Jake Crawford is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to this, he worked in real estate with Marsha Hardin Real Estate and has experience in education from 2007 to 2016. Outside of financial advisory, he owns Coddiwomple Habit, LLC, an agricultural business involved in livestock production. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets, supported by a nationwide network of more than 23,700 financial advisors.

Sarah Gaona is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses. She joined Wells Fargo Clearing in 2025 and has prior experience with Wells Fargo Bank, nA since 2021. Outside of her advisory role, she provides home health aid services assisting with living tasks and hygiene for a family member. Wells Fargo Clearing offers retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, providing both discretionary and non-discretionary services. Their advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Sarah Garrity is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds the Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2023. Prior to her current roles, she was involved with the Fort Worth Chamber of Commerce from 2021 to 2023 and held positions at Revel XP and Deep South Pout. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Randy Miranda is a financial advisor at Merrill with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill since 2021, with prior experience at Truist Bank and Bank of America. 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 individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Jacob Casleton is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 designation and has additional work experience at H-E-B Grocery Store and Designs of Honor, Inc. outside of the financial industry. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary portfolio management supported by research and a range of investment strategies.

Judson Redmond is a financial advisor at RBC Capital Markets with 14 years of industry experience. He holds the CFP®, CFA®, and PFS™ designations and has worked at RBC Global Asset Management and Foreside Fund Services, among other firms. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension plans, corporations, and charitable organizations with tailored investment strategies and a range of advisory programs. The firm combines internal and third-party managers to implement portfolios aligned with each client’s risk profile and offers integrated services including financial planning, custody, and brokerage.

Jaron Launer is a Planning Consultant currently working at Fidelity Investments. He collaborates with clients to build financial plans by leveraging Fidelity's extensive knowledge and resources. He focuses on integrity, attention to detail, and clear communication to establish trust and provide quality service. Jaron works to evaluate financial plans and assist clients in identifying actionable steps tailored to their evolving family needs. He has held multiple roles within the financial services industry, including positions at Fidelity Investments as Planning Consultant, Investment Solutions Representative, and High Net Worth Service Associate. He also gained experience as a Private Client Investment Associate at J.P. Morgan Chase and has worked in customer service roles at Robinhood and E*Trade from Morgan Stanley. Jaron holds insurance licenses for Arkansas and California. Outside of his professional responsibilities, he enjoys the beach, fitness activities, outdoor adventures, and running.

Raymond Tucker Jr. is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 credentials and 46 years of industry experience. He previously worked at Wells Fargo Advisors LLC for seven years before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics to support diversified investment approaches within a broad platform of brokerage and advisory solutions.

Michael Chavez is a financial advisor with Edward Jones in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. Prior to joining Edward Jones in 2020, he worked at Wells Fargo Advisors and Wells Fargo Clearing Services LLC. He volunteers as a professor for an adult education program at Tarrant County Community College, teaching a free six-week financial literacy course for older adults. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Spencer Gilland is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes roles at Navy Federal Financial Group, Charles Schwab, and TD Waterhouse Investor Services. 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 grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options, tailored to plan objectives and risk tolerances.

William Swoboda is a financial advisor at Edward Jones in Fort Worth, TX, with 15 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2010. Outside of his advisory role, he is the owner of JSW Premier Properties, a real estate holdings firm. 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 strategies, supported by a nationwide network of more than 23,000 financial advisors.

Hannah Crane is a financial advisor at J.P. Morgan Securities with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining J.P. Morgan, she held positions at Goldman Sachs and worked at Vanderbilt University. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors. The firm’s approach integrates quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending investment strategies.

Joseph Toye is a financial advisor with LPL Financial in Burleson, TX, holding a Series 66 credential and two years of industry experience. Prior to joining LPL Financial in 2024, he was employed at Enhabit Home Health for six years and operated as a self-employed professional for two years. He maintains a part-time role with Enhabit Home Health & Hospice outside of his advisory work. 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 investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

Gary Surian is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America, Merrill, Fidelity Brokerage Services, and Konica Minolta. Outside of his advisory role, he operates a business under his own name based in Clemmons, North Carolina. Wells Fargo Clearing provides retirement plan consulting 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 vehicles and bank deposit sweep programs.

Ryan Arrington is a financial advisor with Ameriprise in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC, as well as over a decade of service with the Fort Worth Independent School District. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement with substantial investable assets, utilizing a centralized consulting team to provide non-discretionary, research-driven recommendations focused on income sources, Social Security options, and tax-smart withdrawal strategies.

Scott Taft is a financial advisor with Robert W. Baird & Co. in Northlake, Texas, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. His prior roles include positions at ClearBridge Investments LLC and Legg Mason & Co LLC. He is also a member of Legacy Homebuyers, LLC. Scott Taft is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and manager options.

Joshua Roark is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding a Series 66 designation and eight years of industry experience. Prior to joining Wells Fargo in 2023, he worked at Merrill and Bank of America, N.A. for five years each, as well as Colonial Life and Zurvita. Outside of his advisory role, he serves as a sports official for high school football games. 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, utilizing research and analytics to support investment decisions.

Mark Roberts is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding Series 65 and Series 63 licenses and 13 years of industry experience. He has worked at JPMorgan Chase Bank NA and J.P. Morgan Securities LLC since 2013. Outside of his advisory role, he serves on the finance committee of the Key School of Fort Worth, a private school for students with learning differences. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager searches, and customized performance reporting through a non-discretionary approach.

Gina Shaffer is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and seven years of industry experience. She has worked at Charles Schwab since 2017 and previously held positions at Clairvoyix and HealthTrackRx. Outside of her advisory role, Shaffer serves on the boards of the MHMR Foundation and the Alzheimer’s Association North Central Texas Chapter and operates a life and professional coaching business. Charles Schwab serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services, combining non-discretionary and discretionary investment options with centralized brokerage and custody solutions.

John Nash II is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 22 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. 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 advisory services. The firm’s process is driven by investment policy statements and modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.