Bikram Singh is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JPMorgan Securities, Bank of America, and Merrill. He also has a role in financial oversight for MUUDE, LLC, an apparel and accessories business he owns. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement plan consulting services. The firm combines research from its Investment Institute with third-party analytics to support diversified investment strategies across brokerage and advisory solutions.

Joana Wright is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. Her prior work includes roles at Wells Fargo Bank, JP Morgan Chase Bank, LPL Financial, and Pegasus Bank. Outside of her advisory career, she works as a caregiver for autism patients. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions supported by extensive research and analytics.

Karol Ulloa is a financial advisor at Merrill in Fort Worth, TX, with one year of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley Smith Barney LLC. Merrill, in partnership with 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, and institutional investors.

Kenneth Davis is a financial advisor at Fidelity with 12 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Fidelity Investments since 2014. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base and provides model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Shannon Reid is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 licenses and eight years of industry experience. She has been with Wells Fargo Bank since 2012 and joined Wells Fargo Clearing in 2018. Outside of her advisory role, she holds a 25% ownership interest in a farmland rental property in Crosbyton, TX. 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 from Wells Fargo Investment Institute and third-party sources.

Joseph Averett is a financial advisor with Cetera in Fort Worth, TX, holding a CFP® designation and Series 63 and 66 licenses, with 13 years of industry experience. He previously worked with Avantax Advisory Services and operates Averett Financial, LLC, a tax preparation and accounting firm. Averett is also a partner at Canopy Wealth Strategies, providing financial planning and tax planning services. Cetera Investment Advisers LLC is an SEC-registered advisor serving individual, employer-sponsored, corporate, charitable, and institutional clients through a large nationwide network. The firm offers a range of portfolio management and financial planning services across multiple program structures and investment options, managing over $256 billion in assets with more than 10,000 advisors.

Mary Grace Pidgeon is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Deloitte & Touche LLP, Opportune LLP, and 3E Management LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized manager due diligence and an ESG eligibility framework.

Brooke Reeb is a financial advisor with J.P. Morgan Securities LLC based in Fort Worth, TX, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. Prior to joining J.P. Morgan in 2017, she worked for Crestline Investors, Inc. from 2015 to 2017. Outside of her advisory role, she is a partner and owner of Trinity River Distillery and serves on the Board of Governors for the Texas Ballet Theater. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Catherine Coleman is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 2018. Prior to joining Baird, she worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is a board member and treasurer of the Moms of Minerva at Sigma Alpha Epsilon - Texas Beta Chapter. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a broad range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a combination of in-house and third-party managers to implement traditional and complex investment strategies.

Gregory Price is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 66 designations and 13 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors and Wells Fargo Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Delia Aderoju is a financial advisor with Thrivent Investment Management in Fort Worth, TX, holding a Series 66 designation and six years of industry experience. She has been with Thrivent Financial and Thrivent Investment Management for three years and has a background at DXC Technology. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning covering a range of financial topics, delivered as either one-time or ongoing engagements without portfolio management for institutional clients.

Kristin Stanley is a financial advisor at Raymond James & Associates with 18 years of industry experience. She holds a Series 66 designation and previously worked at Bank of America and Merrill for eight years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services and employs a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Daniel Koech is a Series 66 licensed financial advisor with Equitable Advisors in Fort Worth, TX, and has five years of industry experience. His prior work experience includes roles at Quest Diagnostics, Toyota of Dallas, Uber, and University Hospital. He was also a member of the University of Kansas Men's Track & Field Team during his college years. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, providing financial planning, retirement plan consulting, and various asset-management programs through a large network of Investment Adviser Representatives. The firm uses a combination of firm-offered programs and third-party advisory solutions to deliver personalized investment strategies.

Billy Ray Jr. is a financial advisor at Merrill in Fort Worth, TX, holding Series 63 and Series 66 licenses with three years of industry experience. His work history includes roles at Bank of America, Charles Schwab, and Frenzel CPA. 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 individual, high-net-worth, and institutional clients.

Elisabeth Dahlstrom is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. She has been with Fidelity since 2021, initially serving as a Workplace Planning Consultant before advancing to her current role in 2024. Elisabeth focuses on providing clients with the tools, knowledge, and support necessary for effective financial planning. Her professional experience centers on empowering clients to make informed decisions and work towards their financial goals. Elisabeth is dedicated to partnering with clients to help them realize their vision for both the present and the future. Outside of her professional work, Elisabeth has personal interests that include food, social events with friends, and traveling.

Carlos Garcia is a financial advisor at Merrill with six years of industry experience. He holds the Series 63 and Series 66 credentials and has worked at Merrill since 2019 and Bank of America since 2021. His prior experience includes roles at Discover Financial Services, Five Guys, Lee Armory, AAA Landscape, and Arizona State University. 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 and profit-sharing plans, corporations, and charitable organizations.

Scott Oneal is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader set of financial products, such as insurance-related vehicles and bank deposit sweep options, than is typical for large institutional advisers.

Jason Irons is a CFP® professional with 17 years of industry experience, currently serving with Cambridge Investment Research Advisors. He has been with Cambridge since 2010. Outside of financial advising, he serves as a trustee and board member at Fielder Road Baptist Church and operates as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through independent Financial Professionals using multiple investment platforms and proprietary as well as third-party strategies.

Kelly Perkins is a financial advisor with LPL Financial in Arlington, TX, holding Series 63 and Series 66 registrations and bringing 32 years of industry experience. His prior roles include positions at Greater Texas Federal Credit Union, RBC Capital Markets, and Citigroup Global Markets. He has also served as a teacher at Southern Methodist University. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning, asset management, and institutional platforms, supported by extensive research and technology tools.

Aaron Womack is a Series 66 licensed financial advisor with four years of industry experience. He currently works at LPL Financial and Texas Trust Credit Union, having previously been employed by Edward Jones and Sprouts Farmers Market. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of discretionary and non-discretionary strategies.