Daniel Koech is a Series 66 licensed financial advisor with Equitable Advisors in Fort Worth, TX, and has five years of industry experience. His prior work experience includes roles at Quest Diagnostics, Toyota of Dallas, Uber, and University Hospital. He was also a member of the University of Kansas Men's Track & Field Team during his college years. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, providing financial planning, retirement plan consulting, and various asset-management programs through a large network of Investment Adviser Representatives. The firm uses a combination of firm-offered programs and third-party advisory solutions to deliver personalized investment strategies.

Elisabeth Dahlstrom is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. She has been with Fidelity since 2021, initially serving as a Workplace Planning Consultant before advancing to her current role in 2024. Elisabeth focuses on providing clients with the tools, knowledge, and support necessary for effective financial planning. Her professional experience centers on empowering clients to make informed decisions and work towards their financial goals. Elisabeth is dedicated to partnering with clients to help them realize their vision for both the present and the future. Outside of her professional work, Elisabeth has personal interests that include food, social events with friends, and traveling.

Scott Oneal is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader set of financial products, such as insurance-related vehicles and bank deposit sweep options, than is typical for large institutional advisers.

Andrew Cronk is a financial advisor with Charles Schwab in Fort Worth, TX, holding a Series 66 designation and 12 years of industry experience. He has worked at Charles Schwab and its related entities since 2015 and previously at TD Ameritrade. He serves on the board of the Fort Worth Chamber of Commerce, contributing to business-related discussions in the local community. Charles Schwab & Co., Inc. serves 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 both non-discretionary and discretionary investment guidance using multi-asset model portfolios, supported by centralized supervisory, custody, and order-routing systems.

Jarret Sedlacek is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His prior roles include positions at BBVA Wealth Solutions, BBVA Securities, BBVA Compass Insurance Agency, and Compass Bank. Outside of his advisory work, he owns and operates Ducky's Trading, LLC, a business focused on the resale of trading cards. Wells Fargo Clearing provides retirement plan consulting services 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 products and bank deposit sweep programs.

Bryan Vaughn is a CFP® and holds a Series 66 license, with 20 years of experience in the financial services industry. He has worked at Robert Baird & Co. since 2026 and previously spent 20 years at Ameriprise Financial Services. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and custody and brokerage services, supported by internal research and portfolio strategies that incorporate tax management and direct indexing.

Robert Holman is a CFP®-designated financial advisor with Edward Jones in Ft Worth, TX, where he has worked since 2004. He has 21 years of industry experience and holds Series 63 and Series 66 licenses. Outside of his advisory role, he has mineral interests associated with entities including BKV North Texas, Vantage Energy, and XTO Energy. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a variety of discretionary and non-discretionary investment strategies supported by a nationwide network of more than 23,700 advisors.

Steven Bazaldua is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016, with a brief period of self-employment from 2019 to 2020. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment approach.

Frank Aswad is a financial advisor at Edward Jones in Colleyville, TX, holding Series 63 and Series 66 designations with 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he is the owner of a commercial property business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm provides a range of advisory programs and investment strategies supported by a large national network of financial advisors and branch offices.

Matthew Hayes is a financial advisor with Osaic Wealth, Inc. in Keller, Texas, holding Series 63 and Series 65 licenses. He has 21 years of industry experience, including roles at Transamerica Financial Advisors, Signator Investors, and Overridge Wealth Advisors. Outside of his advisory work, Hayes is involved in fundraising for the Autism Treatment Center of Dallas and serves as treasurer for a local homeowners association. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable investors through a large network of financial advisers. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk tolerance, and portfolio construction using a wide range of investment products and third-party platforms.

Aaron Soderstrom is a financial advisor at Cambridge Investment Research Advisors with 17 years of industry experience. He holds the Series 65 and Series 63 licenses and has worked at Cambridge Investment Research since 2016. His prior experience includes roles at Wells Fargo Clearing, Chase Investment Services Corp., and Wells Fargo Investments. Outside of his primary advisory role, he owns Omega Squared Capital Management, where he writes an investment newsletter, and serves as Chief Investment Strategist at Omega Squared Insights, focusing on macroeconomic indicator development and market analysis. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement advisory services through a network of independent advisors, offering multiple investment platforms and model strategies tailored to client objectives.

Alberto Hurtado is a financial advisor with J.P. Morgan Securities in Ft. Worth, TX, holding Series 63 and Series 66 licenses and six years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2014. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

David Stentz is a financial advisor with LPL Financial in Bedford, TX, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Edward Jones and Fort Worth Community Credit Union. Outside of finance, he has been involved with RTC Holdings, Inc, a company connected to youth ministry activities, since 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

Stuart Schultz is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has worked since 2000. With experience in the financial services industry dating back to 1998, Stuart focuses on creating tailored strategies for individuals, families, and businesses by closely aligning advice with their short- and long-term financial goals. His client services include college education planning, employee benefits planning, retirement income, portfolio management, tax minimization, and small business strategies. Stuart holds a bachelor's degree in Finance from Texas Christian University and maintains the professional designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He is involved in several professional and community organizations, including the College of Fine Arts Board of Visitors at TCU, St. Andrew Catholic Church, and The Modern Art Museum of Fort Worth. Stuart and his wife Shannon reside in Fort Worth with their two sons and participate actively in local community efforts such as meal preparation for the homeless through Beautiful Feet Ministries, Habitat for Humanity, and Meals on Wheels.

Joseph Vigil is a financial advisor with Ameriprise in Fort Worth, TX, holding a Series 66 designation and eight years of industry experience. His career includes six years at Edward Jones and a year at Quest Capital Strategies Inc, with earlier experience at AT&T. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach combines investment research and algorithmic tools to provide written recommendation reports and ongoing planning advice focused on reliable income and tax-aware withdrawal strategies.

William Naramore Sr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Cambridge Investment Research Advisors since 2016. Outside of his advisory role, he serves as a board member and deacon at First Baptist Church of Dallas and is a trustee emeritus at John Brown University. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing a variety of portfolio management and model-based strategies tailored to client objectives.

Kyle Whittemore is a financial advisor at Wells Fargo Clearing in Fort Worth, TX, with seven years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2018, also maintaining a longstanding role at Wells Fargo Bank, N.A. since 2004. 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. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial product options, such as insurance-related vehicles and bank deposit sweep programs.

Jennifer Monaco is a CFP®-certified financial advisor with 16 years of industry experience, currently with Wells Fargo Clearing since 2018. Prior to that, she worked at Bank of America, N.A. from 2011 to 2018. She holds Series 63, 65, and 66 licenses. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broader set of financial products, such as insurance-related vehicles and bank deposit sweep options.

Kevin Peveto is a CFP® professional with 33 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2011. He is based in Fort Worth, TX, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in managing a family-owned ranch operation and serves as a trustee for his parents' investments. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with clients having the option to implement recommendations through various brokerage or advisory programs.

Matthew Bingham is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. Prior to joining LPL in 2025, he worked at Ameriprise from 2018 to 2025 and has held positions in the energy and construction sectors. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, and institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary research and third-party strategies.