Ryan Fisk is a financial advisor with Ameriprise based in Benbrook, TX, holding a Series 66 designation and one year of industry experience. His work history includes multiple engagements with Ameriprise and a consulting role at Fisk Consulting Group. He also has experience outside the financial industry, including roles at Tulane University and Trinity Valley School. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with a centralized consulting team to deliver personalized, algorithm-supported planning.

Edward De Pue is a financial advisor with Edward Jones in North Richland Hills, TX, holding Series 63 and Series 66 licenses and 30 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jason Valek is a Certified Financial Planner (CFP®) with 13 years of industry experience. He has been with Edward Jones since 2012. 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 supported by a nationwide network of more than 23,700 financial advisors.

Timothy Parker is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His career includes roles at IMS, the University of North Texas, and Film Alley. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Christopher Smith is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including J.P. Morgan Securities, Bank of America, Merrill, and Benco. He is also the owner of Carter Madison Real Estate LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Charles Bullard is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms including Fisher Investments, Charles Schwab, and TD Ameritrade. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Anne Marie Curtis is a Series 66-licensed financial advisor with LPL Financial in Fort Worth, TX, bringing three years of industry experience. Before joining LPL Financial in 2026, she worked at Edward Jones for four years and has held roles in educational and church settings. 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 and access to various investment strategies, supported by a large network of advisors and advanced operational tools.

Frank Trivett is a financial advisor with Primerica Advisors in Mansfield, TX, holding Series 63 and Series 65 licenses. He has four years of industry experience, including ten years at Wells Fargo Bank NA. Outside of his advisory role, he works as a survey site measurer for an architectural firm in Fort Worth. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-based strategies and separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Courtney Chatfield is a financial advisor with Raymond James Financial, holding a Series 63 designation and bringing 35 years of industry experience. She has been with Raymond James Financial Services, Inc. since 1998 and with Raymond James Financial since 2009. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique arrangement with an affiliated municipal advisor.

Emily Farris is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America and Crestline Investors. 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 applying an ESG eligibility framework in its recommendations.

Charlotte Duncan is a Series 66 licensed financial advisor with five years of industry experience, currently affiliated with J.P. Morgan Securities in Fort Worth, TX. Her prior experience includes roles at JPMorgan Chase Bank, N.A., Kimbell Royalty Partners, and First American Payment System. 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 in its investment process.

David Siegel is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. He has worked with J.P. Morgan since 2018 and previously at TD Ameritrade from 2016 to 2018. Outside of his advisory role, Siegel plays guitar in a band that performs live on weekends. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized manager due diligence and applying an ESG eligibility framework in its recommendations.

Sabrina Onderko is a financial advisor with Wells Fargo Clearing in Fort Worth, TX. She holds Series 65 and Series 63 licenses and has been with Wells Fargo entities since 2022. Prior to her current role, she worked at Pennymac Loan Services and spent nearly two decades with The UPS Store. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

William Hill is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and five years of industry experience. His prior roles include positions at J.P. Morgan Securities and JPMorgan Chase Bank. 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 employs over 14,000 advisors, offering both brokerage and advisory solutions.

Jonathan Garza is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has 11 years of industry experience. He has worked with various Fidelity entities since 2015, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it holds distinctive roles such as commodity pool operator registration and advisory responsibilities for multiple funds.

Nechemia Proter is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has been with Cetera and its affiliates since 2013 and is involved in various outside businesses, including ownership and management roles in insurance agencies and risk management consulting, as well as trustee responsibilities for employee benefit programs. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with diverse investment program options, including both discretionary and non-discretionary portfolio management, and manages over $256 billion in assets through a network of more than 10,000 advisors.

Tin Nguyen is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 65 and Series 63 licenses and four years of industry experience. Prior to his current role, he worked at AmeriSave Mortgage Corporation and held positions at Tetra Pak and CarMax. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute with third-party analytics to support diversified investment approaches.

Timothy Wendt is a financial advisor with Edward Jones in Ft. Worth, TX, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of nearly 24,000 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Kaleb Wilson is a financial advisor with Merrill in Fort Worth, TX, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Arvest Bank, Adaptation Financial, and American Fidelity, as well as several years in academic and medical administration. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Gregory Davis is a financial advisor at Morgan Stanley in Fort Worth, TX, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2013. Morgan Stanley Wealth Management provides a wide range of advisory programs for individuals and institutional clients, including tailored financial planning through dedicated advisory teams. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.