Andrew Norton is a financial advisor with J.P. Morgan Securities in Grand Prairie, TX, holding a Series 66 license and 17 years of industry experience. His prior work includes positions at Lincoln Wilson Gallery, Morgan Stanley, and Waddell & Reed. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm's advisory process combines quantitative and qualitative research supported by a centralized manager solutions team and incorporates ESG criteria in recommendations.

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.

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.

Kyle Whittemore is a financial advisor at Wells Fargo Clearing in Fort Worth, TX, with seven years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2018, also maintaining a longstanding role at Wells Fargo Bank, N.A. since 2004. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial product options, such as insurance-related vehicles and bank deposit sweep programs.

Jennifer Monaco is a CFP® with 17 years of experience in the financial industry, currently serving at Wells Fargo Clearing since 2018. Her prior experience includes roles at Bank of America, N.A., and earlier stints with Wells Fargo Clearing. She is a part-owner of CMJ, LLC and North Bench LLC, which are investment-related businesses. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute with third-party analytics to guide its investment approach.

Camille Northcutt is a Series 66-licensed financial advisor with Merrill, based in Fort Worth, TX, and has 25 years of industry experience. She has been with Merrill since 2001. 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 strategies for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kevin Peveto is a CFP® professional with 33 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2011. He is based in Fort Worth, TX, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in managing a family-owned ranch operation and serves as a trustee for his parents' investments. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with clients having the option to implement recommendations through various brokerage or advisory programs.

Steven Kleiber is a CFP® and PFS™ with 25 years of experience in financial advising. He is currently with Cetera and has held prior roles at Avantax Investment Services and 1ST Global Advisors among others. Kleiber is also a member manager of Kleiber and Associates CPAs PLLC, a tax and accounting firm, and serves on the fundraising committee for the Helmcamp Memorial Scholarship through the Cleburne Education Foundation. Additionally, he is the treasurer of the Arlington Rotary Foundation, which awards scholarships to high school seniors. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers various portfolio management and financial planning services, including access to multiple third-party managers and model portfolios, managing over $256 billion in assets with more than 10,000 advisors.

Jon Wych is a financial advisor with LPL Financial in Arlington, TX, holding Series 63 and Series 66 credentials and 26 years of industry experience. His prior roles include positions at Nations Financial Group, Merrill, and A. G. Edwards & Sons. In addition to his advisory work, he serves as a notary in Arlington, dedicating a small portion of his time to this role. 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 investment approaches including financial planning, model portfolios, third-party asset management, and institutional platforms.

Matthew Bingham is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. Prior to joining LPL in 2025, he worked at Ameriprise from 2018 to 2025 and has held positions in the energy and construction sectors. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, and institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary research and third-party strategies.

Kimberly Burns is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at JPMorgan Securities LLC since 2006 and JPMorgan Chase Bank NA since 2017. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence and an ESG eligibility framework, supported by affiliates offering implementation and portfolio services.

Monte Ferguson is a CFP® certificant with 31 years of industry experience, currently affiliated with Cambridge Investment Research Advisors in Fort Worth, TX. He has worked with Cambridge since 2008 and previously held roles at First Command Brokerage Services and First Command Bank. In addition to his advisory work, he serves as an independent executor of wills and estates and is the owner of Pivotal Financial Advisors LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through a large network of financial professionals and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

Yair Garcia is a Financial Advisor at Merrill Lynch Wealth Management, serving as a Merrill Financial Solutions Advisor. In this role, he works closely with clients to understand their financial priorities and develop strategies aimed at achieving their short-, mid-, and long-term goals. His services range from general investing and retirement planning to preparing for unexpected expenses, with access to additional resources through Bank of America specialists. Garcia's approach involves one-on-one collaboration to define client goals and select portfolio strategies that align with those objectives. He provides ongoing advice to adapt financial plans as clients' circumstances evolve. He holds the Personal Investment Advisor (PIA) professional designation and earned a High School Diploma from Eastern Hills High School. Garcia communicates effectively in both English and Spanish. Outside of his professional responsibilities, Garcia enjoys activities such as camping, cooking, fishing, football, hiking, hunting, pickleball, racquetball, softball, and traveling.

Alexander Watson is a financial advisor at Ameriprise Financial Services with one year of industry experience. He holds the Series 66 designation and previously worked at Styre Wealth for two years. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice, utilizing proprietary research and third-party data within a defined investment framework.

Nita Wallace is a financial advisor with Primerica Advisors in Mansfield, TX, holding Series 63 and Series 65 licenses and 15 years of industry experience. She has worked with PFS Investments Inc. since 2010 and Primerica Financial Services since 2009. Outside of her advisory role, she receives compensation for referrals related to home security and automation products and holds oil and gas mineral rights. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively offered separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

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.

Daniel Sanchez is a Financial Consultant I at Fidelity Investments, a position he has held since 2025. Prior to this role, he served as a Planning Consultant from 2024 to 2025 and as a Relationship Manager from 2023 to 2024 within the same organization. He holds an Arkansas Insurance License. In his role, Daniel partners with clients and their families to develop personalized financial plans that align with their unique goals and values. He emphasizes building lasting relationships through trust, open communication, and ongoing support as clients' needs evolve. Outside of his professional responsibilities, Daniel has personal interests that include fitness, football, golf, music, outdoor adventures, and pets.

Karla Barker is a financial advisor with Raymond James Financial Services Advisors, Inc. in Fort Worth, TX. She holds a Series 66 designation and has 18 years of industry experience, including 13 years at LPL Financial and five years at Edward Jones. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through specialized advisory programs.