Connor Price is a Financial Advisor at Merrill Lynch Wealth Management and a member of the Price and Associates Team. As a second-generation financial advisor, he brings a foundational understanding of the principles of investing, cultivated through exposure to the industry from an early age. Since joining the team full time in 2020, Connor focuses on various client needs including college education planning, personal retirement planning, legacy planning, portfolio management, and strategies for small businesses and sports and entertainment professionals. Connor graduated from Baylor University in 2020 with a bachelor's degree in Political Science, concentrating on Domestic Economic Policy and the Economics of Warfare. His academic background, combined with his hands-on experience, informs his ability to offer clients tailored financial strategies in a dynamic economic environment. He holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, Connor enjoys chess, football, hunting, ice hockey, reading, traveling, and spending time with his family. He resides in Northlake with his wife and dog.

Bridget Karr is a CFP® with four years of industry experience, currently serving as a financial advisor at Edward Jones since 2022. Her prior work includes roles at PeopleScout and Beachbody LLC, as well as involvement with Zion Lutheran Church & School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

Mary Keating is a financial advisor at Merrill with Series 65 and Series 63 credentials and four years of industry experience. She has previously worked at Morgan Stanley, Fidelity Investments, and Texas Woman’s University in various roles. 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 accounts.

Jordan Glaeser is a financial advisor at UBS Financial Services in Fort Worth, Texas, with seven years of industry experience. He holds a Series 66 designation and has worked at UBS since 2018, following three years at Comerica Bank. Outside of his advisory role, he serves on the board of directors of Pro2G Mission, a charity that provides aid and training to people in need. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including 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 plans.

Hal Hinckley Jr. is a Series 66-credentialed financial advisor with 24 years of industry experience. He has been with Edward Jones in Ft Worth, TX since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

Lauren Hejl is a Financial Consultant at Fidelity Investments, a position she has held since 2019. She has been with Fidelity Investments since 2014, progressing through roles including Investment Consultant, Senior Relationship Manager, and Financial Representative. Prior to joining Fidelity, Lauren worked as a Retirement Analyst at Lockton Retirement Services from 2013 to 2014. Lauren's professional focus involves helping clients navigate complex financial decisions, particularly during significant life transitions. She emphasizes education and empathy to develop personalized strategies that align with clients' values and goals. Lauren aims to provide clarity and confidence throughout the financial planning process. Outside of her professional work, Lauren enjoys family activities, fitness, outdoor adventures, parenthood, and traveling.

Nathaniel Carpenter is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior roles include work in marketing, hospitality, and retail, as well as involvement with River Crest Country Club and Small business ventures such as Clippers n scissors and Southern Pour. 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.

Sharon Hanberry is a financial advisor at Cetera with 15 years of industry experience and holds a Series 66 designation. She previously worked for Avantax Advisory Services and Avantax Investment Services Inc. Outside of her advisory role, she leases mineral rights on her home property. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform that includes both affiliated and third-party investment solutions.

Grant Vlahos is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2016, serving in various positions including Financial Consultant, Investment Consultant, Relationship Manager, Investment Sales & Solutions Representative, and Financial Representative. Throughout his career, Grant has focused on financial planning and investment consulting. He holds an Arkansas Insurance License. Outside of his professional work, Grant enjoys golf, outdoor adventures, running, and parenthood.

Crissie Fortmeyer is a financial advisor at Merrill with 31 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has worked at Merrill since 2018, following prior roles at J.P. Morgan Securities and J.P. Morgan Chase Bank. She serves as a board member of Power To the Period, a grassroots organization that provides free menstrual products to girls and women in need. Merrill, together with its affiliate Managed Account Advisors LLC, delivers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Sarah Garrity is a Series 66-licensed advisor at J.P. Morgan Securities with three years of industry experience. She previously worked at JPMorgan Chase Bank and has been involved with the Fort Worth Chamber of Commerce. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Randy Miranda is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Bank of America/Merrill Lynch and Truist/BB&T. From 2023 to 2026, he was the managing member of RC Miranda Investments LLC, a planned event center business that was not launched. 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 is supported by centralized due diligence combining quantitative screens and qualitative research, with recommendations that may incorporate an ESG eligibility framework.

Reagan Finney is a financial advisor at Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 credentials. Although new to the industry with less than a year of experience, Finney has prior work history in automotive sales and the restaurant sector. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and uses research from the Wells Fargo Investment Institute along with third-party data to guide investment selection and portfolio diversification.

Allison Israel is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Merrill from 2010 to 2018. Outside of her advisory role, Israel is a co-owner of Dragon Ridge LLC and serves as treasurer on the board of directors for the Cross Timbers Hills Homeowners Association. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, delivering retirement recommendations through a centralized consulting team using a combination of research, modeling, and tax-efficiency analysis.

Brett Moody is a financial advisor with Cetera in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked at several Cetera entities since 2024 and previously spent six years with Avantax Investment Services and ten years with 1st Global Capital Corp. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, including access to third-party money managers and various program structures, managing over $256 billion in assets.

James Killgo is a financial advisor with Edward Jones, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies and investment options, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets.

Judson Redmond is a financial advisor with RBC Capital Markets in Fort Worth, TX, holding the CFP®, CFA®, and PFS™ designations and possessing 14 years of industry experience. His career includes roles at RBC Global Asset Management, Foreside Fund Services, Swank Capital LLC, and New York Life Investment Management. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of wrap fee advisory programs and tailors investment strategies using a combination of in-house and third-party managers, with features such as tax management and responsible-investing options.

Jaron Launer is a Planning Consultant currently working at Fidelity Investments. He collaborates with clients to build financial plans by leveraging Fidelity's extensive knowledge and resources. He focuses on integrity, attention to detail, and clear communication to establish trust and provide quality service. Jaron works to evaluate financial plans and assist clients in identifying actionable steps tailored to their evolving family needs. He has held multiple roles within the financial services industry, including positions at Fidelity Investments as Planning Consultant, Investment Solutions Representative, and High Net Worth Service Associate. He also gained experience as a Private Client Investment Associate at J.P. Morgan Chase and has worked in customer service roles at Robinhood and E*Trade from Morgan Stanley. Jaron holds insurance licenses for Arkansas and California. Outside of his professional responsibilities, he enjoys the beach, fitness activities, outdoor adventures, and running.

Raymond Tucker Jr. is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and 46 years of industry experience. His prior roles include positions at Citigroup Global Markets and Merrill. He is based in Fort Worth, TX. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Christine Simek is a financial advisor with Wells Fargo Clearing in Frisco, TX, holding Series 63 and Series 66 licenses and 21 years of industry experience. Her prior work includes roles at J.P. Morgan Securities and The Prudential Insurance Company of America. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.