Heidi Knight is a CFP® with 31 years of industry experience. She is currently with LPL Financial and has previously worked at Osaic Wealth, Inc. and Royal Alliance Associates, INC. Knight also operates several investment-related businesses, including tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, with discretionary and non-discretionary management supported by model portfolios and research.

Charles Wade Jr. is an investment advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2014 and is also associated with Pivotal Financial Advisors. Cambridge Investment Research Advisors is an 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 plan advisory services through a network of independent financial professionals using a variety of portfolio management approaches and platform arrangements.

George Oliver IV is a financial advisor with Raymond James & Associates in Fort Worth, TX, holding a Series 63 designation and bringing 30 years of industry experience. Prior to joining Raymond James in 2019, he worked at Robert W Baird & Co Incorp for eight years. He serves on the board and as treasurer for the local Fort Worth chapter of the Society of Financial Service Professionals. 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 clientele including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services supported by a broad network of advisers and affiliated research resources.

Hayden Baker is a financial advisor with Wells Fargo Clearing in Fort Worth, TX. He holds Series 63 and Series 65 licenses and began his advisory career in 2024. Prior to joining Wells Fargo, he held multiple positions in retail and food service industries and completed six years of full-time education. 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.

Ryan Prince is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, GM Financial, and Texas Christian University. Outside of finance, he has experience in the agricultural sector through R&R Production Land & Cattle Co. Inc. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Nathan Carpenter is a financial advisor at Merrill with 18 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2010 and Bank of America, N.A. since 2011. He is based in Fort Worth, TX. 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. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Johnny Meador is a financial advisor with Equitable Advisors in Fort Worth, TX, holding a Series 66 credential and one year of industry experience. Prior to joining Equitable Advisors, he worked at Park Avenue Securities, Guardian Life Insurance Company, and Lone Star Financial. Outside of his advisory role, Meador works part-time as a Callaway golf fitter and is also a licensed real estate agent. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm utilizes LPL-sponsored programs and endorsed TAMPs, managing a substantial portion of assets on a non-discretionary basis while providing credentialed ERISA services under controlled policies.

Fnu Ramneetkaur is a financial advisor at Wells Fargo Clearing in Fort Worth, TX, holding Series 65 and Series 63 licenses with one year of industry experience. Prior to joining Wells Fargo, Ramneetkaur worked at Scotiabank, Royal Bank of Canada, and has experience in self-employment and academia. 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 combines research from Wells Fargo Investment Institute with third-party analytics to support its investment approach.

John Kornman is a financial advisor with Edward Jones in Fort Worth, TX, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard and supporting approximately $1.01 trillion in assets under management through a large network of advisors and branch offices.

Eric Blevins is a Financial Advisor with Merrill Lynch Wealth Management, serving as a Merrill Financial Solutions Advisor. In this role, he works with clients to understand their financial goals and develop strategies to pursue short-, mid-, and long-term objectives. He specializes in areas including general investing, retirement planning, and saving for unexpected expenses. Eric offers ongoing advice and guidance, facilitating access to additional banking, credit, home financing, and small business solutions through Bank of America specialists as needed. Eric holds a Bachelor's Degree from Abilene Christian University and holds the Personal Investment Advisor (PIA) designation.

Mark Seebeck is a financial advisor with Equitable Advisors in Fort Worth, TX, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Equitable Advisors and its predecessor Axa Advisors since 2005. Seebeck is also a partner in SEEBECK & ASSOCIATES I, LP HOLDING COMPANY. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions. The firm provides financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through LPL-sponsored programs and endorsed TAMPs.

John Petrach II is a financial advisor at Edward Jones in Weatherford, TX, with eight years of industry experience. He has been with Edward Jones since 2018 and previously worked for General Motors Corporation for 31 years. Outside of advising, he is involved with BKV Barrnett, LLC, which holds gas rights in Bridgeport, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options, supported by a large national network of advisors and branch offices.

Kerry Davies is a financial advisor with Merrill in Fort Worth, TX, holding a Series 66 designation and 25 years of industry experience. He has been with Merrill since 1996. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Dustin Ater is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo in various capacities since 2009. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking, with a broader range of financial product options than many large institutional advisors.

Mary Brammer is a financial advisor at Raymond James & Associates with 17 years of industry experience. She holds the Series 63 and Series 66 credentials and previously worked at Bank of America and Merrill. 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 municipal entities, offering financial planning, investment consulting, and specialized municipal advisory services.

Emily Stroud is a CFA® charterholder and Series 63 licensee based in Fort Worth, TX, with 23 years of industry experience. She has worked at LPL Financial since 2026 and previously spent 13 years with Cambridge Investment Research Advisors. In addition to her advisory work, she is the author of the book *Faithful Finance* and hosts a streaming TV show by the same name. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, institutional clients, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and utilizes model portfolios and research from various sources to support discretionary and non-discretionary management strategies.

Fatima Romo is a Financial Advisor at Merrill Lynch Wealth Management. She provides financial advice and planning services to clients within the firm's wealth management division. Fatima completed her high school education at Grand Prairie High School, where she earned her High School Diploma. Further details about her professional experience, specific areas of expertise, and credentials have not been provided. No additional information regarding personal interests or community involvement is available.

Arthur Nicodemus III is a financial advisor at LPL Financial with 44 years of industry experience. He holds the ChFC® and Series 63 designations and has previously worked for Madison Avenue Securities, Inc. for 16 years. In addition to his advisory role, he has operated as an independent insurance agent since 1978. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research to support diversified investment strategies.

Jordan Lenderman is a financial advisor with Equitable Advisors in Fort Worth, TX, holding a Series 66 credential and six years of industry experience. His prior work includes roles at AXA Advisors, Postmates, DoorDash, and the Walton College of Business. He is also the owner of Jordan Lenderman LLC, a separate business activity. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working extensively through program sponsors and third-party managers to provide advisory and brokerage solutions.

Tieg Bryan is a CFP® with 20 years of industry experience, currently affiliated with Ameriprise in Weatherford, TX. His career includes roles at Wells Fargo Clearing Services LLC and multiple Ameriprise entities. Ameriprise provides a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, offering written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support its clients and delivers these services through a centralized consulting team in partnership with financial advisors.