Bridget Karr is a CFP® with four years of industry experience, currently serving as a financial advisor at Edward Jones since 2022. Her prior work includes roles at PeopleScout and Beachbody LLC, as well as involvement with Zion Lutheran Church & School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

Mary Keating is a financial advisor at Merrill with Series 65 and Series 63 credentials and four years of industry experience. She has previously worked at Morgan Stanley, Fidelity Investments, and Texas Woman’s University in various roles. 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 accounts.

Jordan Glaeser is a financial advisor at UBS Financial Services in Fort Worth, Texas, with seven years of industry experience. He holds a Series 66 designation and has worked at UBS since 2018, following three years at Comerica Bank. Outside of his advisory role, he serves on the board of directors of Pro2G Mission, a charity that provides aid and training to people in need. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client plans.

Nathaniel Carpenter is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior roles include work in marketing, hospitality, and retail, as well as involvement with River Crest Country Club and Small business ventures such as Clippers n scissors and Southern Pour. 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 for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Terry Mc Donald is a financial advisor with Raymond James Financial in Dallas, TX, holding a Series 66 designation and 12 years of industry experience. He previously worked at Comerica Securities, Inc. for nine years. He is also involved with BrightHawk Wealth Management, a non-investment-related support company based in Dallas. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary advisory services using analytical tools and supports a broad advisor network, including unique offerings in municipal advising and SIMPLE IRA employer consulting.

Grant Vlahos is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2016, serving in various positions including Financial Consultant, Investment Consultant, Relationship Manager, Investment Sales & Solutions Representative, and Financial Representative. Throughout his career, Grant has focused on financial planning and investment consulting. He holds an Arkansas Insurance License. Outside of his professional work, Grant enjoys golf, outdoor adventures, running, and parenthood.

Crissie Fortmeyer is a financial advisor at Merrill with 31 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has worked at Merrill since 2018, following prior roles at J.P. Morgan Securities and J.P. Morgan Chase Bank. She serves as a board member of Power To the Period, a grassroots organization that provides free menstrual products to girls and women in need. Merrill, together with its affiliate Managed Account Advisors LLC, delivers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Sarah Garrity is a Series 66-licensed advisor at J.P. Morgan Securities with three years of industry experience. She previously worked at JPMorgan Chase Bank and has been involved with the Fort Worth Chamber of Commerce. 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. The firm’s advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Randy Miranda is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Bank of America/Merrill Lynch and Truist/BB&T. From 2023 to 2026, he was the managing member of RC Miranda Investments LLC, a planned event center business that was not launched. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence combining quantitative screens and qualitative research, with recommendations that may incorporate an ESG eligibility framework.

Reagan Finney is a financial advisor at Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 credentials. Although new to the industry with less than a year of experience, Finney has prior work history in automotive sales and the restaurant sector. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and uses research from the Wells Fargo Investment Institute along with third-party data to guide investment selection and portfolio diversification.

Guy Rodgers is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Edward Jones. He is also licensed to practice law. 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, utilizing both proprietary and third-party investment strategies across various account types.

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.

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.

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.

Ibukunoluwa Ismaila is a financial advisor at UBS Financial Services in Dallas, TX, holding a Series 66 designation with less than one year of industry experience. Prior to joining UBS in 2026, Ismaila has held roles at Wells Fargo, Project Destined, and has been involved with the University of Illinois Chicago and other organizations. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances.

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.

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.