Hailey Thibodeaux is a financial advisor with Equitable Advisors in Fort Worth, TX, holding Series 65 and Series 63 licenses and four years of industry experience. Prior to joining Equitable Advisors in 2022, her work history includes roles at MMR Group, BBP Sales, and Posh Boutique. Hailey attended Louisiana State University from 2018 to 2022. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, relying heavily on programs sponsored by LPL Financial and other endorsed third-party managers.

Morgan Duvall is a Wealth Management Advisor with Merrill Lynch Wealth Management. Based in Fort Worth, Texas, Morgan oversees wealth planning activities for their team. Morgan holds a Bachelor's Degree in Information & Operations Management from Texas A&M University and joined Merrill in 2014 after a career in supply chain management consulting. In 2016, Morgan earned the CERTIFIED FINANCIAL PLANNER (CFP) certification and holds additional professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Morgan is qualified to provide traditional financial advice as well as build and manage custom investment strategies, including discretionary management through Merrill's Investment Advisory Program. Morgan's client focus areas include education planning, family wealth management strategies, services for endowments, foundations, and non-profits, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, socially responsible and ESG investing, and women and wealth. Outside of work, Morgan is involved with Christ Chapel Bible Church, Ducks Unlimited, and Westside Little League, and enjoys adventure sports, baseball, boating, camping, fishing, hunting, skiing, and spending time with family.

Amanda Schrama is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. She holds the Series 66 designation and has previously worked at New York Life Investments, Nuveen Asset Management, Nuveen Securities, Deutsche Asset Distributors, and Morgan Stanley. 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 services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Jesus Saenz is a Financial Consultant at Fidelity Investments, a position he has held since 2024. In this role, he engages clients in financial planning conversations and works collaboratively to develop strategies that align with their future goals. His approach focuses on helping clients build, preserve, and transition wealth through comprehensive financial plans. Prior to his current role, Jesus held several positions at Fidelity Investments, including Planning Consultant from 2022 to 2024, Relationship Manager in 2022, and Financial Representative from 2021 to 2022. Before joining Fidelity, he worked as a Relationship Banker at Wells Fargo Bank, N.A. from 2016 to 2021. This experience has contributed to his expertise in financial planning and client relationship management.

Deana Butler is a financial advisor at OSAIC with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has held roles at several firms, including Charles R. Green & Associates and SagePoint Financial. Butler also serves as Vice President of Operations at Charles R. Green & Associates, where she oversees client account maintenance and operational functions. OSAIC serves a diverse client base ranging from individual investors to institutional entities, offering integrated brokerage and advisory services with a focus on asset allocation, risk management, and access to multiple investment platforms and third-party managers.

Vicki Russell is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 10 years of industry experience. She has been with Wells Fargo Clearing since 2016 and has over 27 years of tenure with Wells Fargo Bank, NA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Hillery Emms is a financial advisor with Robert W. Baird & Co. in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Robert W. Baird since 2013. The DDK Group, part of Robert W. Baird’s Private Wealth Management practice, serves individuals, families, pensions, corporations, and institutional clients by providing financial planning, portfolio management, and brokerage services. The team customizes strategies using a mix of in-house and third-party managers, offering a range of traditional and non-traditional investment approaches.

Tyler Grant is an advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 licenses. He began his career in the financial industry in 2023 and joined Wells Fargo Clearing in 2025. Outside of his advisory role, he has experience working with BeeHive Homes of McKinney and previously worked in the food service and education sectors. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Joshua Paigen is a CFP®-certified financial advisor with 16 years of industry experience. He is currently with Wells Fargo Clearing and previously worked at JPMorgan Securities LLC for seven years. 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.

Kerry Knox is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he holds the title of Senior Vice President. He joined Merrill Lynch in 1999 following an 11-year career as a professional baseball player. Kerry brings a disciplined approach to financial advising, focusing on understanding each client's individual needs, concerns, and priorities. He specializes in personal retirement planning, portfolio management services, sports and entertainment, and retirement income. Kerry holds a Personal Investment Advisor (PIA) designation and earned his bachelor's degree from Texas Christian University, where he also played baseball for four years. In addition to his professional role, Kerry is involved in his community through volunteering with the Tara Sawyer Foundation. His personal interests include golfing, spending time with his family, and traveling.

Julius Dargai is a CFP®-credentialed financial advisor with 11 years of industry experience, currently affiliated with Charles Schwab in Fort Worth, Texas. He has been with Charles Schwab and Charles Schwab Bank since 2014 and is also associated with Legacy Protection Assurance, LLC. Outside of his advisory role, he serves on the Board of Directors for Fort Worth Sister Cities International, including a chair position for Budapest, Hungary, and is involved with Sister Cities International and the Business Transitions Summit as a board member. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and provides integrated brokerage, custody, and advisory services.

Dade Lyons is a financial advisor at Merrill in Fort Worth, TX, holding a Series 66 designation with less than one year of industry experience. His prior roles include positions at Charles Schwab, Credit Union of Texas, and Eskimo Hut, along with experience in educational and service settings such as the University of North Texas and Frassati Catholic High School. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Trevor Pennington is a financial advisor at Raymond James & Associates in Fort Worth, TX. He holds a Series 66 designation and has been with Raymond James since 2025. Prior to his financial advisory career, he worked in various roles in the hospitality and retail sectors, including five years at Brinker International. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm serves a wide range of clients—including individuals, institutions, and government entities—offering wealth advisory planning, investment consulting, and specialized municipal and public finance services.

Matthew Valero is a financial advisor with Morgan Stanley in Fort Worth, TX, holding Series 63 and Series 66 credentials and two years of industry experience. His prior experience includes roles at Merrill and Charles Schwab, as well as positions in education at the University of Texas at Arlington and Tarrant County College. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and advisory programs supported by structured discovery processes and advanced modeling tools.

John Dierker is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan, he served in the United States Coast Guard for nine years and worked at Velox Operations LLC. 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 team of Wealth Advisors. The firm combines large institutional advisory capabilities with brokerage and investment management services.

Ricardo Medina is a CFP®-certified financial advisor with J.P. Morgan Securities in Fort Worth, TX, where he has worked for 14 years. He has 20 years of industry experience. Outside of his advisory role, he owns and manages The Golden Antler Lodge, a short-term rental property in Oklahoma. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized reporting. The firm combines large institutional advisory operations with broker-dealer and futures commission merchant registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Bryan Keever is a financial advisor with Ameriprise in Mansfield, TX, holding a Series 63 designation and 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he oversees business operations and strategic vision for BCK Management Services LLC, a financial services business management firm he owns. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets. The firm employs a centralized consulting team to deliver tailored, non-discretionary recommendations using research-driven models and tax-efficiency analysis, supported by a broad range of advisory, brokerage, and insurance solutions.

Alejandro Gualy is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. He has been with Bank of America and Merrill since 2019. Prior to that, he held roles at Global Process Consulting, Shell, and Texas A&M Corpus Christi. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program. The firm offers a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors as part of a broad investment platform integrated with Bank of America’s services.

Sofia Uceda is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining J.P. Morgan, she held roles at Charles Schwab and has worked in marketing with Nutrabolt as a Field Marketing Specialist promoting health and wellness products. 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 applying an ESG eligibility framework in its recommendations.

Ekua Anyanful is a CFP® professional with 22 years of industry experience, currently affiliated with LPL Financial in Fort Worth, TX, where she has worked since 2012. She holds the Series 66 designation and serves as CEO of EA Wealth Management, through which she offers life, health, disability, and long-term care insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides various advisory programs, financial planning services, and utilizes model portfolios and research from multiple sources to support diversified investment strategies.