Keith Young is a Series 66-licensed financial advisor with seven years of industry experience, currently with LPL Financial in Fort Worth, TX. Prior to joining LPL Financial in 2026, he worked seven years at Edward Jones and has held roles at multiple firms including Benham Corp, Connie Benham, Waddell and Reed, and ROE Outfitters. He also served four years in the Oregon Army National Guard. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management options, supported by technology tools and a broad platform that includes insurance and banking partnerships.

Joseph Queppet II is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 licenses and seven years of industry experience. His background includes roles at J.P. Morgan Securities, J.P. Morgan Chase Bank, and Bank of America. Outside of finance, he works as a storm restoration consultant for NTV Solutions, a construction and solar sales company. 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 both brokerage and advisory solutions.

Mark Stamm is a financial advisor at Edward Jones with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients and manages approximately $1.01 trillion in assets. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Caleb Jerome is a Series 66 licensed advisor with J.P. Morgan Securities in Fort Worth, TX, and has four years of industry experience. His work history includes roles at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities since 2022, as well as various positions outside the financial sector. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, and endowments. Their advisory approach combines quantitative and qualitative manager research, focusing on asset allocation advice and customized performance reporting within a non-discretionary framework.

William Callahan III is a financial advisor with Fidelity in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Fidelity and its affiliates since 2005. Outside of his advisory work, he operates an executive coaching and consulting business, Callahan Coaching. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Roy Browning Jr. is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 credentials and bringing 55 years of industry experience. He previously worked for Prudential Equity Group, LLC for 20 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 services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Samuel Fuentes Carmona is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at several major firms, including Bank of America, Merrill, and Regions Bank. In addition to his advisory role, he owns and operates Little Sisters Enterprises, LLC, a party rental business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

David Garcia is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding a Series 66 designation and eight years of industry experience. He previously worked at Merrill and JPMorgan, and operates a home renovation contracting business, Garta Designs LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and both brokerage and advisory solutions. The firm manages approximately $671 billion in assets and integrates research from Wells Fargo Investment Institute with third-party analytics, offering a range of financial products through related bank and insurance affiliates.

Scott Mcconaghy is a Series 66-licensed financial advisor with Merrill in Fort Worth, TX, where he has worked since 2009. He has 20 years of industry experience. In addition to his advisory role, he serves on the Board of Directors for the Tarrant Area Food Bank and is a minority passive owner of FrostBite5 LLC. 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. The firm offers model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Amit Chawla is a financial advisor with Primerica Advisors in Fort Worth, TX, holding Series 63 and Series 65 licenses and possessing 19 years of industry experience. He has been with Primerica Advisors since 2007 and has a longer tenure with Primerica Financial Services dating back to 2002. Outside of his advisory role, he is involved in business consulting as a director and owner of NXT GEN Associates Inc. Primerica Advisors operates a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm delivers advisory services through a large network of advisors using model-based strategies created by unaffiliated asset managers, supported by institutional custodians and overlay managers.

Ashley Lacamp Moore is a financial advisor at Morgan Stanley with eight years of industry experience. She holds a Series 66 credential and has worked with firms including UBS Financial Services and Morgan Stanley Private Bank. Outside of finance, she has longstanding involvement in modeling and commercial acting and serves on multiple nonprofit boards focused on health, youth, and the arts in Fort Worth, Texas. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and investment modeling. The firm manages approximately $2.74 trillion in client assets and delivers services through financial advisors and specialized estate planning groups.

Jonathan Carani is a financial advisor with Edward Jones in Fort Worth, TX, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Strive Real Estate, Dan's Pool Service, and Mamaka Bowls, as well as positions at Texas Christian University and Bellerive Country Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors and offers additional services such as trust company capabilities and securities-based lending.

James Lacamp is a financial advisor with Morgan Stanley in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. Prior to joining Morgan Stanley in 2019, he spent 10 years at UBS Financial Services. Outside of advisory work, he serves on the boards of the Fort Worth Club and the Presbyterian Night Shelter and is involved with the Fort Worth City Pension Board’s advisory and finance committees; he is also engaged in music publishing. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutions with tailored financial planning and investment management. The firm manages trillions in assets and offers a structured planning process that incorporates firm-approved tools and market estimates to assist clients in financial decision-making.

Karen Martin is a CFP® with 37 years of industry experience, currently serving as a financial advisor at Cetera Investment Advisors LLC. Her prior work includes roles at Ameriprise Financial Services, American National Bank of Texas, LPL Financial, and Raymond James Financial. Outside of her advisory work, she holds a volunteer leadership position as chapter president of a nonprofit business networking group in Mansfield, Texas. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services utilizing a multi-manager platform with access to both affiliated and third-party investment strategies.

Adam Broughton is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked within various J.P. Morgan entities since 2012. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research, incorporating forward-looking capital market assumptions to build model asset allocations.

Michael Pannell is a financial advisor with LPL Financial in Fort Worth, TX, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Walsh & Watts, Inc., Pourtastic Tastings, Media 13, and Baylor University. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services through a network of representatives serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of investment options and utilizes various operational and research tools to support its advisors.

Travis Hewuse is a financial advisor with Thrivent Investment Management in Fort Worth, TX, holding Series 66 and Series 63 licenses and having two years of industry experience. Prior to his advisory role, he was affiliated with Thrivent Financial and spent over a decade at First Assembly of God. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement, tax, estate, and special needs planning without including implementation. The firm uses holistic, goal-based analyses and allows clients to combine planning with managed-account services through a consolidated billing option called “WealthPlan.”

Tayla Wilshire is a financial advisor at Cetera with two years of industry experience. She holds a Series 66 designation and has worked previously at Avantax Advisory Services and Avantax Investment Services. Outside of her advisory work, she manages agricultural and cattle ranching operations and serves as president of the Wilshire Foundation, a charitable organization. Cetera Investment Advisers LLC is a nationwide SEC-registered firm supporting individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform allowing advisors to implement a range of portfolio management strategies, with more than 10,000 advisors and over $256 billion in assets under management.

Eric Elmore is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and 14 years of industry experience. His prior roles include positions at PNC Investments, Raymond James Financial Services, and First National Bank of Omaha. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party sources.

William Meier is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 licenses and has 19 years of industry experience. His prior roles include positions at J.P. Morgan Securities and Chase Investment Services Corp. Meier serves as a trustee for a family trust. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm combines research and analytics with diversified investment principles and offers brokerage and advisory solutions through a large network of advisors.