Richard Hancock is a financial advisor with Primerica Advisors in Mansfield, TX, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked with PFS Investments, Inc. since 2008 and Primerica Financial Services since 2001. Outside of advising, Hancock is the owner of Tapenvy.US, LLC and serves as treasurer and co-founder of Devs for Change Inc., a nonprofit organization. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and separately managed accounts primarily to individual and high-net-worth clients. The firm employs third-party asset managers and has a tiered wrap-fee structure with ongoing oversight of its model portfolios.

Savannah Petronis is a financial advisor with Robert W. Baird & Co. in Fort Worth, TX, holding a Series 66 designation and 11 years of industry experience. She previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of her advisory role, she serves as Treasurer and Board Member for the Fort Worth Delta Delta Delta Alumnae Charities. She is part of The DDK Group at Robert W. Baird & Co., which provides tailored wealth management services to individuals, families, institutions, and charitable organizations, offering a range of portfolio management and consulting solutions including discretionary and non-discretionary strategies.

Joseph Sholden is a financial advisor at Robert Baird & Co. with 28 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he has involvement with mineral rights related to Total Energies E&P Barnett USA. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients with customized financial planning and portfolio management services. The group employs a variety of strategies including discretionary and non-discretionary management, SMA programs, and overlay services, and also provides municipal advisory and public finance services.

Elizabeth Stucker is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and two years of industry experience. She has been with Wells Fargo since 2022 and has prior work history at Colonial Country Club, Barnes and Noble, and Baylor University. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other sources.

Cady Lake is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Arlington, TX, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. Prior to his current roles, he spent 15 years with Raymond James & Associates and has been with ZCS Wealth Management since 2021. Outside of his advisory work, Lake plays the organ and occasionally sings with the choir at St Mary the Virgin Catholic Church. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored non-discretionary advisory services using advanced analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Bruce Border is a CFP®-certified financial advisor with Edward Jones in Fort Worth, TX, and has 33 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1992. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports its services with a large nationwide network of financial advisors and branch offices.

Adam McDonald is the Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2018. He has over 20 years of experience in the financial services industry, having held several positions at Fidelity Investments including Financial Consultant, Relationship Manager, Financial Representative, Retirement Solutions Representative, Fixed Income Specialist, Investments Representative, and Trader since 2004. His extensive experience encompasses various aspects of financial consulting and investment management. Adam collaborates with clients to develop personalized wealth strategies tailored to their unique financial goals. He holds insurance licenses in Arkansas and California, enabling him to provide comprehensive financial planning services. Outside of his professional work, Adam's personal interests include baseball, camping, family activities, fishing, hiking, and traveling.

Chelsea Magby is a financial advisor with LPL Financial in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. Her prior roles include positions at Southside Bank, Raymond James Financial Services, and Chase Investment Services Corp. Outside of her advisory role, she is involved with CM Butterfly, a non-investment related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Michael Hyatt is a financial advisor with UBS Financial Services in Fort Worth, TX, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has been with UBS since 1992. His other activities include overseeing scholarship allocations for the Iron Phi Foundation, serving on the board and executive committee of the Fort Worth Zoo Association as treasurer, and participating in charitable oversight for Sister Cities International Foundation and investment review for Pacific Retirement Services, Inc. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings that include financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment strategies to clients’ goals and risk tolerances.

Gilbert Little is a financial advisor with LPL Financial based in Fort Worth, TX. He holds a Series 66 designation and has 10 years of industry experience. His career includes prior roles at Ameriprise, Raymond James Financial Services, and BBVA, among others. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning and investment management solutions.

Kristi Traylor is a financial advisor at Morgan Stanley with 42 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Morgan Stanley and UBS Financial Services. Traylor is a co-owner of a rental property business in Granbury, Texas. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with comprehensive financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside various investment and private fund activities.

Jeffery Trentham is a financial advisor at Edward Jones in Arlington, TX, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

James Taylor is a financial advisor at Equitable Advisors in Fort Worth, TX, with 29 years of industry experience. He has held his current position since 1999 and holds Series 63 and Series 65 licenses. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Krystal Lopez is a financial advisor with UBS Financial Services and holds a Series 66 designation. She has eight years of industry experience, including prior roles at Morgan Stanley, JPMorgan Securities LLC, and JPMorgan Chase Bank. Before entering the financial sector, she worked at Lululemon for two years. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Wade Grimes is a financial advisor at Cetera with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Foresters Advisory Services LLC and Foresters Financial. Outside of his advisory role, he is a board member of Brothers Keepers, an organization that helps injured veterans. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Robin Webb is a financial professional with Cetera, holding Series 63 and Series 65 licenses and two years of industry experience. His previous experience includes roles at Coble Cravens Investments and Insurance and Eagle Financial Group. Outside of finance, Webb serves as a vice-president and instructor at Texas Baptist Bible College, is a board member of Beech Mountain Bible Conference, and works as a high school baseball umpire. Cetera Investment Advisers LLC is a nationwide SEC-registered advisor serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform, combining affiliated and third-party managers, with more than 10,000 advisors and $256 billion in assets under management.

John Dull Jr. is a financial advisor with UBS Financial Services in Ft. Worth, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with UBS since 2001. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Matthew Lindsey is a financial advisor with LPL Financial in Fort Worth, TX, holding Series 63 and Series 65 licenses and having nine years of industry experience. His prior roles include positions at Cetera and Foresters Financial Services. Outside of his advisory work, he was involved with the Amon Carter Museum of American Art for five years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technology and operational resources.

Meredith Campbell is a financial advisor at Stifel with six years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services and Fidelity Brokerage Services. Campbell is involved in the Junior Women's Club of Fort Worth, where she serves as president of a sub-club and leads monthly programs and socials. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates a proprietary methodology developed by its Investment Strategy Group that uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Douglas Amyett is a financial advisor with UBS Financial Services in Ft. Worth, TX, holding Series 63 and Series 65 licenses and having 32 years of industry experience. He has been with UBS since 2006. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and affiliated banking and lending programs.