Ryan Hornick is a financial advisor at Cetera with 10 years of industry experience. He has held roles at Cetera since 2019 and previously worked at Foresters Financial Services from 2016 to 2019. Hornick holds Series 63 and Series 65 licenses and is based in Fort Worth, TX. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through a nationwide network of more than 10,000 advisors.

Travis Kirby is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 13 years of industry experience. He previously worked at Merrill for nine years and served with the Mart Police Department for six years. He has also been affiliated with the University of Texas - Permian Basin since 2012. Raymond James & Associates provides financial planning and investment consulting to individuals, employer-sponsored retirement plans, corporate and charitable entities, as well as state and municipal government clients. The firm offers tailored financial plans and asset-allocation analyses, with a notable focus on public finance and municipal work alongside its retail advisory services.

Addison Conley is a financial advisor at Raymond James & Associates in Fort Worth, TX, with seven years of industry experience. He holds a Series 66 designation and previously worked with the City of Fort Worth and the North Texas Community Foundation. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing over $500 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and government entities, offering wealth advisory planning, investment consulting, and specialized municipal and public finance services.

Calvin Reid is a financial advisor at Merrill with Series 63 and Series 66 licenses and two years of industry experience. He previously worked at Charles Schwab & Co., Inc. and owns Reid Pressure Washing, a business that provides exterior cleaning services. 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, charitable organizations, and corporate fiduciaries.

Joel Travis is a financial advisor with Morgan Stanley in Fort Worth, TX, holding a Series 66 designation and 15 years of industry experience. He has been with Morgan Stanley since 2011 and has worked specifically with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs tools such as Monte Carlo simulations and Secular Return Estimates in its financial planning process.

Austin Flachbart is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds a Series 66 designation and has worked at several firms including Bank of America, Merrill, J.P. Morgan Securities, and Edward Jones. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics grounded in diversification principles and modern portfolio theory.

Keith Wiley is a CFA® charterholder with 23 years of industry experience, currently serving as a Wealth Advisor at J.P. Morgan Securities in Fort Worth, TX. He joined J.P. Morgan Securities in 2017 after working at First Financial Trust & Asset Management from 2013 to 2017. Wiley also serves on the Texas Tech University Investment Resource Council, which supports oversight and communication for the university system’s investment program. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting.

Matthew Mitchell is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at J.P. Morgan Securities and JPMorgan Chase Bank. Outside of his advisory role, he has ownership interests in businesses related to residential gutters and commercial and residential irrigation systems. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Toni Rose is a Series 66-credentialed financial advisor at Stifel with 18 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2019 and previously held roles at Bank of America and Merrill from 2014 to 2019. Outside of her advisory work, Toni is involved in agricultural and equestrian activities, including online bucking bull competitions and hosting horse and cattle events, as well as participating in a local charity that raises funds to support agricultural students. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group.

Craig Wall is a financial advisor at Merrill based in Fort Worth, TX, holding a Series 66 designation with 18 years of industry experience. He has been with Merrill since 2009 and has a concurrent affiliation with Bank of America dating back to 2007. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a wide range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Steven Kessler is a financial advisor at Morgan Stanley in Fort Worth, TX, holding Series 63 and Series 66 licenses with 25 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services, where he worked for over two decades. Morgan Stanley Wealth Management offers advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and proprietary tools to model financial outcomes, while also providing products and services through a range of affiliated entities.

William Smiley is a financial advisor with J.P. Morgan Securities in Fort Worth, TX. He holds a Series 66 designation and has one year of industry experience. Prior to joining J.P. Morgan Securities, he worked at JPMorgan Chase Bank, N.A. and held various roles at Liberty University and Shadow Mountain Community Church. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence to inform recommendations.

Matthew Rodger is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in Education Planning, Small Business Strategies, and Sports & Entertainment, focusing on developing personalized financial plans that address clients' individual goals and risk management. Matthew holds a Bachelor's Degree from Texas Tech University System, where he served as President of Sigma Alpha Epsilon. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA). Outside of his professional role, Matthew enjoys personal interests such as camping, dancing, golfing, hunting, music, and skiing. He is involved in his community through affiliations with organizations like the Mira Vista Country Club.

J Bryan Reece is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and possessing 30 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Zachary Scott is a financial advisor at Raymond James Financial with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Raymond James entities since 2002. Outside of his advisory role, he is the owner and branch manager of ZCS Wealth Management in Arlington, TX. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, with a notable emphasis on advisory services that support client decision-making rather than discretionary management.

Dana Lewis is a financial advisor at Merrill with 17 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Merrill in 2021, Dana worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA from 2008 to 2021. Merrill provides managed account services to Bank of America fiduciary clients through the 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, charitable organizations, and corporate fiduciaries.

Blake Spiller is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2023. He previously worked at Cain Watters & Associates and has academic experience from Texas Christian University. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework and offers access to a broad range of investment products through its affiliation with the larger J.P. Morgan organization.

Thomas Hawbaker is a financial advisor at Cetera with credentials including PFS™ and Series 63, and three years of industry experience. He previously worked at Avantax Advisory Services and Avantax Insurance Agency, LLC, and operates Thomas Hawbaker CPA PLLC, a licensed CPA firm providing tax planning and preparation services. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a multi-manager platform with various portfolio management strategies and access to third-party money managers.

Paige Phillips is a CFP® professional with six years of industry experience, currently working at Cetera. She has previous experience with Quest Capital Management and supports lead advisors at Coble Cravens Investments and Insurance. Outside of financial advising, she owns and manages Arlington Storks & More, a sign rental business. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with diverse program options.

Sharon Redmond is a financial advisor with Raymond James & Associates, holding a Series 66 designation and having 20 years of industry experience. She worked at Merrill from 2006 to 2022 before joining Raymond James in 2022. Outside of her advisory role, she manages a part-time Airbnb rental property in Fort Worth, TX. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and maintains capabilities in public finance and municipal work.