Michael Scoma is a financial advisor with Edward Jones in Southlake, TX, holding Series 63 and Series 66 credentials with 32 years of industry experience. He has been with Edward Jones since 1993. Outside of his advisory role, he is involved as a guitar player and promoter for the Scoma Jazz band. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment and advisory solutions. The firm supports over 23,700 advisors and manages approximately $1.01 trillion in assets, offering both discretionary and non-discretionary strategies under a fiduciary standard.

Robert Molard is a CFP® and holds a Series 66 license with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a network of approximately 23,701 financial advisors nationwide.

Holly Manton is a CFP® and ChFC® with 20 years of industry experience, currently affiliated with Cetera. She has an extensive background primarily with Avantax prior to joining Cetera in 2024. In addition to her advisory work, she serves as a board member of the Winding Creek Estates Homeowners Association, where she contributes to community communications and event planning. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by a network of over 10,000 advisors and more than $256 billion in assets under management.

Vincent Winder is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding a Series 66 designation and five years of industry experience. His prior experience includes roles at Bank of America, Merrill, and multiple positions within J.P. Morgan entities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and may incorporate ESG considerations, supported by specialized affiliates for implementation and portfolio services.

Lisa Brown is a financial advisor at Wells Fargo Clearing in Irving, TX, holding a Series 63 designation with 14 years of industry experience. She has been with Wells Fargo Clearing since 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 advisors and offers both brokerage and advisory solutions.

Tin Chak Lam is a financial advisor at Merrill with 11 years of industry experience. He holds the Series 66 designation and previously worked at Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to 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.

John Killough is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior roles include positions at Morgan Stanley, Pride Technologies LLC, Trimont Real Estate Advisors, and Midland Loan Services. Outside of his advisory work, he manages a portfolio of rental properties. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with a broad range of advisory programs and a nationwide network of over 23,700 financial advisors.

Michael Mounce is a financial advisor with Primerica Advisors in Mansfield, TX, holding Series 63 and Series 65 licenses and possessing 17 years of industry experience. He has worked with PFS Investments Inc. since 2009 and Primerica Financial Services since 2008, and also operates M2M Consulting Associates. Outside of his advisory role, he is involved in the sale of loan products and home security and automation referrals through affiliates of his primary firms. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm utilizes model-driven strategies managed by third-party asset managers and supports account custody through Pershing, overseeing approximately $15.5 billion in assets under management.

Berenice Galvan Padilla is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding a Series 66 designation and one year of industry experience. She previously worked at Merrill, Bank of America, and Wells Fargo Bank. Outside of her advisory role, she works part-time as a delivery driver for Uber. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Sam Myers is an Investment Consultant at Fidelity Investments. In this role, Sam supports clients in building and implementing personalized financial plans that align with their unique goals and values. Sam's experience at Fidelity Investments includes positions as an Investment Consultant since 2025, Relationship Manager from 2024 to 2025, and Investment Solutions Representative from 2023 to 2024. Outside of work, Sam's personal interests include fitness, reading, skiing, and traveling.

Thomas Harris is a CFP® professional with 20 years of industry experience, currently with Edelman Financial Engines since 2026. He previously worked at Fisher Investments for eight years and held roles at Farmers Financial Solutions, Farmers Insurance, and Fidelity Investments. He is a managing member of The Cheerful Quill, a digital publishing and retail startup run by his wife, though he is not involved in its operations. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering a range of discretionary and non-discretionary investment solutions focused on diversified model portfolios and long-term strategies.

Cameron Stansbury is a financial advisor at OSAIC with 3 years of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes roles at SagePoint Financial, Inc., TriOak Financial Group, and H-E-B, as well as a decade in education. Additionally, he serves as Financial Advisor and Director of Communications at Charles R. Green & Associates, Inc., where he oversees client account management and marketing communications. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform offering comprehensive financial planning, advisor-managed portfolios, and retirement plan consulting. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization, supported by a range of discretionary and third-party management strategies.

Mike Roberson is a Financial Consultant at Fidelity Investments, a role he has held since 2022. He has been with Fidelity Investments since 2017, progressing through various positions including Planning Consultant, Relationship Manager, Central Relationship Manager, Investment Solutions Representative, and Customer Service Advocate. Prior to joining Fidelity, Mike worked at JPMorgan Chase from 2009 to 2017 in roles such as Home Equity Mortgage Banker, Customer Assistance Specialist, and Recovery Specialist. With over a decade of experience in the financial services industry, Mike focuses on helping clients work towards their financial goals. His work involves planning for retirement, managing investments, and assisting clients in navigating complex financial decisions. His approach centers on understanding each client's unique needs and developing personalized strategies to pursue their financial success.

David Daly is a financial advisor at Edward Jones in Arlington, TX, with six years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2020. Prior to joining the firm, he was co-owner of Triangle Payment Systems, a merchant services business, from 2006 until its closure in 2019. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets through a broad network of advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

William Poindexter is a financial advisor with Cetera in Irving, TX, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has been associated with various Cetera entities since 2024 and previously worked at Avantax Advisory Services and Avantax Investment Services for 18 years. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, operating as a multi-manager platform with over $256 billion in assets under management and more than 10,000 advisors.

Brian Olson is a financial advisor with Morgan Stanley in Southlake, TX, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes roles at Citigroup Global Markets from 1993 to 2009 and at Morgan Stanley Smith Barney since 2009, continuing with Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management serves individual and institutional clients by providing a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Nathan Prange is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he worked for Arlington Independent School District for eight years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated products, supported by a large network of financial advisors and branch offices nationwide.

Sabrina Brown is a financial advisor with Merrill in Fort Worth, TX, holding a Series 66 designation and one year of industry experience. Her prior work history includes roles at Uber and Northwestern Mutual. Outside of her advisory work, she performs freelance delivery services as an independent contractor. 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. The firm offers model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jordan Campsey is a financial advisor at Edward Jones in Keller, TX, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management and a network of nearly 24,000 financial advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joseph Ludwinski is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 65 and Series 63 credentials and one year of industry experience. Prior to joining Wells Fargo Clearing, he worked at Wells Fargo Bank, nA, and has held roles at DoorDash, University of North Texas, and other organizations. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.