John Rizer is a financial advisor with Edward Jones in Fort Worth, TX, holding a Series 66 designation and three years of industry experience. Before joining Edward Jones in 2024, he worked at Fidelity Investments from 2022 to 2024. His background also includes roles with the Baltimore Orioles Organization and Hillstone Restaurant. Edward Jones is a full-service wealth management firm that serves both individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of advisors and branch offices.

Jared Ford is a CFP® with 19 years of industry experience, currently affiliated with Cetera. His prior roles include positions at Avantax Advisory Services, Purshe Kaplan Sterling Investments, and First Command Financial Planning. Outside of his advisory work, he is involved as a member of Disability Dental Holdings LLC and Cedar Resort Management LLC, managing physical assets and real estate operations. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers diverse investment program options, combining affiliated and third-party managed portfolios with discretionary and non-discretionary services.

Brandon Lydick is a CFA® charterholder with 19 years of industry experience, currently affiliated with J.P. Morgan Securities in Fort Worth, TX. He has worked at J.P. Morgan since 2010 and is also involved with Daman Lydick Investments Ltd and Storetech Inc. Lydick serves on the board of the Adera Foundation, a nonprofit focused on strengthening family units in Ethiopia through education initiatives, and participates in the finance committee of White's Chapel United Methodist Church. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework to guide non-discretionary investment decisions.

Jeffery Greathouse is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at Wells Fargo Bank, Texas Heritage National Bank, and five years of service in the United States Army Reserve. Outside of his advisory work, he owns GREEN GLACIER, LLC, a business that registers trademarks and sells t-shirts. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Hasan Bowers is a financial advisor at Merrill in Fort Worth, TX, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Merrill, he worked at Frontier Communications for 20 years and had brief roles at Carmax and a period noted as unemployed. Merrill offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, providing a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, and other fiduciaries. The firm is integrated into Bank of America’s broader platform, offering access to various financial products and services beyond typical advisory offerings.

Remer Griner is a financial advisor at Merrill based in Fort Worth, TX, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has been with Merrill and Bank of America since 2012. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, and corporate fiduciaries.

Matthew Ghadimi is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America/Merrill Lynch prior to joining J.P. Morgan in 2025. J.P. Morgan Securities LLC 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 delivers these services alongside affiliated brokerage, distribution, and investment management capabilities.

Arielle Oliver is a financial advisor with Thrivent Investment Management in Fort Worth, TX, holding Series 63 and Series 66 licenses and having two years of industry experience. Prior to joining Thrivent, she worked in education with FWISD and HISD for over a decade. She also serves as a Notary Public in the State of Texas. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering comprehensive, goal-based planning without discretionary portfolio management.

Ryan Groce is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual in various roles from 2011 to 2025. 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 large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Cal Crabtree is a financial advisor with Equitable Advisors in Fort Worth, TX, holding a Series 66 license and five years of industry experience. His prior work includes roles at US Ecology Inc and Sprint Energy Services, with a brief period out of the workforce between 2020 and 2021. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a model that relies on LPL-sponsored solutions and endorsed third-party managers.

Robert Kight is a financial advisor with UBS Financial Services in Ft. Worth, TX. He holds Series 63 and Series 65 credentials and has 26 years of industry experience, including over 27 years with UBS. He serves as Treasurer for Hillside Community Church. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning, portfolio management, and mutual fund distribution. The firm combines institutional trading capabilities with wealth management services through a network of Financial Advisors who use proprietary research and model-based asset allocations.

Andrew Gentry is a financial advisor with Edward Jones in Arlington, TX, holding a Series 66 credential and three years of industry experience. Prior to joining Edward Jones, he worked at Tegna Media and was involved with Sagamore Baptist Church, where he serves as an audio technician. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies and access to separately managed accounts. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of financial advisors and branch offices.

Lori Gust is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. She has been with J.P. Morgan Securities since 2012 and also owns Bella Arte, a business focused on photographing and selling still life photos directly to individuals. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Sidney Crose is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. since 2003. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. Their advisory process is IPS-driven and grounded in modern portfolio theory, with tailored services that include a broader range of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

Jeffrey Rasco is a financial advisor with Cetera Wealth Services, LLC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Cetera since 2025 and also operates several business ventures including a tax preparation and accounting firm, as well as serving on the board of directors for a local nonprofit that supports charitable causes. Cetera Investment Advisers LLC distributes its services through a nationwide network of independent advisors, serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services across multiple program options and custodial relationships.

Rebecca Turner is a financial advisor at Cambridge Investment Research Advisors with 36 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Cambridge since 2014. Outside of advising, she is the owner and author of Cutting Edge Publishing, through which she writes and sells books. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent financial professionals, utilizing various portfolio management strategies and platform arrangements tailored to client objectives.

Pierre Beasley is a financial advisor with Equitable Advisors based in Fort Worth, TX. He holds a Series 66 designation and has been with Equitable Advisors since 2026. Prior to joining the firm, his background includes roles at RSM US LLP, Dallas Baptist University, Temple University Fox School of Business, and work experience outside the financial industry. Equitable Advisors serves a broad mix of individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered SEC investment adviser and broker-dealer, emphasizing program sponsors and endorsed third-party managers to deliver advisory and brokerage solutions.

Latroy Higgins is a financial advisor with Morgan Stanley in Fort Worth, TX, holding Series 63 and Series 66 licenses and 26 years of industry experience. His career includes 18 years at Fidelity Brokerage Services followed by roles at Morgan Stanley from 2017 onward. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning that uses structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services through its Financial Advisors and Estate Planning Strategies Group.

Dewey Isom is a financial advisor with Raymond James & Associates in Fort Worth, TX, holding a Series 63 designation and 40 years of industry experience. He has been with Raymond James & Associates since 2003. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients, offering tailored financial plans and institutional consulting through its Wealth Advisory Services Program and Institutional Fiduciary Solutions division.

Emily Boydston is a Wealth Management Advisor and Portfolio Manager at Merrill Lynch Wealth Management in Fort Worth, Texas. Since joining Merrill Lynch after graduating with a Bachelor of Business Administration in Finance from Mays Business School at Texas A&M University in 2008, she has worked to help clients pursue their personal financial goals. Emily manages personalized and defined investment strategies, which may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies. Emily holds the CERTIFIED FINANCIAL PLANNER® certification, the Certified Plan Fiduciary Advisor® designation, and other professional credentials including the Personal Investment Advisor and Retirement Accredited Financial Advisor designations. Her areas of focus include college education planning, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, retirement planning and income, philanthropic planning, portfolio management, and women and wealth. Outside of her professional role, Emily lives in Fort Worth with her husband, daughters, and two rescue dogs. She is active in her community and participates in organizations such as the Fort Worth/Tarrant County A&M Club, the Junior Woman's Club of Fort Worth, Ridglea Country Club, and the United Community Centers. Emily has served on the House and Entertainment Committee at her country club and has held leadership roles in local community groups.