Dylan Beard is a financial advisor at Merrill with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes positions at Morgan Stanley and Bank of America, N.A. He is based in Fort Worth, TX. 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, pension plans, corporations, and charitable organizations.

Christopher Neil is a financial advisor at Raymond James Financial with 19 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 14 years before joining Raymond James in 2021. Outside of advisory work, he manages FlynnRyder, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and encourages implementation through its advisory programs or other providers.

Shannon Norris is a financial advisor with Equitable Advisors in Fort Worth, TX, holding a Series 66 designation. Norris began their financial services career in 2026 and has prior work experience at JP Morgan Chase and in education and safety roles. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs delivered through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Danielle Schlech is a CFP®-certified financial advisor with nine years of industry experience, currently practicing at Ameriprise Financial Services, LLC in Hurst, TX. She has been with Ameriprise since 2018, following earlier roles at ProEquities, Inc. and Copelin Financial Advisors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Ian Tomkins is a financial advisor at Edward Jones with 12 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. His prior experience includes five years each at JPMorgan Chase Bank NA and UBS Financial Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies, operating under a fiduciary standard.

Laura Enwere is a financial advisor with Ameriprise in Dallas, TX, holding CFP® and Series 66 designations and bringing 19 years of industry experience. She has been with Ameriprise and its affiliated entities since 2007. 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 dependable income sources and tax-aware withdrawal strategies.

Ellen Timberlake is a CFP® with 31 years of industry experience, currently affiliated with OSAIC. She has previously worked at Royal Alliance Associates, INC. and Signator Investors, Inc., and has a long-standing role at 3M. Outside of her financial advisory work, she owns a sole proprietorship as a consultant and presenter for non-securities related events and serves as a gift wrapping consultant for 3M Scotch Brand. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform that features comprehensive financial planning, model-based asset allocation, and access to third-party money managers. The firm is notable for its scale, consolidation activity, and complex affiliate network.

Ana Paulino is a financial advisor at Cetera with seven years of industry experience. She holds the Series 63 and Series 66 licenses and has previously worked at firms including Charles Schwab, TD Ameritrade, Avantax, and Wilshire Consultants. In addition to her advisory role, she serves as a Client Services Manager at Wilshire Consultants, where she manages operational functions and supports client service activities. Cetera Investment Advisers LLC is an SEC-registered firm that offers a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm provides a range of portfolio management and financial planning services, utilizing model portfolios, third-party managers, and customized strategies.

James Allen is a financial advisor with Wells Fargo Advisors in Dallas, TX, holding a Series 63 designation and 44 years of industry experience. His career includes 25 years at A. G. Edwards & Sons, Inc., followed by roles at Wells Fargo Clearing and Wells Fargo Advisors Financial Network LLC since 2008 and 2010, respectively. He is the owner of Adding Alpha, LLC, operating as The Allen Group. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutions. The firm offers a broad range of investment and financial planning services, including specialized planning for business owners, sports and entertainment professionals, and clients with special needs, utilizing proprietary research and tools to develop tailored recommendations.

Thomas Decker Jr. is a financial advisor with LPL Financial in Fort Worth, TX, holding the CFP® designation and Series 63 and 66 licenses. He has 28 years of industry experience and has worked at LPL Financial since 2010, with prior roles at Cetera Investment Services and other financial institutions. In addition to his advisory work, he is involved with Drengr Axe Throwing in Bedford, TX. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with a wide range of financial products and operational resources.

Sarah Young is a financial advisor at OSAIC with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Fsc Securities Corporation and Merrill Financial Group prior to joining OSAIC. Outside of advising, she serves as secretary for a nonprofit focused on low-income housing for the elderly. OSAIC Wealth serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supported by various tools and strategies, with a notable scale and complex affiliate network.

Althea Washington is a financial advisor at Edward Jones in Cedar Hill, TX, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, she worked at Frost Bank for seven years. Edward Jones is a full-service wealth management firm serving over 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.

Benjamin Carr is a CFP®-certified financial advisor at Raymond James Financial with nine years of industry experience. He has previously worked at Cetera and Foresters Financial Services. Outside of his advisory role, he serves as an associate planner at Cadent Capital LLC, where he supports practice management and trading activities. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through unique advisory arrangements.

Shanna Crunk is a financial advisor at Ameriprise with 23 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing for nine years. Outside of her advisory role, she owns a retail business, Tru Moon LLC, and participates in mental health peer support through group workshops and one-on-one sessions. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Donald Reynolds is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. His prior roles include positions at Ameriprise Financial Services, RBC Capital Markets, Raymond James & Associates, and Citigroup Global Markets. 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, supported by research from Wells Fargo Investment Institute and third-party sources.

Audrey Hogan is a financial advisor at Edward Jones in Fort Worth, TX, holding a Series 66 designation with five years of industry experience. Before joining Edward Jones, she worked in various roles within the physical therapy and health services fields. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Delilah Taylor is a financial advisor at Fidelity with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with various Fidelity entities since 2009. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, model portfolio delivery, and has a notable role in advising registered investment companies and fund-of-funds.

Jonah Walder is an advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill, he held various roles including positions at Texas Roadhouse, Chipotle, and Legacy Preparatory Charter Academy. 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 a range of individual and institutional clients.

Nathan Schmid is a financial advisor at UBS Financial Services in Dallas, TX, holding the Series 66 designation with less than one year of industry experience. His prior work history includes roles at Northwestern Mutual, Alamo Drafthouse, and H-E-B, among others. 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 capital markets expertise.

Edward De Pue is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and over 31 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving a wide range of clients, including individual and institutional investors. The firm manages over $1 trillion in assets and offers various advisory strategies, affiliated mutual funds, and additional services such as tax-efficient solutions and securities-based lending.