Sterling Piepgrass is a financial advisor at Cetera with 18 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Avantax Insurance Agency, Avantax Investment Services, and operates a CPA practice specializing in accounting and tax services. He serves as Treasurer on the Board of Directors for the Mayfield Condo Association. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management and consulting services, supporting discretionary and non-discretionary strategies across a range of program structures.

Brandon Melton is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 19 years of industry experience. His career includes roles at Avantax Investment Services and 1st Global Advisors. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various investment management and financial planning services through a multi-manager platform with discretionary and non-discretionary portfolio options.

Brandt Manns is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior work includes roles at AEP Ohio/Pike Engineering and Ace Hardware Corporation. 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, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, and various institutions.

Eugene Lamis is a CFP® professional with over 31 years of experience, currently serving as a financial advisor at Edward Jones since 1993. He participates in community activities including serving on the golf and house committees at Mira Vista Country Club and on the investment committee for United Way Fort Worth. Additionally, he owns and manages Glamis Castle Honeybee, a local honeybee hive maintenance business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with varied investment strategies and over $1 trillion in assets under management, supported by an extensive network of financial advisors and branch offices nationwide.

Joshua Hamilton is a financial advisor with Merrill in Southlake, TX, holding a Series 66 designation and three years of industry experience. His prior work includes positions at Bank of America, Seattle University, WinCo Foods, and Seattle Central Community College. 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 plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Lindsey Henry is a financial advisor at LPL Financial with 16 years of industry experience. She holds a Series 66 designation and has worked at several firms, including Fidelity Investments, Robinhood Markets, and Robinhood Asset Management. 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 offers a broad range of advisory and brokerage services, including financial planning and institutional platforms, supported by advanced research tools and a large network of investment adviser representatives.

Evan Bloom is a financial advisor at Cetera with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Avantax Advisory Services and affiliated firms for over two decades. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that supports various investment strategies and program structures.

Jason Lind is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 24 years of industry experience and has previously worked at FSC Securities Corporation and Leo Brokerage, LLC. In addition to his advisory role, Lind is an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individual investors, pension plans, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management through multiple platforms and proprietary model strategies.

Wendy Barnes is a financial advisor with Merrill in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has been with Merrill and its affiliate Bank of America, N.A. since 2012. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

John Jennings is a financial advisor with Cetera based in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior experience includes roles at Avantax Advisory Services, Charles Schwab & Co., Inc., and First Command Financial Planning. Outside of his advisory work, he owns FloorJackGarage, a YouTube channel focused on DIY auto mechanic content. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts through a multi-manager platform that offers discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Robyn Scott is a CFP® and holds a Series 66 designation, working with Edward Jones in Grapevine, TX. She has 18 years of industry experience, all with Edward Jones since 2008. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Erick Miller is a financial advisor with Primerica Advisors in N Richland Hills, TX, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has worked at Primerica Advisors and Primerica Financial Services since 1994 and has held roles at Managed Health Network and Centene. Outside of his advisory work, he owns MPIRE Enterprises, Inc., a legal entity formed for Primerica business purposes. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options, operating as a wrap-fee solution rather than managing institutional pension or profit-sharing plans.

Duran Allen is a financial advisor with LPL Financial based in Fort Worth, TX, holding a Series 66 designation and bringing 23 years of industry experience. His career includes prior roles at Cetera, Valic Financial Advisors, J.P. Morgan Securities, and Chase Investment Services Corp. Allen is also associated with American Airlines Federal Credit Union. 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 broad range of advisory and brokerage services, including financial planning and access to model portfolio programs and third-party asset management.

Mark Bowlby is a financial advisor at Raymond James Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has work history with Concord Wealth Strategies and MB&MB Consulting Group LLC, where he provides retirement planning, investment planning, and estate/wealth transfer services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm utilizes fact-finding and risk profiling tools to tailor recommendations and supports its clients through advisory programs and institutional consulting.

Hayden Holley is a Wealth Management Advisor with Holley & Associates, affiliated with Merrill Lynch Wealth Management. He works closely with individuals, families, and business owners to provide personalized wealth management strategies that align with each client's goals, values, and circumstances. Hayden focuses on building enduring relationships and helps clients navigate important financial and life transitions. Prior to joining Holley & Associates, Hayden gained experience at a Big Four accounting firm. He holds a Bachelor of Arts in Accounting from Southwestern University and a Master's degree in Accounting from Texas Christian University. His professional designations include CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Hayden's expertise covers areas such as college education planning, family wealth management strategies, legacy planning, personal retirement planning, and portfolio management services. Outside of his professional role, Hayden enjoys cooking, golfing, traveling, coaching youth baseball, and spending time with his family. He resides in Colleyville with his wife, Mackenzie, and their three children, Pierson, Grayson, and Payton. Hayden does not provide tax advice in his current role at Merrill Lynch.

Regan Hasley is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. Prior to his current role, he has worked across several positions within the JPMorgan Chase organization and other companies. He serves on the board of the YMCA of Metropolitan Fort Worth. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research to deliver model asset allocations, incorporating ESG criteria and utilizing affiliated implementation services.

Jordan Phillips is a financial advisor with Raymond James Financial Services Advisors Inc. in Fort Worth, TX, holding a Series 66 license and 18 years of industry experience. He previously worked at LPL Financial for 13 years and Edward Jones for 5 years. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports a wide advisor network with specialized municipal and public-finance services.

Jeremiah Mac Namara is a Series 66 credentialed financial advisor with 17 years of industry experience. He is currently with Morgan Stanley in Fort Worth, Texas, having previously worked at JPMorgan Chase Bank, N.A., JPMorgan Securities LLC, Bank of America, and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides a wide range of advisory programs and tailored financial planning using structured discovery processes and firm-approved tools.

Sahar Shakeri is a financial advisor at Merrill with five years of industry experience. She holds the Series 66 designation and has worked at Merrill and RBC Capital Markets. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions (SPS) Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Dawn Nguyen is a financial advisor with Ameriprise in Colleyville, TX, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, emphasizing Ameriprise-managed accounts and utilizing algorithmic automation overseen by internal committees.