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 at J.P. Morgan Securities with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley, Merrill, TD Ameritrade, and Edward Jones. Conkle has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and offers a range of portfolio services supported by affiliates.

Christopher Ison is a CFP® professional with 19 years of experience in the financial industry, all spent at Edward Jones since 2007. He holds a Series 66 designation and is based in Mansfield, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment advisory programs and affiliated financial services. The firm manages approximately $1.01 trillion in assets and operates a large national network of advisors and branch offices.

Andrew Martinez is a Financial Advisor at Merrill Lynch Wealth Management with over 10 years of experience in the financial services industry. He joined Merrill Lynch in 2020 and works primarily with corporate executives and business owners, providing customized financial strategies through a 'Family Office' styled practice. His approach focuses on collaboration to create personalized financial plans aligned with his clients' goals. Andrew's expertise includes managing concentrated stock positions, transition events such as retirement or inheritance, legacy planning, tax minimization, and small business strategies. He also coordinates with clients' attorneys, accountants, and other advisors to support a comprehensive financial and legacy approach. He holds Series 7, 63, and 66 FINRA registrations and the designation of Senior Portfolio Advisor. Andrew attended Sacred Heart University, where he studied Finance and Economics. After spending eight years in Manhattan, Andrew returned to his hometown in Greenwich, Connecticut. He is involved in the community through volunteering with organizations such as Yale New Haven Hospital. Outside of work, Andrew enjoys outdoor running, golfing, following New York sports, and spending time with his family.

Garrett Pany is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at LPL Financial LLC and Sewell Automotive Companies, as well as academic positions at Texas A&M University and A&M Consolidated High School. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and institutional entities.

Atish Shrestha is a financial advisor at Raymond James & Associates with Series 63 and Series 65 credentials and five years of industry experience. His background includes roles at Robinhood Markets, Fidelity Investments, and positions in higher education at The University of Texas at Arlington and Texas Tech University. 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 diverse client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

Andrew Ruiz is a financial advisor with Equitable Advisors in Fort Worth, TX, holding Series 65 and Series 63 licenses and three years of industry experience. He previously worked at Ameriprise Financial Services, MomentUs Wealth Management, and Bank of America. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm uses a variety of advisory programs, including third-party and proprietary solutions, and offers ERISA fiduciary services through credentialed representatives.

Robert Burns is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked at Merrill for 16 years before joining Wells Fargo 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 through more than 14,000 financial advisors and employs research-based investment strategies incorporating diversification and modern portfolio theory.

Tiffany Gordon is a financial advisor at Merrill with one year of industry experience. She previously worked at Bank of America for six years and Dialog Direct for eight years. She holds the Series 66 designation and is based in Fort Worth, Texas. Merrill, along 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

Bhajan Biju is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill, he worked at Stansberry Asset Management and has held various roles in education and retail. Merrill, along 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, pension plans, corporations, and charitable organizations.

Steven Lorio is a financial advisor with LPL Financial in Bedford, TX, holding a Series 66 registration and 22 years of industry experience. He has worked at LPL Financial since 2007, following previous roles at Fidelity and Ameriprise. Outside of his advisory work, he is the owner of Lorio Arms Dealers, LLC. 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, utilizing model portfolios, third-party subadvisors, and customized strategies supported by various technology tools.

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.

Judy Lozoria is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 credentials and bringing 15 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2007. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of Wealth Advisors. The firm offers non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a manager solutions team.

Esperanza Carter is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 65 and Series 63 licenses and having 8 years of industry experience. She has been with Wells Fargo Clearing since 2018 and has a longer tenure at Wells Fargo Bank, N.A. dating back to 2012. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, managing approximately $671 billion in assets through a network of over 14,000 financial advisors.

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.

Caira White is a CFP®-credentialed financial advisor with five years of industry experience, currently with Osaic Wealth. Her prior roles include positions at Farther Finance Advisors, ELS Vision Wealth Management, and Lincoln Financial Advisors. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization strategies within a multi-advisor platform.

Steve Schulman is a Series 63-licensed financial advisor with 26 years of industry experience. He is currently with J.P. Morgan Securities, where he has worked since 2012, following prior roles at Chase Investment Services Corp. and Banc One Securities Corporation. Schulman is based in Fort Worth, TX. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence and integrates ESG criteria while leveraging extensive derivatives and commodities capabilities.