Kristin Stanley is a financial advisor at Raymond James & Associates with 19 years of industry experience. She holds a Series 66 designation and previously worked at Bank of America, Merrill, and UBS Financial Services. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including high-net-worth individuals, institutions, and municipal entities, offering financial planning and investment consulting through various specialized programs.

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 credentials and 41 years of industry experience. He has worked at Wells Fargo since 2016 and previously was with Morgan Stanley and Morgan Stanley DW Inc. from 1985 to 2009. 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 integrates research and analytics from Wells Fargo Investment Institute and third-party sources to support its investment solutions.

Jason Irons is a CFP® with 17 years of industry experience, currently with Cambridge Investment Research Advisors since 2010. Prior to that, he worked at Etex Financial, Inc. for one year. In addition to his advisory role, he serves as a trustee and board member for Fielder Road Baptist Church in Arlington, TX. Cambridge Investment Research Advisors serves a diverse client base including individuals and institutional clients such as pension and charitable organizations. The firm offers financial planning, ongoing investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and custodians, supporting both discretionary and non-discretionary management.

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® professional with 22 years of industry experience, all spent at Edward Jones since 2004. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he has mineral interests in energy companies based in Colorado and Texas. 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 range of advisory solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Steven Bazaldua is a financial advisor with J.P. Morgan Securities in Colleyville, TX, holding Series 63 and Series 66 designations and possessing 11 years of industry experience. He has worked with JPMorgan Chase Bank, N.A., and J.P. Morgan Securities since 2016 and operated his own independent practice from 2019 to 2020. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative due diligence to develop model asset allocations, incorporating an ESG eligibility framework and specialized derivatives and commodities capabilities.

Frank Aswad is a financial advisor with Edward Jones in Colleyville, TX, holding Series 63 and Series 66 registrations and bringing 25 years of industry experience. He has been with Edward Jones since 2001. Outside of advisory work, he is the owner of a commercial property rental business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment advisory programs and affiliated financial services. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of more than 23,000 financial advisors.

Matthew Hayes is a financial advisor with Osaic Wealth, Inc. in Keller, Texas, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. His career includes roles at Transamerica Financial Advisors, Overridge Wealth Advisors, and Signator Investors, Inc. He is involved in fundraising activities for the Autism Treatment Center of Dallas and serves as treasurer for a local homeowners association. Osaic Wealth serves a diverse client base that includes retail and institutional investors, offering brokerage and advisory services across multiple programs such as financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by a broad affiliate network and scale from recent consolidation activities.

Aaron Soderstrom is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 63 licenses and possessing 17 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Chase Investment Services Corp., and Wells Fargo Investments. He is the owner of Omega Squared Capital Management, where he writes an investment newsletter, and serves as Chief Investment Strategist at Omega Squared Insights, focusing on macroeconomic indicator development and related research. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through a large network of financial professionals, managing a multi-billion dollar asset base and offering a range of management platforms and proprietary model strategies.

David Stentz is a financial advisor with LPL Financial in Bedford, TX, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Edward Jones and Fort Worth Community Credit Union. Outside of finance, he has been involved with RTC Holdings, Inc, a company connected to youth ministry activities, since 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

Stuart Schultz is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has worked since 2000. With experience in the financial services industry dating back to 1998, Stuart focuses on creating tailored strategies for individuals, families, and businesses by closely aligning advice with their short- and long-term financial goals. His client services include college education planning, employee benefits planning, retirement income, portfolio management, tax minimization, and small business strategies. Stuart holds a bachelor's degree in Finance from Texas Christian University and maintains the professional designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He is involved in several professional and community organizations, including the College of Fine Arts Board of Visitors at TCU, St. Andrew Catholic Church, and The Modern Art Museum of Fort Worth. Stuart and his wife Shannon reside in Fort Worth with their two sons and participate actively in local community efforts such as meal preparation for the homeless through Beautiful Feet Ministries, Habitat for Humanity, and Meals on Wheels.

Joseph Vigil is a financial advisor with Ameriprise in Fort Worth, TX, holding a Series 66 designation and eight years of industry experience. His career includes six years at Edward Jones and a year at Quest Capital Strategies Inc, with earlier experience at AT&T. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach combines investment research and algorithmic tools to provide written recommendation reports and ongoing planning advice focused on reliable income and tax-aware withdrawal strategies.

William Naramore Sr. is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 licenses and has 39 years of industry experience. His prior work includes roles at Woodbury Financial Services, Banc of America Investment Services, Quick & Reilly, and UBS Financial Services. He serves as a board member and deacon at First Baptist Church of Dallas and is a trustee emeritus at John Brown University. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs across multiple platforms and custodians.

Kevin Gravley is a financial advisor with Ameriprise in Arlington, TX, holding a Series 66 credential and 12 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for five years before joining Ameriprise in 2020. Gravley is involved with Certainty of the Uncertainty, LLC, an advisor-owned entity established to manage his practice. 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 retirement income planning advice through a collaborative, non-discretionary process focused on dependable income sources and tax-aware withdrawal strategies.