Kendall Inman is a CFP® with seven years of industry experience, currently serving as a financial advisor at Robert Baird & Co. He previously worked at Wells Fargo Clearing Services LLC and Ameriprise Financial Services Inc. Before entering the financial industry, he was affiliated with the University of Texas at Arlington. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, employing both in-house and third-party managers across traditional and non-traditional investment strategies.

Uriel Batista is a financial advisor at LPL Financial with 11 years of industry experience. He holds the Series 66 designation and has previously worked at CUSO Financial Services, InTouch Credit Union, and Capital One Investing. Batista is a co-owner of Baxel, Inc., a business based in Richland Hills, TX. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs and brokerage services, offering both discretionary and non-discretionary management supported by research and multiple portfolio strategies.

Jesse Suffield is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding a Series 66 designation and 13 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked with WELLS FARGO Advisors, LLC and Wells Fargo Bank NA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

James Boaz is a financial advisor with LPL Financial in Fort Worth, TX, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he serves as a co-trustee of the Boaz 2003 Revocable Trust. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and brokerage services, employing both discretionary and non-discretionary portfolio management with access to model portfolios and research from multiple sources.

Andre Rivers is a financial advisor with Wells Fargo Advisors who holds Series 63 and Series 66 licenses and has 20 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including niche areas such as business-owner transition planning, sports and entertainment planning, and special-needs analysis.

Joshua Eslick is a financial advisor at Morgan Stanley in Fort Worth, TX, with 8 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Charles Schwab, TD Ameritrade, Verizon Wireless, Marriott/Fairfield Inn & Suites, and 4J Business Solutions LLC. Morgan Stanley Wealth Management provides advisory services and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes a structured planning process supported by firm-approved tools and offers a range of investment and advisory programs through its Financial Advisors and Estate Planning Strategies Group.

Ethan Guardiola is a financial advisor with Merrill in Fort Worth, TX, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America and Texas Tech University. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Stephan House is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at TIAA, TD Ameritrade, Fidelity Investments, and Precision Castings of Arkansas. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Don Reynolds III is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 13 years of industry experience. He previously worked at Ameriprise Financial Services Inc and RBC Capital Markets. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. 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 among its investment offerings.

Wen Chen is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing experience since 2012 in helping clients develop personalized financial strategies. Wen focuses on understanding clients' objectives, goals, and risk tolerance, offering guidance in areas including retirement income planning, college education planning, divorce transition, family wealth management strategies, legacy and LGBT wealth planning, small business strategies, and tax minimization. Wen aims to provide clear communication and strategies that seek to maximize returns while minimizing portfolio risk. Wen holds a Master of Business Administration with a finance concentration and a Master of Science in Biology from the University of North Carolina at Charlotte, as well as a bachelor's degree from Shanghai University of Traditional Chinese Medicine and Pharmacology. Wen has earned the Personal Investment Advisor (PIA) designation and is affiliated with the US-China Chamber of Commerce. Beyond professional commitments, Wen participates in community involvement through the Association of Chinese Professionals in DFW and volunteers with nonprofit organizations. Personal interests include cooking, dancing (ballet and ballroom), hiking, painting, woodworking, traveling, and spending time with family. Wen’s approach emphasizes working one-on-one with clients to create financial strategies aligned with their long-term goals.

Chiedza Kamhere is a financial advisor at Merrill with one year of industry experience and a Series 66 designation. Prior to joining Merrill, she worked at Bank of America, N.A. and Chase Bank, and has additional work experience with Uber Technologies, where she currently performs driving and delivery services. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, pension plans, and charitable organizations.

Stephanie Wooldridge is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has worked with J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2011. Outside of her advisory role, she serves as a board member and treasurer for the Garner Fine Arts Academy PTA, managing budgeting and financial reporting for the nonprofit. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm delivers these services on a non-discretionary basis, combining institutional advisory operations with brokerage, distribution, and investment management capabilities.

Autumn Broussard is a financial advisor at Merrill with one year of industry experience. She holds a Series 66 credential and has prior experience at Raymond James and Washington & Associates, LLC, as well as academic roles at Texas State University and Lamar University. Merrill provides managed account services through the Select Portfolio Solutions program to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm offers a range of model-based, discretionary, and tax-aware investment strategies, supported by integration with Bank of America’s broader corporate platform.

Don Marable is a CFP® professional at Edward Jones with 22 years of industry experience. He has been with Edward Jones in Fort Worth, TX since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee strategies and separately managed accounts, supported by a large network of advisors and branch offices across the United States.

Jackson Hale is a Financial Consultant currently working with Fidelity Investments since 2024. He focuses on creating customized financial experiences for families in and around Fort Worth, providing education, resources, and guidance to support their financial goals. Jackson's professional experience includes roles at Fidelity Investments and Charles Schwab & Co. At Fidelity, he progressed from Financial Consultant I to Financial Consultant. His tenure at Charles Schwab & Co spanned from 2019 to 2024, where he served as Financial Consultant Academy participant, Investment Consultant, and Vice President-Financial Consultant. Outside of his professional work, Jackson enjoys family activities, football, hiking, parenthood, running, and skiing.

Braden Givens is a CFP® and Series 66-registered advisor with four years of industry experience. He is currently with OSAIC and has previously worked at several firms including The Rudd Company, Llc and Advisor Resource Council. OSAIC serves a wide range of clients including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of financial advisers. The firm offers integrated brokerage and advisory services, financial planning, and various managed account solutions utilizing asset-allocation tools, risk-tolerance assessments, and third-party platforms.

Peter Reaka is a CFP® with over 31 years of industry experience, currently affiliated with Morgan Stanley in Fort Worth, TX. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he is a one-third owner of a real estate business in South Padre Island, TX. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, utilizing firm-approved tools and methodologies without providing individual security recommendations as part of its standalone planning services.

Richard Baker is a financial advisor with Equitable Advisors, holding a Series 66 designation and 27 years of industry experience. He has worked at Equitable Advisors since 1999 and previously with AXA Advisors, LLC for 21 years. Outside of his advisory work, he is involved with the First Baptist Church Keller as a member of the Ministry Plan/Budget Committee and operates a small side business called Table Toys. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, utilizing multiple advisory channels and third-party tools to tailor services to client goals and risk tolerance.

Nicholas Workman is a Series 66-licensed financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones, he held roles at Deep Ellum Logistics Corp, where he served as president, Bell Helicopter, Tarrant County College, and Lockheed Martin. He is also a board member and campaign chair for the Ryan Family YMCA in Fort Worth, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of more than 23,000 advisors.

Elizabeth Le is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. She has been with Fidelity since 2022, progressing through roles as a Retirement Specialist and Workplace Planning & Advice Consultant before assuming her current position in 2026. In her role, Elizabeth focuses on ensuring that planning needs are met with high standards by identifying unique goals, addressing inefficiencies, and working toward successfully meeting objectives. Her experience spans benefits planning and retirement consulting within the investment services sector. Outside of her professional work, Elizabeth has interests in art, hiking, museums, outdoor adventures, and yoga.