Cooper Lane is a financial advisor with Morgan Stanley in Fort Worth, TX, holding a Series 66 designation and three years of industry experience. He has been with Morgan Stanley Smith Barney since 2010. Outside of advising, Lane is the sole proprietor of Trinity River Royalties LLC, an oil and energy investment business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside a variety of investment solutions.

Sager Koheel is a Series 66-licensed financial advisor at Equitable Advisors with two years of industry experience. Prior to joining Equitable Advisors in 2024, Koheel worked at Pioneer Technology & Arts Academy and held positions in education and healthcare. Equitable Advisors serves individuals ranging from non‑high-net-worth to high-net-worth clients, as well as pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Lisa Tomlinson is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She has been with J.P. Morgan Chase Bank and J.P. Morgan Securities since 2014. 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 combines large institutional advisory operations with additional market-facing registrations, delivering advisory services alongside brokerage, distribution, and investment management capabilities.

Tonya Ward is a financial advisor at Fidelity with 19 years of industry experience and holds a Series 66 designation. She has worked with Fidelity Brokerage Services, LLC since 2016 and joined Fidelity Investments in 2025. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios comprised of mutual funds, ETFs, and ETPs.

Ramesh Dharmarajan is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds Series 63 and Series 66 licenses and has been affiliated with Wells Fargo entities since 2012. 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.

Jonathan Shier is a financial advisor with Thrivent Investment Management in Fort Worth, TX, holding a Series 66 designation and three years of industry experience. His career includes roles at Thrivent Financial and Fidelity Investments. Outside of advising, he performs as a jazz trumpet and keyboard player for events and a worship team. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm provides written recommendations on a broad range of topics and allows clients to combine planning with managed-account services.

Michael Patterson is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Wells Fargo in 2026, he worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. from 2022 to 2026. He also spent seven years at Ads Steel Services before entering the financial industry. 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 a range of brokerage and advisory solutions, relying on research and diversification principles in its investment approach.

Brandi Reynolds is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 20 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. since 2007. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Matt Ardoyno is a financial advisor at Stifel with 27 years of industry experience. He holds the Series 66 designation and has worked previously at Merrill Lynch and Bank of America. Outside of his advisory role, Ardoyno serves on the advisory council for Texas Wesleyan University and is a board member of ACH Child and Family Services, a nonprofit focused on child advocacy. He is also involved in managing and guiding hunts on his ranch and participates in related agricultural and equine event ventures. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Kailee Jensen is a financial advisor at Edward Jones in Ft Worth, TX, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2021, Jensen worked in healthcare-related roles at Facial Oral Surgeons, AOMS, Fairview Clinics, and Maple Grove Hospital from 2015 to 2021. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with diverse investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds. The firm operates under a fiduciary standard and maintains a large retail advisor and branch network, alongside affiliated services such as a trust company and securities-based lending.

Cristine Rivera is a Series 66 licensed financial advisor at UBS Financial Services in Ft. Worth, TX, with one year of industry experience. She has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers proprietary research, custody, underwriting, and capital markets services.

Jonathlyn Agyemang is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services through a nationwide network of more than 23,700 financial advisors.

Savannah Petronis is a financial advisor with Robert W. Baird & Co. in Fort Worth, TX, holding a Series 66 designation and 11 years of industry experience. She previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of her advisory role, she serves as Treasurer and Board Member for the Fort Worth Delta Delta Delta Alumnae Charities. She is part of The DDK Group at Robert W. Baird & Co., which provides tailored wealth management services to individuals, families, institutions, and charitable organizations, offering a range of portfolio management and consulting solutions including discretionary and non-discretionary strategies.

Joseph Sholden is a financial advisor at Robert Baird & Co. with 28 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he has involvement with mineral rights related to Total Energies E&P Barnett USA. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients with customized financial planning and portfolio management services. The group employs a variety of strategies including discretionary and non-discretionary management, SMA programs, and overlay services, and also provides municipal advisory and public finance services.

Elizabeth Stucker is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and two years of industry experience. She has been with Wells Fargo since 2022 and has prior work history at Colonial Country Club, Barnes and Noble, and Baylor University. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other sources.

Bruce Border is a CFP®-certified financial advisor with Edward Jones in Fort Worth, TX, and has 33 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1992. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports its services with a large nationwide network of financial advisors and branch offices.

Adam McDonald is the Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2018. He has over 20 years of experience in the financial services industry, having held several positions at Fidelity Investments including Financial Consultant, Relationship Manager, Financial Representative, Retirement Solutions Representative, Fixed Income Specialist, Investments Representative, and Trader since 2004. His extensive experience encompasses various aspects of financial consulting and investment management. Adam collaborates with clients to develop personalized wealth strategies tailored to their unique financial goals. He holds insurance licenses in Arkansas and California, enabling him to provide comprehensive financial planning services. Outside of his professional work, Adam's personal interests include baseball, camping, family activities, fishing, hiking, and traveling.

Chelsea Magby is a financial advisor with LPL Financial in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. Her prior roles include positions at Southside Bank, Raymond James Financial Services, and Chase Investment Services Corp. Outside of her advisory role, she is involved with CM Butterfly, a non-investment related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Michael Hyatt is a financial advisor with UBS Financial Services in Fort Worth, TX, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has been with UBS since 1992. His other activities include overseeing scholarship allocations for the Iron Phi Foundation, serving on the board and executive committee of the Fort Worth Zoo Association as treasurer, and participating in charitable oversight for Sister Cities International Foundation and investment review for Pacific Retirement Services, Inc. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings that include financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment strategies to clients’ goals and risk tolerances.

Gilbert Little is a financial advisor with LPL Financial based in Fort Worth, TX. He holds a Series 66 designation and has 10 years of industry experience. His career includes prior roles at Ameriprise, Raymond James Financial Services, and BBVA, among others. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning and investment management solutions.