Fnu Ramneetkaur is a financial advisor at Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 licenses. Ramneetkaur has experience at multiple financial institutions including Scotiabank, Royal Bank of Canada, and Wells Fargo Bank. Prior to entering the financial industry, Ramneetkaur worked in academic roles at Cape Breton University and Baba Farid University. 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 offers both brokerage and advisory solutions and manages approximately $671 billion in assets through a large network of advisors.

Eric Blevins is a Financial Advisor with Merrill Lynch Wealth Management, serving as a Merrill Financial Solutions Advisor. In this role, he works with clients to understand their financial goals and develop strategies to pursue short-, mid-, and long-term objectives. He specializes in areas including general investing, retirement planning, and saving for unexpected expenses. Eric offers ongoing advice and guidance, facilitating access to additional banking, credit, home financing, and small business solutions through Bank of America specialists as needed. Eric holds a Bachelor's Degree from Abilene Christian University and holds the Personal Investment Advisor (PIA) designation.

John Petrach II is a financial advisor at Edward Jones in Weatherford, TX, with eight years of industry experience. He has been with Edward Jones since 2018 and previously worked for General Motors Corporation for 31 years. Outside of advising, he is involved with BKV Barrnett, LLC, which holds gas rights in Bridgeport, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options, supported by a large national network of advisors and branch offices.

Kerry Davies is a financial advisor with Merrill in Fort Worth, TX, holding a Series 66 designation and 25 years of industry experience. He has been with Merrill since 1996. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Dustin Ater is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 licenses and having 30 years of industry experience. He previously worked at Merrill for 13 years before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm offers a range of brokerage and advisory solutions supported by research and analytics, managing approximately $671 billion in assets with over 14,000 financial advisors.

Johnathan Beavers is a financial advisor with Charles Schwab in Fort Worth, TX, holding Series 63 and Series 65 licenses and accumulating three years of industry experience. His prior work history includes roles at Verizon, Best Buy, Exeter Finance LLC, Portfolio Recovery Associates, and Walmart. Charles Schwab & Co., Inc. serves a large client base, 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 a combination of non-discretionary and discretionary investment guidance with multi-asset model portfolios and a centralized operational structure.

Emily Stroud is a CFA® charterholder and Series 63 licensee with 23 years of industry experience. She is currently with LPL Financial and previously worked for Cambridge Investment Research Advisors, INC. Stroud has operated her own firm, Stroud Financial Management, Inc., since 2005. She is also an author of the book *Faithful Finance* and hosts a streaming TV show titled *Faithful Finance, Live*. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides 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 access, and institutional platforms, supported by a network of over 22,800 advisors.

Brian Bisdorf is a financial advisor with LPL Financial in Fort Worth, TX, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Commonwealth Financial Network and Edward Jones. Outside of his advisory work, he is involved in private business ventures including co-ownership of Bisdorf Palmer, LLC and Bisdorf & White Custom Homes, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and third-party asset management, supported by a network of over 22,900 investment adviser representatives.

Fatima Romo is a Financial Advisor with Merrill Lynch Wealth Management. She holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Fatima provides financial guidance and advisory services to her clients, focusing on retirement planning and investment management. She completed her high school education at Grand Prairie High School. Fatima is proficient in both English and Spanish.

Jordan Lenderman is a financial advisor at Equitable Advisors in Fort Worth, TX, holding a Series 66 designation with six years of industry experience. Prior to joining Equitable Advisors, he worked at AXA Advisors and has experience in roles at Postmates, DoorDash, and the Walton College of Business. He is also the owner of Jordan Lenderman LLC. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and third-party managers.

Tieg Bryan is a CFP® with 20 years of industry experience, currently affiliated with Ameriprise in Weatherford, TX. His career includes roles at Wells Fargo Clearing Services LLC and multiple Ameriprise entities. Ameriprise provides a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, offering written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support its clients and delivers these services through a centralized consulting team in partnership with financial advisors.

Brandon Brinkman is a financial advisor with Raymond James Financial in Fort Worth, TX, holding Series 63 and Series 65 licenses and 19 years of industry experience. His career includes roles at LPL Financial, Edward Jones, and Banc of America Investment Services. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning tools and supports clients through advisory programs, including specialized municipal and public-finance services.

Natalie Soto is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 65 and Series 63 licenses and nine years of industry experience. She previously worked at J.P. Morgan Chase Bank and J.P. Morgan Securities for seven years before joining Wells Fargo in 2023. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Aubrey Edgington is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. She has been with Merrill since 2016 and previously worked at Darden-Eddie V's Prime Seafood. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Frances Peeples is a financial advisor with Stifel in Fort Worth, TX, holding a Series 63 designation and 30 years of industry experience. She worked at Merrill for 25 years before joining Stifel Nicolaus & Co. Inc. in 2019. Peeples is also a commissioned Notary Public. Stifel serves individuals, institutional clients, and charitable organizations by providing brokerage and investment advisory services, including financial planning and third-party adviser recommendations. The firm’s investment guidance relies on proprietary methodologies developed by its Investment Strategy Group, with services tailored to client discretion and needs.

Joshua Biering is a financial advisor with Raymond James & Associates in Fort Worth, TX, holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining Raymond James in 2024, he worked six years with JPMorgan Securities LLC and JPMorgan Chase. He serves as a board member and finance committee member for the nonprofit organization Folds of Honor North Texas. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutions, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional advisory services.

Vern Holifield is a financial advisor with Edward Jones in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Edward Jones since 1996. 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, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Ana Ban is a financial advisor at Morgan Stanley with 18 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and holds a Series 66 designation. Based in Fort Worth, TX, she has spent the majority of her career at this firm. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Keith Young is a Series 66-licensed financial advisor with seven years of industry experience, currently with LPL Financial in Fort Worth, TX. Prior to joining LPL Financial in 2026, he worked seven years at Edward Jones and has held roles at multiple firms including Benham Corp, Connie Benham, Waddell and Reed, and ROE Outfitters. He also served four years in the Oregon Army National Guard. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management options, supported by technology tools and a broad platform that includes insurance and banking partnerships.

Joseph Queppet II is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 licenses and seven years of industry experience. His background includes roles at J.P. Morgan Securities, J.P. Morgan Chase Bank, and Bank of America. Outside of finance, he works as a storm restoration consultant for NTV Solutions, a construction and solar sales company. 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.