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 29 years of industry experience. He has been with Equitable Advisors and its predecessor firms since 2005, following eight years at Mony Securities Corporation. He is a partner in SEEBECK & ASSOCIATES I, LP, a holding company. 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 a range of third-party asset managers and advisory platforms.

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 with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 licenses and having 30 years of industry experience. He previously worked at Merrill for 13 years before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm offers a range of brokerage and advisory solutions supported by research and analytics, managing approximately $671 billion in assets with over 14,000 financial advisors.

Johnathan Beavers is a financial advisor with Charles Schwab in Fort Worth, TX, holding Series 63 and Series 65 licenses and accumulating three years of industry experience. His prior work history includes roles at Verizon, Best Buy, Exeter Finance LLC, Portfolio Recovery Associates, and Walmart. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance with multi-asset model portfolios and a centralized operational structure.

Mary Brammer is a financial advisor at Raymond James & Associates with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has previous experience at Bank of America, N.A. and Merrill. Based in Fort Worth, TX, she has been with Raymond James & Associates since 2023. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutions, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services with a variety of portfolio management styles and affiliated research resources.

Emily Stroud is a CFA® charterholder and Series 63 licensee with 23 years of industry experience. She is currently with LPL Financial and previously worked for Cambridge Investment Research Advisors, INC. Stroud has operated her own firm, Stroud Financial Management, Inc., since 2005. She is also an author of the book *Faithful Finance* and hosts a streaming TV show titled *Faithful Finance, Live*. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by a network of over 22,800 advisors.

Fatima Romo is a Financial Advisor with Merrill Lynch Wealth Management. She holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Fatima provides financial guidance and advisory services to her clients, focusing on retirement planning and investment management. She completed her high school education at Grand Prairie High School. Fatima is proficient in both English and Spanish.

Arthur Nicodemus III is a ChFC®-designated financial advisor with 44 years of industry experience. He is currently with LPL Financial, having joined in 2025, and previously worked for Madison Avenue Securities, Inc. for 16 years. Nicodemus also operates as an independent insurance agent. 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.

Jordan Lenderman is a financial advisor at Equitable Advisors in Fort Worth, TX, holding a Series 66 designation with six years of industry experience. Prior to joining Equitable Advisors, he worked at AXA Advisors and has experience in roles at Postmates, DoorDash, and the Walton College of Business. He is also the owner of Jordan Lenderman LLC. 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 and third-party managers.

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.

Brandon Brinkman is a financial advisor with Raymond James Financial in Fort Worth, TX, holding Series 63 and Series 65 licenses and 19 years of industry experience. His career includes roles at LPL Financial, Edward Jones, and Banc of America Investment Services. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning tools and supports clients through advisory programs, including specialized municipal and public-finance services.

Natalie Soto is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 65 and Series 63 licenses and nine years of industry experience. She previously worked at J.P. Morgan Chase Bank and J.P. Morgan Securities for seven years before joining Wells Fargo in 2023. 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 third-party sources.

Jacob Mallison is a Wealth Management Advisor with Merrill Lynch Wealth Management, leveraging the global resources of Merrill to provide comprehensive wealth management services. Since joining Merrill in 2017, he has focused on serving corporate executives and their families, helping them integrate corporate benefit programs such as equity compensation, defined benefit, defined contribution, and nonqualified deferred compensation plans into long-term financial strategies. Jacob has five years of experience in the financial services industry and specializes in education planning, employee benefits planning, managing new wealth, special needs planning strategies, and tax minimization. He holds a Bachelor's Degree from the Texas A&M University System, graduating in 2018, and is a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). He is a member of several professional organizations including the Corps of Cadets Association, Real Estate Council of Greater Fort Worth, and Ross Volunteer Association. Outside of work, Jacob is involved with Paradox Church and enjoys camping, football, running, traveling, and volleyball.

Aubrey Edgington is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. She has been with Merrill since 2016 and previously worked at Darden-Eddie V's Prime Seafood. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Frances Peeples is a financial advisor with Stifel in Fort Worth, TX, holding a Series 63 designation and 30 years of industry experience. She worked at Merrill for 25 years before joining Stifel Nicolaus & Co. Inc. in 2019. Peeples is also a commissioned Notary Public. Stifel serves individuals, institutional clients, and charitable organizations by providing brokerage and investment advisory services, including financial planning and third-party adviser recommendations. The firm’s investment guidance relies on proprietary methodologies developed by its Investment Strategy Group, with services tailored to client discretion and needs.

Joshua Biering is a financial advisor with Raymond James & Associates in Fort Worth, TX, holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining Raymond James in 2024, he worked six years with JPMorgan Securities LLC and JPMorgan Chase. He serves as a board member and finance committee member for the nonprofit organization Folds of Honor North Texas. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutions, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional advisory services.

Vern Holifield is a financial advisor with Edward Jones in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Edward Jones since 1996. 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, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Ana Ban is a financial advisor at Morgan Stanley with 18 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and holds a Series 66 designation. Based in Fort Worth, TX, she has spent the majority of her career at this firm. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.