Tayla Wilshire is a financial advisor at Cetera with two years of industry experience. She holds a Series 66 designation and has worked previously at Avantax Advisory Services and Avantax Investment Services. Outside of her advisory work, she manages agricultural and cattle ranching operations and serves as president of the Wilshire Foundation, a charitable organization. Cetera Investment Advisers LLC is a nationwide SEC-registered firm supporting individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform allowing advisors to implement a range of portfolio management strategies, with more than 10,000 advisors and over $256 billion in assets under management.

Eric Elmore is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and 14 years of industry experience. His prior roles include positions at PNC Investments, Raymond James Financial Services, and First National Bank of Omaha. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party sources.

William Meier is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 licenses and has 19 years of industry experience. His prior roles include positions at J.P. Morgan Securities and Chase Investment Services Corp. Meier serves as a trustee for a family trust. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm combines research and analytics with diversified investment principles and offers brokerage and advisory solutions through a large network of advisors.

Kyle Sexton is a financial advisor with UBS Financial Services in Ft. Worth, TX, holding a Series 66 designation and eight years of industry experience. He has been with UBS since 2017 and previously worked for the Copper Development Association from 2011 to 2017. Outside of advisory work, he is involved with Jack Levy Design, a privately held business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Stephen Skillman is a financial advisor with Cambridge Investment Research Advisors in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He previously worked at VOYA Financial Advisors and Raymond James Financial Services. Outside of his advisory role, he is a partner in an inherited family trust and an independent insurance agent. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple account platforms.

Brisa Goodell is a financial advisor at Thrivent Investment Management in Fort Worth, TX, holding a Series 66 designation with four years of industry experience. Prior to joining Thrivent, she worked at Wells Fargo Clearing and Wells Fargo Bank. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and written recommendations across various planning topics. The firm offers these planning services separately from managed accounts and does not provide portfolio management for institutional clients.

Jose Godinez Rios is a financial advisor with Merrill in Fort Worth, TX, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Bank of America, Texas People Federal Credit Union, and the University of Texas at Arlington. 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. The firm offers model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Eduardo Martinez is a Series 66 licensed financial advisor with Merrill in Fort Worth, TX, and has six years of industry experience. He has been with Merrill and Bank of America since 2017. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Slaten Gough is a financial advisor with Raymond James Financial, holding a Series 66 designation and eight years of industry experience. He previously worked at Edward Jones for six years and has experience in the retail sector. He is a partner in Gough Wealth Management LLC, where he manages his wealth management practice. Raymond James Financial Services Advisors, Inc. provides tailored financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutions, with a focus on non-discretionary advisory services supported by advanced analytical tools.

Jessica Davis is a financial advisor with Raymond James & Associates in Fort Worth, TX, holding a Series 66 credential and eight years of industry experience. She previously worked at Edward Jones for six years and held roles at Colorado Christian University. Outside of her advisory work, she sews baby blankets and nap mats through a small business called Razzle Baby. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a wide range of clients, including individuals, institutions, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting with access to multiple portfolio management styles and municipal advisory services.

George Conkle is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley, Merrill, TD Ameritrade, and Edward Jones. Conkle has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2014. 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 and fund searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and offers a range of portfolio services supported by affiliates.

Andrew Ruiz is a financial advisor with Equitable Advisors in Fort Worth, TX, holding Series 65 and Series 63 licenses and three years of industry experience. He previously worked at Ameriprise Financial Services, MomentUs Wealth Management, and Bank of America. 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 uses a variety of advisory programs, including third-party and proprietary solutions, and offers ERISA fiduciary services through credentialed representatives.

Robert Burns is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked at Merrill for 16 years before joining Wells Fargo in 2016. 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 through more than 14,000 financial advisors and employs research-based investment strategies incorporating diversification and modern portfolio theory.

Frank Bugh is a financial advisor at Raymond James Financial with 36 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James Financial Services, Inc. since 1995. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored planning and analytical tools to support client goals and offers specialized advisory programs such as municipal finance and SIMPLE IRA Employer Advisory services.

Rachel Vecera is a financial advisor at Edward Jones in Fort Worth, TX, with three years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2021. Outside of her advisory role, she is an independent health coach with Optavia. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 advisors.

David Allred is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has operated his own CPA and wealth management firm since 2001 and has worked with Avantax in various capacities for over two decades. Outside of advisory work, he is an owner and sole proprietor of an independent insurance agency and provides tax preparation and accounting services. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. It offers a multi-manager platform with a variety of portfolio management and financial planning services, supporting both discretionary and non-discretionary account structures.

Troy Knight Miller is a financial advisor with LPL Financial in Fort Worth, TX, holding Series 63 and Series 65 credentials and 19 years of industry experience. His previous roles include positions at FSC Securities Corporation, Lake Point Wealth Management, Royal Alliance Associates, and BOK Financial Securities. Outside of his advisory work, he serves as an independent contractor for Legal Shield and owns a small business called Charlie-forever. 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 a range of services including financial planning, third-party asset management access, and institutional platforms, supporting advisors with both discretionary and non-discretionary portfolio strategies alongside a broad set of non-advisory financial products.

Esperanza Carter is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 65 and Series 63 licenses and having 8 years of industry experience. She has been with Wells Fargo Clearing since 2018 and has a longer tenure at Wells Fargo Bank, N.A. dating back to 2012. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, managing approximately $671 billion in assets through a network of over 14,000 financial advisors.

Taimur Khalid is a financial advisor at UBS Financial Services with nine years of industry experience. He holds the Series 66 designation and has worked at firms including UBS and JPMorgan Chase Bank NA. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor client plans. The firm integrates institutional trading capabilities with wealth management services, including fee-based financial planning and discretionary portfolio management.

Jennifer Shannon is a financial advisor at Edward Jones in Granbury, TX, holding Series 66 and Series 63 licenses with three years of industry experience. She has been with Edward Jones since 2016 and previously worked at Keller ISD for one year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee services, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.