Fady Hanna is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses and eight years of industry experience. He has been with Wells Fargo Bank and its clearing division since 2015 and 2018, respectively. 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 operates on a large scale with over 14,000 financial advisors and approximately $671 billion in assets under management, offering both brokerage and advisory solutions.

Jason Daugherty is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has interests in oil and gas exploration through royalties from mineral rights at XTO Energy. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a non-discretionary program supported by an in-house manager solutions team and centralized due diligence.

Wade Jewett is a Senior Financial Advisor with Merrill Lynch Wealth Management in Fort Worth, TX. He works closely with clients to help them make informed decisions about protecting and growing their wealth through personalized strategies. Wade’s client focus includes college education planning, family wealth management, personal retirement planning, and special needs planning. Wade graduated from the University of Oklahoma in 2002 and holds the Personal Investment Advisor (PIA) designation. Prior to joining Merrill in 2014, he had a career in the medical device industry. Outside of his professional work, Wade is active in his community, coaching Fort Worth Youth Soccer and serving on the elder board of Trinity Presbyterian Church. He also volunteers with local schools, including Arlington Heights High School Fine Arts and Covenant Classical School. Wade lives in Fort Worth with his wife and their five children.

Valricia Mccloud is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 63 and Series 66 designations and has worked within various divisions of JPMorgan since 2008. Outside of her advisory role, she is an owner and partner in a catering company. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Marty Eastman is a financial advisor with Edward Jones in Benbrook, TX, holding a Series 66 designation and bringing over a decade of industry experience, including 12 years at Wells Fargo. He has been with Edward Jones since 2024. Outside of advising, he owns a rental property in Seattle. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment and fiduciary services. The firm is noted for its extensive advisor network and comprehensive capabilities beyond advisory offerings.

Sara Altom is a financial advisor with Equitable Advisors in Fort Worth, TX, holding a Series 66 designation. She has one year of industry experience and previously worked at Amerilife and in public school districts. Equitable Advisors serves a broad range of clients, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management services. The firm utilizes a variety of advisory programs and third-party managers, focusing on personalized client risk assessments and portfolio solutions.

John Alves is a financial advisor at Fidelity with Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, 49 Wealth Management, and Thrivent Advisor Net. Alves has also worked outside finance in various capacities, including at Planet Fitness and Maverick Fine Western Wear. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm combines fundamental research with quantitative analysis and systematic portfolio construction, and it employs algorithmic methods and AI in its investment process.

Robert Mcgraw is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining J.P. Morgan in 2019, he worked at GuideStone Financial Resources and Main Street Insurance Agency. 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 an ESG eligibility framework to recommend investment strategies.

Robert Beier is a financial advisor with Morgan Stanley in Fort Worth, TX, holding Series 63 and Series 66 licenses and 10 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Fidelity Investments Institutional Services Company. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and advisory services without providing individual security recommendations in its standalone planning programs.

Fikret Samardzic is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 65 and Series 63 licenses and four years of industry experience. His prior roles include positions at NYLIFE Securities LLC, New York Life Insurance Company, and J.P. Morgan Securities LLC. 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 uses research and analytics from its investment institute and third-party databases, applying diversification principles and modern portfolio theory in its investment evaluations.

Eva Amaya is a financial advisor with Equitable Advisors in Fort Worth, TX, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to her current role, she held various positions in the food service and insurance industries and worked at the University of Texas at Arlington. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm uses a range of advisory models and third-party programs to tailor solutions based on client risk tolerance and personal information.

James Hamilton Jr. is a financial advisor with Edward Jones in Azle, Texas, holding Series 63 and Series 66 licenses and having 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he has income interests related to crop sales and oil royalties from a farm in McLeansboro, Illinois. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large nationwide network of advisors and branch offices, providing both discretionary and non-discretionary strategies under a fiduciary standard.

Andrew Engstrom is a financial advisor with Edward Jones in Fort Worth, TX. He holds the CFP® and Series 66 designations and has 19 years of industry experience, all with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kendall Inman is a CFP® with seven years of industry experience, currently serving as a financial advisor at Robert Baird & Co. He previously worked at Wells Fargo Clearing Services LLC and Ameriprise Financial Services Inc. Before entering the financial industry, he was affiliated with the University of Texas at Arlington. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, employing both in-house and third-party managers across traditional and non-traditional investment strategies.

Uriel Batista is a financial advisor with LPL Financial in Fort Worth, TX, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Cuso Financial Services, Capital One Investing, and Wells Fargo Clearing. Outside of his advisory work, he is co-owner of Baxel, Inc., a non-investment-related business. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Jesse Suffield is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding a Series 66 designation and 13 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked with WELLS FARGO Advisors, LLC and Wells Fargo Bank NA. 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 approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

James Boaz is a financial advisor with LPL Financial in Fort Worth, TX, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He has been with LPL Financial since 2007 and previously worked at A. G. Edwards & Sons, Inc. from 2005 to 2007. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with investment management delivered through a network of investment adviser representatives using both proprietary and third-party strategies.

Andre Rivers is a financial advisor with Wells Fargo Advisors who holds Series 63 and Series 66 licenses and has 20 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including niche areas such as business-owner transition planning, sports and entertainment planning, and special-needs analysis.

Joshua Eslick is a financial advisor at Morgan Stanley in Fort Worth, TX, with eight years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Charles Schwab, TD Ameritrade, and Verizon Wireless. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs including tailored financial planning. The firm emphasizes a structured planning process using approved tools and models client outcomes but requires clients to implement and update their plans.

Stephan House is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at TIAA, TD Ameritrade, Fidelity Investments, and Precision Castings of Arkansas. 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. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.