Jerrod Shearer is a financial advisor with Fidelity in Southlake, TX, holding Series 63 and Series 66 designations and 11 years of industry experience. His prior roles include work at National Charitable Services and various divisions within Fidelity. Fidelity’s affiliate Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Blake Inorio is a financial advisor at Edward Jones in Fort Worth, TX, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Exact Sciences, Axon Enterprise, DriveTime, Arizona State University, and The Hub Grill and Bar. 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. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joseph Northern is a financial advisor at Charles Schwab based in Fort Worth, TX, with seven years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones and TD Ameritrade, among other firms. Northern's experience includes roles at Charles Schwab Bank and Charles Schwab & Co., Inc. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advice and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Lamar Brown is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. He has worked at Cetera and its affiliated entities since 2024 after prior roles at Avantax Investment Services, First Command, and TD Ameritrade. Cetera Investment Advisers LLC operates as an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, supported by a large nationwide network of over 10,000 advisors and $256 billion in assets under management.

Scott Miller is a financial advisor at Ameriprise with 35 years of industry experience. He has held various roles within Ameriprise since 2005. Outside of his advisory work, he is the managing member of SM Watershed LLC and is involved with Pathsage LLC through a compensation-sharing arrangement. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning services focused on dependable income sources and tax-aware withdrawal strategies.

Paul Robinson is a financial advisor with Robert W. Baird & Co. in Fort Worth, TX, holding Series 63 and Series 66 credentials and bringing 14 years of industry experience. He has been with Robert W. Baird since 2013. Robinson serves as a board member of the Bobby Bragan Youth Foundation, a nonprofit that awards college scholarships to students based on an essay about their hero. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group provides a range of consulting and portfolio services, tailoring investment strategies to client goals and risk tolerances through a combination of in-house and third-party managers.

Taylor Lewis is a financial advisor at Edward Jones in Arlington, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked at Charles Schwab & Co., Inc. and had roles at Flexxray LLC and Cargill Incorporated. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

Judson Burns is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he employs a variety of tools and resources to effectively address clients' financial needs, focusing on building personalized strategies to help clients achieve their financial objectives. Judson emphasizes trust, communication, and transparency to maintain strong client relationships. His areas of expertise include college education planning, corporate executive services, divorce transition planning, employee benefits planning, executive compensation, legacy planning, liquidity management, managing new wealth, and personal retirement planning. Judson holds professional designations as a Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). Judson graduated with a Bachelor's Degree from Southern Methodist University and currently resides in Dallas, Texas. Outside of his professional activities, he enjoys various sports including baseball, basketball, cooking, fishing, football, golfing, hunting, ice hockey, music, and soccer.

Rusti Gunn is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds Series 63 and Series 66 credentials. Her prior work includes roles at Wells Fargo Advisors and Merrill Lynch. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence, with an ESG eligibility framework integrated into its investment recommendations.

Alysa Dillard is a Planning Consultant at Fidelity Investments, a role she has held since 2026. She has been with Fidelity Investments since 2024, previously serving as a Relationship Manager from 2025 to 2026 and as a Financial Representative from 2024 to 2025. Prior to joining Fidelity Investments, Alysa was a Licensed Financial Representative at Charles Schwab from 2022 to 2023. Alysa focuses on building meaningful and lasting relationships with clients by understanding their priorities and providing personalized financial support. She aims to help clients feel informed and confident as they navigate various stages of their financial journey. Outside of her professional work, Alysa enjoys engaging in board games, fitness activities, exploring food, spending time with friends and attending social events, reading, and traveling.

James Whalen is a financial advisor at Wells Fargo Clearing in Fort Worth, TX, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Northwestern Mutual Investment Services LLC, Northwestern Mutual Life Insurance Company, Leeco Steel, and over a decade at Autobahn BMW. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Ronald Parrish is a Financial Advisor at Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Ronald earned his Bachelor's Degree from Baylor University. His role focuses on providing financial advisory services to clients within the Merrill Lynch Wealth Management framework.

Nichelle Davis is a Series 66-licensed financial advisor with Edward Jones, where she has worked since 2013, bringing 12 years of industry experience. She is based in Haslet, Texas. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Miguel Montejano is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Charles Schwab and TD Ameritrade. Outside of his advisory work, he owns and operates a family cattle ranching business. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Kevin Rainosek is a financial advisor at Edward Jones in Fort Worth, TX, holding Series 63 and Series 66 licenses with 22 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he serves on the Finance Committee for the Bear Creek Masters Association in Murrieta, CA, overseeing financial budgets and plans. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 advisors and 15,100 branch offices.

Taglath Milburn is a financial advisor with UBS Financial Services in Ft. Worth, TX, holding Series 63 and Series 65 designations and over 33 years of industry experience. He has worked at UBS since 1992. Outside of his advisory role, he is involved with the Arlington Sportsman's Club, a nonprofit organization. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, leveraging proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management and offers a broad range of capital markets and advisory services.

Arturo Rocha is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has worked with multiple Raymond James entities since 2015 and has longstanding ties to Southside Bank and its affiliated investment services. Rocha provides financial planning and wealth management through Southside Investment Services and Southside Wealth Management. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and investment consulting to client goals and supports a broad advisor network alongside specialized municipal and retirement plan advisory programs.

Jo'anthony Conde Schmidt is a Series 66 registered advisor with Merrill in Fort Worth, TX. He joined Merrill in 2025 and has prior work experience in various industries, including retail and manufacturing. 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, offering both model-based and discretionary investment strategies for individuals, institutions, and charitable organizations.

Dylan Beard is a financial advisor at Merrill with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes positions at Morgan Stanley and Bank of America, N.A. He is based in Fort Worth, TX. 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.

Christopher Neil is a financial advisor at Raymond James Financial with 19 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 14 years before joining Raymond James in 2021. Outside of advisory work, he manages FlynnRyder, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and encourages implementation through its advisory programs or other providers.