Larry Macy II is a financial advisor with OSAIC based in Fort Worth, TX, holding a Series 66 designation and 16 years of industry experience. His previous roles include positions at Woodbury Financial Services INC and Edward Jones. Larry also works as a licensed insurance agent specializing in fixed life, disability, and long-term care insurance. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services that utilize a model‑based investment approach with an emphasis on portfolio optimization and risk management.

Ed Perez is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Morgan Stanley Private Bank, N.A., Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Mary Mcbeath is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2012, including a role at Morgan Stanley Private Bank, N.A. since 2018. Outside of her advisory work, she is a sole proprietor of a rental property business. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm uses structured discovery methods and analytical tools to support client planning and manages approximately $2.74 trillion in client assets.

Ben Sexton is a financial advisor with UBS Financial Services in Fort Worth, Texas, holding a Series 66 designation and nine years of industry experience. Prior to joining UBS in 2017, he worked at PricewaterhouseCoopers LLP from 2013 to 2016. He is an alumni council member at Fort Worth Country Day School, where he assists with alumni relations and fundraising activities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings tailored by a network of financial advisors using proprietary research and model-based asset allocations.

Amanda Garcia is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process includes centralized due diligence with quantitative and qualitative research and may incorporate an ESG eligibility framework.

Trevor Cochrane is a financial advisor with LPL Financial in Fort Worth, TX, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Securities America Advisors, and OSAIC. Outside of his advisory work, he serves as a pastor at Temple Baptist Church and is an author. 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 a range of financial planning and asset management services through its extensive network of investment adviser representatives.

Terrence Cook is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. He has been with Wells Fargo Clearing Services since 2017 and also has experience with Wells Fargo Bank since 2015. 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 manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Yurith Solis is a Series 66 licensed financial advisor with eight years of experience, currently with Edward Jones in Fort Worth, TX. Prior to joining Edward Jones in 2018, he worked for Affiliated Bank for three years. 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, including discretionary and non-discretionary managed solutions, with approximately $1.01 trillion in assets under management supported by a large network of financial advisors and branch offices nationwide.

Deana Pepper is a financial advisor with Merrill in Fort Worth, TX, holding Series 63 and Series 66 credentials and having 28 years of industry experience. She has been with Merrill since 1999. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, combining internal Chief Investment Office teams with third-party style managers.

Johnson Perez is a financial advisor at Edward Jones with 16 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services.

Gregory Kubes is a CFP® professional with 18 years of experience at Edward Jones, based in Fort Worth, TX. He has served on the board of Junior Achievement - Chisholm Trail, advising on various organizational matters including fundraising. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 advisors.

Patrick Wallace is a CFP® professional with 23 years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and has held roles at several firms including Higher Strata Wealth Management, Geneos Wealth Management, LPL Financial, and Morgan Stanley. Wallace also serves as a notary signing agent and has an independent insurance agent role with Higher Strata Wealth Management. Cambridge Investment Research Advisors serves a diverse client base ranging from individuals to institutional pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through multiple platforms and provides access to third-party advisers and proprietary model strategies.

Hunter Hollarn is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Bank of America, N.A., and Merrill. He is based in Fort Worth, TX. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs and tailored financial planning services to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment committee analyses.

Brandon Tatarevich is a financial advisor with J.P. Morgan Securities in Fort Worth, Texas, holding Series 63 and Series 65 licenses. He has 23 years of industry experience, including roles at JPMorgan Chase Bank, N.A. since 2002 and at J.P. Morgan Securities since 2012. Outside of his advisory work, he performs as a country music musician at local venues. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence combining quantitative and qualitative research.

Ryan Kelley is a financial advisor with LPL Financial in Fort Worth, TX, holding Series 63 and Series 65 designations and having 10 years of industry experience. His prior roles include seven years at Cetera and three years at Foresters Advisory Services. He is also the sole owner of Kelley Financial Services, operating as a DBA for his Cetera business. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management access, and institutional platforms.

Lindsay Emmert is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, Lindsay worked at Advantage Trailer Rentals for 11 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Richard Friend is a CFP® and ChFC® credentialed financial advisor with 39 years of industry experience. He is currently with OSAIC and has previously worked at Securities America Advisors, Inc., Investacorp Advisory Services, and MSI Financial Services, Inc. Outside of his advisory role, he serves as President of the Arapahoe Ridge Homeowners Association in Weatherford, TX, where he participates in managing community policies. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment approach with portfolio optimization tools and supports a range of strategies including discretionary managed accounts and third-party money managers.

Timothy Norman is a financial advisor with Merrill Lynch Wealth Management, specializing in family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, and retirement income. With over 15 years of experience, he offers a tailored approach to help families and individuals achieve their financial goals by creating personalized strategies that reflect their unique perspectives and priorities. Timothy holds a Bachelor's degree from the University of North Texas and professional designations including the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). His expertise encompasses financial strategies, retirement planning, investment management, and estate planning services. Outside of his professional work, Timothy enjoys cooking, fishing, golfing, and spending time with his family.

Diana V Butler is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds a Series 66 designation and has worked previously at Bank of America, Merrill, and JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program offers non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and combining quantitative and qualitative research.

Alma Arguijo is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding a Series 66 designation and over 22 years of industry experience. She has worked at Wells Fargo Bank, N.A. since 1988 and at Wells Fargo Clearing since 2016. Outside of her advisory role, she owns and operates Palomas Boutique LLC, which buys and sells clothing and jewelry. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement plan consulting, and brokerage services. The firm manages approximately $671 billion in assets and employs more than 14,000 financial advisors, utilizing research and analytics to support diversified investment strategies.