Eduardo Martinez is a Series 66 licensed financial advisor with Merrill in Fort Worth, TX, and has six years of industry experience. He has been with Merrill and Bank of America since 2017. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jessica Davis is a financial advisor with Raymond James & Associates in Fort Worth, TX, holding a Series 66 credential and eight years of industry experience. She previously worked at Edward Jones for six years and held roles at Colorado Christian University. Outside of her advisory work, she sews baby blankets and nap mats through a small business called Razzle Baby. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a wide range of clients, including individuals, institutions, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting with access to multiple portfolio management styles and municipal advisory services.

George Conkle is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley, Merrill, TD Ameritrade, and Edward Jones. Conkle has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2014. 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 and fund searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and offers a range of portfolio services supported by affiliates.

John Chapman is a CFP® professional with 31 years of experience in the financial services industry. He has been with Edward D. Jones & Co., L.P. since 1994, based in Ft Worth, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a variety of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

Andrew Ruiz is a financial advisor with Equitable Advisors in Fort Worth, TX, holding Series 65 and Series 63 licenses and three years of industry experience. He previously worked at Ameriprise Financial Services, MomentUs Wealth Management, and Bank of America. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm uses a variety of advisory programs, including third-party and proprietary solutions, and offers ERISA fiduciary services through credentialed representatives.

Robert Burns is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked at Merrill for 16 years before joining Wells Fargo in 2016. 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 through more than 14,000 financial advisors and employs research-based investment strategies incorporating diversification and modern portfolio theory.

Rachel Vecera is a financial advisor at Edward Jones in Fort Worth, TX, with three years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2021. Outside of her advisory role, she is an independent health coach with Optavia. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 advisors.

David Allred is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has operated his own CPA and wealth management firm since 2001 and has worked with Avantax in various capacities for over two decades. Outside of advisory work, he is an owner and sole proprietor of an independent insurance agency and provides tax preparation and accounting services. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. It offers a multi-manager platform with a variety of portfolio management and financial planning services, supporting both discretionary and non-discretionary account structures.

Troy Knight Miller is a financial advisor with LPL Financial in Fort Worth, TX, holding Series 63 and Series 65 credentials and 19 years of industry experience. His previous roles include positions at FSC Securities Corporation, Lake Point Wealth Management, Royal Alliance Associates, and BOK Financial Securities. Outside of his advisory work, he serves as an independent contractor for Legal Shield and owns a small business called Charlie-forever. 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 provides a range of services including financial planning, third-party asset management access, and institutional platforms, supporting advisors with both discretionary and non-discretionary portfolio strategies alongside a broad set of non-advisory financial products.

Bart Jusinski is the Vice President Private Wealth Management Advisor at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2007, progressing through roles including Vice President Executive Planning Consultant, Vice President Regional Planning Consultant, Financial Consultant, Investment Representative, Fixed Income Representative, Investment Services Representative, and Financial Service Representative. Prior to joining Fidelity, Bart worked at Wells Fargo Bank as a Personal Banker and Business Banking Specialist. Bart holds insurance licenses in Arkansas and California. His approach to client service emphasizes understanding clients' goals and prioritizing their needs through a thorough and honest process. Outside of his professional life, Bart values his family and church, sharing a 21-year marriage with his wife and raising two daughters. He enjoys traveling, camping, theater, golf, beach activities, and spending time with family.

Esperanza Carter is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 65 and Series 63 licenses and having 8 years of industry experience. She has been with Wells Fargo Clearing since 2018 and has a longer tenure at Wells Fargo Bank, N.A. dating back to 2012. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, managing approximately $671 billion in assets through a network of over 14,000 financial advisors.

Taimur Khalid is a financial advisor at UBS Financial Services with nine years of industry experience. He holds the Series 66 designation and has worked at firms including UBS and JPMorgan Chase Bank NA. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor client plans. The firm integrates institutional trading capabilities with wealth management services, including fee-based financial planning and discretionary portfolio management.

Steve Schulman is a Series 63-licensed financial advisor with 26 years of industry experience. He is currently with J.P. Morgan Securities, where he has worked since 2012, following prior roles at Chase Investment Services Corp. and Banc One Securities Corporation. Schulman is based in Fort Worth, TX. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence and integrates ESG criteria while leveraging extensive derivatives and commodities capabilities.

Johnny Dubon is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. He previously worked at Bank of America, Merrill, and Capital One Bank. Outside of his advisory role, he serves as Senior Pastor and CEO of Mision Cristiana Nuevo Pacto de Dallas, a nonprofit religious organization. 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.

James Ortega is a financial advisor with Wells Fargo Clearing, holding the ChFC® designation and Series 66 license, and has eight years of industry experience. His prior roles include positions at PNC Investments LLC, J.P. Morgan Securities, and New York Life Insurance Company. Outside of his advisory work, Ortega has experience as the owner of a rental property business. 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 and tailored to plan objectives and risk tolerances.

Travon Talley is a financial advisor with Wells Fargo Clearing who holds a Series 66 designation and has 18 years of industry experience. He previously worked at J.P. Morgan Securities, Chase Investment Services Corp., and Edward Jones. Outside of his advisory role, he serves as Treasurer for the Dallas-Fort Worth Urban League, where he is involved in budgeting and financial management. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with more than 14,000 financial advisors and provides both brokerage and advisory solutions.

Michael Walker is a financial advisor at Ameriprise with three years of industry experience. He holds a Series 66 designation and has prior experience at First Command Financial Services and several entrepreneurial ventures, including Sons of Liberty Coffee LLC and Miguelito & Co. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed, research-driven recommendations on income sources, Social Security, and tax-efficient withdrawal strategies. The firm combines algorithmic automation with advisor input and emphasizes a broad range of advisory, brokerage, and insurance solutions.

Jessica Wilkey is a financial advisor with Wells Fargo Clearing in Fort Worth, TX. She holds Series 63 and Series 65 credentials and has 14 years of industry experience. Wilkey has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank NA since 2007. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a broad range of investment advisory services, financial planning, and retirement plan consulting, leveraging research from Wells Fargo Investment Institute and third-party sources while providing both brokerage and advisory solutions.

Patricia Gomez Mendez is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and one year of industry experience. She has been with Wells Fargo Bank, N.A. since 2014. 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 combines research from Wells Fargo Investment Institute with diversified portfolio principles in its advisory approach.

Joshua Allen is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation. He has been with RW Baird since 2022 and has prior work experience at Starbucks Coffee Company and Barnes and Noble. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers and providing traditional and complex investment strategies.