Craig Wall is a financial advisor at Merrill with 18 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2009. Wall is also associated with Bank of America, N.A., where he has worked since 2007. 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.

Blake Stones is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 16 years of industry experience. He has been with Cambridge Investment Research Advisors since 2010 and also works as a pilot for Continental Airlines. 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 advisory services through a network of independent financial professionals, utilizing a range of platform and custody arrangements with both discretionary and non-discretionary investment options.

Steven Kessler is a financial advisor at Morgan Stanley in Fort Worth, TX, holding Series 63 and Series 66 licenses with 25 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services, where he worked for over two decades. Morgan Stanley Wealth Management offers advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and proprietary tools to model financial outcomes, while also providing products and services through a range of affiliated entities.

Kasey Holifield is a CFP®-credentialed financial advisor with Edward Jones, based in Fort Worth, TX, and has seven years of industry experience. Prior to joining Edward Jones, Holifield worked with Eagle MT Saginaw ISD and Fort Stockton ISD. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products through a large nationwide network of financial advisors and branch offices.

William Smiley is a financial advisor with J.P. Morgan Securities in Fort Worth, TX. He holds a Series 66 designation and has one year of industry experience. Prior to joining J.P. Morgan Securities, he worked at JPMorgan Chase Bank, N.A. and held various roles at Liberty University and Shadow Mountain Community Church. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence to inform recommendations.

Matthew Rodger is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in Education Planning, Small Business Strategies, and supporting clients in the Sports & Entertainment sectors. He focuses on assisting professionals undergoing job transitions, providing guidance on retirement assets, benefits, employer stock, and long-term financial plans. He holds a Bachelor's Degree from Texas Tech University System, where he was President of Sigma Alpha Epsilon. Matthew holds the professional designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA). His expertise covers 401(k) rollover evaluations, IRA planning, retirement income strategies, concentrated stock position planning, benefits analysis, and comprehensive wealth management. Outside of his professional work, Matthew participates in the Mira Vista Country Club community. He is personally interested in activities such as camping, dancing, golfing, hunting, music, and skiing.

J Bryan Reece is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and possessing 30 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

John Towers is a financial advisor with Ameriprise in Fort Worth, TX, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its related entities since 2014. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing 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 deliver tailored advice through a centralized consulting team.

Zachary Scott is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has worked with various divisions of Raymond James since 2002. Outside of his advisory role, he owns and manages ZCS Wealth Management, where he serves as branch manager. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and investment consulting, supported by advanced analytical tools, and maintains specialized services such as municipal advisory and SIMPLE IRA employer consulting programs.

Dana Lewis is a financial advisor with Merrill in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. Prior to joining Merrill in 2021, Dana worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA for over a decade. 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, pension plans, corporations, and charitable organizations.

Blake Spiller is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2023. He previously worked at Cain Watters & Associates and has academic experience from Texas Christian University. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework and offers access to a broad range of investment products through its affiliation with the larger J.P. Morgan organization.

Paige Phillips is a CFP® professional with six years of industry experience, currently working at Cetera. She has previous experience with Quest Capital Management and supports lead advisors at Coble Cravens Investments and Insurance. Outside of financial advising, she owns and manages Arlington Storks & More, a sign rental business. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with diverse program options.

William Bailey is a financial advisor with Edward Jones in Keller, TX. He holds the Series 66 designation and has one year of industry experience. Prior to joining Edward Jones in 2024, he held positions at several firms including Syfan Logistics, Steam Logistics, Apex Capital, EGW Logistics, IXT LLC, and Watco Logistics. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Sharon Redmond is a financial advisor with Raymond James & Associates in Fort Worth, TX, holding a Series 66 designation and 21 years of industry experience. She previously worked at Merrill for 16 years before joining Raymond James in 2018. Outside of her advisory role, she manages a part-time short-term rental property in Fort Worth. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on a range of portfolio management styles and affiliated research.

Roxanna Rodriguez Calabrese is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials. She has been with Wells Fargo in various roles since 2022. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Nicolas Perez III is a financial advisor at Merrill in Fort Worth, TX, holding a Series 66 designation with nine years of industry experience. He has worked at Merrill and Bank of America since 2018 and spent one year at Edward Jones prior to that. Before entering finance, he worked in the television industry. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors. The firm supports strategic asset allocation and tax-aware investment options as part of its portfolio management approach.

Jason Miller is a financial advisor at Charles Schwab with eight years of industry experience. His prior roles include positions at TD Ameritrade and Charles Schwab bank. Outside of his advisory work, he has been involved in retail sales through a local business in Fort Worth, Texas. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering wealth advisory, managed accounts, and financial planning services. The firm provides both non-discretionary and discretionary investment management through multi-asset model portfolios and integrates brokerage, custody, and advisory services within its Schwab Wealth Advisory program.

Elias Muludiki Jr. is a financial advisor with Merrill in Fort Worth, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Merrill in 2025, he worked at the University of Texas at Arlington and held various roles in marketing and education. In addition to his advisory role, he works as a sales representative for a natural juice company. 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, pension plans, corporations, and charitable organizations.

Jake Skiles is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 and Series 63 designations and has worked at firms including Charles Schwab Bank, Charles Schwab & Co., and TD Ameritrade. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a range of wealth levels. The firm offers a variety of advisory programs and investment solutions, supported by a nationwide network of financial advisors and branch offices.

Clayton Edwards is a financial advisor with Edward Jones in Keller, TX. He holds the Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he held roles with the Dallas Cowboys Football Club and the Miami Dolphins. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.