Tye Mc Clure is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 10 years of industry experience. He has previously worked at Merrill and Bank of America NA. Mc Clure serves as a board member on the finance committee of Methodist Justice Ministry, a nonprofit law firm providing services to those who cannot afford them, and as an advisor on the finance committee for Colonial Country Club in Fort Worth. J.P. Morgan Securities LLC 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 support client decision-making.

William Stockum is a financial advisor at RBC Capital Markets in Fort Worth, TX, holding Series 63 and Series 66 designations with 39 years of industry experience. He previously worked at Hilltop Securities Inc. from 2008 to 2017 before joining RBC Capital Markets in 2017. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ risk profiles and utilizing both in-house and third-party investment managers.

Giovanni Blanchette is a financial advisor at LPL Financial in Fort Worth, TX, holding a Series 66 credential. He has one year of industry experience, having previously worked at Anchor Wealth Strategies prior to joining LPL Financial. Giovanni completed twelve years as a full-time student before entering the advisory profession. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by research and model portfolios.

Ryan Mandell is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and based in Fort Worth, TX. He has been with the firm since 2026 and has prior experience at JPMorgan Chase Bank, N.A. and Pharos Capital Group. Before his current role, he worked at Moraga Country Club from 2020 to 2023. J.P. Morgan Securities LLC 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.

James Pappas is a Series 66 registered advisor with J.P. Morgan Securities and has five years of industry experience. He has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. since 2021, and previously held roles at Thrivent Financial and JPMorgan Chase and Co. He also has experience outside of finance, including work at Emler Swim School and The Mix Cafe. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Warren Waters is a financial advisor at LPL Financial with 28 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Cetera Advisors LLC, SageView Advisory Group, and First Allied Advisory Services among others. Outside of his advisory work, Waters is involved in family coaching through Blended Kingdom Families Ministries. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Taylor Brooks is a Series 66 licensed financial advisor with eight years of industry experience. He has worked at Merrill since 2018 and was previously with Compass Pointe Financial for one year. He is based in Fort Worth, TX. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm is integrated into Bank of America’s broader corporate platform, providing access to a wide set of investment products and services.

Joe Harris is a CFP®-certified financial advisor with Edward Jones in Ft. Worth, TX, with 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,000 advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Ben Stewart Jr. is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding Series 63 and Series 66 credentials and over 12 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Tailwind Ventures, LLC. He serves on the board of the Fort Worth Museum of Science and History, participating on both the finance committee and the board of directors. 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 brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Sara Song is a financial advisor with Wells Fargo Clearing in Fort Worth, TX. She holds a Series 66 designation and has four years of industry experience. Her prior work includes roles at Wells Fargo Bank, nA and KEY BANK. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions.

Quyen Cao is a financial advisor with J.P. Morgan Securities in Grand Prairie, TX, holding a Series 66 designation and four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2025, Cao worked at Bank of America/Merrill Lynch for six years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s investment approach combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework for recommending strategies.

Derrick Reaves is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various J.P. Morgan entities since 2009. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, offering recommendations on a non-discretionary basis supported by centralized due diligence and an ESG eligibility process.

Zachary Swain is a financial advisor with Ameriprise in Fort Worth, TX, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside his advisory role, he is the owner and president of Swain Resources LLC, a consulting business unrelated to investments. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

John Farrell is a financial advisor with UBS Financial Services in Fort Worth, TX, holding Series 63 and Series 66 credentials and bringing 15 years of industry experience. He previously worked for J.P. Morgan Securities and JPMorgan Chase Bank NA from 2011 to 2021. He is involved with the Texas Parks and Wildlife Foundation’s Stewards of the Wild program, participating in community service events focused on conservation education and outreach. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor financial plans to clients’ goals and risk tolerances.

Joel Mc Calister is a Financial Advisor currently working with Merrill Lynch Wealth Management. He specializes in family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, sports and entertainment, and retirement income. With a tenured career in the financial services industry, Joel employs a collaborative approach to help clients and their loved ones achieve optimal financial positioning at every stage of life. He holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Joel earned a Master's Degree from Texas Christian University and a Bachelor's Degree from Texas AandM University System. Outside of his professional role, Joel enjoys basketball, football, golfing, and spending time with his family. He is also involved in community organizations such as First Christian Methodist Church and Habitat for Humanity.

Richard Kelly II is a financial advisor with Edward Jones in Mansfield, TX, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he is a partner in a rental property business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a wide range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Reya Resendiz 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 Securities, she held roles at JPMORGAN Chase Bank, N.A., and worked at various other organizations including The Barrel and Hume Christian Camps. 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. As a subsidiary of J.P. Morgan, the firm delivers these advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Daniel Roark is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. 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 based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Coulter Bostick is a financial advisor at J.P. Morgan Securities with Series 66 credentials and two years of industry experience. He previously worked at Caldwell and Ray Partners, Inc. Outside of his advisory role, he is involved with a local band as an employee and contractor. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Luke Griffin is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., LPL Financial, and previously held a role at Baylor University. J.P. Morgan Securities 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 an ESG eligibility framework.