Jeremy Bleeker is a financial advisor at Edward Jones in Fort Worth, TX, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he is an investor and co-investor in a commercial construction business in Burleson, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and provides both discretionary and non-discretionary solutions under a fiduciary standard.

Robert Lowe is a CFP® and CFA® registered with J.P. Morgan Securities in Fort Worth, TX, with 24 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2013. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a program that combines quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework in assembling investable universes and offers services on a non-discretionary basis, with clients retaining final decision-making authority.

Mark Bjorkman 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 various J.P. Morgan entities since 2016. Outside of his advisory role, he serves as a referee for the North Texas Soccer Association. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Bertha Pinilla is a financial advisor with Wells Fargo Clearing in Fort Worth, TX. She holds Series 63 and Series 66 credentials and has seven years of industry experience, all with Wells Fargo, including twelve years at Wells Fargo Bank, N.A. 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.

Jacob Schneider is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has been with J.P. Morgan Securities since 2007, also working at JPMorgan Chase Bank, N.A. since 2016. Outside of his advisory role, he is an owner and general partner in an oil and gas investment partnership and serves as an unpaid advisor to the 12th Man Foundation, a nonprofit affiliated with his alma mater. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory capabilities with brokerage and investment management services, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Truett Knox is a Financial Advisor with Merrill Lynch Wealth Management, where he is a member of the Knox Dennis group. In this role, he works with clients to help them accomplish their financial goals through a customized and consistent process. The group focuses on providing services that support wealth accumulation and preservation, as well as addressing financial planning needs beyond investments. Knox began his career at Merrill Lynch Wealth Management in 2023. He holds a Bachelor's degree in Financial Management from Abilene Christian University, where he also played football and served as a Graduate Assistant coach. His areas of expertise include corporate benefits, executive services and compensation, equity compensation services, personal retirement planning, sports and entertainment, and tax minimization. He holds several professional designations, including Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional work, Knox has interests in baseball, football, golfing, and hunting.

Pamela Mathis is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of her advisory role, she co-owns a jewelry and appliance repair business with her spouse, involving handmade jewelry and craft show participation. 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 solutions grounded in modern portfolio theory and tailored to plan-specific objectives and risk tolerances.

Swikar Ojha is a financial advisor with Edward Jones in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His prior roles include positions at Fisher Investments and TD Ameritrade. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.

Doyle Walters Jr. is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He previously worked with Securities America Advisors, Inc. and Axa Advisors, LLC. In addition to his advisory role, he operates Walters Financial Services, providing insurance and investment advisory services focused on client needs including growth, income, and protection. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party investment solutions. The firm employs sophisticated portfolio construction tools and supports both discretionary and non-discretionary account management.

Rebecca Dickerson is a financial advisor with Raymond James & Associates in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Her prior background includes roles at Bank of America, Merrill, and Fidelity. She serves as Treasurer for the Paschal Band Booster Parent Teacher Association, a nonprofit organization. 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 client base including individuals, institutions, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by extensive research and a range of portfolio management strategies.

Corey Edwards is a Financial Advisor with Merrill Lynch Wealth Management, serving clients primarily across the Dallas-Fort Worth metroplex and Houston. He consults with executives, business owners, professionals, and multigenerational families to navigate the complexities of wealth management. His client focus areas include college education planning, corporate executive services, education planning, executive compensation, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and small business strategies. Drawing on a foundation of military service, Corey brings discipline, integrity, and leadership to his financial advisory role. He offers personalized financial planning and advisory services with a disciplined, comprehensive approach that encompasses investment management, retirement, tax, estate, and risk planning. Corey holds the Personal Investment Advisor (PIA) designation and is a member of The Association of African American Advisors. Outside of his professional work, Corey appreciates gymnastics, music, reading, swimming, and spending time with his family. He is committed to delivering thoughtful advice, disciplined investment guidance, and unwavering leadership to help clients build financial confidence and create lasting legacies.

Samantha Haster is a financial advisor at Merrill with seven years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Merrill since 2021. Prior to that, she was with Wells Fargo Clearing and Wells Fargo Bank, N.A. from 2011 to 2021. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Clint Muirhead is a CFP®-designated financial advisor with 19 years of industry experience, currently affiliated with Cetera. He has worked at multiple firms including AIG and Foresters Financial Services. Muirhead serves as a director for local charity events at Children's Charities of Fort Worth. Cetera Investment Advisers LLC operates a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services with assets under management exceeding $256 billion.

Robert De Lozier is a financial advisor with Equitable Advisors in Fort Worth, TX, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include work at Axa Advisors and positions outside finance such as at Ridglea Country Club. He serves as a board member for The Leukemia & Lymphoma Society and is involved in life settlements through The Ashar Group. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid advisory and brokerage model, utilizing client intake processes to tailor financial plans and investment programs.

Timothy Bunt Jr. is a financial advisor with Ameriprise, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2022, he worked in healthcare roles and has served with the Somervell County Fire Department since 2015. He is also employed as a salaried manager at BCK Management Services, LLC, an advisory business. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Jay Davenport is a Series 66-credentialed advisor with J.P. Morgan Securities in Fort Worth, TX, with four years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2021 and also owns Davenport Consulting LLC, which provides leadership and organizational health consulting and coaching. Prior to joining J.P. Morgan, he worked at The Parc Vet and AUDIA, and was involved with Young Life for seven years. J.P. Morgan Securities LLC offers investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Jeffrey Burgess is a financial advisor with Merrill in Fort Worth, TX, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked at Merrill and Bank of America since 2010 with a brief period at First United Bank. 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 individuals, institutions, and charitable organizations.

Jimmy Grigsby is a Series 66 licensed financial advisor with 16 years of industry experience, currently serving clients at Edward Jones in Ft Worth, TX since 2014. He is also the Board Chairman of UR Sports Sky Ship, providing guidance and support to the company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Casey Dutton is a financial advisor at Merrill with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with firms including Morgan Stanley and Ameriprise Financial Services. Located in Fort Worth, TX, his background also includes experience at MD Anderson Cancer Center. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Larry Macy II is a financial advisor at OSAIC with 15 years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services for nine years. In addition to his advisory role, he is licensed as an insurance agent specializing in fixed life, disability, and long-term care insurance. OSAIC serves a diverse group of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools and multiple advisory platforms to manage portfolios that include a range of securities and alternative investments.