Mitchell Nelson is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he contributes to client service, relationship management, and investment goal achievement as part of the Ryan & Associates team. He specializes in education planning, family wealth management strategies, defined benefit and contribution plan services, retirement planning, philanthropic planning, and portfolio management. He holds the Series 7 and 66 FINRA registrations, as well as the designations of Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Mitchell earned a Bachelor's degree in Communications from Colorado State University in 2009. Prior to joining Merrill in June 2015, he served five years as an artillery officer in the United States Marine Corps. His military experience has influenced his approach to client care and leadership. Mitchell also has a background in retail and automotive industries, where he developed management skills and client relationships. Outside of his professional responsibilities, Mitchell is involved in supporting youth sports and serves on local boards focused on youth development. He resides in Brock with his wife Laura and their two sons, Jaxon and Hayes. His personal interests include camping, fishing, football, golfing, hunting, ice hockey, soccer, and spending time with his family.

Kaden Millard is a financial advisor with Ameriprise in Fort Worth, TX, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Ameriprise, he worked at 49 Financial and has experience outside finance, including two years at Mamaka Bowls. Ameriprise is an institutional firm that offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide annual, customized recommendations through a centralized consulting team.

Austin Barr is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding Series 63 and Series 65 licenses and having seven years of industry experience. Prior to his current role, he worked at Goldman Sachs and served six years in the U.S. Army. He serves as Finance Committee Chair and a board member for Catholic Charities Fort Worth, a nonprofit organization. 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 selection, and customized performance reporting, with clients retaining final decision-making authority.

Ariel Canales is a financial advisor with J.P. Morgan Securities in Ft. Worth, TX, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Equitable Financial Life Insurance and AXA Advisors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Corwyn Yeske is a financial advisor with Equitable Advisors in Fort Worth, TX, holding Series 63 and Series 65 licenses and three years of industry experience. He also operates CSN LLC as a network field technician on a part-time basis. 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, utilizing a range of advisory programs including third-party asset managers and LPL-sponsored offerings.

Mayra Hernandez is an Executive Planning Consultant at Fidelity Investments, where she partners with clients to help them understand their company benefits and explore strategies supporting their financial objectives. She emphasizes building relationships based on trust to create plans aligned with each client's unique goals and vision for the future. Her experience at Fidelity Investments spans multiple roles since 2015, including positions as Executive Planning Consultant, Benefits Planning Consultant, and various Workplace Planning & Guidance Consultant levels. This progression reflects her continued growth and expertise in benefits and financial planning within the company's Executive Services division. Mayra holds a California Insurance License and engages in personal interests such as camping, family activities, fitness, social events with friends, hiking, and running.

Deacon Patterson is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 66 and Series 63 licenses and one year of industry experience. Prior to Wells Fargo, he worked at Empower Advisory Group, Empower Financial Services, Heritage Pool Supplies, and Strategic Financial Partners. Outside of finance, he owns a lawn service and maintenance business, Patterson Lawn & Land Management. 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 manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions.

Kerri Connellan is a financial advisor with Morgan Stanley in Fort Worth, TX, holding a Series 66 designation and 25 years of industry experience. She has worked at Morgan Stanley and its affiliated Private Bank since 2015, and previously at Barclays Capital Inc. and Lehman Brothers Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm uses structured planning tools and modeling techniques as part of its process and manages approximately $2.74 trillion in client assets.

Courtney Hurt is a financial advisor at J.P. Morgan Securities in Fort Worth, TX, holding a Series 66 designation with eight years of industry experience. Prior to joining J.P. Morgan Securities in 2025, she worked at Stifel, Merrill, Massachusetts Mutual Life Insurance, and Edward Jones. Outside of her advisory role, she is actively involved in the equestrian community as an owner and partner with the National Cutting Horse Association. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s approach combines quantitative and qualitative research and incorporates ESG considerations within selected investment strategies.

Carlos Menicucci is a CFP® professional with 11 years of experience in the financial services industry. He is currently with Wells Fargo Clearing, having joined in 2025, and previously worked at Cambridge Investment Research Advisors and Merrill. His credentials include Series 66 and Series 63 licenses. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions alongside a range of retirement plan services supported by research from Wells Fargo Investment Institute.

Kayla Hunt is a Series 66 credentialed financial advisor at Edward Jones with eight years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Anthony Kemp is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds a Series 66 designation and has previously worked at J.P. Morgan Securities from 2012 to 2017. Kemp is based in Denton, TX. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s investment approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Corban Alkhayer is a financial advisor with Ameriprise in Fort Worth, TX, holding a Series 66 designation and 10 years of industry experience. He previously worked at Edward Jones for 10 years before joining Ameriprise in 2025. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm employs a centralized consulting team to deliver non-discretionary, algorithm-supported recommendations focused on income sources, tax-smart withdrawal strategies, and Social Security options.

Preston Pavlat is a financial advisor with J.P. Morgan Securities based in Fort Worth, TX, holding Series 63 and Series 66 licenses and 18 years of industry experience. His career includes roles at Merrill, Bank of America, UBS Financial Services, First Command Financial Services, and Fidelity Investments. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm uses a combination of quantitative screening and qualitative research supported by a manager solutions team to develop model asset allocations.

Lance Kerr is a financial advisor with Primerica Advisors in Bridgeport, TX, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has been with Primerica Advisors since 1996 and with Primerica Financial Services since 1993. Outside of his advisory role, he is the owner of LSK Farms, a wedding and events venue. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients within a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities, maintaining oversight of investment models and fee arrangements.

Rachel Berardi is a Series 66-licensed financial advisor at Ameriprise in Fort Worth, TX, with 10 years of industry experience. She has been with Ameriprise and its affiliates since 2016. Outside of advisory work, she is involved in independent insurance brokering and is an employee of BEEZ3 LLC, where she manages an advisory business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on reliable income sources and tax-aware withdrawal strategies.

Robert Mercer III is a financial advisor with UBS Financial Services in Ft. Worth, TX, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with UBS Financial Services since 2011. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor investment plans.

Pamela Natvig is a CFP® professional with 26 years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2018, following an 18-year tenure at Ameriprise Financial Services, Inc. She is based in Fort Worth, TX. 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 through a non-discretionary program. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework in its recommendations.

Maci Geltmeier is a Financial Advisor at Merrill Lynch Wealth Management. She specializes in providing personalized financial planning services with a focus on areas such as divorce transition planning, employee benefits planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and individual and corporate investment strategy. Maci holds a Bachelor's degree from Louisiana Tech University and a Master's degree in Finance from the University of Texas at San Antonio. She also holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Her background includes five years as an NCAA Division I student-athlete, contributing to her work ethic and discipline. Outside of her professional work, Maci is interested in adventure sports, biking, golfing, hiking, music, running, soccer, spending time with her family, traveling, and yoga. She aims to build lasting relationships with her clients and help them feel confident about their financial future.

Peter Philpott is a financial advisor with Robert W. Baird & Co. based in Fort Worth, TX. He holds the Series 66 designation and has one year of industry experience, including prior roles at Kleinheinz Capital Partners and Pegasus Resources. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored consulting and portfolio management services using a combination of in-house and third-party managers, with capabilities ranging from traditional equity and fixed-income strategies to more complex and non-traditional investments.