Jason Valek is a Certified Financial Planner (CFP®) with 13 years of industry experience. He has been with Edward Jones since 2012. 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, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 financial advisors.

Christopher Smith is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including J.P. Morgan Securities, Bank of America, Merrill, and Benco. He is also the owner of Carter Madison Real Estate LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Luke Goolsby is a financial advisor with LPL Financial in Dallas, TX. He holds the Series 66 designation and has less than one year of industry experience. Prior to joining LPL, his work history includes roles at Texas A&M University, PepsiCo, and The Goolsby Law Firm. Outside of his advisory role, he has involvement with Children's Courtyard. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a variety of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Anne Marie Curtis is a financial advisor with LPL Financial in Fort Worth, TX, holding a Series 66 designation and four years of industry experience. Her prior work includes roles at Edward Jones and educational positions at Covenant Classical School and Classical Conversations Co-op. She has also been involved with Fort Worth Presbyterian Church. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, institutions, and retirement plan participants. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by extensive technology and a large network of over 22,800 advisors.

Frank Trivett is a financial advisor with Primerica Advisors in Mansfield, TX, holding Series 63 and Series 65 licenses. He has four years of industry experience, including ten years at Wells Fargo Bank NA. Outside of his advisory role, he works as a survey site measurer for an architectural firm in Fort Worth. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-based strategies and separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Courtney Chatfield is a financial advisor with Raymond James Financial, holding a Series 63 designation and bringing 35 years of industry experience. She has been with Raymond James Financial Services, Inc. since 1998 and with Raymond James Financial since 2009. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique arrangement with an affiliated municipal advisor.

Emily Farris is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank, Bank of America, and Crestline Investors. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by centralized due diligence and incorporates ESG considerations in its recommendations.

Charlotte Duncan is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2021. Her background includes roles at First American Payment System, Kimbell Royalty Partners, and Texas Christian University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and an ESG eligibility framework.

Austin Holcomb is a Financial Advisor with Merrill Lynch Wealth Management. He helps clients develop personalized wealth management strategies that are adaptable to changing market conditions and aligned with their individual financial goals. Austin provides access to investment insights from Merrill and offers banking and lending solutions through Bank of America. His areas of focus include family wealth management strategies, personal retirement planning, portfolio management services, and retirement income. Austin holds professional designations as an Accredited Wealth Management Advisor (AWMA) and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from the Texas Tech University System. Austin and his wife, Savannah, live in Lubbock with their children. They are active members of their local church and participate in their community. His personal interests include football, golfing, music, spending time with his family, and writing.

David Siegel is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Fidelity and TD Ameritrade. Outside of finance, he performs as a guitarist in a band that plays live venues on weekends. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Sabrina Onderko is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses. She has been with Wells Fargo Bank, N.A. since 2022 and joined Wells Fargo Clearing in 2025. Prior to her financial services roles, she worked at The UPS Store for 19 years. 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 utilizes research and analytics to offer both brokerage and advisory solutions across a broad array of financial products.

William Hill is a financial advisor with Wells Fargo Clearing in Fort Worth, TX. He holds Series 65 and Series 63 licenses and has five years of industry experience. Prior to joining Wells Fargo in 2025, he worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. from 2020 to 2025. 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 employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

Jonathan Garza is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 66 and Series 63 licenses and has worked within various Fidelity entities since 2015, including Fidelity Investments and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its registration as a commodity pool operator, its advisory role to multiple registered investment companies, and its use of AI and systematic methodologies in portfolio management.

Jacob Garfunkel is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill, he worked at Gartner and held teaching positions at Texas Christian University, Loyola College Prep, and Southfield School. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nechemia Proter is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has been with Cetera and its affiliates since 2013 and is involved in various outside businesses, including ownership and management roles in insurance agencies and risk management consulting, as well as trustee responsibilities for employee benefit programs. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with diverse investment program options, including both discretionary and non-discretionary portfolio management, and manages over $256 billion in assets through a network of more than 10,000 advisors.

Tin Nguyen is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 registrations and four years of industry experience. Prior to his current role, he worked at AmeriSave Mortgage Corporation and held positions at Tetra Pak and CarMax. 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 supported by in-house research and third-party analytics.

Kaleb Wilson is a financial advisor with Merrill in Fort Worth, TX, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Arvest Bank, Adaptation Financial, and American Fidelity, as well as several years in academic and medical administration. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Cody Barfknecht is a financial advisor at Robert W. Baird & Co. with five years of industry experience. He has worked at Baird since 2020 and previously was employed by DATCU Credit Union from 2016 to 2020. Outside of his advisory role, he is a color analyst broadcaster for high school football games in the Dallas-Fort Worth area. Baird’s DDK Group provides wealth management services to individuals, corporate and business clients, pensions, and charitable organizations. The firm offers financial planning, portfolio management, and brokerage services, utilizing a mix of manager-traded and model-traded strategies along with ongoing manager selection supported by internal research and technology.

James Watkins Jr. is a financial advisor with Primerica Advisors in Arlington, TX, holding Series 65 and Series 63 licenses and 27 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1998. Outside of his advisory role, Watkins is the owner of Drecon LLC. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies managed by unaffiliated asset managers. The firm operates at scale with nearly 3,700 advisors and around $15.5 billion in assets under management.

Jim Trejo is a Planning Consultant at Fidelity Investments, where he collaborates with clients and Financial Consultants to develop personalized financial plans tailored to individual needs. He provides ongoing support to help clients stay on track throughout various stages of life, emphasizing strong relationships built on trust and reliability. Jim's experience at Fidelity Investments includes roles as a Stock Plan Consultant from 2022 to 2023, a Stock Plan Associate in 2022, and a Customer Relationship Advocate from 2021 to 2022. These positions have contributed to his understanding of financial planning and client service. Outside of his professional responsibilities, Jim has interests in comedy, fishing, fitness, food, and playing musical instruments.