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.

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.

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.

Andrew Cronk is a financial advisor with Charles Schwab in Fort Worth, TX, holding a Series 66 designation and 12 years of industry experience. He has worked at Charles Schwab and its related entities since 2015 and previously at TD Ameritrade. He serves on the board of the Fort Worth Chamber of Commerce, contributing to business-related discussions in the local community. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment guidance using multi-asset model portfolios, supported by centralized supervisory, custody, and order-routing systems.

Jarret Sedlacek is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His prior roles include positions at BBVA Wealth Solutions, BBVA Securities, BBVA Compass Insurance Agency, and Compass Bank. Outside of his advisory work, he owns and operates Ducky's Trading, LLC, a business focused on the resale of trading cards. Wells Fargo Clearing provides retirement plan consulting services 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 incorporates a broad range of investment options, including insurance-related products and bank deposit sweep programs.

Bryan Vaughn is a CFP® and holds a Series 66 license, with 20 years of experience in the financial services industry. He has worked at Robert Baird & Co. since 2026 and previously spent 20 years at Ameriprise Financial Services. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and custody and brokerage services, supported by internal research and portfolio strategies that incorporate tax management and direct indexing.

Robert Holman is a CFP®-designated financial advisor with Edward Jones in Ft Worth, TX, where he has worked since 2004. He has 21 years of industry experience and holds Series 63 and Series 66 licenses. Outside of his advisory role, he has mineral interests associated with entities including BKV North Texas, Vantage Energy, and XTO Energy. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a variety of discretionary and non-discretionary investment strategies supported by a nationwide network of more than 23,700 advisors.

Steven Bazaldua is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016, with a brief period of self-employment from 2019 to 2020. 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 in its investment approach.

Frank Aswad is a financial advisor at Edward Jones in Colleyville, TX, holding Series 63 and Series 66 designations with 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he is the owner of a commercial property business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm provides a range of advisory programs and investment strategies supported by a large national network of financial advisors and branch offices.