Sydney Mc Kie is a financial advisor at Thrivent Investment Management with five years of industry experience. Sydney holds the Series 66 designation and has worked previously at Fidelity Investments and JPMorgan Chase Bank. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based, holistic planning without discretionary trading authority. The firm offers planning as a standalone service or combined with managed accounts through its “WealthPlan” option.

Bryan Montenegro is a financial advisor with Equitable Advisors in Fort Worth, TX, holding Series 63 and Series 65 licenses and five years of industry experience. He has been with Equitable Advisors since 2020. Prior to his advisory role, his work background includes positions at Uber, multiple hospitality establishments, and the University of Texas at Arlington. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a combination of advisory and brokerage solutions.

Brian Curtis is a CFP® with 10 years of industry experience, currently serving as a financial advisor at LPL Financial since 2026. Prior to joining LPL, he worked at Edward Jones for 10 years. Outside of his advisory role, he plays guitar and sings in a bluegrass band based in Fort Worth, Texas. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, a range of advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Alexander Armstrong is a financial advisor with UBS Financial Services in Ft. Worth, Texas, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he serves as a trustee for The Armstrong Foundation, a private educational foundation, and is involved in local nonprofit organizations including Lena Pope Home and BeHuman Kindness. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, using proprietary research and model-based asset allocations to tailor financial plans and portfolio management to client goals and risk tolerances.

Nicholas Wolfe is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 65, 63, and 66 licenses and six years of industry experience. His prior work history includes roles at Wells Fargo Bank, PNC Bank, Extra Space Storage, and Topographic Land Surveyors. Outside of finance, Wolfe is an author of speculative fiction. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting. The firm employs research and analytics for portfolio construction and offers a range of brokerage and advisory solutions.

Jordan Hampton is a financial advisor with Raymond James & Associates holding a Series 66 designation and four years of industry experience. He has been with Raymond James since 2022 and previously worked at Nolan Catholic High School for five years. Raymond James & Associates, Inc. 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, institutional clients, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser network.

Cooper Krudwig is a financial advisor at J.P. Morgan Securities in Fort Worth, TX, holding Series 63 and Series 65 licenses. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2026, following prior experience at 49 Financial and Hub International. Outside of finance, he has experience in small business operations and community sports involvement. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework. The firm serves clients on a non-discretionary basis through a select group of Wealth Advisors.

Brooks Danley is a financial advisor with Ameriprise in Willow Park, TX, holding a Series 66 designation and 13 years of industry experience. He has been with Ameriprise since 2012. Danley serves on the boards of New Day Services and Covenant Classical School and is an equity owner and franchise advisor of Beez3 LLC. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Danijela Markovic is a financial advisor at Wells Fargo Clearing in Dallas, TX, holding Series 63 and Series 65 licenses with over five years of experience in the financial industry. Her prior roles include positions at Wells Fargo Bank, nA, BoBeau, Cherry Circle Room, Sunset Island, and the University of Philology and Arts. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Saranya Duraisamy is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses and one year of industry experience. Her prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Cottonwood Financial, First Convenience Bank, and Tamilnadu Grama Bank. 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, utilizing research and analytics grounded in diversification principles and modern portfolio theory.

Heidi Knight is a CFP® with 31 years of industry experience. She is currently with LPL Financial and has previously worked at Osaic Wealth, Inc. and Royal Alliance Associates, INC. Knight also operates several investment-related businesses, including tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, with discretionary and non-discretionary management supported by model portfolios and research.

Charles Wade Jr. is an investment advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2014 and is also associated with Pivotal Financial Advisors. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals using a variety of portfolio management approaches and platform arrangements.

George Oliver IV is a financial advisor with Raymond James & Associates in Fort Worth, TX, holding a Series 63 designation and bringing 30 years of industry experience. Prior to joining Raymond James in 2019, he worked at Robert W Baird & Co Incorp for eight years. He serves on the board and as treasurer for the local Fort Worth chapter of the Society of Financial Service Professionals. 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 clientele including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services supported by a broad network of advisers and affiliated research resources.

Hayden Baker is a financial advisor with Wells Fargo Clearing in Fort Worth, TX. He holds Series 63 and Series 65 licenses and began his advisory career in 2024. Prior to joining Wells Fargo, he held multiple positions in retail and food service industries and completed six years of full-time education. 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 research and analytics from Wells Fargo Investment Institute.

Mark Simmons is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and has been affiliated with LPL Financial since 2024. Outside of his advisory role, Simmons serves as a Worship Minister at the Burleson Church of Christ, where he has been involved since 2006. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Ryan Prince is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, GM Financial, and Texas Christian University. Outside of finance, he has experience in the agricultural sector through R&R Production Land & Cattle Co. Inc. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Nathan Carpenter is a financial advisor at Merrill with 18 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2010 and Bank of America, N.A. since 2011. He is based in Fort Worth, TX. 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. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Johnny Meador is a financial advisor with Equitable Advisors in Fort Worth, TX, holding a Series 66 credential and one year of industry experience. Prior to joining Equitable Advisors, he worked at Park Avenue Securities, Guardian Life Insurance Company, and Lone Star Financial. Outside of his advisory role, Meador works part-time as a Callaway golf fitter and is also a licensed real estate agent. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm utilizes LPL-sponsored programs and endorsed TAMPs, managing a substantial portion of assets on a non-discretionary basis while providing credentialed ERISA services under controlled policies.

Fnu Ramneetkaur is a financial advisor at Wells Fargo Clearing in Fort Worth, TX, holding Series 65 and Series 63 licenses with one year of industry experience. Prior to joining Wells Fargo, Ramneetkaur worked at Scotiabank, Royal Bank of Canada, and has experience in self-employment and academia. 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 combines research from Wells Fargo Investment Institute with third-party analytics to support its investment approach.

John Kornman is a financial advisor with Edward Jones in Fort Worth, TX, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2016. 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, operating under a fiduciary standard and supporting approximately $1.01 trillion in assets under management through a large network of advisors and branch offices.