Jeremy Bleeker is a financial advisor at Edward Jones in Fort Worth, TX, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he is an investor and co-investor in a commercial construction business in Burleson, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and provides both discretionary and non-discretionary solutions under a fiduciary standard.

Bryan Keathley is a financial advisor at Cambridge Investment Research Advisors with 30 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Cambridge since 2016. In addition to his advisory role, he serves as President of Safe Harbor Benefits, Inc., an insurance agency. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing both proprietary and third-party investment strategies across multiple platform arrangements.

Robert Lowe is a CFP® and CFA® registered with J.P. Morgan Securities in Fort Worth, TX, with 24 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2013. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a program that combines quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework in assembling investable universes and offers services on a non-discretionary basis, with clients retaining final decision-making authority.

Casey Harding is a CFP® certificant with six years of industry experience, currently serving as a financial advisor at OSAIC since 2023. Prior to joining OSAIC, Harding held roles at Sagepoint Financial, Northwestern Mutual, and GuideStone Financial Resources. Harding is a board member of Paws of Reflection, a nonprofit organization providing equine and animal-assisted counseling. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing firm-provided asset-allocation tools, risk-tolerance assessments, and multiple investment platforms to construct diversified portfolios.

Mark Bjorkman is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various J.P. Morgan entities since 2016. Outside of his advisory role, he serves as a referee for the North Texas Soccer Association. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Bertha Pinilla is a financial advisor with Wells Fargo Clearing in Fort Worth, TX. She holds Series 63 and Series 66 credentials and has seven years of industry experience, all with Wells Fargo, including twelve years at Wells Fargo Bank, N.A. 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.

Jacob Schneider is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has been with J.P. Morgan Securities since 2007, also working at JPMorgan Chase Bank, N.A. since 2016. Outside of his advisory role, he is an owner and general partner in an oil and gas investment partnership and serves as an unpaid advisor to the 12th Man Foundation, a nonprofit affiliated with his alma mater. J.P. Morgan Securities 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 institutional advisory capabilities with brokerage and investment management services, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Truett Knox is a Financial Advisor with Merrill Lynch Wealth Management, working as a member of the Knox Dennis group. Since joining Merrill Lynch in 2023, he has focused on servicing clients to help them accomplish their financial goals through a customized and consistent approach that covers wealth accumulation, preservation, and areas beyond traditional investments. Knox's expertise includes corporate benefits, executive compensation, equity compensation services, personal retirement planning, sports and entertainment finance, and tax minimization. He and his team provide financial solutions such as transferring wealth to younger generations, managing executive pay packages, and tax-efficient investing. He holds a Bachelor's Degree in Financial Management from Abilene Christian University, where he also played football and served as a Graduate Assistant coach. Knox's professional designations include Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of work, he has interests in baseball, football, golfing, and hunting.

Pamela Mathis is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of her advisory role, she co-owns a jewelry and appliance repair business with her spouse, involving handmade jewelry and craft show participation. 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 solutions grounded in modern portfolio theory and tailored to plan-specific objectives and risk tolerances.

Swikar Ojha is a financial advisor with Edward Jones in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His prior roles include positions at Fisher Investments and TD Ameritrade. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.

Rebecca Dickerson is a financial advisor with Raymond James & Associates in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Her prior background includes roles at Bank of America, Merrill, and Fidelity. She serves as Treasurer for the Paschal Band Booster Parent Teacher Association, 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 charitable organizations, offering financial planning and non-discretionary investment consulting supported by extensive research and a range of portfolio management strategies.

Corey Edwards is a financial advisor at Northwestern Mutual Investment Management in Milwaukee, WI, holding a Series 66 designation with two years of industry experience. His prior roles include positions at First Command Financial Services and active duty service in the United States Marine Corps. Northwestern Mutual Investment Services, LLC primarily provides referral services to insurance and securities brokerage clients and offers non-discretionary fixed-income advice to other investment advisers, functioning as a solicitor that screens and refers clients to third-party sponsors without managing client accounts directly.

Samantha Haster is a financial advisor at Merrill with seven years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Merrill since 2021. Prior to that, she was with Wells Fargo Clearing and Wells Fargo Bank, N.A. from 2011 to 2021. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Grayson Tennison Jr. is a CFP®-certified financial advisor with Edward Jones in Mansfield, TX, with 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he manages a real estate entity that owns the commercial building housing his Edward Jones office. Edward Jones is a full-service wealth management firm serving a broad range of individual and institutional clients, offering various advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide.

Clint Muirhead is a CFP®-designated financial advisor with 19 years of industry experience, currently affiliated with Cetera. He has worked at multiple firms including AIG and Foresters Financial Services. Muirhead serves as a director for local charity events at Children's Charities of Fort Worth. Cetera Investment Advisers LLC operates a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services with assets under management exceeding $256 billion.

Robert De Lozier is a financial advisor with Equitable Advisors in Fort Worth, TX, holding Series 63 and Series 65 licenses and having six years of industry experience. His prior work includes roles at Axa Advisors, Ridglea Country Club, BJ's Restaurant & Brewhouse, and Lake Bryan & Lakeside Icehouse & Grill. He serves as a board trustee for The Leukemia & Lymphoma Society. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm’s investment approach includes using third-party advisory programs and discretionary managers, covering a range of investment products and offering ERISA fiduciary services to qualified plans.

Timothy Bunt Jr. is a financial advisor with Ameriprise, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2022, he worked in healthcare roles and has served with the Somervell County Fire Department since 2015. He is also employed as a salaried manager at BCK Management Services, LLC, an advisory business. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Jay Davenport is a Series 66-credentialed advisor with J.P. Morgan Securities in Fort Worth, TX, with four years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2021 and also owns Davenport Consulting LLC, which provides leadership and organizational health consulting and coaching. Prior to joining J.P. Morgan, he worked at The Parc Vet and AUDIA, and was involved with Young Life for seven years. J.P. Morgan Securities LLC offers 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.

Jeffrey Burgess is a financial advisor with Merrill in Fort Worth, TX, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked at Merrill and Bank of America since 2010 with a brief period at First United Bank. 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 charitable organizations.

Casey Dutton is a financial advisor at Merrill with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with firms including Morgan Stanley and Ameriprise Financial Services. Located in Fort Worth, TX, his background also includes experience at MD Anderson Cancer Center. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.