Camille Northcutt is a Series 66-licensed financial advisor with Merrill, based in Fort Worth, TX, and has 25 years of industry experience. She has been with Merrill since 2001. 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 strategies for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sheila Simpsen is a Planning Consultant at Fidelity Investments. She has been with Fidelity Investments since 2023, initially serving as a Transition Services Specialist before moving into the role of Investment Consultant in 2024. In 2025, she became a Planning Consultant, focusing on assisting clients in developing clear financial plans and helping them navigate towards their goals with resilience. Throughout her career at Fidelity, Sheila has built experience in financial planning and investment consulting. She works closely with clients to help them pursue their desired lifestyles through crafted financial strategies. Outside of work, Sheila spends time with her husband and their adult children. She has personal interests that include fitness, football, kayaking, pets, pilates, and traveling.

Rodrick Logan is a financial advisor with Primerica Advisors in Duncanville, TX, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been with Primerica Financial Services and Primerica Advisors since 1997. Outside of his advisory role, he manages Logan GCT Enterprises LLC, a legal entity formed for Primerica business purposes. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies created by unaffiliated asset managers and offers discretionary separately managed account options, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Steven Kleiber is a CFP® and PFS™ with 25 years of experience in financial advising. He is currently with Cetera and has held prior roles at Avantax Investment Services and 1ST Global Advisors among others. Kleiber is also a member manager of Kleiber and Associates CPAs PLLC, a tax and accounting firm, and serves on the fundraising committee for the Helmcamp Memorial Scholarship through the Cleburne Education Foundation. Additionally, he is the treasurer of the Arlington Rotary Foundation, which awards scholarships to high school seniors. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers various portfolio management and financial planning services, including access to multiple third-party managers and model portfolios, managing over $256 billion in assets with more than 10,000 advisors.

Jon Wych is a financial advisor with LPL Financial in Arlington, TX, holding Series 63 and Series 66 credentials and 26 years of industry experience. His prior roles include positions at Nations Financial Group, Merrill, and A. G. Edwards & Sons. In addition to his advisory work, he serves as a notary in Arlington, dedicating a small portion of his time to this role. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment approaches including financial planning, model portfolios, third-party asset management, and institutional platforms.

Matthew Bingham is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. Prior to joining LPL in 2025, he worked at Ameriprise from 2018 to 2025 and has held positions in the energy and construction sectors. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, and institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary research and third-party strategies.

Kristina Williams is a Financial Consultant at Fidelity Investments, a position she has held since 2023. She has been with Fidelity Investments since 2019, serving in various roles including Planning Consultant, Workplace Planning Consultant, and Customer Relationship Advocate. Her professional focus is on partnering with individuals to help create strong financial plans, guided by integrity and Fidelity's client commitment standards. Kristina holds insurance licenses in Arkansas and California. Outside of her professional work, she enjoys board games, cooking and baking, social events with friends, gardening, pilates, and reading.

Kimberly Burns is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at JPMorgan Securities LLC since 2006 and JPMorgan Chase Bank NA since 2017. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence and an ESG eligibility framework, supported by affiliates offering implementation and portfolio services.

Jordan Hyles is a financial advisor at Charles Schwab with five years of industry experience. He holds the Series 65 and Series 63 designations and has worked at Charles Schwab and Charles Schwab Bank since 2021, with prior experience at TD Ameritrade. Outside of finance, he has worked in retail and community roles, including at Urban Pet Market & Boutique and Live Oak Church. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering wealth advisory, brokerage, custody, and financial planning services through integrated wrap fee programs and both non-discretionary and discretionary investment management options.

Alexander Watson is a financial advisor at Ameriprise Financial Services with one year of industry experience. He holds the Series 66 designation and previously worked at Styre Wealth for two years. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice, utilizing proprietary research and third-party data within a defined investment framework.

Nita Wallace is a financial advisor with Primerica Advisors in Mansfield, TX, holding Series 63 and Series 65 licenses and 15 years of industry experience. She has worked with PFS Investments Inc. since 2010 and Primerica Financial Services since 2009. Outside of her advisory role, she receives compensation for referrals related to home security and automation products and holds oil and gas mineral rights. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively offered separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Sumeet Jain is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 66 licenses and 14 years of industry experience. His career includes roles at Wells Fargo Bank NA and Wells Fargo Clearing dating back to 2011. 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 its investment institute with third-party analytics to support diversified portfolio strategies.

Benjamin Hopper is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at PricewaterhouseCoopers for five years. His background also includes five years of full-time education. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets through a large network of financial advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.

Daniel Sanchez is a Financial Consultant I at Fidelity Investments, a position he has held since 2025. Prior to this role, he served as a Planning Consultant from 2024 to 2025 and as a Relationship Manager from 2023 to 2024 within the same organization. He holds an Arkansas Insurance License. In his role, Daniel partners with clients and their families to develop personalized financial plans that align with their unique goals and values. He emphasizes building lasting relationships through trust, open communication, and ongoing support as clients' needs evolve. Outside of his professional responsibilities, Daniel has personal interests that include fitness, football, golf, music, outdoor adventures, and pets.

Layla Adams is a Financial Consultant at Fidelity Investments, a role she has held since 2023. She has a background in wealth management and financial analysis, with prior experience as a Wealth Advisor at Citigroup Global Markets Inc. from 2021 to 2023 and as a Portfolio Analyst at True North Advisors between 2020 and 2021. Her career also includes positions in trading and client service roles within the financial sector. Ms. Adams holds a California Insurance License, enabling her to provide insurance-related financial advice. She began her career in the financial industry in 2016 as a Bank Teller at Fort Worth Community Credit Union and has since built experience across various facets of finance. Outside of her professional work, Layla engages in activities such as comedy, reading, and running.

Karla Barker is a financial advisor with Raymond James Financial Services Advisors, Inc. in Fort Worth, TX. She holds a Series 66 designation and has 18 years of industry experience, including 13 years at LPL Financial and five years at Edward Jones. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through specialized advisory programs.

Evan Johnson is a financial advisor with J.P. Morgan Securities based in Fort Worth, TX. He holds a Series 66 designation and has two years of experience in the industry. His prior work includes roles at JPMorgan Chase Bank and positions outside of financial services in companies such as Kendra Scott, LLC and Cameron Mitchell Restaurants LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a centralized manager solutions team.

Thomas Kroehle Jr. is a financial advisor at OSAIC with 25 years of industry experience. He holds a Series 66 designation and has previous experience at Securities America, Kestra Financial Services, and Veravest Investment Advisors. Outside of his advisory role, he is actively involved in supporting families with special needs through nonprofit leadership, consulting, and educational initiatives, and he also serves as a racing and driver education instructor with the Porsche Club of America. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers a wide range of brokerage and advisory services with a model-based investment approach that supports portfolio optimization, discretionary and advisor-managed strategies, and access to alternative investments through various affiliated platforms.

Macy Davis is a financial advisor with Equitable Advisors in Fort Worth, TX, holding Series 63 and Series 66 designations and two years of industry experience. Her prior work includes roles at Vogt RV, Golf Genius, Leaderboard of Dallas, and Trophy Club Country Club. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm emphasizes matching clients to investment models or discretionary managers, utilizing both proprietary and third-party programs.

Justine Elie is a financial advisor at LPL Financial with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including North Capital Private Securities Corporation and TD Ameritrade. She is based in Fort Worth, TX. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.