Tony Seery is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He owns and operates a chiropractic franchise business, having acquired three HealthSource Chiropractic locations, with an operator hired to manage day-to-day activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and maintaining one of the largest financial advisor and branch networks in the industry. The firm provides discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lisa Stout is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at multiple JPMorgan entities from 2014 to 2023. 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 advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

John Carpenter is a financial advisor at Stifel with Series 63 and Series 65 credentials and 30 years of industry experience. He previously worked at Bank of America, NA from 2009 to 2020 before joining Stifel in 2020. Outside of his advisory role, he is involved as a co-owner and coach in a baseball training business, Next Level Sports Group, in Dallas. Stifel serves a broad range of clients including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services with an investment approach based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Michael Rodriguez is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Merrill and Bank of America. Outside of his advisory role, he works as an Uber driver in San Francisco. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Alexandra Dooley is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and with 13 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at UBS Financial Services from 2013 to 2016. Wells Fargo Advisors is a national securities firm that provides 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 offers both brokerage and advisory solutions.

Jacob Ruiz is a financial advisor with UBS Financial Services in Dallas, TX. He holds the Series 66 designation and has been with UBS since 2025. Prior to joining UBS, he was involved with Robson Property Management LLC and has experience in education from roles at St. Edward’s University and local schools. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets solutions.

Fady Hanna is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 65 and Series 63 licenses and eight years of industry experience. He has been with Wells Fargo Clearing since 2018 and has worked with Wells Fargo Bank, N.A. since 2015. Wells Fargo Advisors is a national securities firm that provides 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 offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Kim Campbell is a financial advisor at LPL Financial with 21 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at several firms including Wells Fargo Clearing and Edward Jones. Campbell is also an insurance agent with Brightstar Insurance Services. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Jason Daugherty is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and previously at Chase Investment Services Corp. from 2009 to 2012. In addition, he receives royalties from mineral rights associated with XTO Energy, an oil and gas exploration and delivery company. 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 through a non-discretionary program. Their advisory process incorporates quantitative and qualitative research with an ESG eligibility framework and includes capabilities in derivatives and commodities.

Robyn Kirby is a financial advisor with Edward Jones in Grand Prairie, TX, holding Series 63 and Series 66 licenses and 26 years of industry experience. Kirby has been with Edward Jones since 1999. Outside of advising, Kirby purchases essential oil products from Young Living but does not actively solicit sales. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm operates with a large nationwide network of advisors and branch offices and provides affiliated capabilities beyond advisory services.

Wade Jewett is a Senior Financial Advisor with Merrill Lynch Wealth Management in Fort Worth, TX. He works closely with clients to help them make informed decisions about protecting and growing their wealth through personalized strategies. Wade’s client focus includes college education planning, family wealth management, personal retirement planning, and special needs planning. Wade graduated from the University of Oklahoma in 2002 and holds the Personal Investment Advisor (PIA) designation. Prior to joining Merrill in 2014, he had a career in the medical device industry. Outside of his professional work, Wade is active in his community, coaching Fort Worth Youth Soccer and serving on the elder board of Trinity Presbyterian Church. He also volunteers with local schools, including Arlington Heights High School Fine Arts and Covenant Classical School. Wade lives in Fort Worth with his wife and their five children.

Steven Ard is a financial advisor with J.P. Morgan Securities in Mansfield, TX, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. for the past 10 years. 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 and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to build model asset allocations and includes capabilities in derivatives and commodities.

Valricia Mccloud is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding Series 63 and Series 66 licenses and seven years of industry experience. She has worked with JPMorgan Chase Bank and JPMorgan Securities since 2019. Outside of finance, she is the owner of a catering company. 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. The firm's advisory process combines quantitative and qualitative research to build model asset allocations and incorporates broader derivatives and commodities capabilities.

Jared Levy is a financial advisor at Cetera with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Peak American Investment Advisors and The Westwood Group. Outside of his advisory role, he conducts economic and market-related interviews with media outlets such as Fox News and Fox Business through his LLC, Delancey Strategies. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Sara Altom is a financial advisor with Equitable Advisors in Fort Worth, TX, holding a Series 66 designation. She has one year of industry experience and previously worked at Amerilife and in public school districts. Equitable Advisors serves a broad range of clients, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management services. The firm utilizes a variety of advisory programs and third-party managers, focusing on personalized client risk assessments and portfolio solutions.

Robert Beier is a financial advisor at Morgan Stanley in Fort Worth, TX, holding Series 66 and Series 63 credentials with 10 years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at Fidelity Investments Institutional Services Company and FIDELITY Brokerage Services LLC. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and offers tailored financial planning without providing individual security recommendations as part of the standalone planning service.

Mark Morgan is a financial advisor with Cetera, holding a Series 63 designation and 48 years of industry experience. His career includes prior roles at First Allied Advisory Services, First Allied Securities, and Cetera. He also serves as a notary public. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services through a large nationwide network of advisors, serving individual, corporate, charitable, and institutional clients with a multi-manager platform and various program options.

Fikret Samardzic is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 designations and four years of industry experience. His prior roles include positions at NYLIFE Securities LLC, New York Life Insurance Company, and J.P. Morgan Securities LLC. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Collin Flathers is a financial advisor at OSAIC with 14 years of industry experience and holds the Series 66 designation. His prior experience includes roles at Morgan Stanley and Sagepoint Financial, Inc. He also maintains an insurance license, which he holds for client needs but uses infrequently. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers both brokerage and advisory services through a multi-advisor platform that emphasizes model-based asset allocation, portfolio optimization, and a range of program options including Unified Managed Accounts and third-party money manager programs.

Eva Amaya is a financial advisor with Equitable Advisors in Fort Worth, TX, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to her current role, she held various positions in the food service and insurance industries and worked at the University of Texas at Arlington. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm uses a range of advisory models and third-party programs to tailor solutions based on client risk tolerance and personal information.