Joshua Paigen is a CFP®-certified financial advisor with 16 years of industry experience. He is currently with Wells Fargo Clearing and previously worked at JPMorgan Securities LLC for seven years. 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 supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Kerry Knox is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he holds the title of Senior Vice President. He joined Merrill Lynch in 1999 following an 11-year career as a professional baseball player. Kerry brings a disciplined approach to financial advising, focusing on understanding each client's individual needs, concerns, and priorities. He specializes in personal retirement planning, portfolio management services, sports and entertainment, and retirement income. Kerry holds a Personal Investment Advisor (PIA) designation and earned his bachelor's degree from Texas Christian University, where he also played baseball for four years. In addition to his professional role, Kerry is involved in his community through volunteering with the Tara Sawyer Foundation. His personal interests include golfing, spending time with his family, and traveling.

Julius Dargai is a CFP®-credentialed financial advisor with 11 years of industry experience, currently affiliated with Charles Schwab in Fort Worth, Texas. He has been with Charles Schwab and Charles Schwab Bank since 2014 and is also associated with Legacy Protection Assurance, LLC. Outside of his advisory role, he serves on the Board of Directors for Fort Worth Sister Cities International, including a chair position for Budapest, Hungary, and is involved with Sister Cities International and the Business Transitions Summit as a board member. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and provides integrated brokerage, custody, and advisory services.

Dade Lyons is a financial advisor at Merrill with a Series 66 credential and less than one year of industry experience. His prior roles include positions at Charles Schwab, the Credit Union of Texas, and Eskimo Hut. Lyons also has experience working in educational and recreational settings such as the University of North Texas, Frassati Catholic High School, and The Woodlands Country Club. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies designed by internal and third-party managers.

Trevor Pennington is a financial advisor at Raymond James & Associates with a Series 66 designation. He has been with Raymond James since 2025 and previously worked in the hospitality industry, including five years at Brinker International (Chilis). Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base, including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Matthew Valero is a financial advisor with Morgan Stanley in Fort Worth, TX, holding Series 63 and Series 66 credentials and two years of industry experience. His prior experience includes roles at Merrill and Charles Schwab, as well as positions in education at the University of Texas at Arlington and Tarrant County College. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and advisory programs supported by structured discovery processes and advanced modeling tools.

John Dierker is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan, he served in the United States Coast Guard for nine years and worked at Velox Operations LLC. J.P. Morgan Securities 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 team of Wealth Advisors. The firm combines large institutional advisory capabilities with brokerage and investment management services.

Angela Johnson is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and three years of industry experience. She has worked at Primerica Financial Services since 2021 and PFS Investments Inc. since 2023. Outside of her advisory work, she is the owner of Women Work Wealth LLC, a strategy consulting nonprofit, and the founder of W3 and Philanthropy. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven strategies managed by unaffiliated asset managers and supports accounts with BNY Mellon Advisors and Pershing custody services.

Ricardo Medina is a CFP®-certified financial advisor with J.P. Morgan Securities in Fort Worth, TX, where he has worked for 14 years. He has 20 years of industry experience. Outside of his advisory role, he owns and manages The Golden Antler Lodge, a short-term rental property in Oklahoma. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized reporting. The firm combines large institutional advisory operations with broker-dealer and futures commission merchant registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Darrell Griffin is a Series 66-credentialed financial advisor with Edward Jones, based in North Richland Hills, TX. He has 12 years of industry experience, all spent at Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Bryan Keever is a financial advisor with Ameriprise in Mansfield, TX, holding a Series 63 designation and 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he oversees business operations and strategic vision for BCK Management Services LLC, a financial services business management firm he owns. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets. The firm employs a centralized consulting team to deliver tailored, non-discretionary recommendations using research-driven models and tax-efficiency analysis, supported by a broad range of advisory, brokerage, and insurance solutions.

Alejandro Gualy is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2019. Prior to his current roles, he worked at Global Process Consulting and Shell, and spent four years at Texas A&M Corpus Christi. 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 plans, corporations, and charitable organizations.

Sofia Uceda is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining J.P. Morgan, she held roles at Charles Schwab and has worked in marketing with Nutrabolt as a Field Marketing Specialist promoting health and wellness products. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Ekua Anyanful is a CFP® professional with 22 years of industry experience, currently affiliated with LPL Financial in Fort Worth, TX, where she has worked since 2012. She holds the Series 66 designation and serves as CEO of EA Wealth Management, through which she offers life, health, disability, and long-term care insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides various advisory programs, financial planning services, and utilizes model portfolios and research from multiple sources to support diversified investment strategies.

Deonte Vanhook is a Series 66-credentialed financial advisor with five years of industry experience. He is currently with Wells Fargo Clearing and previously worked at Bank of America N.A. and Merrill for ten years. Outside of his advisory role, he also works as a part-time driver for Uber. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options grounded in modern portfolio theory.

Andrew Rubinson is a financial advisor at Ameriprise in Fort Worth, TX, holding a Series 66 designation with one year of industry experience. His prior work experience includes roles at Aeroblaze Laboratories, Fort Worth City Church, and XTO Energy. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers services through a centralized consulting team in partnership with financial advisors.

David Shaver is a financial advisor with Wells Fargo Clearing in Flower Mound, TX, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. Prior to joining Wells Fargo Clearing in 2016, he worked with BBVA Compass Insurance Agency, BBVA Wealth Solutions, and BBVA Securities from 2013 to 2016. Outside of his advisory role, Shaver is involved in music and worship leadership, serving as a worship pastor and music leader at local churches and operating a part-time music 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 solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Tyler Tredway is a financial advisor at Ameriprise with 33 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliated entities since 2005. He also owns TJ Tredway, LLC, through which he manages his advisory business. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement, focusing on those with significant investable assets. The firm combines research, modeling, and tax-efficiency strategies to provide annual, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Monica Dove is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has worked in various capacities with JPMorgan Chase Bank, N.A. since 2010, including self-employment 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis.

Janet Schoenberger is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding a Series 66 designation and 25 years of industry experience. She has worked with Wells Fargo affiliates since 2009. Outside of her advisory role, she serves as a horseback riding instructor at Eagle Mountain Lake Equestrian Center. 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 advisory process is IPS-driven and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.