Raymond Tucker Jr. is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and 46 years of industry experience. His prior roles include positions at Citigroup Global Markets and Merrill. He is based in Fort Worth, TX. Wells Fargo Advisors is a national securities firm that offers 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 combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Michael Chavez is a financial advisor with Edward Jones in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. Prior to joining Edward Jones in 2020, he worked at Wells Fargo Advisors and Wells Fargo Clearing Services LLC. He volunteers as a professor for an adult education program at Tarrant County Community College, teaching a free six-week financial literacy course for older adults. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Spencer Gilland is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes roles at Navy Federal Financial Group, Charles Schwab, and TD Waterhouse Investor Services. 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 grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options, tailored to plan objectives and risk tolerances.

William Swoboda is a financial advisor at Edward Jones in Fort Worth, TX, with 15 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2010. Outside of his advisory role, he is the owner of JSW Premier Properties, a real estate holdings firm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,000 financial advisors.

Hannah Crane is a financial advisor with J.P. Morgan Securities in Fort Worth, TX. She holds Series 63 and Series 65 licenses and has one year of industry experience. Her prior work includes positions at Goldman Sachs and Co and JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research to deliver written asset allocation advice and investment manager searches, with clients retaining final decision-making authority.

Joseph Toye is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Before joining LPL Financial in 2024, he worked for Enhabit Home Health and was self-employed. He continues to maintain an affiliation with Enhabit Home Health and Hospice outside of his advisory role. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Vijeran Zrile is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at multiple J.P. Morgan entities since 2014. 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 within a program that emphasizes centralized due diligence and incorporates ESG criteria.

Ryan Arrington is a financial advisor with Ameriprise Financial Services in Fort Worth, TX, holding Series 63 and Series 66 credentials and 16 years of industry experience. His work history includes roles at Ameriprise since 2020 and six years at Wells Fargo Clearing. He also worked for the Fort Worth Independent School District for 13 years. 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 written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Hadassah Mooney is a financial advisor at Merrill with one year of industry experience and holds the Series 66 designation. Her prior work experience includes roles at Bank of America, Harps Food Stores Inc., DoorDash, Arkansas Tech University, Sonic Drive-In Inc., Morrilton High School, and home-school instruction. 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 offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Scott Taft is a financial advisor with Robert W. Baird & Co. in Northlake, Texas, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. His prior roles include positions at ClearBridge Investments LLC and Legg Mason & Co LLC. He is also a member of Legacy Homebuyers, LLC. Scott Taft is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and manager options.

Joshua Roark is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding a Series 66 designation and eight years of industry experience. Prior to joining Wells Fargo in 2023, he worked at Merrill and Bank of America, N.A. for five years each, as well as Colonial Life and Zurvita. Outside of his advisory role, he serves as a sports official for high school football games. 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 provides both brokerage and advisory solutions, utilizing research and analytics to support investment decisions.

Mark Roberts is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding Series 63 and Series 65 licenses with 13 years of industry experience. He has been with JPMorgan Chase Bank NA and J.P. Morgan Securities LLC since 2013. Roberts serves on the finance committee of Key School of Fort Worth, a private school focusing on students with learning differences. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program emphasizing written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm integrates quantitative and qualitative research in its advisory process and offers a range of implementation services through affiliated entities.

Gina Shaffer is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and seven years of industry experience. She has worked at Charles Schwab since 2017 and previously held positions at Clairvoyix and HealthTrackRx. Outside of her advisory role, Shaffer serves on the boards of the MHMR Foundation and the Alzheimer’s Association North Central Texas Chapter and operates a life and professional coaching business. Charles Schwab serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services, combining non-discretionary and discretionary investment options with centralized brokerage and custody solutions.

John Nash II is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding a Series 66 designation and having 22 years of industry experience. His prior roles include seven years at Wells Fargo Investments, LLC. 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 both brokerage and advisory solutions.

David Cubbage is a CFP®-certified financial advisor with Edward Jones, where he has worked since 2009, accumulating 16 years of industry experience. Based in Pantego, TX, he also has involvement with United Production Partners related to mineral royalties. Edward Jones is a full-service wealth management firm serving a broad range of individual and institutional clients, offering a variety of investment strategies and affiliated financial services supported by a large network of advisors and branch offices nationwide.

David Nance Jr. is a financial advisor with Edward Jones in Ft. Worth, TX, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he is a member of JB and Mary Glaspie Farm LLC, a farming business in Montalba, TX. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Harry Consaul III is a financial advisor with Cambridge Investment Research Advisors in Fort Worth, TX, holding a CFA® designation along with Series 63 and Series 65 licenses. He has 31 years of industry experience, including prior roles at First Command Bank and First Command Brokerage Services. Outside of his advisory role, he owns Pivotal Financial Advisors, an independent insurance agency. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement plan advisory, and wrap-fee programs through a broad network of financial professionals. The firm provides both discretionary and non-discretionary management across multiple platforms, including proprietary model strategies under the Founders Gate Capital brand.

Samantha Porter is a financial advisor at Morgan Stanley with eight years of industry experience. She previously worked at Charles Schwab for six years and Wells Fargo for three years. Outside of her advisory role, she operates a personal resale business on Facebook Marketplace. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools but does not include individual security recommendations as part of standalone plans.

Michael Coody is a financial advisor with Merrill based in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His career includes roles at Bank of America, JP Morgan Chase Bank, and J.P. Morgan Securities. 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

Abigail Sheets is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. She previously held roles at Bank of America, N.A., and has been involved with BODYBAR Pilates as a fitness instructor. Sheets serves as board secretary for Treetops School International, a public charter school in Texas. 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, offering model-based and discretionary investment strategies for individuals, institutions, and nonprofit organizations.