Dewey Isom is a financial advisor at Raymond James & Associates with 40 years of industry experience. He has been with Raymond James since 2003 and holds a Series 63 designation. 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 diverse client base including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Emily Boydston is a Wealth Management Advisor and Portfolio Manager at Merrill Lynch Wealth Management in Fort Worth, Texas. Since joining Merrill Lynch after graduating with a Bachelor of Business Administration in Finance from Mays Business School at Texas A&M University in 2008, she has worked to help clients pursue their personal financial goals. Emily manages personalized and defined investment strategies, which may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies. Emily holds the CERTIFIED FINANCIAL PLANNER® certification, the Certified Plan Fiduciary Advisor® designation, and other professional credentials including the Personal Investment Advisor and Retirement Accredited Financial Advisor designations. Her areas of focus include college education planning, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, retirement planning and income, philanthropic planning, portfolio management, and women and wealth. Outside of her professional role, Emily lives in Fort Worth with her husband, daughters, and two rescue dogs. She is active in her community and participates in organizations such as the Fort Worth/Tarrant County A&M Club, the Junior Woman's Club of Fort Worth, Ridglea Country Club, and the United Community Centers. Emily has served on the House and Entertainment Committee at her country club and has held leadership roles in local community groups.

Ryan Hornick is a financial advisor at Cetera with 10 years of industry experience. He has held roles at Cetera since 2019 and previously worked at Foresters Financial Services from 2016 to 2019. Hornick holds Series 63 and Series 65 licenses and is based in Fort Worth, TX. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through a nationwide network of more than 10,000 advisors.

Travis Kirby is a financial advisor at Raymond James & Associates with 14 years of industry experience. He holds a Series 66 designation and previously worked at Merrill for nine years. Kirby has a background in law enforcement, having served with the Mart Police Department for six years, and has been affiliated with the University of Texas - Permian Basin for 14 years. 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 diverse client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

Addison Conley is a financial advisor at Raymond James & Associates with seven years of industry experience. He holds the Series 66 designation and previously worked for the City of Fort Worth and the North Texas Community Foundation. 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 diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, consulting, and institutional advisory services.

Joel Travis is a financial advisor with Morgan Stanley in Fort Worth, TX, holding a Series 66 designation and 15 years of industry experience. He has been with Morgan Stanley since 2011 and has worked specifically with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs tools such as Monte Carlo simulations and Secular Return Estimates in its financial planning process.

Austin Flachbart is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds a Series 66 designation and has worked at several firms including Bank of America, Merrill, J.P. Morgan Securities, and Edward Jones. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics grounded in diversification principles and modern portfolio theory.

Keith Wiley is a CFA® charterholder with 23 years of industry experience, currently serving as a Wealth Advisor at J.P. Morgan Securities in Fort Worth, TX. He joined J.P. Morgan Securities in 2017 after working at First Financial Trust & Asset Management from 2013 to 2017. Wiley also serves on the Texas Tech University Investment Resource Council, which supports oversight and communication for the university system’s investment program. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting.

Matthew Mitchell is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at J.P. Morgan Securities and JPMorgan Chase Bank. Outside of his advisory role, he has ownership interests in businesses related to residential gutters and commercial and residential irrigation systems. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Toni Rose is a Series 66-credentialed financial advisor at Stifel with 18 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2019 and previously held roles at Bank of America and Merrill from 2014 to 2019. Outside of her advisory work, Toni is involved in agricultural and equestrian activities, including online bucking bull competitions and hosting horse and cattle events, as well as participating in a local charity that raises funds to support agricultural students. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group.

Craig Wall is a financial advisor at Merrill with 18 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2009. Wall is also associated with Bank of America, N.A., where he has worked since 2007. 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.

Steven Kessler is a financial advisor at Morgan Stanley in Fort Worth, TX, holding Series 63 and Series 66 licenses with 25 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services, where he worked for over two decades. Morgan Stanley Wealth Management offers advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and proprietary tools to model financial outcomes, while also providing products and services through a range of affiliated entities.

William Smiley is a financial advisor with J.P. Morgan Securities in Fort Worth, TX. He holds a Series 66 designation and has one year of industry experience. Prior to joining J.P. Morgan Securities, he worked at JPMorgan Chase Bank, N.A. and held various roles at Liberty University and Shadow Mountain Community Church. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence to inform recommendations.

Matthew Rodger is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in Education Planning, Small Business Strategies, and Sports & Entertainment, focusing on developing personalized financial plans that address clients' individual goals and risk management. Matthew holds a Bachelor's Degree from Texas Tech University System, where he served as President of Sigma Alpha Epsilon. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA). Outside of his professional role, Matthew enjoys personal interests such as camping, dancing, golfing, hunting, music, and skiing. He is involved in his community through affiliations with organizations like the Mira Vista Country Club.

J Bryan Reece is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and possessing 30 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Zachary Scott is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has worked with various divisions of Raymond James since 2002. Outside of his advisory role, he owns and manages ZCS Wealth Management, where he serves as branch manager. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and investment consulting, supported by advanced analytical tools, and maintains specialized services such as municipal advisory and SIMPLE IRA employer consulting programs.

Dana Lewis is a financial advisor with Merrill in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. Prior to joining Merrill in 2021, Dana worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA for over a decade. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Blake Spiller is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2023. He previously worked at Cain Watters & Associates and has academic experience from Texas Christian University. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework and offers access to a broad range of investment products through its affiliation with the larger J.P. Morgan organization.

Sharon Redmond is a financial advisor with Raymond James & Associates in Fort Worth, TX, holding a Series 66 designation and 21 years of industry experience. She previously worked at Merrill for 16 years before joining Raymond James in 2018. Outside of her advisory role, she manages a part-time short-term rental property in Fort Worth. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on a range of portfolio management styles and affiliated research.

Roxanna Rodriguez Calabrese is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials. She has been with Wells Fargo in various roles since 2022. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.