Ana Stallard is a financial advisor with Equitable Advisors holding a Series 66 designation. She has one year of industry experience and has previously worked at Pinnacle Bank and Sodalis Senior Living, as well as through various roles related to educational and recreational organizations. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutional clients, offering financial planning, brokerage, insurance, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, relying on LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Ashley Spangler Marquart is a CFP® and holds a Series 66 license with 15 years of industry experience. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, operating under a fiduciary standard.

Marvin Blakeney Jr. is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding a Series 66 designation and one year of industry experience. His prior roles include positions at BMO Family Office and Bank of America Private Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Neal Nelson is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in family wealth management strategies, personal retirement planning, and portfolio management services. Neal emphasizes understanding his clients' full financial picture and collaborates with them to create personalized wealth management plans tailored to their goals and aspirations. With a background that includes a Bachelor's and Master's Degree from the University of Minnesota System, Neal holds professional designations as a Chartered Financial Analyst (CFA) and Personal Investment Advisor (PIA). He is a member of the CFA Institute and the CFA Society of Dallas-Fort Worth. Neal draws on extensive experience to assist clients in achieving growth objectives and protecting their assets. In addition to his professional work, Neal participates in community activities through the University of Minnesota Alumni Association. He also pursues personal interests such as dancing, music, and reading.

Jimmy Griffith is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, operates under a fiduciary standard, and is notable for its extensive advisor and branch network as well as its affiliated capabilities beyond advisory services.

David Turner is a financial advisor with Raymond James & Associates in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 58 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he serves as one of five members overseeing the endowment fund for the Boys & Girls Clubs of Greater Fort Worth & Tarrant County. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and consulting services with a range of portfolio management styles and affiliated research.

Cass Jenkins serves as Sales Manager and Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with Merrill Lynch since 2002 and has held the Sales Manager position for the Fort Worth Market since September 2015. He holds licenses as a Life and Health Insurance Agent in Texas and maintains Series 7, 9, 10, 63, and 66 FINRA registrations. Mr. Jenkins launched his professional career following his graduation from Texas Christian University with a Bachelor of Science degree in 1992. Prior to joining Merrill Lynch, he spent seven years in law enforcement. He is also a graduate of Paschal High School and Weatherford College. Cass has earned the Certified Private Wealth Advisor® designation awarded by the Investments & Wealth Institute™ in collaboration with The University of Chicago Booth School of Business, and holds other professional credentials including Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Drawing on his diverse background, Cass assists clients in clarifying their risk tolerance and focusing on their financial objectives. He helps design and administer customized financial programs that align with clients' personal values and commitments. His approach employs statistical models and tailored strategies to balance financial risks and expected returns, with ongoing reviews to keep plans aligned with clients’ changing circumstances. Born and raised in Fort Worth, Cass resides there with his wife Jeanne and their combined family of four daughters. He actively volunteers in the community and pursues personal interests such as fishing, football, golfing, traveling, and spending time with family.

Jeniree Sanchez is a financial advisor at Robert W. Baird & Co. with eight years of industry experience. She holds Series 63 and Series 66 designations and has worked at Robert W. Baird & Co. since 2018, following roles at TD Ameritrade and MarketSource Inc. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers, covering a wide range of investment strategies and account types.

Ozzy Caraveo is currently an Investment Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2018, progressing through various roles including Investment Solutions Representative III, Investment Solutions Representative II, Fixed Income Specialist, Investment Solutions Representative, and Customer Relationship Advocate. His experience covers a broad range of investment solutions and client relationship management. Ozzy focuses on building strong relationships with clients to understand their needs and concerns, partnering with them to develop financial plans aimed at achieving their short- and long-term goals. He holds an insurance license in Arkansas. Outside of his professional career, Ozzy has personal interests in baseball, comedy, social events with friends, golf, parenthood, and traveling.

J Chick is a CFP®-certified financial advisor with 27 years of industry experience, currently associated with Raymond James Financial in Fort Worth, TX. Prior to joining Raymond James, Chick spent 24 years at Edward D. Jones & Co., L.P. He is also the managing partner of Park Hill Financial Services, LLC and co-owner of a pet supply business in Aledo, TX. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools to model potential outcomes and supports a broad network of advisors and affiliated firms.

Amanda Wiggins is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 licenses and 15 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2014 to 2016. Outside of her advisory role, she owns A&W Threads, a T-shirt pressing business. 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 options. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Paul Morgan is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding a Series 63 designation and possessing 36 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC. Outside of his advisory work, he is involved with Bass Pro Shops as an outfitter and stocker, assisting customers with fishing tackle. Wells Fargo Advisors is a national firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm offers a range of brokerage and advisory solutions supported by extensive research and analytics.

Miles Sawyer Wicker is a financial advisor with Equitable Advisors in Fort Worth, TX, holding a Series 66 designation and 16 years of industry experience. He has been with Equitable Advisors since 2009, including its predecessor Axa Advisors, LLC, where he worked from 2009 to 2020. Outside of his advisory role, he is involved with the Texas Dental Association Insurance Benefit as an associate. 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 a broad range of third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on clients' goals, risk tolerance, and time horizon.

Vanessa Duran is a financial advisor at Wells Fargo Clearing with three years of industry experience. She holds the Series 63 designation and has worked with Wells Fargo Bank, N.A. since 2011. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

George Stavrinakis is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds a Series 66 designation and has prior experience at J.P. Morgan Securities and Bank of America, N.A. Before his finance career, he worked at Coach, Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages roughly $671 billion in assets and combines in-house research with third-party analytics in its investment approach.

Kim Cell is a financial advisor at Merrill with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill since 2009. 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, offering model-based and discretionary strategies to a range of clients including individuals, high-net-worth clients, and institutions.

Brad Watts currently serves as a Planning Consultant at Fidelity Investments. In this role, he collaborates with wealth management teams to provide clients in the Fort Worth area and beyond with point-in-time guidance, financial planning, and strategies to pursue their financial goals. He emphasizes trustworthiness and expertise as the foundation of successful advising relationships. Brad's professional experience includes roles as an Investment Consultant at Fidelity Investments, Broker Associate at Charles Schwab & Co., Inc., Accounts Receivable Assistant at Whitley Penn LLC, and Senior Customer Account Representative at Honda Financial Services. This diverse background contributes to his expertise in financial planning and client service. Outside of his professional work, Brad's personal interests include family activities, movies, music, reading, and traveling.

Maria Puente is a Financial Consultant who focuses on building lasting client relationships through personalized and comprehensive financial planning. She emphasizes understanding each client's unique goals and concerns to help them work toward achieving their long-term financial goals and enjoying a secure retirement. Prior to her current role, Maria served as Operations Manager at Chapwood Investments, LLC from 2018 to 2022. Her professional experience encompasses both financial consulting and operational management within the investment sector. Outside of her professional work, Maria enjoys activities such as visiting the beach, hiking, watching movies, exploring museums, engaging in outdoor adventures, and traveling.

Claudia Cummings is a financial advisor with Raymond James & Associates in Fort Worth, TX, holding Series 65 and Series 63 licenses and 13 years of industry experience. Her prior roles include positions at Ameritas Investment Corp, Ameritas Life Insurance Corp, and Paychex Securities Corporation. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, providing financial planning and non-discretionary investment consulting through a range of portfolio management styles and affiliated research.

John Barret is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since joining Merrill in 2012, he applies a team-based approach to assist professionals in understanding the role of wealth management early in their careers. His focus includes managing new wealth, personal retirement planning, portfolio management services, and retirement income. John works closely with clients to identify their goals, offering direction and clarity to support their financial futures. His approach emphasizes a systematic and disciplined wealth management process, leveraging both his expertise and a team of specialists experienced in credit and lending as well as trust and estate planning strategies. John prioritizes educating clients about relevant economic and financial market conditions and conducts regular reviews to ensure clients' strategies remain aligned with their evolving goals and circumstances. John earned a bachelor's degree in finance from Texas Tech University in Lubbock and an associate's degree or college diploma from Kanakuk Institute. He holds the Certified Private Wealth Advisor® (CPWA®) and Personal Investment Advisor (PIA) designations. John resides in Aledo, Texas, with his wife Ashley and their three children. Outside of work, he enjoys playing golf, hunting, fishing, and spending time at his family’s ranch.