David Daly is a financial advisor at Edward Jones in Arlington, TX, with six years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2020. Prior to joining the firm, he was co-owner of Triangle Payment Systems, a merchant services business, from 2006 until its closure in 2019. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets through a broad network of advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Madison Loewes is a Financial Consultant at Fidelity Investments, a position held since 2024. Her career at Fidelity Investments includes roles as an Investment Consultant in 2023-2024, Team Leader for Investment Solutions in 2023, Team Leader for Client Services from 2022 to 2023, Help Desk Client Services Tier I from 2021 to 2022, and Customer Relationship Advocate from 2020 to 2021. In her role, Madison partners closely with clients to understand their priorities and develop personalized financial plans. She provides strategic guidance to help clients navigate and work towards their financial goals. Outside of work, Madison's interests include cooking and baking, family activities, fitness, being a foodie, golf, and traveling.

Kevin Cloud is a financial advisor at Fidelity with Series 63 and Series 66 designations and two years of industry experience. Prior to joining Fidelity in 2024, he worked at ECI Software Solutions, Kayo Energy, Lifetime Fitness, and Albertsons. Fidelity’s Strategic Advisers LLC, where he works, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines proprietary fundamental research with quantitative and algorithmic methods to manage portfolios and serves as an advisor to multiple registered investment companies.

Haley Goodman is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, she held positions at PACCAR Financial Corp. and Charles Schwab. Outside of finance, she has worked in various roles including for companies such as Wag! and DoorDash. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to both retail and institutional clients, employing a blend of proprietary fundamental research and quantitative analysis to construct model portfolios. The firm is noted for its algorithmic portfolio construction, regulatory registrations, and advisory roles with multiple registered investment companies.

Brian Olson is a financial advisor with Morgan Stanley in Southlake, TX, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes roles at Citigroup Global Markets from 1993 to 2009 and at Morgan Stanley Smith Barney since 2009, continuing with Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management serves individual and institutional clients by providing a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Nathan Prange is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he worked for Arlington Independent School District for eight years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated products, supported by a large network of financial advisors and branch offices nationwide.

Sabrina Brown is a financial advisor with Merrill in Fort Worth, TX, holding a Series 66 designation and one year of industry experience. Her prior work history includes roles at Uber and Northwestern Mutual. Outside of her advisory work, she performs freelance delivery services as an independent contractor. 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 and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jordan Campsey is a financial advisor at Edward Jones in Keller, TX, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management and a network of nearly 24,000 financial advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joseph Ludwinski is a financial advisor at Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 credentials with one year of industry experience. His prior work history includes roles at Wells Fargo Bank, DoorDash, the University of North Texas, and various other positions across different sectors. 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 a range of brokerage and advisory solutions supported by research and analytics.

Shannon Copeland is a financial advisor at Merrill with 21 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2003. 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.

Brady Harris is a Financial Consultant at Fidelity Investments. He has been with Fidelity since 2015, progressing through various roles including High Net Worth Service Associate, Help Desk in Client Services, Workplace Planning Consultant, Benefits & Planning Consultant in Executive Services, and Financial Consultant I before assuming his current position in 2025. His professional experience encompasses financial consulting and benefits planning, with a focus on helping clients plan for long-term financial well-being. Brady holds insurance licenses in Arkansas and California. Outside of his professional work, Brady has interests in food, movies, music, pets, photography, and traveling.

Sandra Davidson is a financial advisor at Fidelity with 24 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Fidelity Investments since 2001. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Clayton Greer is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC since 2019. Prior to his financial career, he spent five years at Pluckers Wing Bar. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and use of AI-driven research methodologies.

Ernest Trader is a financial advisor with Fidelity, holding Series 63 and Series 66 certifications and bringing 26 years of industry experience. He has worked across several Fidelity divisions, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a variety of clients, including retail and institutional investors, through a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its regulatory registrations, advisory roles to investment companies, use of AI in research, and model portfolio delivery to intermediary platforms.

William Philips is a financial advisor with Equitable Advisors in Fort Worth, TX. He holds a Series 66 designation and has been with Equitable Advisors since 2026. His prior experience includes roles in nonprofit organizations such as Everynation Churches and Campus Ministries and The Heights Church. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individual clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers to tailor investment solutions based on client risk tolerance and personal information.

David Smith serves as Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2012. He has been dedicated to helping families understand their financial needs, identify risks, and develop plans aimed at achieving financial security. Prior to his current position, David worked as a Retirement Relationship Manager at Fidelity Investments from 2006 to 2012 and as a Financial Advisor at Ameriprise Financial from 2005 to 2006. He holds insurance licenses in Arkansas and California. Outside of his professional work, David engages in activities such as fishing, football, outdoor adventures, and volunteering, and he values his role in parenthood.

Robert Knous is a financial advisor with OSAIC based in Southlake, TX, holding Series 63 and Series 65 licenses and has 14 years of industry experience. He previously worked with Securities America Advisors, Inc. and Securities America, Inc. for ten years. Outside of his advisory role, he is active as an insurance agent specializing in life and health insurance and owns a personal S corporation for income and tax reporting. OSAIC serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisers. The firm provides a range of financial services and uses asset-allocation tools and automated rebalancing to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Billy Yarbrough is a CFP® professional with 22 years of industry experience, currently serving at Ameriprise since 2020 and previously with Ameriprise Financial Services, Inc. from 2005 to 2020. He is an equity owner and franchise advisor at Beez3 LLC and engages in sports card sales with his son as a personal hobby. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide annual, non-discretionary recommendations through a centralized consulting team.

Suryakant Desai is a CFP® professional with 36 years of experience in the financial industry. He is currently with Cetera, where he has worked since 2025, including Cetera Wealth Services, LLC. His background also includes roles at Avantax Investment Services and entrepreneurial activity as a CPA through S.T. Desai, CPA. He has been involved with Cedar Valley College for several decades. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary account structures.

Kyle Kramer is a financial advisor at Merrill with two years of industry experience. He holds a Series 66 designation and has worked at several firms, including Morgan Stanley and Bank of America. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.