in Fort Worth, TX. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap‑fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

David White is a financial advisor with Edward Jones in Ft Worth, TX, holding a Series 66 credential and bringing 13 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he owns a rental property in Panama City Beach, FL. 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 and investment solutions, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Aja Gross is a financial advisor at Wells Fargo Clearing with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including PNC Investments, Merrill, Bank of America, and JPMorgan Chase. Gross is based in Fort Worth, TX. 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.

Marc Vasquez is a financial advisor at Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 credentials. He has less than one year of industry experience and has held roles across a variety of sectors including banking, automotive sales, education, and retail. 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 and analytics from Wells Fargo Investment Institute and third-party sources.

Randall Kirk is a financial advisor at Merrill with Series 63 and Series 66 credentials and one year of industry experience. His prior work includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, Citizens Bank, and Navy Federal Credit Union. 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 investment strategies supported by internal and third-party managers for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.