Cristine Rivera is a Series 66 licensed financial advisor at UBS Financial Services in Ft. Worth, TX, with one year of industry experience. She has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers proprietary research, custody, underwriting, and capital markets services.

Savannah Petronis is a financial advisor with Robert W. Baird & Co., holding a Series 66 credential and 12 years of industry experience. She has been with Robert W. Baird since 2018 and previously worked at Wells Fargo Clearing for two years. She serves as Treasurer and Board Member of the Fort Worth Delta Delta Delta Alumnae Charities. She is part of The DDK Group at Robert W. Baird, which serves individual, corporate, pension, and charitable clients through financial planning, portfolio management, and other wealth management services. The firm employs a variety of SMA strategies, tax management, and research tools, managing approximately $394 billion in assets as of December 31, 2025.

Rex Mason is a financial advisor at Edward Jones in Fort Worth, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked in various roles including positions at Daffan Cooling and Heating, Lowe's Home Improvement, and Beau Rivage Hotel Casino. Mason is also the owner of Gadot Investments, LLC, a residential rental property business. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors. The firm provides discretionary and non-discretionary strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Joseph Sholden is a financial advisor at Robert Baird & Co. with 29 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing and Merrill. Outside of his advisory role, he holds mineral rights generating royalties through Total Energies E&P Barnett USA. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of financial planning, portfolio management, and custody services, utilizing both internal research and partnerships to support its advisory work.

Elizabeth Stucker is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and two years of industry experience. She has been with Wells Fargo since 2022 and has prior work history at Colonial Country Club, Barnes and Noble, and Baylor University. 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 research from Wells Fargo Investment Institute and other sources.

Jocelyn Benitez is an advisor at Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 licenses. She has been with Wells Fargo Clearing since 2026 and has prior experience at Charles Schwab & Co., Inc., Wells Fargo Bank, NA, and Barri Financial Group. Outside of financial services, she has worked in retail and education roles, including positions at Ulta Beauty and the University of Houston. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and supports a wide range of brokerage and advisory solutions.

Bruce Border is a CFP®-certified financial advisor with Edward Jones in Fort Worth, TX, and has 33 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1992. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports its services with a large nationwide network of financial advisors and branch offices.

Adam McDonald is the Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2018. He has over 20 years of experience in the financial services industry, having held several positions at Fidelity Investments including Financial Consultant, Relationship Manager, Financial Representative, Retirement Solutions Representative, Fixed Income Specialist, Investments Representative, and Trader since 2004. His extensive experience encompasses various aspects of financial consulting and investment management. Adam collaborates with clients to develop personalized wealth strategies tailored to their unique financial goals. He holds insurance licenses in Arkansas and California, enabling him to provide comprehensive financial planning services. Outside of his professional work, Adam's personal interests include baseball, camping, family activities, fishing, hiking, and traveling.

Chelsea Magby is a financial advisor with LPL Financial in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. Her prior roles include positions at Southside Bank, Raymond James Financial Services, and Chase Investment Services Corp. Outside of her advisory role, she is involved with CM Butterfly, a non-investment related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Michael Hyatt is a financial advisor with UBS Financial Services in Fort Worth, TX, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has been with UBS since 1992. His other activities include overseeing scholarship allocations for the Iron Phi Foundation, serving on the board and executive committee of the Fort Worth Zoo Association as treasurer, and participating in charitable oversight for Sister Cities International Foundation and investment review for Pacific Retirement Services, Inc. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings that include financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment strategies to clients’ goals and risk tolerances.

Gilbert Little is a financial advisor with LPL Financial based in Fort Worth, TX. He holds a Series 66 designation and has 10 years of industry experience. His career includes prior roles at Ameriprise, Raymond James Financial Services, and BBVA, among others. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning and investment management solutions.

Kristi Traylor is a financial advisor with Morgan Stanley in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019, following a decade at UBS Financial Services. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools.

James Taylor is a financial advisor at Equitable Advisors in Fort Worth, TX, with 29 years of industry experience. He has held his current position since 1999 and holds Series 63 and Series 65 licenses. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Krystal Lopez is a financial advisor with UBS Financial Services and holds a Series 66 designation. She has eight years of industry experience, including prior roles at Morgan Stanley, JPMorgan Securities LLC, and JPMorgan Chase Bank. Before entering the financial sector, she worked at Lululemon for two years. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Wade Grimes is a financial advisor at Cetera with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cetera and Foresters Financial during his career. He is a board member of Brothers Keepers, an organization that helps injured veterans. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services using a multi-manager platform that includes affiliated and third-party managers.

John Dull Jr. is a financial advisor with UBS Financial Services in Ft. Worth, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with UBS since 2001. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Matthew Lindsey is a financial advisor with LPL Financial in Fort Worth, TX, holding Series 63 and Series 65 licenses and having nine years of industry experience. His prior roles include positions at Cetera and Foresters Financial Services. Outside of his advisory work, he was involved with the Amon Carter Museum of American Art for five years. 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 range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technology and operational resources.

Meredith Campbell is a financial advisor at Stifel with six years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services and Fidelity Brokerage Services. Campbell is involved in the Junior Women's Club of Fort Worth, where she serves as president of a sub-club and leads monthly programs and socials. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates a proprietary methodology developed by its Investment Strategy Group that uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Douglas Amyett is a financial advisor with UBS Financial Services in Ft. Worth, TX, holding Series 63 and Series 65 licenses and having 32 years of industry experience. He has been with UBS since 2006. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and affiliated banking and lending programs.

Nathan Richards is a financial advisor at Merrill with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Merrill, RBC Capital Markets, Stephens Inc., Waddell & Reed, and Morgan Stanley. Merrill, together 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.