Thomas Decker Jr. is a financial advisor with LPL Financial in Fort Worth, TX, holding the CFP® designation and Series 63 and 66 licenses. He has 28 years of industry experience and has worked at LPL Financial since 2010, with prior roles at Cetera Investment Services and other financial institutions. In addition to his advisory work, he is involved with Drengr Axe Throwing in Bedford, TX. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with a wide range of financial products and operational resources.

Sarah Young is a financial advisor at OSAIC with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Fsc Securities Corporation and Merrill Financial Group prior to joining OSAIC. Outside of advising, she serves as secretary for a nonprofit focused on low-income housing for the elderly. OSAIC Wealth serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supported by various tools and strategies, with a notable scale and complex affiliate network.

Luis Mendiola is a financial advisor with Ameriprise in Hurst, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, delivering written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Benjamin Carr is a CFP®-certified financial advisor at Raymond James Financial with nine years of industry experience. He has previously worked at Cetera and Foresters Financial Services. Outside of his advisory role, he serves as an associate planner at Cadent Capital LLC, where he supports practice management and trading activities. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through unique advisory arrangements.

Shanna Crunk is a financial advisor at Ameriprise with 23 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing for nine years. Outside of her advisory role, she owns a retail business, Tru Moon LLC, and participates in mental health peer support through group workshops and one-on-one sessions. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Donald Reynolds is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. His prior roles include positions at Ameriprise Financial Services, RBC Capital Markets, Raymond James & Associates, and Citigroup Global Markets. 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, supported by research from Wells Fargo Investment Institute and third-party sources.

Audrey Hogan is a financial advisor at Edward Jones in Fort Worth, TX, holding a Series 66 designation with five years of industry experience. Before joining Edward Jones, she worked in various roles within the physical therapy and health services fields. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Delilah Taylor is a financial advisor at Fidelity with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with various Fidelity entities since 2009. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, model portfolio delivery, and has a notable role in advising registered investment companies and fund-of-funds.

Jonah Walder is an advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill, he held various roles including positions at Texas Roadhouse, Chipotle, and Legacy Preparatory Charter Academy. 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 a range of individual and institutional clients.

Ryan Johnson is a financial advisor with Merrill in Southlake, TX, holding a Series 66 designation and 11 years of industry experience. He has worked at Merrill since 2012 and at Bank of America, N.A. since 2015. 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 designed for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Edward De Pue is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and over 31 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving a wide range of clients, including individual and institutional investors. The firm manages over $1 trillion in assets and offers various advisory strategies, affiliated mutual funds, and additional services such as tax-efficient solutions and securities-based lending.

Laura Beddor is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Cetera. Her prior experience includes more than a decade at Ameriprise Financial Services and several roles at Avantax Advisory Services and related entities. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of over 10,000 independent advisors, serving individual, corporate, charitable, and institutional clients with a range of portfolio management and financial planning services. The firm operates a multi-manager platform offering diverse investment program structures and supervisory services.

Lauren Ford is a Wealth Management Advisor at Merrill Lynch Wealth Management, where she has been serving clients since 2016. She focuses on developing strong relationships with clients and assisting them through various life transitions. Lauren works as part of a multigenerational family team, prioritizing the care of clients and their families by creating customized financial strategies that address their unique circumstances, goals, and objectives. Lauren's expertise includes executive compensation, family wealth management strategies, legacy planning, managing new wealth, philanthropic planning, women and wealth, individual and corporate investment strategy, and retirement income. She holds a Bachelor's degree in Business Administration from Chapman University and a Master's degree in Family Dynamics with a focus on widowhood from Oklahoma State University System. Lauren's professional designations include Chartered Advisor in Philanthropy (CAP), Certified Financial Planner (CFP), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). In addition to her professional work, Lauren is passionate about helping women in crisis and volunteers with organizations such as The Gatehouse and Women's Philanthropy Institute. She is a member of Alpha Gamma Delta. Outside of work, she enjoys spending time with her family, traveling, reading, hiking, and practicing yoga.

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 in Irving, Texas, holding Series 63 and Series 66 licenses with 16 years of industry experience. His prior roles include positions at Fisher Investments, Charles Schwab, and TD Ameritrade. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and incorporates a broad range of strategies including ESG considerations.

Olivia Black is a financial advisor at Edward Jones in Dallas, TX, holding a Series 66 designation with four years of industry experience. Her prior work history includes roles at Integer, Helms Workshop, Johnson & Sekin, Calise Partners, and Tribal Worldwide. She is a member of the Frisco Women's League. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

Brian Stern is a financial professional with 12 years of industry experience, currently associated with Cetera in Southlake, TX. He holds a Series 66 designation and has previously worked with firms including H. D. Vest Investment Services and First Allied Securities. Stern is also involved as an owner and financial professional in multiple related financial services businesses such as Farpointe Wealth Partners, LLC and Highpoint Financial Group, LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, a range of program structures, and access to both affiliated and third-party investment managers.

Anne Marie Curtis is a financial advisor with LPL Financial in Fort Worth, TX, holding a Series 66 designation and four years of industry experience. Her prior work includes roles at Edward Jones and educational positions at Covenant Classical School and Classical Conversations Co-op. She has also been involved with Fort Worth Presbyterian Church. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, institutions, and retirement plan participants. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by extensive technology and a large network of over 22,800 advisors.

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.