Sara Zuniga is a financial advisor with Primerica Advisors in Hurst, TX, holding Series 63 and Series 65 licenses and having seven years of industry experience. She has worked at Primerica Advisors since 2018 and previously at Primerica Financial Services starting in 2017. Prior to her financial services career, she spent 13 years with United Independent School District. Outside of advisory work, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure rather than fixed fees.

John Abbott is a financial advisor at Stifel with 21 years of industry experience. He holds the Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2020, following an 11-year tenure at Bank of America. Outside of his advisory work, he is the founder of The Rabbott Company, which creates children's books and toys. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, offering asset allocation and planning analyses to support client decision-making.

Daniel Green is a CFP®-designated financial advisor with Edward Jones in Ft Worth, TX, where he has worked since 2003. He holds Series 63 and Series 66 licenses and has 22 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and supported by a large nationwide network of advisors and branch offices.

Marty Ballesteros is a financial advisor with Cambridge Investment Research Advisors in Arlington, TX, holding a Series 66 credential and 13 years of industry experience. He has been with Cambridge Investment Research Advisors since 2014 and has held advisory roles within the Cambridge organization since 2012. In addition to his advisory work, he operates as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individual, pension, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and supports both discretionary and non-discretionary management through various platforms and proprietary model strategies.

Michael Dao is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2012, including a brief tenure at Cetera in 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory program emphasizes non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Robert Neander is a Series 66 licensed financial advisor with Wells Fargo Clearing in Fort Worth, TX, bringing 25 years of industry experience. His career includes roles at Merrill and various Wells Fargo entities since 2005. 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 advisors and offers both brokerage and advisory solutions.

Carlos Garfias is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His work history includes multiple roles at Bank of America and Merrill since 2021. Prior to entering the financial industry, he worked at Graybar Electric Company and spent time in academic settings. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Marcus Mainord is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2007. Outside of his advisory role, he is a partner in STMJ LLC, a recreational real estate venture. 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 searches, and customized performance reporting. The firm uses a centralized due diligence process and offers access to derivatives and commodities capabilities through its broader regulatory registrations.

Jeanna Cook Garcia is a financial advisor with J.P. Morgan Securities in Grand Prairie, TX, holding Series 63 and Series 66 licenses and offering 27 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and previously was with Chase Investment Services Corp. from 2005 to 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative manager due diligence and focuses on customized asset allocation advice while clients retain final decision-making authority.

Hailey Thibodeaux is a financial advisor with Equitable Advisors in Fort Worth, TX, holding Series 63 and Series 65 licenses and having four years of industry experience. Her work history includes roles at MMR Group, BBP Sales, and Posh Boutique. Equitable Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs through a broad network of Investment Adviser Representatives and third-party managers.

Morgan Duvall is a Wealth Management Advisor at Merrill Lynch Wealth Management based in Fort Worth, Texas. He is responsible for the wealth planning activities for his team and brings a background in Information & Operations Management from Texas A&M University. Morgan transitioned to financial advising after starting his career in supply chain management consulting, joining Merrill Lynch in 2014. Morgan earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2016 and holds additional credentials including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His client focus areas include education planning, family wealth management strategies, services for endowments, foundations and non-profits, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, socially responsible and ESG investing, as well as women and wealth. Outside of his professional work, Morgan enjoys adventure sports, baseball, boating, camping, fishing, hunting, skiing, and spending time with his family. He is involved in community organizations such as Christ Chapel Bible Church, Ducks Unlimited, and Westside Little League.

Amanda Schrama is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. She holds the Series 66 designation and has previously worked at New York Life Investments, Nuveen Asset Management, Nuveen Securities, Deutsche Asset Distributors, and Morgan Stanley. 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 services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Deana Butler is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 19 years of industry experience. She has worked at multiple firms, including SagePoint Financial and Charles R. Green & Associates, where she also serves as Vice President of Operations. OSAIC serves a diverse client base, including retail and institutional investors, offering a range of brokerage and advisory services through a multi-advisor platform that emphasizes model-based asset allocation and portfolio optimization.

Robin Barry is a financial advisor at Stifel with 28 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has worked at Stifel Nicolaus & Co Inc since 2021. Prior to that, he was with Rockefeller Financial LLC for one year and Morgan Stanley for six years. Outside of his advisory role, he works as an independent contractor providing babysitting and pet sitting services. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group, supporting client asset allocation and planning decisions.

Vicki Russell is a financial advisor at Wells Fargo Clearing in Fort Worth, TX, with 10 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Wells Fargo Bank and its affiliated clearing firm since 1999. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets across a large network of advisors, providing both brokerage and advisory solutions with a focus on research-driven investment strategies.

Hillery Emms is a financial advisor with Robert W. Baird & Co. in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Robert W. Baird since 2013. The DDK Group, part of Robert W. Baird’s Private Wealth Management practice, serves individuals, families, pensions, corporations, and institutional clients by providing financial planning, portfolio management, and brokerage services. The team customizes strategies using a mix of in-house and third-party managers, offering a range of traditional and non-traditional investment approaches.

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.

Stanley Schiewe is a CFP® professional with 27 years of industry experience, currently affiliated with Cetera in Bedford, TX. He has held various roles at firms including Avantax, Northern Lights Distributors, Sierra Investment Management, and others. He also serves as a financial advisor with Roadmap Wealth Management, providing services such as retirement planning, estate planning, and investment portfolio reviews. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services, leveraging multiple program structures and third-party managers.

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.