Richard Craig is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry for more than 38 years and began his career at Merrill Lynch Wealth Management in 2007. Richard focuses on wealth planning services including retirement, trust, and educational planning. He provides consultative guidance on the overall financial and investment needs of his clients, helping design and implement customized wealth management strategies to pursue their personal financial goals while managing investment risk. Richard holds a Bachelor of Business Administration degree in Finance from Texas Christian University, earned in 1984. He is a CERTIFIED FINANCIAL PLANNER® and also holds the Personal Investment Advisor designation. His client focus areas include college education planning, corporate and employee benefits planning, executive compensation, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, and retirement income. In addition to his professional work, Richard has been involved with community organizations such as Habitat for Humanity, Lambda Chi Alpha, and Amplify Fort Worth. He previously served on the boards of Trinity Habitat for Humanity and Amplify (formerly Expanco), Inc., as well as the Boy Scouts of America Troop 17 Committee. Richard resides in Fort Worth with his wife and two children. His personal interests include fishing, golfing, hunting, and spending time with his family.

Travon Talley is a financial advisor with Wells Fargo Clearing who holds a Series 66 designation and has 18 years of industry experience. He previously worked at J.P. Morgan Securities, Chase Investment Services Corp., and Edward Jones. Outside of his advisory role, he serves as Treasurer for the Dallas-Fort Worth Urban League, where he is involved in budgeting and financial management. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with more than 14,000 financial advisors and provides both brokerage and advisory solutions.

Michael Walker is a financial advisor at Ameriprise with three years of industry experience. He holds a Series 66 designation and has prior experience at First Command Financial Services and several entrepreneurial ventures, including Sons of Liberty Coffee LLC and Miguelito & Co. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed, research-driven recommendations on income sources, Social Security, and tax-efficient withdrawal strategies. The firm combines algorithmic automation with advisor input and emphasizes a broad range of advisory, brokerage, and insurance solutions.

Jessica Wilkey is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. She holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016. Prior to that, she worked at Wells Fargo Advisors LLC and Wells Fargo Bank NA. 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 combines brokerage and advisory solutions supported by research and analytics.

Patricia Gomez Mendez is a financial advisor at Wells Fargo Clearing with credentials including Series 63 and Series 65. She has been with Wells Fargo Bank, nA since 2014 and joined Wells Fargo Clearing in 2025. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Jill Valdez is a financial advisor at Edward Jones with 24 years of industry experience. She holds the Series 63 and Series 66 licenses and has been with Edward Jones since 2001. Outside of her advisory role, she has an ownership interest in an oil and gas royalty entity based in Fort Worth, Texas. Edward Jones is a full-service wealth management firm serving more than four million clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Tris Fitz Gibbon is a Series 66 registered financial advisor with Edward Jones in Burleson, TX, where he has worked since 2008. He has 18 years of experience in the industry. Outside of his advisory role, he holds positions as Vice President and Secretary at Fitz Enterprise TX, a consulting dry cleaning business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds while operating under a fiduciary standard.

Joshua Allen is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation. He has been with RW Baird since 2022 and has prior work experience at Starbucks Coffee Company and Barnes and Noble. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers and providing traditional and complex investment strategies.

Samantha Garland is a financial advisor with Merrill in Fort Worth, TX, holding a Series 66 designation and three years of industry experience. Prior to her current role, she worked at Fossil Creek Family Medical Center and Delaware North. Outside of finance, she owns a small business called Mijasugarcookies, where she makes cookies. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nathan Harsh is a CFP®-certified financial advisor with 13 years of industry experience. He is currently with LPL Financial, where he has worked since 2022. Prior to that, he spent six years at Wells Fargo Clearing and four years at Wells Fargo Advisors. Outside of his advisory work, he is involved as a co-owner of several business entities unrelated to his investment activities. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by both proprietary research and third-party asset managers.

Mary Cargile is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021. Prior to that, she was employed at KPMG LLP from 2017 to 2021. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when making recommendations.

Brent Gough is a financial advisor with Raymond James Financial Services Advisors, Inc. and Gough Wealth Management, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He previously worked at Edward D. Jones & Co., L.P. for over two decades. Gough serves on the CFP Advisory Board for the Dr. Sam Pack Business School at Tarleton State University. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and uses analytical modeling tools to support client goals, while also offering specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Franklin Estrada II is a financial advisor at Edward Jones in Fort Worth, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Next Level Sports and has experience in both academic and secondary education roles, including Texas Christian University and Hebron High School. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds.

John Pardue is a financial advisor with Raymond James & Associates in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior work includes roles at Bank of America and Merrill. Outside of advisory work, he serves quarterly to reconcile books for a family holding company related to oil and gas royalties. Raymond James & Associates 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, and municipalities—offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a broad adviser network and research resources.

Jeremy Walker is a financial advisor at Cambridge Investment Research Advisors with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Kestra Investment Services LLC, Advisor Resource Council, and LPL Financial. Outside of his advisory role, he is involved in several business ventures, including leadership positions in Maverick Wealth Management, JJ Walker Investments, and a firearms company, JJ Walker Arms, as well as volunteer service on the State Bar of Texas Grievance Committee. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm provides a variety of portfolio management options and emphasizes both proprietary and third-party investment strategies tailored to client objectives.

Melinda Bates is a Series 66 licensed financial advisor with Wells Fargo Clearing in Fort Worth, TX, and has 24 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent five years with Wells Fargo Advisors LLC. Outside of her advisory role, she works as a customer service agent at a sporting goods store. 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.

Erick Diaz is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 designation and previously worked at Bank of America for eleven years before joining Merrill. He is based in Fort Worth, TX. 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.

Dario Alonso is a financial advisor with Wells Fargo Clearing in Frisco, TX, holding a Series 66 designation and four years of industry experience. He has been with Wells Fargo Clearing since 2021 and has worked at Wells Fargo Bank, N.A. since 2014. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. 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 among its investment offerings.

Aaron De La Cruz is a financial advisor with Cetera in Fort Worth, TX, holding CFP® and ChFC® designations and four years of industry experience. His prior roles include positions at Agia, VALIC Financial Advisors, and Fidelity Investments. Outside of his advisory work, he has worked as a full-service shopper for Instacart. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary strategies.

Robert Obrien is a financial advisor with Ameriprise Financial Services in Hurst, TX, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has been with Ameriprise since 2016 in various capacities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice. The firm uses a centralized service team and leverages proprietary research, third-party data, and algorithmic tools to guide asset allocation and withdrawal strategies within a defined investment framework.