Matthew Kimmel is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding a Series 66 designation and eight years of industry experience. Prior to joining Wells Fargo in 2026, he worked at UBS Financial Services for seven years and has held positions at Mass Mutual and David Lerner Associates. Outside of his advisory career, he previously managed a bridal business for seven years. 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 combines brokerage and advisory solutions and utilizes research from its Wells Fargo Investment Institute alongside third-party data to support diversified investment strategies.

Christopher Goins is a financial advisor at Edward Jones in Dallas, TX, holding Series 63 and Series 66 designations with 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a national network of over 23,700 financial advisors and 15,000 branch offices.

Jason Taylor is a financial advisor with J.P. Morgan Securities in Grapevine, TX, holding a Series 66 designation and 24 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2010. Outside of his advisory role, he is a partial owner and strategic partner of Taydra LLC, a clothing and apparel design business. 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 through a combination of advisory and brokerage capabilities.

Allen Abney is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 66 designation and bringing 16 years of industry experience. He has worked with UBS since 2015. Outside of his advisory work, Abney is a director of a family partnership involved in real estate and oil and gas investments and manages an LLC that holds marketable securities and a rental property. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers proprietary research and capital markets solutions.

Becky Lancaster is a Series 66 licensed financial advisor at Edward Jones with two years of industry experience. Her prior roles include four years at Stanley Korshak, LLC, and earlier positions in retail and hospitality sectors. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Latrell Wilson is a CFP® professional with seven years of experience in the financial industry, currently serving at Edward Jones since 2019. Prior to joining Edward Jones, he worked at Tempur-Sealy, Enderle Besten Dieruf, PLLC, and Apple, and spent five years at the University of Kentucky. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of financial advisors and branch offices.

Pierce Ashworth is a financial advisor at J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2026. His prior experience includes positions at Trinity Hunt Partners and educational roles at Southern Methodist University and Chapman University. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach includes quantitative asset-allocation modeling combined with centralized due diligence and an ESG eligibility framework when recommending investments.

Joe Chairez Jr. is a financial advisor with Ameriprise Financial Services, LLC, holding CFP® and securities licenses (Series 63, 65, 66) and bringing 32 years of industry experience. His prior roles include positions at J.P. Morgan Securities and operating his own firm, Joe A. Chairez Jr., LLC. Outside of financial advising, he owns a production company focused on video and photography. Ameriprise provides a retirement-income planning service targeted at individuals with significant investable assets, combining research-driven modeling and tax-efficient strategies to deliver annual, written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Brian Bates is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2016. He joined Fidelity in 2013 and has held various positions including Account Executive Branch and Financial Consultant before his current role. Brian assists clients in planning for retirement, identifying investments, and evaluating risks to work toward their financial goals. He holds an Arkansas Insurance License, which supports his work in the financial services industry. Details about his education and personal interests have not been provided.

Patrick Kearns Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. 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. The firm’s IPS-driven approach is grounded in modern portfolio theory and includes a range of financial products such as insurance-related vehicles and bank deposit sweep options.

Tammi Huckabee is a financial advisor with Raymond James & Associates in Dallas, TX, holding Series 63 and Series 65 licenses and having 32 years of industry experience. She has been with Raymond James & Associates since 2011. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.

Zachary Wold is a financial advisor at Thrivent Investment Management based in Dallas, TX, holding a Series 66 designation with 19 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Outside of his advisory role, he is a business partner in a real estate venture. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning addressing various financial topics, with options to combine planning and managed-account services under a consolidated billing system.

Claire Bremner is a financial advisor at Raymond James & Associates with three years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Equitable Advisors. Outside of her advisory role, she is involved with the Dallas Pickleball Club. 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, charitable organizations, and municipal entities—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by a broad network of advisers and research resources.

Charles Burch Jr is a financial advisor with Cetera, holding a Series 63 designation and bringing 24 years of industry experience. He has worked with Avantax Advisory Services and The Burch Financial Group LLC, among other roles. Outside of advising, he serves on the boards of the Black Roller Skating Federation and its charitable arm, BRSF S.K.A.T.E., and manages the Chuck Burch Scholarship Fund, which raises money for college-bound children. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with access to various portfolio management approaches, including model portfolios, third-party managers, and custom strategies.

Craig Galatas is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. Prior to joining J.P. Morgan Securities and J.P. Morgan Bank in 2019, he worked at UBS Financial Services for 11 years. As an employee of both JPMorgan Securities and JPMorgan Bank, he is able to offer a range of bank products and services alongside his advisory work. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory capabilities with broker-dealer and investment adviser registrations, offering non-discretionary investment recommendations supported by centralized due diligence and a manager solutions team.

Deborah Griffith is a financial advisor at Stifel in Dallas, TX, with 26 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Merrill from 2012 to 2025 before joining Stifel. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary capital market methodologies developed by its Investment Strategy Group.

Sarah Ellis is the Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2023. She has been with Fidelity since 2020, progressing from Investment Consultant to Financial Consultant before her current position. Prior to joining Fidelity, Sarah held positions at Wells Fargo Advisors, Morgan Stanley, and JP Morgan Chase, accumulating over 16 years of experience in the financial services industry. Throughout her career, Sarah has focused on collaborating with clients to understand their unique financial goals and developing comprehensive financial plans. Her approach emphasizes client partnership to create, implement, and maintain strategies that support lifelong financial comfort and confidence. Outside of her professional life, Sarah enjoys a variety of personal interests including food, social events, golf, outdoor adventures, parenthood, and traveling.

Albert Gough is a Private Wealth Advisor and the founder of The Gough Group, a wealth management team within Merrill Private Wealth Management. Based in Dallas, he serves a select group of successful business owners, foundations, and family offices throughout the United States. His role involves acting as both a wealth planner and portfolio strategist, providing clients with integrated wealth management planning and access to banking services through Bank of America. Albert's expertise encompasses family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management, small business strategies, women and wealth, tax minimization, and retirement income. Prior to joining Merrill in 2008, he was a Private Wealth Advisor with Neuberger Berman. Before that, he held executive leadership roles in the pharmaceutical industry in operations, finance, sales, and marketing. He holds a Bachelor of Business Administration from Texas Christian University and a Master of Business Administration from the University of Dallas. Albert has earned the Certified Private Wealth Advisor® designation. He is involved with the Ursuline Academy of Dallas Foundation in the community. In his personal time, Albert enjoys biking, fishing, reading, soccer, spending time with his family, and traveling.

Jennifer Crosby is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 65 designations and six years of industry experience. Her prior roles include positions at Goldman Sachs & Co. LLC and the University of Texas. J.P. Morgan Securities provides 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.

Brianna Hunter is a financial advisor at Ameriprise with one year of industry experience. She holds a Series 66 designation and has prior work experience at Mutual of Omaha and Ameriprise. Outside of her advisory role, she is involved with Geaux Sooners, LLC DBA Luminate, managing an advisory business. Ameriprise offers retirement-income planning services targeting individuals with substantial investable assets, combining research, modeling, and tax-efficiency strategies to provide tailored, non-discretionary recommendations through a centralized consulting team.