Carlos Menicucci is a CFP® professional with 11 years of experience in the financial services industry. He is currently with Wells Fargo Clearing, having joined in 2025, and previously worked at Cambridge Investment Research Advisors and Merrill. His credentials include Series 66 and Series 63 licenses. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions alongside a range of retirement plan services supported by research from Wells Fargo Investment Institute.

Kayla Hunt is a Series 66 credentialed financial advisor at Edward Jones with eight years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Anthony Kemp is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds a Series 66 designation and has previously worked at J.P. Morgan Securities from 2012 to 2017. Kemp is based in Denton, TX. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s investment approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Corban Alkhayer is a financial advisor with Ameriprise in Fort Worth, TX, holding a Series 66 designation and 10 years of industry experience. He previously worked at Edward Jones for 10 years before joining Ameriprise in 2025. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm employs a centralized consulting team to deliver non-discretionary, algorithm-supported recommendations focused on income sources, tax-smart withdrawal strategies, and Social Security options.

Preston Pavlat is a financial advisor with J.P. Morgan Securities based in Fort Worth, TX, holding Series 63 and Series 66 licenses and 18 years of industry experience. His career includes roles at Merrill, Bank of America, UBS Financial Services, First Command Financial Services, and Fidelity Investments. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm uses a combination of quantitative screening and qualitative research supported by a manager solutions team to develop model asset allocations.

Rachel Berardi is a Series 66-licensed financial advisor at Ameriprise in Fort Worth, TX, with 10 years of industry experience. She has been with Ameriprise and its affiliates since 2016. Outside of advisory work, she is involved in independent insurance brokering and is an employee of BEEZ3 LLC, where she manages an advisory business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on reliable income sources and tax-aware withdrawal strategies.

Robert Mercer III is a financial advisor with UBS Financial Services in Ft. Worth, TX, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with UBS Financial Services since 2011. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor investment plans.

Pamela Natvig is a CFP® professional with 26 years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2018, following an 18-year tenure at Ameriprise Financial Services, Inc. She is based in Fort Worth, TX. 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 searches, and customized performance reporting through a non-discretionary program. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework in its recommendations.

Maci Geltmeier is a Financial Advisor at Merrill Lynch Wealth Management. She specializes in providing personalized financial planning services with a focus on areas such as divorce transition planning, employee benefits planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and individual and corporate investment strategy. Maci holds a Bachelor's degree from Louisiana Tech University and a Master's degree in Finance from the University of Texas at San Antonio. She also holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Her background includes five years as an NCAA Division I student-athlete, contributing to her work ethic and discipline. Outside of her professional work, Maci is interested in adventure sports, biking, golfing, hiking, music, running, soccer, spending time with her family, traveling, and yoga. She aims to build lasting relationships with her clients and help them feel confident about their financial future.

Peter Philpott is a financial advisor with Robert W. Baird & Co. based in Fort Worth, TX. He holds the Series 66 designation and has one year of industry experience, including prior roles at Kleinheinz Capital Partners and Pegasus Resources. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored consulting and portfolio management services using a combination of in-house and third-party managers, with capabilities ranging from traditional equity and fixed-income strategies to more complex and non-traditional investments.

Paul West is a financial advisor at Wells Fargo Clearing based in Fort Worth, TX. He holds Series 65 and Series 63 licenses and has two years of industry experience. His background includes roles at Wells Fargo Bank, Amberton University, the University of Texas at Dallas, Centerville Road Animal Clinic, and Richland Community College. 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 from Wells Fargo Investment Institute and third-party sources.

Zebulah Houston is a financial advisor at Fidelity with 23 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with various Fidelity entities since 2004, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, often incorporating sub-advisers and employing systematic methodologies with long-term asset allocation benchmarks.

Jerry Williams is a financial advisor with LPL Financial in Fort Worth, TX, holding a Series 66 designation and 17 years of industry experience. Prior to joining LPL Financial in 2018, he worked at Wells Fargo Clearing, Edward Jones, and Wells Fargo Investments. Outside of his advisory role, he is involved in a cattle business located in Decatur, TX. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Sydney Mc Kie is a financial advisor at Thrivent Investment Management with five years of industry experience. Sydney holds the Series 66 designation and has worked previously at Fidelity Investments and JPMorgan Chase Bank. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based, holistic planning without discretionary trading authority. The firm offers planning as a standalone service or combined with managed accounts through its “WealthPlan” option.

Bryan Montenegro is a financial advisor at Equitable Advisors in Fort Worth, TX, holding Series 63 and Series 65 credentials with five years of industry experience. Prior to joining Equitable Advisors in 2020, he held positions at Uber, multiple dining establishments, and the University of Texas at Arlington. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Brian Curtis is a CFP® with 10 years of industry experience, currently affiliated with LPL Financial in Fort Worth, TX. He previously spent a decade at Edward Jones. Outside of his financial advisory role, Curtis plays guitar and serves as lead singer in a local bluegrass band. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, institutions, and retirement plan participants through a broad network of advisors. The firm provides a wide range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms.

Nicholas Wolfe is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at several firms including Wells Fargo Bank, PNC Bank, TD Ameritrade, and Extra Space Storage. Outside of finance, he is an author of speculative fiction under the name Uriel's Fire. 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 manages approximately $671 billion in assets through more than 14,000 advisors and offers both brokerage and advisory solutions.

Jordan Hampton is a financial advisor with Raymond James & Associates holding a Series 66 designation and four years of industry experience. He has been with Raymond James since 2022 and previously worked at Nolan Catholic High School for five years. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser network.

Cooper Krudwig is a financial advisor with J.P. Morgan Securities in Fort Worth, TX. He holds Series 63 and Series 65 licenses and has been in the industry since 2025. His prior experience includes roles at 49 Financial, Hub International, and JPMorgan Chase Bank, N.A. Outside of finance, he has experience in masonry and has been involved with the Tustin Western Little League. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their approach includes non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Brooks Danley is a Series 66-registered financial advisor with Ameriprise in Fort Worth, TX, with 14 years of industry experience. He has been with Ameriprise since 2012. Outside of his advisory role, he is a board member of New Day Services and Covenant Classical School, and is an equity owner and franchise advisor for Beez3 LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and ongoing advice.