Matthew Mitchell is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at J.P. Morgan Securities and JPMorgan Chase Bank. Outside of his advisory role, he has ownership interests in businesses related to residential gutters and commercial and residential irrigation systems. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Toni Rose is a Series 66-credentialed financial advisor at Stifel with 18 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2019 and previously held roles at Bank of America and Merrill from 2014 to 2019. Outside of her advisory work, Toni is involved in agricultural and equestrian activities, including online bucking bull competitions and hosting horse and cattle events, as well as participating in a local charity that raises funds to support agricultural students. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group.

Craig Wall is a financial advisor at Merrill based in Fort Worth, TX, holding a Series 66 designation with 18 years of industry experience. He has been with Merrill since 2009 and has a concurrent affiliation with Bank of America dating back to 2007. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a wide range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Steven Kessler is a financial advisor at Morgan Stanley in Fort Worth, TX, holding Series 63 and Series 66 licenses with 25 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services, where he worked for over two decades. Morgan Stanley Wealth Management offers advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and proprietary tools to model financial outcomes, while also providing products and services through a range of affiliated entities.

Kasey Holifield is a CFP®-credentialed financial advisor with Edward Jones, based in Fort Worth, TX, and has seven years of industry experience. Prior to joining Edward Jones, Holifield worked with Eagle MT Saginaw ISD and Fort Stockton ISD. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products through a large nationwide network of financial advisors and branch offices.

William Smiley is a financial advisor with J.P. Morgan Securities in Fort Worth, TX. He holds a Series 66 designation and has one year of industry experience. Prior to joining J.P. Morgan Securities, he worked at JPMorgan Chase Bank, N.A. and held various roles at Liberty University and Shadow Mountain Community Church. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence to inform recommendations.

Matthew Rodger is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in Education Planning, Small Business Strategies, and Sports & Entertainment, focusing on developing personalized financial plans that address clients' individual goals and risk management. Matthew holds a Bachelor's Degree from Texas Tech University System, where he served as President of Sigma Alpha Epsilon. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA). Outside of his professional role, Matthew enjoys personal interests such as camping, dancing, golfing, hunting, music, and skiing. He is involved in his community through affiliations with organizations like the Mira Vista Country Club.

J Bryan Reece is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and possessing 30 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Dana Lewis is a financial advisor at Merrill with 17 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Merrill in 2021, Dana worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA from 2008 to 2021. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Blake Spiller is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2023. He previously worked at Cain Watters & Associates and has academic experience from Texas Christian University. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework and offers access to a broad range of investment products through its affiliation with the larger J.P. Morgan organization.

William Bailey is a financial advisor with Edward Jones in Keller, TX. He holds the Series 66 designation and has one year of industry experience. Prior to joining Edward Jones in 2024, he held positions at several firms including Syfan Logistics, Steam Logistics, Apex Capital, EGW Logistics, IXT LLC, and Watco Logistics. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Sharon Redmond is a financial advisor with Raymond James & Associates, holding a Series 66 designation and having 20 years of industry experience. She worked at Merrill from 2006 to 2022 before joining Raymond James in 2022. Outside of her advisory role, she manages a part-time Airbnb rental property in Fort Worth, TX. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and maintains capabilities in public finance and municipal work.

Roxanna Rodriguez Calabrese is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials. She has been with Wells Fargo in various roles since 2022. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Nicolas Perez III is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America for eight years, following a one-year tenure at Edward Jones. Merrill provides managed account services to Bank of America fiduciary clients through the 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 integrates investment management with Bank of America’s broader corporate platform, providing access to a wide array of products and services.

Jason Miller is a financial advisor at Charles Schwab with eight years of industry experience. His prior roles include positions at TD Ameritrade and Charles Schwab bank. Outside of his advisory work, he has been involved in retail sales through a local business in Fort Worth, Texas. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering wealth advisory, managed accounts, and financial planning services. The firm provides both non-discretionary and discretionary investment management through multi-asset model portfolios and integrates brokerage, custody, and advisory services within its Schwab Wealth Advisory program.

Jake Skiles is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 and Series 63 designations and has worked at firms including Charles Schwab Bank, Charles Schwab & Co., and TD Ameritrade. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a range of wealth levels. The firm offers a variety of advisory programs and investment solutions, supported by a nationwide network of financial advisors and branch offices.

Clayton Edwards is a financial advisor with Edward Jones in Keller, TX. He holds the Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he held roles with the Dallas Cowboys Football Club and the Miami Dolphins. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Nathan Maroney is a Wealth Management Advisor at Merrill Lynch Wealth Management in Fort Worth, Texas. He began his career with Merrill Lynch in 2000 and focuses on providing individually tailored wealth management services to affluent individuals and business owners. Nathan works closely with clients and their other advisors, such as attorneys and accountants, to develop comprehensive strategies addressing total financial needs and goals. His expertise includes stock option analysis, retirement planning, life insurance analysis and funding, estate services and wealth transfer strategies, portfolio management, and planning for higher education. Nathan earned a Bachelor of Business Administration degree from the University of Texas at Arlington. He holds the Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA) designations. By maintaining a disciplined process that allows him to serve a limited number of clients, Nathan delivers a consistent and personalized service model tailored to each client's needs and expectations. He lives in Fort Worth with his wife, Stephanie, their two sons, Aiden and Adley, and two step-children, Ella and Aidan. In his personal time, Nathan enjoys spending time with his family and playing soccer with friends.

Justin Gentry is a financial advisor with Equitable Advisors in Fort Worth, TX, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Equitable Advisors, he served 22 years in the United States Air Force and has ownership roles in OnPoint Handyman Services LLC and OnPoint Cleaning Services LLC. He also worked as a home inspector for Overwatch Property Solutions. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model and offers tailored advisory services based on client goals, risk tolerance, and time horizon.

Audrey Abergel is a Financial Advisor with Merrill Lynch Wealth Management. She began her career with Merrill in 2019 and is currently part of the Foster Treger team. Audrey focuses on building long-lasting client relationships and delivering a fully integrated approach to wealth management that extends beyond investment advice. Her services include personalized financial planning, retirement strategies, tax mitigation, and customized portfolio management, tailored to individual client goals and risk profiles. Audrey holds a Bachelor's Degree from Universite d'Aix en Provence, a Master's Degree from Ecole Superieure de Journalisme, and a Master of Business Administration with a Finance concentration from Texas Wesleyan University. She is a Personal Investment Advisor (PIA) and is fluent in English, French, and Hebrew. Audrey participates in professional and community organizations such as The Network Society with The Jewish Federation of Fort Worth and Tarrant County. Originally from Marseille, France, Audrey moved to Fort Worth, Texas in 2013. She balances her professional career with family life and has personal interests that include boating, cooking, fishing, horseback riding, music, running, singing, swimming, tennis, and traveling.