Kyle Sexton is a financial advisor with UBS Financial Services in Ft. Worth, TX, holding a Series 66 designation and eight years of industry experience. He has been with UBS since 2017 and previously worked for the Copper Development Association from 2011 to 2017. Outside of advisory work, he is involved with Jack Levy Design, a privately held business. UBS Financial Services 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 plans according to clients’ goals and risk tolerances.

Stephen Skillman is a financial advisor with Cambridge Investment Research Advisors in Fort Worth, TX, holding Series 63 and Series 66 credentials and 33 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research since 2008. Outside of his advisory work, he is an independent insurance agent and a partner in an inherited family trust. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals using a range of portfolio management strategies and platform arrangements.

Brisa Goodell is a financial advisor at Thrivent Investment Management in Fort Worth, TX, holding a Series 66 designation with four years of industry experience. Prior to joining Thrivent, she worked at Wells Fargo Clearing and Wells Fargo Bank. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and written recommendations across various planning topics. The firm offers these planning services separately from managed accounts and does not provide portfolio management for institutional clients.

Jose Godinez Rios is a financial advisor with Merrill in Fort Worth, TX, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Bank of America, Texas People Federal Credit Union, and the University of Texas at Arlington. 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 strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Eduardo Martinez is a financial advisor at Merrill in Fort Worth, TX, holding a Series 66 designation with six years of industry experience. He has been with Bank of America N.A. and Merrill since 2017. 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 institutions.

Slaten Gough is a financial advisor with Raymond James Financial, holding a Series 66 designation and eight years of industry experience. He previously worked at Edward Jones for six years and has experience in the retail sector. He is a partner in Gough Wealth Management LLC, where he manages his wealth management practice. Raymond James Financial Services Advisors, Inc. provides tailored financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutions, with a focus on non-discretionary advisory services supported by advanced analytical tools.

Jessica Davis is a financial advisor with Raymond James & Associates in Fort Worth, TX, holding a Series 66 credential and eight years of industry experience. She previously worked at Edward Jones for six years and held roles at Colorado Christian University. Outside of her advisory work, she sews baby blankets and nap mats through a small business called Razzle Baby. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a wide range of clients, including individuals, institutions, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting with access to multiple portfolio management styles and municipal advisory services.

George Conkle is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and JP Morgan Securities LLC since 2014. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies, delivering services on a non-discretionary basis.

Andrew Ruiz is a financial advisor with Equitable Advisors in Fort Worth, TX, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at Ameriprise Financial Services, MomentUs Wealth Management, Bank of America, and Bank of Texas. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives. The firm relies on third-party program sponsors and offers a range of investment solutions including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Robert Burns is a financial advisor with Wells Fargo Clearing in Frisco, TX, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menu.

Angela Bentley is a financial advisor at UBS Financial Services in Ft. Worth, TX, holding Series 63 and Series 66 credentials with 28 years of industry experience. She worked at Merrill from 1998 to 2015 before joining UBS, where she has been since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and delivers advisory work using proprietary research and model-based asset allocations.

Frank Bugh is a financial advisor at Raymond James Financial with 36 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James Financial Services, Inc. since 1995. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored planning and analytical tools to support client goals and offers specialized advisory programs such as municipal finance and SIMPLE IRA Employer Advisory services.

Rachel Vecera is a financial advisor at Edward Jones in Fort Worth, TX, with three years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2021. Outside of her advisory role, she is an independent health coach with Optavia. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 advisors.

David Allred is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has operated his own CPA and wealth management firm since 2001 and has worked with Avantax in various capacities for over two decades. Outside of advisory work, he is an owner and sole proprietor of an independent insurance agency and provides tax preparation and accounting services. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. It offers a multi-manager platform with a variety of portfolio management and financial planning services, supporting both discretionary and non-discretionary account structures.

Troy Knight Miller is a financial advisor with LPL Financial in Fort Worth, TX, holding Series 63 and Series 65 credentials and 19 years of industry experience. His previous roles include positions at FSC Securities Corporation, Lake Point Wealth Management, Royal Alliance Associates, and BOK Financial Securities. Outside of his advisory work, he serves as an independent contractor for Legal Shield and owns a small business called Charlie-forever. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of services including financial planning, third-party asset management access, and institutional platforms, supporting advisors with both discretionary and non-discretionary portfolio strategies alongside a broad set of non-advisory financial products.

Esperanza Carter is a financial advisor at Wells Fargo Clearing in Fort Worth, TX, with eight years of industry experience. She holds Series 63 and Series 65 designations and has been with Wells Fargo Bank, N.A. since 2012. 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 provides both brokerage and advisory solutions.

Taimur Khalid is a financial advisor at UBS Financial Services with nine years of industry experience. He holds the Series 66 designation and has worked at firms including UBS and JPMorgan Chase Bank NA. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor client plans. The firm integrates institutional trading capabilities with wealth management services, including fee-based financial planning and discretionary portfolio management.

Steve Schulman is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds a Series 63 designation and has worked at JPMorgan Chase Bank, NA since 2018, as well as at J.P. Morgan Securities since 2012. He is based in Fort Worth, TX. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Johnny Dubon is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. He previously worked at Bank of America, Merrill, and Capital One Bank. Outside of his advisory role, he serves as Senior Pastor and CEO of Mision Cristiana Nuevo Pacto de Dallas, a nonprofit religious organization. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, 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.

James Ortega is a financial advisor with Wells Fargo Clearing, holding the ChFC® designation and Series 66 license, and has eight years of industry experience. His prior roles include positions at PNC Investments LLC, J.P. Morgan Securities, and New York Life Insurance Company. Outside of his advisory work, Ortega has experience as the owner of a rental property business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory and tailored to plan objectives and risk tolerances.