Kerry Davies is a financial advisor with Merrill in Fort Worth, TX, holding a Series 66 designation and 25 years of industry experience. He has been with Merrill since 1996. 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 institutional investors.

Dustin Ater is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo in various capacities since 2009. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking, with a broader range of financial product options than many large institutional advisors.

Mary Brammer is a financial advisor at Raymond James & Associates with 17 years of industry experience. She holds the Series 63 and Series 66 credentials and previously worked at Bank of America and Merrill. 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 diverse client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and specialized municipal advisory services.

Robert Fisher is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2018. Outside of finance, he works as a freelance engraver specializing in drinkware and awards. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors.

Emily Stroud is a CFA® charterholder and Series 63 licensee with 23 years of industry experience. She is currently with LPL Financial and previously worked for Cambridge Investment Research Advisors, INC. Stroud has operated her own firm, Stroud Financial Management, Inc., since 2005. She is also an author of the book *Faithful Finance* and hosts a streaming TV show titled *Faithful Finance, Live*. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by a network of over 22,800 advisors.

Fatima Romo is a Financial Advisor at Merrill Lynch Wealth Management. She provides financial advice and planning services to clients within the firm's wealth management division. Fatima completed her high school education at Grand Prairie High School, where she earned her High School Diploma. Further details about her professional experience, specific areas of expertise, and credentials have not been provided. No additional information regarding personal interests or community involvement is available.

Jordan Lenderman is a financial advisor at Equitable Advisors in Fort Worth, TX, holding a Series 66 designation with six years of industry experience. Prior to joining Equitable Advisors, he worked at AXA Advisors and has experience in roles at Postmates, DoorDash, and the Walton College of Business. He is also the owner of Jordan Lenderman LLC. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and third-party managers.

Tieg Bryan is a CFP® with 20 years of industry experience, currently affiliated with Ameriprise in Weatherford, TX. His career includes roles at Wells Fargo Clearing Services LLC and multiple Ameriprise entities. Ameriprise provides a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, offering written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support its clients and delivers these services through a centralized consulting team in partnership with financial advisors.

Brandon Brinkman is a financial advisor with LPL Financial in Fort Worth, TX, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He has worked with LPL Financial since 2014, following five years at Edward Jones and two years at Banc of America Investment Services, Inc. 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 offers a wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Natalie Soto is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 65 and Series 63 licenses and having nine years of industry experience. She previously worked at JPMorgan Chase Bank and JPMorgan Securities LLC for seven years before joining Wells Fargo in 2023. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Jacob Mallison is a Wealth Management Advisor at Merrill Lynch Wealth Management. He and his team provide a full range of wealth management services to corporate executives and their families, leveraging the global resources of Merrill to deliver personalized financial strategies. Since joining Merrill in 2017, Jacob has accumulated five years of experience in the financial services industry. He specializes in corporate benefit programs, including equity compensation, defined benefit plans, defined contribution plans, and nonqualified deferred compensation plans. Jacob assists corporate executives in integrating their corporate benefits into long-term financial approaches, with expertise in stock option strategy, executive compensation, and concentrated stock management. Jacob holds a Bachelor's Degree from the Texas AandM University System and maintains professional designations including CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He is involved in professional organizations such as the Corps of Cadets Association, the Real Estate Council of Greater Fort Worth, and the Ross Volunteer Association. Outside of his professional commitments, Jacob engages in community involvement through Paradox Church and enjoys personal interests including camping, football, running, traveling, and volleyball.

Aubrey Edgington is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. She has been with Merrill since 2016 and previously worked at Darden-Eddie V's Prime Seafood. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for 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 and profit-sharing plans, corporations, and charitable organizations.

Frances Peeples is a financial advisor with Stifel in Fort Worth, TX, holding a Series 63 designation and 30 years of industry experience. She worked at Merrill for 25 years before joining Stifel Nicolaus & Co. Inc. in 2019. Peeples is also a commissioned Notary Public. Stifel serves individuals, institutional clients, and charitable organizations by providing brokerage and investment advisory services, including financial planning and third-party adviser recommendations. The firm’s investment guidance relies on proprietary methodologies developed by its Investment Strategy Group, with services tailored to client discretion and needs.

Joshua Biering is a financial advisor with Raymond James & Associates in Fort Worth, TX, holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining Raymond James in 2024, he worked six years with JPMorgan Securities LLC and JPMorgan Chase. He serves as a board member and finance committee member for the nonprofit organization Folds of Honor North Texas. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutions, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional advisory services.

Alesia Cooper is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 licenses and three years of industry experience. Her prior roles include positions at JPMorgan Chase Bank N.A., J.P. Morgan Securities LLC, and Community Loan Servicing/Mr. Cooper. Outside of finance, she owns a small business selling herbal goods at farmers markets and works as a freelance makeup artist on weekends. 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 employs more than 14,000 advisors and manages approximately $671 billion in assets, utilizing research from Wells Fargo Investment Institute and third-party sources in its investment approach.

Ana Ban is a financial advisor at Morgan Stanley with 18 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and holds a Series 66 designation. Based in Fort Worth, TX, she has spent the majority of her career at this firm. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Keith Young is a Series 66-licensed financial advisor with seven years of industry experience, currently with LPL Financial in Fort Worth, TX. Prior to joining LPL Financial in 2026, he worked seven years at Edward Jones and has held roles at multiple firms including Benham Corp, Connie Benham, Waddell and Reed, and ROE Outfitters. He also served four years in the Oregon Army National Guard. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management options, supported by technology tools and a broad platform that includes insurance and banking partnerships.

Joseph Queppet II is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 licenses and seven years of industry experience. His background includes roles at J.P. Morgan Securities, J.P. Morgan Chase Bank, and Bank of America. Outside of finance, he works as a storm restoration consultant for NTV Solutions, a construction and solar sales company. 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.

Rodger Jackson Jr. is a financial advisor at Edward Jones in Arlington, TX, holding Series 63 and Series 66 licenses with 17 years of industry experience. He worked at Fidelity Investments Institutional Services for nine years before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Mark Stamm is a financial advisor at Edward Jones with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients and manages approximately $1.01 trillion in assets. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.