Jackson Garrett is a financial advisor at Merrill with a Series 66 credential and less than one year of industry experience. His prior work includes roles at Koia and Direct Buy Home Improvement, as well as various positions during his time at Louisiana State University. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Timothy Crow serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. He has dedicated his entire career to Merrill Lynch since 2000, focusing on helping families achieve long-term financial goals and aspirations. Tim works closely with clients to develop personalized financial strategies tailored to their unique objectives, with expertise in areas such as education planning, equity compensation services, family wealth management, legacy planning, liquidity management, personal retirement planning, philanthropic planning, portfolio management, tax minimization, and retirement income. Tim holds a Bachelor's degree from Chapman University's School of Business and is a CERTIFIED FINANCIAL PLANNER™ (CFP®). He also earned the Certified Investment Management Analyst® (CIMA®) designation from the Investments & Wealth Institute™, having completed associated coursework in conjunction with The Wharton School of Business at the University of Pennsylvania. In addition to his professional work, Tim is active in his community as a youth basketball and baseball coach. He resides in Texas with his wife and two sons.

Chase Darden is a financial advisor with MassMutual Investors Services holding Series 65 and Series 63 licenses and two years of industry experience. His prior experience includes roles at Northwestern Mutual and service in the U.S. Air Force for sixteen years. MassMutual Investors Services, LLC is a subsidiary of MassMutual that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures financial planning as ongoing collaborative relationships using firm-approved analytical tools, providing recommendations primarily focused on investment strategies rather than specific product selections.

John Rizer is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. His prior roles include positions at Fidelity Investments, Hillstone Restaurant, and the Baltimore Orioles Organization. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and proprietary mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Tara Blair is a CFP® professional with 28 years of industry experience, currently affiliated with LPL Financial since 2024. She previously worked for Lincoln Financial Advisors Corporation for 26 years. Outside of her advisory role, she is involved with Blair Capital Group LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, providing advice and account management through a large network of investment adviser representatives.

Lisa Rein is a financial advisor with Ameriprise in Arlington, TX, holding a Series 63 designation and over 35 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she serves as Treasurer for both the Deerwood Park Homeowners' Association and Arlington Life Shelter, and is Immediate Past President of Congregation Beth Shalom. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide annual, non-discretionary recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Scott Armey is a CFP® and holds a Series 66 license with 10 years of industry experience. He has worked at Ameriprise since 2019 and previously held roles at Thrivent Financial and Thrivent Investment Management. Armey serves on the Board of Directors for Mission Denton and is its president. Ameriprise Financial Services is a large advisory firm that serves both individual and institutional clients, offering a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Brandon Lydick is a CFA® charterholder and financial advisor with J.P. Morgan Securities in Fort Worth, TX, bringing 19 years of industry experience. He has been affiliated with J.P. Morgan Securities and JPMorgan Chase Bank since 2010 and is involved with Daman Lydick Investments Ltd. Outside of his advisory role, he serves as a board member for the Adera Foundation, a nonprofit focused on strengthening family units in Ethiopia through education initiatives, and participates on the finance committee at White's Chapel United Methodist Church. 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 searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Jeffery Greathouse is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at Wells Fargo Bank, Texas Heritage National Bank, and five years of service in the United States Army Reserve. Outside of his advisory work, he owns GREEN GLACIER, LLC, a business that registers trademarks and sells t-shirts. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Hasan Bowers is a financial advisor at Merrill with a Series 66 credential and no prior industry experience. Before joining Merrill in 2025, he worked at Frontier Communications for 20 years and briefly at Carmax. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Remer Griner is a financial advisor with Merrill in Fort Worth, TX, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has been with Merrill and its affiliate Bank of America, N.A. since 2012. 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, pension plans, corporations, and charitable organizations.

Joshua Murray is a financial advisor with Primerica Advisors in Azle, TX, holding Series 63 and Series 65 licenses and having 23 years of industry experience. He has been with Primerica Advisors since 2002 and Primerica Financial Services since 2001. Outside of his advisory role, he is a director of Joshua Murray & Associates, Inc., a legal entity formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and limited discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Matthew Ghadimi is a financial advisor with J.P. Morgan Securities in Arlington, TX, holding a Series 66 designation and four years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Merrill, and Bank of America/Merrill Lynch. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process includes centralized due diligence combining quantitative and qualitative research, and it offers broader derivatives and commodities capabilities compared to many institutional advisory programs.

Arielle Oliver is a financial advisor with Thrivent Investment Management in Fort Worth, TX, holding Series 63 and Series 66 licenses and having two years of industry experience. Prior to joining Thrivent, she worked in education with FWISD and HISD for over a decade. She also serves as a Notary Public in the State of Texas. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering comprehensive, goal-based planning without discretionary portfolio management.

Ryan Groce is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding Series 63 and Series 65 licenses and 14 years of industry experience. He previously worked at Northwestern Mutual in various wealth management and investment roles for 14 years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2025. 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. Their advisory process incorporates centralized due diligence with quantitative and qualitative research, including ESG criteria, and leverages derivatives and commodities capabilities uncommon among institutional advisory programs.

Cal Crabtree is a financial advisor at Equitable Advisors in Fort Worth, TX, holding a Series 66 designation with five years of industry experience. Prior to joining Equitable Advisors in 2021, he worked at Sprint Energy Services, LLC, and US Ecology Inc. He has three years of experience specifically with Equitable. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset management programs, utilizing both proprietary and third-party advisory models.

Robert Kight is a financial advisor with UBS Financial Services in Ft. Worth, TX, holding Series 63 and Series 65 licenses and 27 years of industry experience. He previously held roles at Cleros Wealth Partners, LLC and Purshe Kaplan Sterling Investments. He serves as Treasurer for Hillside Community Church. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client strategies.

Andrew Gentry is a financial advisor with Edward Jones in Arlington, TX, holding a Series 66 credential and three years of industry experience. Prior to joining Edward Jones, he worked at Tegna Media and was involved with Sagamore Baptist Church, where he serves as an audio technician. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies and access to separately managed accounts. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of financial advisors and branch offices.

Ethan Wehrman is an advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 licenses. He has been with Wells Fargo Clearing since 2026 and brings experience from previous positions at Wells Fargo Bank, PNC Bank, City Bank, and Prosperity Bank. Outside of finance, he has worked in the food service industry, including roles at Nothing Bundt Cakes and Double Daves Pizza. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of brokerage and advisory services, leveraging research and analytics to support diversified investment strategies and retirement plan consulting.

Lori Gust is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding Series 63 and Series 66 licenses and having 26 years of industry experience. She has been associated with J.P. Morgan Securities and its affiliated entities in various roles since 2005. Outside of her advisory work, she owns Bella Arte, a business where she photographs and sells still life photos directly to individuals. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative due diligence and includes broader derivatives and commodities capabilities.