Satish Chawla is a financial advisor with Primerica Advisors in Fort Worth, TX, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has been with Primerica Advisors since 1992 and Primerica Financial Services since 1991. Outside of his advisory role, he is involved in several business ventures including ownership of retail property in Hyderabad, India, and partnerships in real estate investing through Samna LLC. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm focuses on third-party asset manager selection and uses a tiered wrap fee structure rather than fixed fees.

Cary Dover is a financial advisor with Edward Jones in Grand Prairie, Texas, holding a Series 66 designation and possessing 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, Dover is an ordained minister who occasionally officiates weddings and funerals. 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 solutions supported by a large nationwide network of advisors and branch offices.

Joel East is a Series 66-licensed financial advisor with UBS Financial Services in Fort Worth, Texas, and has 19 years of industry experience. He has been associated with J.P. Morgan Chase Bank, NA since 2016 and J.P. Morgan Securities since 2013. Outside of his advisory work, he serves as a trustee on the Arlington Heights Methodist Church Endowment Committee. UBS Financial Services serves individual, corporate, and institutional clients through a blend of brokerage and investment advisory services, leveraging proprietary capital market assumptions and research to customize client solutions. The firm combines wealth management with institutional trading capabilities, offering a broad range of financial products and services.

Sonny Patterson is a financial advisor with Wells Fargo Clearing in McKinney, TX, holding Series 63 and Series 66 licenses and seven years of industry experience. He has been with Wells Fargo Clearing since 2018 and has worked at Wells Fargo Bank, N.A. since 2009. Outside of his advisory role, he owns and operates POPZ Gold Jewelry, an online jewelry business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory options. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment vehicles and bank deposit sweep options among its offerings.

Andres Flores is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds the Series 66 designation and has been with J.P. Morgan Securities since 2012, following prior roles with Wamu Investments, Inc. and Washington Mutual Bank. Based in Fort Worth, TX, Flores’s career spans both investment and banking sectors. 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. The firm delivers services on a non-discretionary basis through a select group of Wealth Advisors.

Michael Brunn is a financial advisor with Ameriprise in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his advisory work, he is involved in thoroughbred racing as the manager of Sagacity Racing Stables, LLC. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides retirement planning with a focus on dependable income and tax-aware withdrawal strategies.

Ryan Walton is a financial advisor at LPL Financial with 26 years of industry experience. He holds a Series 66 designation and has previously worked at Cetera, Walton Lourcey Wealth Advisors, and Ameriprise Financial Services. His other business activities include offering fixed insurance products with Midland National Life. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, and institutions. The firm provides a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and multiple investment strategies.

Brandon Stephenson 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 work history includes roles at JPMorgan Securities LLC, Jpmorgan Chase Bank NA, Grant Thornton LLP, and Catalyst Financial Group. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling and centralized due diligence with an ESG eligibility framework as part of its investment approach.

Peter Philpott is a financial advisor with Robert W. Baird & Co. Inc. in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Robert W. Baird since 2010. Outside of his advisory role, he is a passive joint owner of Industrial Refractory Services, Inc., a company involved in building furnaces and temperature controls. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services that range from traditional equity and fixed-income strategies to more complex and non-traditional investments.

Gunnar Rogers is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to develop financial strategies aimed at achieving their short-, mid-, and long-term goals. His services include general investing, retirement planning, and financial preparedness. He also facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Gunnar specializes in advising business owners on managing cash flow and assets by applying sound wealth management principles. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Texas A&M University. Beyond his professional role, Gunnar values his roles as a husband and father and strives to model humility and diligence in his life.

Holly Burns is a financial advisor with Wells Fargo Advisors in Fort Worth, TX, holding a Series 66 designation and 22 years of industry experience. She has been with Wells Fargo Advisors since 2011. Outside of her advisory role, she serves as a notary public. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu tailored to clients meeting certain net-worth thresholds, covering diverse areas such as retirement, education, business-owner transition, and special-needs planning.

Bryan Rigg is a financial advisor with LPL Financial in Arlington, TX, holding the CFP® designation and Series 63 and 65 licenses. He has 20 years of industry experience, including prior roles at Founders Financial Securities, LLC, Cantella & Co., Inc., and Investment Advisors Corp. Outside of advising, Rigg is involved in publishing through Fidelis Historia and serves on the board of a school endowment at Fort Worth Christian Financial. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a broad range of financial planning and advisory programs, leveraging model portfolios, third-party subadvisors, and technology-driven investment strategies.

Jay Brown is a financial advisor with Ameriprise in Arlington, TX, holding CFP®, Series 63, and Series 65 designations and bringing 40 years of industry experience. He previously worked at Wells Fargo Advisors LLC for 14 years before joining Ameriprise in 2025. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, algorithm-supported advice, primarily for clients maintaining assets in Ameriprise-managed accounts.

John Campanello is a financial advisor with Merrill in Southlake, TX, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been with Merrill and Bank of America since 2016. Outside of his financial career, he is involved in a family-owned farm in Alexander, Texas. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies developed by internal and third-party managers.

Audra King is a financial advisor with Mass Mutual Investors Services in Fort Worth, TX, holding a Series 66 designation and two years of industry experience. She has been with Mass Mutual Investors Services since 2021 and has worked with MassMutual Life Insurance Co. since 2019. Outside of her advisory role, she serves on multiple boards, including educational and hospital foundations, the Odessa Chamber of Commerce, and a community counseling center, in addition to participating in local government planning and zoning activities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs, including wrap and money-manager options, and educational seminars, emphasizing collaborative, goal-based financial planning.

Steven Hanes is a financial advisor with Cetera in Ft Worth, TX, holding Series 63 and Series 65 licenses and with 17 years of industry experience. He previously worked at Foresters Advisory Services LLC and Foresters Financial before joining Cetera in 2019. Outside of his advisory role, he is a part-owner of a grocery store business and operates Hanes Wealth Management as a DBA for his Cetera practice. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. It offers a range of portfolio management and financial planning services through a multi-manager platform with various program structures and access to third-party money managers.

Sherry Wear is a financial advisor at Ameriprise in Grapevine, TX, holding a Series 66 designation with three years of industry experience. She has been with Ameriprise since 2019 and previously spent 15 years in homemaking. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Michael Dunn is a financial advisor at Edward Jones in Arlington, TX, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2016 and previously worked with both AISD and Mansfield ISD. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large network of advisors and branch offices nationwide.

Christine Edison is a financial advisor at Edward Jones with 17 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and provides a range of advisory services through its nationwide network of financial advisors and branch offices.

Kristin Campbell is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and with 22 years of industry experience. She has been with Wells Fargo entities since 2013, including her current role at Wells Fargo Clearing since 2016. 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 and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.