Charles Snow is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Cambridge since 2013 and is also the owner of Snow Tax Consulting, an accounting business he has operated since 1986. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services delivered through independent Financial Professionals using a range of portfolio management and model-based strategies.

Marshall Humphrey is a financial advisor with Edward Jones in Fort Worth, TX, holding Series 63 and Series 66 designations and 33 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1992. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.

James Schooler is a financial advisor with Osaic Wealth, Inc. based in North Richland Hills, Texas. He holds the ChFC® designation and Series 63 license, with 33 years of industry experience. Prior to joining Osaic in 2024, he worked at Woodbury Financial Services for 17 years. Outside of advisory work, he is involved in fixed annuities and fixed life insurance sales and owns an LLC related to insurance business. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of advisers. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessment, and automated rebalancing to manage portfolios that may include stocks, bonds, mutual funds, and alternative investments.

Albert Pattillo III is a financial advisor with Ameriprise in Fort Worth, TX, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2022, he served in various roles within the U.S. Army, including the 2nd Battalion of the 11th, 35th, and 47th Infantry Regiments. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies.

George Marlow Jr. is a financial advisor at UBS Financial Services with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Freehouse Capital Partners, Citigroup, and Atlas Sand. Outside of advising, he owns and operates Marlow Mining LLC, which runs bitcoin mining equipment. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines wealth management with institutional trading capabilities and provides a broad range of capital markets services.

Kristin Chevalier is a financial advisor at Edward Jones in Colleyville, TX, holding a Series 66 designation with four years of industry experience. Before joining Edward Jones in 2021, she worked at Bell Flight from 2012 to 2017. She also has experience as an office technician with Instructional Media Services at Texas A&M University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.

Bradford Storm is a financial advisor with Edward Jones in Grapevine, TX, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Edward Jones since 2002. 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 manages approximately $1.01 trillion in assets and offers a wide range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Alexa De Moss is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has previously worked in various roles during her time at Texas Christian University and its Campus Recreation Center. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program.

Gloria Homans is a financial advisor with Osaic Wealth, Inc. based in Southlake, Texas, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. Her prior work includes 14 years at Sagepoint Financial, Inc., and she has owned Homans and Associates since 1991, a firm that provides tax preparation services. In addition to her advisory role, she sells insurance products including life, disability, long-term care, and Medicare supplements through a sole proprietorship connected to Osaic. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to institutions, offering brokerage and investment advisory services alongside financial planning and retirement consulting. The firm employs a variety of asset allocation and portfolio management tools and supports multiple advisory platforms, including third-party managed-account solutions.

Ronnie Rushing is a CFP®-certified financial advisor with 25 years of industry experience, currently affiliated with LPL Financial since 2015. He is based in Mansfield, TX. Outside of his advisory role, he is involved in forming and managing real estate investment entities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and technology-driven strategies.

Nicholas Olivarri is a financial advisor with Raymond James & Associates in Fort Worth, TX, holding a Series 66 designation and 11 years of industry experience. He previously worked at Merrill and Bank of America, N.A. before joining his current firm. 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 broad client base including individuals, institutions, and municipalities, offering tailored financial planning and consulting services through various portfolio management styles and affiliated research.

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.

Kenshel Hills is a financial advisor at Primerica Advisors with six years of industry experience. He holds the Series 65 and Series 63 designations and has worked at Primerica Advisors since 2020. Hills is also employed by Dallas ISD. In addition to his advisory role, he is involved in the sale of home security and automation products through related affiliate companies. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program relying largely on model-delivery strategies managed by third parties and supported by custodial and trade execution services.

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 at Wells Fargo Clearing in Fort Worth, TX, with 13 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo since 2016, including time at Wells Fargo Advisors LLC. 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 both brokerage and advisory solutions supported by extensive research and analytics.

Fady Hanna is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses and eight years of industry experience. He has been with Wells Fargo Bank and its clearing division since 2015 and 2018, respectively. 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 operates on a large scale with over 14,000 financial advisors and approximately $671 billion in assets under management, offering both brokerage and advisory solutions.

Kim Campbell is a financial advisor with LPL Financial in Arlington, TX, holding Series 63 and Series 66 credentials and possessing 21 years of industry experience. She has been with LPL Financial since 2016 and previously worked at Western Wealth Management, LLC. LPL Financial serves a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios, research, and technologies such as machine learning to support its investment strategies.

Jason Daugherty is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has interests in oil and gas exploration through royalties from mineral rights at XTO Energy. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a non-discretionary program supported by an in-house manager solutions team and centralized due diligence.

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 at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.