Tyler Grant is an advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 licenses. He began his career in the financial industry in 2023 and joined Wells Fargo Clearing in 2025. Outside of his advisory role, he has experience working with BeeHive Homes of McKinney and previously worked in the food service and education sectors. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Lydia Smith is a financial advisor at OSAIC with four years of industry experience and holds a Series 66 designation. She previously worked at Lincoln Financial Advisors and Fidelity Investments. Outside of her advisory role, she serves as a Senior Account Associate at K N & A, Inc., doing administrative work. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers a range of brokerage and advisory services emphasizing model-based asset allocation, portfolio optimization, and a variety of managed account programs.

Joshua Paigen is a CFP®-certified financial advisor with 16 years of industry experience. He is currently with Wells Fargo Clearing and previously worked at JPMorgan Securities LLC 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Kerry Knox is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he holds the title of Senior Vice President. He joined Merrill Lynch in 1999 following an 11-year career as a professional baseball player. Kerry brings a disciplined approach to financial advising, focusing on understanding each client's individual needs, concerns, and priorities. He specializes in personal retirement planning, portfolio management services, sports and entertainment, and retirement income. Kerry holds a Personal Investment Advisor (PIA) designation and earned his bachelor's degree from Texas Christian University, where he also played baseball for four years. In addition to his professional role, Kerry is involved in his community through volunteering with the Tara Sawyer Foundation. His personal interests include golfing, spending time with his family, and traveling.

Julius Dargai is a CFP® with 11 years of industry experience, currently serving at Charles Schwab in Fort Worth, TX. He has held positions with Charles Schwab Bank, Charles Schwab, and Legacy Protection Assurance, LLC since 2014. Outside of his advisory work, he serves on the Board of Directors and as the Budapest, Hungary Chair for Fort Worth Sister Cities International and participates in similar roles with Sister Cities International and the Business Transitions Summit. Charles Schwab & Co., Inc. serves a large clientele primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related financial planning services. The firm combines non-discretionary advisory models with access to discretionary separately managed accounts, leveraging multi-asset portfolios and centralized operational capabilities.

Jacob Madu is a financial advisor with Fidelity, holding a Series 66 designation and beginning his industry career in 2025. Prior to joining Fidelity, his work experience includes roles in retail and logistics companies. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its advisory roles to multiple registered investment companies and its use of systematic methodologies and AI in portfolio management.

Trevor Pennington is a financial advisor at Raymond James & Associates with a Series 66 designation. He has been with Raymond James since 2025 and previously worked in the hospitality industry, including five years at Brinker International (Chilis). 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 broad client base, including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Jacob Curtis is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. He has worked at Fidelity Investments since 2022 and has prior experience with Goosehead Insurance and various roles linked to the University of Arkansas. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and systematic methodologies, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Matthew Valero is a financial advisor with Morgan Stanley in Fort Worth, TX, holding Series 63 and Series 66 credentials and two years of industry experience. His prior experience includes roles at Merrill and Charles Schwab, as well as positions in education at the University of Texas at Arlington and Tarrant County College. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and advisory programs supported by structured discovery processes and advanced modeling tools.

Tasha Ji is a Planning Consultant at Fidelity Investments, where she assists clients in making important financial decisions through personalized planning and guidance tailored to their unique goals. She has been in this role since 2026. Prior to this, Tasha served as a Central Relationship Manager at Fidelity Investments from 2025 to 2026 and as a Customer Relationship Advocate at the same firm from 2024 to 2025. Before joining Fidelity, she worked as an Account Manager at State Farm Insurance from 2021 to 2024. Tasha holds insurance licenses for both Arkansas and California. Outside of her professional work, she enjoys beach activities, spending time with family, fitness, culinary experiences, and social events with friends.

John Dierker is a financial advisor at J.P. Morgan Securities with one year of industry experience. His prior roles include positions at Velox Operations LLC, the National Intelligence University, and the United States Coast Guard. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research to build model asset allocations, with implementation supported by related investment-management affiliates.

Ricardo Medina is a CFP® with 21 years of industry experience, currently serving at J.P. Morgan Securities since 2012. He previously worked at Chase Investment Services Corp. and Morgan Stanley DW Inc. Outside of his advisory role, Medina is involved in managing short-term rental properties. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and supports a range of eligible investment strategies with specialized regulatory registrations.

Darrell Griffin is a Series 66-credentialed financial advisor with Edward Jones, based in North Richland Hills, TX. He has 12 years of industry experience, all spent at Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Karen Navarra is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses and one year of industry experience. Her prior experience includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, Wells Fargo Bank, Interfondos SAF, and Interbank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. 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.

Hannah Payne is a financial advisor at Fidelity with six years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services, Inc. Hannah is located in Westlake, TX. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with a notable use of AI and systematic methodologies in its investment process.

Heath Parkman is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 66 designation and has worked across several Fidelity entities since 2016. Outside of finance, he owns and operates a custom farming and shredding business in Texas. He works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios.

Rachael Boucher is a financial advisor with Edward Jones in Keller, TX, holding a Series 66 designation and eight years of industry experience. She has been with Edward Jones since 2017 and previously worked at IBM for 21 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment strategies and advisory services through a large network of financial advisors and branch offices.

Marcus Bowie is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and three years of industry experience. His work history includes roles at Raymond James Financial Services Advisors and Fidelity Investments Strategic Advisers LLC. He has also worked at New York Life and Primerica earlier in his career. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various platforms.

Adrian Rodriguez is a financial advisor with Fidelity, holding a Series 66 designation and two years of industry experience. His work history includes roles at Fidelity Investments and prior positions in education and retail. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management, fund advisory, and delivery of model portfolios using a blend of proprietary fundamental research and quantitative analysis.

Sofia Uceda is a financial advisor with J.P. Morgan Securities, holding Series 63 and 66 licenses and having two years of industry experience. Her prior work includes roles at Charles Schwab & Co. and JPMorgan Chase Bank, N.A. She also works as a field marketing specialist for Nutrabolt, promoting health and wellness products. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of wealth advisors. Their approach combines quantitative and qualitative research to deliver written asset allocation advice and investment manager searches, with clients retaining final decision-making authority.