Tony Seery is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He owns and operates a chiropractic franchise business, having acquired three HealthSource Chiropractic locations, with an operator hired to manage day-to-day activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and maintaining one of the largest financial advisor and branch networks in the industry. The firm provides discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Nicholas Olivarri is a financial advisor at Raymond James & Associates with 11 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, N.A. and Merrill. He is based in Fort Worth, TX. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, as well as state and municipal government clients. The firm offers tailored financial plans and investment recommendations through non-discretionary advisory relationships and supports municipal clients with public-financing and investment banking services.

Lisa Stout is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at multiple JPMorgan entities from 2014 to 2023. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Kenshel Hills is a financial advisor at Primerica Advisors with six years of industry experience. He holds the Series 65 and Series 63 designations and has worked at Primerica Advisors since 2020. Hills is also employed by Dallas ISD. In addition to his advisory role, he is involved in the sale of home security and automation products through related affiliate companies. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program relying largely on model-delivery strategies managed by third parties and supported by custodial and trade execution services.

Michael Rodriguez is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Merrill and Bank of America. Outside of his advisory role, he works as an Uber driver in San Francisco. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Alexandra Dooley is a financial advisor at Wells Fargo Clearing in Fort Worth, TX, with 13 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo since 2016, including time at Wells Fargo Advisors LLC. 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 extensive research and analytics.

Fady Hanna is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses and eight years of industry experience. He has been with Wells Fargo Bank and its clearing division since 2015 and 2018, respectively. 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 operates on a large scale with over 14,000 financial advisors and approximately $671 billion in assets under management, offering both brokerage and advisory solutions.

Kim Campbell is a financial advisor with LPL Financial in Arlington, TX, holding Series 63 and Series 66 credentials and possessing 21 years of industry experience. She has been with LPL Financial since 2016 and previously worked at Western Wealth Management, LLC. LPL Financial serves a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios, research, and technologies such as machine learning to support its investment strategies.

Jason Daugherty is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has interests in oil and gas exploration through royalties from mineral rights at XTO Energy. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a non-discretionary program supported by an in-house manager solutions team and centralized due diligence.

Robyn Kirby is a financial advisor with Edward Jones in Grand Prairie, TX, holding Series 63 and Series 66 licenses and 26 years of industry experience. Kirby has been with Edward Jones since 1999. Outside of advising, Kirby purchases essential oil products from Young Living but does not actively solicit sales. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm operates with a large nationwide network of advisors and branch offices and provides affiliated capabilities beyond advisory services.

Wade Jewett is a Senior Financial Advisor with Merrill Lynch Wealth Management in Fort Worth, TX. He works closely with clients to help them make informed decisions about protecting and growing their wealth through personalized strategies. Wade’s client focus includes college education planning, family wealth management, personal retirement planning, and special needs planning. Wade graduated from the University of Oklahoma in 2002 and holds the Personal Investment Advisor (PIA) designation. Prior to joining Merrill in 2014, he had a career in the medical device industry. Outside of his professional work, Wade is active in his community, coaching Fort Worth Youth Soccer and serving on the elder board of Trinity Presbyterian Church. He also volunteers with local schools, including Arlington Heights High School Fine Arts and Covenant Classical School. Wade lives in Fort Worth with his wife and their five children.

Steven Ard is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily 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 when recommending investment strategies.

Marty Eastman is a financial advisor with Edward Jones in Benbrook, TX, holding a Series 66 designation and bringing over a decade of industry experience, including 12 years at Wells Fargo. He has been with Edward Jones since 2024. Outside of advising, he owns a rental property in Seattle. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment and fiduciary services. The firm is noted for its extensive advisor network and comprehensive capabilities beyond advisory offerings.

Jared Levy is a financial advisor at Cetera with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Peak American Investment Advisors and The Westwood Group. Outside of his advisory role, he conducts economic and market-related interviews with media outlets such as Fox News and Fox Business through his LLC, Delancey Strategies. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Sara Altom is a financial advisor with Equitable Advisors in Fort Worth, TX. She holds a Series 66 designation and has experience in the financial services industry since 2022, including roles at Amerilife and educational institutions prior to joining Equitable Advisors. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.

John Alves is a financial advisor at Fidelity with Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, 49 Wealth Management, and Thrivent Advisor Net. Alves has also worked outside finance in various capacities, including at Planet Fitness and Maverick Fine Western Wear. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm combines fundamental research with quantitative analysis and systematic portfolio construction, and it employs algorithmic methods and AI in its investment process.

Robert Beier is a financial advisor with Morgan Stanley in Fort Worth, TX, holding Series 63 and Series 66 licenses and 10 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Fidelity Investments Institutional Services Company. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and advisory services without providing individual security recommendations in its standalone planning programs.

Fikret Samardzic is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 65 and Series 63 licenses and four years of industry experience. His prior roles include positions at NYLIFE Securities LLC, New York Life Insurance Company, and J.P. Morgan Securities 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 uses research and analytics from its investment institute and third-party databases, applying diversification principles and modern portfolio theory in its investment evaluations.

Eva Amaya is a financial advisor at Equitable Advisors in Fort Worth, TX, holding Series 63 and Series 65 credentials with four years of industry experience. Her work history includes roles at Equitable Advisors and experience in various other sectors including food service and delivery. Equitable Advisors serves a broad range of clients including individuals, high-net-worth investors, retirement plans, corporations, and charitable organizations, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and third-party managers to deliver advisory and brokerage solutions.

Andrew Engstrom is a financial advisor with Edward Jones in Fort Worth, TX. He holds the CFP® and Series 66 designations and has 19 years of industry experience, all with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.