Francis Judge is a financial advisor with Ameriprise in Dallas, TX, holding a Series 63 designation and 28 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is involved in a side business selling Dallas Cowboys tickets. Ameriprise is a large institutional firm offering retirement-income planning services primarily for clients with significant investable assets, combining research and modeling to provide tailored, tax-efficient income strategies.

Mark Roberts is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding Series 63 and Series 65 licenses with 13 years of industry experience. He has been with JPMorgan Chase Bank NA and J.P. Morgan Securities LLC since 2013. Roberts serves on the finance committee of Key School of Fort Worth, a private school focusing on students with learning differences. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program emphasizing written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm integrates quantitative and qualitative research in its advisory process and offers a range of implementation services through affiliated entities.

Gina Shaffer is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and seven years of industry experience. She has worked at Charles Schwab since 2017 and previously held positions at Clairvoyix and HealthTrackRx. Outside of her advisory role, Shaffer serves on the boards of the MHMR Foundation and the Alzheimer’s Association North Central Texas Chapter and operates a life and professional coaching business. Charles Schwab serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services, combining non-discretionary and discretionary investment options with centralized brokerage and custody solutions.

John Nash II is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding a Series 66 designation and having 22 years of industry experience. His prior roles include seven years at Wells Fargo Investments, LLC. 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.

David Cubbage is a CFP®-certified financial advisor with Edward Jones, where he has worked since 2009, accumulating 16 years of industry experience. Based in Pantego, TX, he also has involvement with United Production Partners related to mineral royalties. Edward Jones is a full-service wealth management firm serving a broad range of individual and institutional clients, offering a variety of investment strategies and affiliated financial services supported by a large network of advisors and branch offices nationwide.

Jeffrey Granger is a financial advisor with J.P. Morgan Securities in Colleyville, TX, holding a Series 66 designation and 21 years of industry experience. His career includes roles at Morgan Stanley, Merrill, UBS Financial Services, Ameriprise, and Chase Investment Services Corp. He was involved with the Bass Club of Fort Worth from 2013 to 2019. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of Wealth Advisors. Their non-discretionary program emphasizes written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and integrating ESG considerations in eligible strategies.

William Scarborough III is a financial advisor at Raymond James & Associates with 43 years of industry experience. He has been with Raymond James since 2001. Outside of his advisory work, he is a novelist and business book author. Scarborough also serves as a board member for Esperanza Y Futuro, 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 municipal entities—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Stephanie Reese is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and previously worked at Equity Trust Company and co-managed GO! Dance & Gymnastics Studios and GO! Academy. Outside of her advisory role, she serves as Vice-President of The Reese Corporation, assisting with monthly bill payments, account reconciliation, and tax preparation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charities. The firm offers a range of investment advisory strategies and operates a nationwide network of advisors and branches, providing services under a fiduciary standard.

Michael Coody is a financial advisor with Merrill based in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His career includes roles at Bank of America, JP Morgan Chase Bank, and J.P. Morgan Securities. Merrill, together 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, high-net-worth clients, and institutional investors.

Melissa Transier is a CFA® charterholder with 27 years of industry experience, currently serving as a financial advisor at Stifel since 2025. She previously worked at Bank of America and Merrill Lynch from 2009 to 2025. She is a board member of Saving Giraffes Now, a nonprofit organization focused on giraffe conservation. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment strategy methodology.

Abigail Sheets is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. She previously held roles at Bank of America, N.A., and has been involved with BODYBAR Pilates as a fitness instructor. Sheets serves as board secretary for Treetops School International, a public charter school in Texas. 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 nonprofit organizations.

Natalie Richard is a financial advisor at Fidelity with four years of industry experience. She holds a Series 66 designation and has worked in various roles including a sales and marketing position as a Scentsy consultant. Prior to joining Fidelity, her career included positions in healthcare and hospitality sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs. The firm serves retail and institutional investors, offering services such as discretionary management, fund advisory, and model portfolio delivery.

Kolburn Conway is a CFP®-designated financial advisor with Edward Jones, based in Keller, TX, and has 27 years of industry experience. He has been with Edward Jones for 25 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is noted for its extensive retail advisor network and affiliated financial capabilities.

Thomas Springer III is a CFP® professional with 24 years of industry experience. He is currently with Cetera and has held previous roles at Avantax and H.D. Vest throughout his career. Outside of his advisory work, he is president of Springer Financial Consulting, LLC, a business entity created primarily for health insurance purposes. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and third-party managers, with over 10,000 advisors and more than $256 billion in assets under management.

Tye Mc Clure is a Series 66-credentialed financial advisor with 10 years of industry experience, currently with J.P. Morgan Securities since 2023. His prior experience includes roles at Bank of America NA and Merrill. He serves on the finance committees of both a nonprofit law firm, Methodist Justice Ministry, and Colonial Country Club in Fort Worth, advising on financial planning and budgeting. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative due diligence with forward-looking capital market assumptions, and includes capabilities in derivatives and commodities through affiliated entities.

Giovanni Blanchette is a financial advisor with LPL Financial based in Fort Worth, TX. He holds a Series 66 designation and has one year of industry experience. Prior to his current roles, he was a full-time student for 12 years. 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 provides financial planning, model portfolios, third-party asset management, and institutional platforms, supporting its network of over 22,800 advisors with a range of advisory and brokerage services.

Ryan Mandell is a financial advisor at J.P. Morgan Securities in Fort Worth, Texas, holding a Series 66 designation. He has one year of industry experience, including roles at JPMorgan Chase Bank, N.A. and Pharos Capital Group. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates both quantitative and qualitative research and offers broader derivatives and commodities capabilities compared to many institutional programs.

Stacey Holifield is a financial advisor at Edward Jones in Fort Worth, TX, holding Series 63 and Series 66 designations with 26 years of industry experience. She has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm is known for its extensive network of advisors and branches, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

James Pappas is a Series 66 licensed financial advisor with five years of industry experience, currently affiliated with J.P. Morgan Securities in Crowley, TX. His prior experience includes roles at JPMorgan Chase, Thrivent Financial, and Baylor University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates quantitative and qualitative research supported by a manager solutions team.

Taylor Brooks is a financial advisor at Merrill with eight years of industry experience, holding a Series 66 designation. He previously worked at Compass Pointe Financial before joining Merrill in 2018. 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, high-net-worth clients, retirement plans, corporations, and charitable organizations.