Sumeet Jain is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 66 licenses and 14 years of industry experience. His career includes roles at Wells Fargo Bank NA and Wells Fargo Clearing dating back to 2011. 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 combines research from its investment institute with third-party analytics to support diversified portfolio strategies.

Benjamin Hopper is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at PricewaterhouseCoopers for five years. His background also includes five years of full-time education. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets through a large network of financial advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.

Shane Stein is a financial advisor at Stifel with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, N.A. from 2011 to 2020. Outside of finance, he serves on the advisory board of a start-up developing robotic food kiosks, acts as executive producer for a music recording project, and is a board member of a nonprofit supporting Jewish student life in North Texas. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Evan Johnson is a financial advisor with J.P. Morgan Securities based in Fort Worth, TX. He holds a Series 66 designation and has two years of experience in the industry. His prior work includes roles at JPMorgan Chase Bank and positions outside of financial services in companies such as Kendra Scott, LLC and Cameron Mitchell Restaurants LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a centralized manager solutions team.

Macy Davis is a financial advisor with Equitable Advisors in Fort Worth, TX, holding Series 63 and Series 66 designations and two years of industry experience. Her prior work includes roles at Vogt RV, Golf Genius, Leaderboard of Dallas, and Trophy Club Country Club. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm emphasizes matching clients to investment models or discretionary managers, utilizing both proprietary and third-party programs.

Justine Elie is a financial advisor at LPL Financial with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including North Capital Private Securities Corporation and TD Ameritrade. She is based in Fort Worth, TX. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and 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.

Summer Burleson is a financial advisor at Ameriprise with a Series 66 designation and experience beginning in 2024. Prior to her advisory role, she worked six years in the Sealy Independent School District and has been associated with Texas Christian University since 2022. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Miguel Arreguin Jr. is a financial advisor with LPL Financial in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior roles include positions at Cetera and Fidelity, and he has been affiliated with American Airlines Federal Credit Union since 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a wide range of advisory and brokerage services. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with various operational and research tools.

John Glover is a financial advisor at Edward Jones in Grand Prairie, TX, holding a Series 66 designation with two years of industry experience. Prior to his current role, he spent several years working in dental practice management, including positions at J. Michael Glover Dentistry, Bond Family Dentistry, and Glover and Braunlin Family Dentistry. He has also been involved with the Southern Baptists of Texas Foundation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory strategies and maintains a large nationwide network of financial advisors and branch offices, catering to both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations.

Rachel Cethoute is a Series 66 credentialed financial advisor at Fidelity with one year of industry experience. Her prior work history includes roles outside the financial sector, including positions at SnapCare and CareerStaff Unlimited. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolios constructed through a combination of fundamental research, quantitative analysis, and systematic methodologies.

Shannon Hill is a financial advisor with Merrill in Fort Worth, TX, holding Series 63 and Series 65 credentials and having 26 years of industry experience. She has been with Merrill since 2000. Outside of her advisory role, she is a managing member and general partner of Rolling Hill Solutions LLC, a consulting and trucking company operated by her spouse. 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.

Matthew Smith is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Vanda Pharmaceuticals Inc. and PricewaterhouseCoopers LLP. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and provides a range of capital markets services.

Charles Reddell is a financial advisor with Morgan Stanley in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He worked at UBS Financial Services from 2009 to 2019 before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2019. He serves as a board member for the American Heart Association, participating in fundraising activities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and a structured discovery process.

Drew Duncan is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 65 and Series 63 registrations and one year of industry experience. He has been with Wells Fargo Bank since 2014. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm leverages research and analytics to offer both brokerage and advisory solutions, managing approximately $671 billion in assets and employing over 14,000 financial advisors.

Mischelle Copeland is a financial advisor with Wells Fargo Clearing in Fort Worth, TX. She holds Series 63 and Series 65 credentials and has 38 years of industry experience, including prior roles at J.P. Morgan Securities Inc. and Banc One Securities Corporation. Outside of her advisory work, she co-owns a gas lease that generates royalties from mineral rights beneath her primary residence. 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 a range of brokerage and advisory solutions supported by extensive research and analytics.

John Wright currently serves as Vice President and Branch Leader at Fidelity Investments, a position he has held since 2017. In this role, he leads, develops, and coaches a team of financial professionals to engage clients effectively. Prior to this, he was Assistant Branch Manager at Fidelity Investments from 2015 to 2017 and Branch Service Manager from 2013 to 2015. His career at Fidelity demonstrates a progressive leadership trajectory within the company.

Quinton Kimball is a financial advisor with Ameriprise in Arlington, TX, holding a Series 66 designation and 11 years of industry experience. He has worked at Ameriprise since 2022 and previously held roles at Actum Wealth Advisors LLC, GENEOS WEALTH MANAGEMENT Inc, and Advanced Financial Planning. Kimball also owns and manages Actum Wealth Advisors, where he provides financial advice focused on retirement planning and investment management. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to develop personalized Recommendation Reports delivered in partnership with its financial advisors.

Nicholas Porter is a financial advisor at Merrill in Fort Worth, TX, holding Series 63 and Series 66 credentials with four years of industry experience. His prior work history includes roles at Bank of America, TD Ameritrade, and BBVA USA. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Angie Wohlhaefer is a financial advisor at Cetera with a Series 66 credential and five years of industry experience. She has worked extensively with Wilshire Consultants, Inc. since 2019 and has been affiliated with various Cetera entities since 2024. Wohlhaefer has also provided accounting and tax preparation support through her role at Wilshire Consultants. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse portfolio management options and operates a multi-manager platform with access to a range of investment strategies and third-party managers.

Myra Slaybaugh is a financial advisor with Cambridge Investment Research Advisors, holding CFP® and ChFC® designations and over 20 years of industry experience. Her career includes positions at Lincoln Financial Securities Corporation and First Command Financial Services. Slaybaugh is a board member for RESCU, a role she has held since 2024. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors such as pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services through a broad network of financial professionals.