Mary Cargile is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and five years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021 and previously spent four years at KPMG LLP. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s process combines quantitative and qualitative research and incorporates ESG eligibility considerations.

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 with Cambridge Investment Research Advisors, holding a Series 66 designation and 18 years of industry experience. His prior work includes roles at Kestra Investment Services, Advisor Resource Council, LPL Financial, and Ameriprise. Outside of his advisory work, he is involved in multiple entrepreneurial ventures including owning a firearms business and serving as president of an agricultural company. Cambridge Investment Research Advisors serves a diverse clientele including individual, pension, and charitable organization clients by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm provides both discretionary and non-discretionary management across multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.

Andrew Dixon is a financial advisor at Edward Jones in Mansfield, TX, holding a Series 66 designation. He has one year of industry experience with prior roles at Fidelity Investments, Thrivent Financial, and Thrivent Investment Management Inc. Before entering the financial industry, he worked in education with Mansfield ISD and Ft Worth ISD. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products. The firm manages over $1 trillion in assets through a large nationwide network of advisors and branch offices.

Melinda Bates is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. She holds the Series 66 credential and has worked at Wells Fargo Investments and Wells Fargo Clearing since 2002. Outside of her financial career, she works as a customer service agent at a sporting goods store in The Colony, Texas. 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 a research-driven approach and offers both brokerage and advisory solutions across a broad range of financial products.

Yu San Mebane is a financial advisor with LPL Financial in Mansfield, TX, holding the CFP® designation and Series 63 and 65 licenses. Mebane has 26 years of industry experience, including over 23 years with LPL Financial and two years with Waddell & Reed. 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 range of advisory and brokerage services, including financial planning and third-party asset management, supported by extensive technology and a wide network of advisors.

Jason Husk is a financial advisor with Ameriprise in Arlington, TX, holding a Series 66 designation and 15 years of industry experience. He has worked at GENEOS Wealth Management Inc and Advanced Financial Planning, and currently operates Actum Wealth Advisors, providing wealth management and financial planning services. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that includes written recommendation reports and annual retirement-income planning advice centered on income sources and tax-aware withdrawal strategies.

Allan Abraham is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His prior work includes roles at Amensys, Thermo Fisher Scientific, and the University of Texas at Dallas. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

Hector Alvarez is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 licenses. He has 12 years of industry experience, including 18 years with Wells Fargo Bank NA and 10 years with Wells Fargo Clearing. 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.

Miles Smith is a financial advisor with Morgan Stanley in Fort Worth, TX, holding a Series 66 designation and 10 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022, and previously spent six years at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and firm-approved methodologies to support client financial planning.

Pamela Castellano is a financial advisor at Merrill with 29 years of industry experience. She holds the Series 63 designation and has been with Merrill since 1981. 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. The firm offers model-based and discretionary investment strategies managed by internal and third-party teams for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Rod Chisholm is a CFP® professional affiliated with LPL Financial in Fort Worth, TX, with 30 years of industry experience. His career includes roles at Cetera, Wells Fargo Clearing, and Fidelity, alongside a long-term position with the American Airlines Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, and various institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary model portfolios and third-party strategies, supported by extensive operational and research tools.

John Arnot is a CFP® with 40 years of industry experience, currently affiliated with Cetera in Arlington, TX. He has been associated with Cetera Wealth Services, LLC since 2013 and Coble-Cravens Financial Services Inc since 1994. Outside of his advisory role, he serves as a board member of Downtown Arlington Management Company, a nonprofit focused on local community and business development. Cetera is an SEC-registered adviser that serves individual and institutional clients through a large nationwide network of independent advisors. The firm offers a multi-manager platform with a variety of portfolio management strategies and financial planning services.

Emerson Bell is a CFP® professional with 35 years of experience in financial planning. He has been with Fee Only Financial Planning since 1981. The firm provides fee-only financial planning and portfolio management services to individual clients, managing approximately $80 million in assets across 36 client relationships. Its practice is characterized by a concentrated, relationship-focused approach with customized planning and ongoing investment monitoring.

Gregory Saurenman is a financial advisor at Mission Advisory Group with 20 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including ISC Advisors, Institutional Securities Corp, Calamos Financial Services, J.P. Morgan, and Morgan Stanley. Based in Fort Worth, TX, he has been with Mission Advisory Group since 2020. Mission Advisory Group is an independent firm focused on providing personalized financial advisory services.