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.

John Alves is a financial advisor at Fidelity with Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, 49 Wealth Management, and Thrivent Advisor Net. Alves has also worked outside finance in various capacities, including at Planet Fitness and Maverick Fine Western Wear. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm combines fundamental research with quantitative analysis and systematic portfolio construction, and it employs algorithmic methods and AI in its investment process.

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.

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.

Andrew Engstrom is a financial advisor with Edward Jones in Fort Worth, TX. He holds the CFP® and Series 66 designations and has 19 years of industry experience, all with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and 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.

Kendall Inman is a CFP® with seven years of industry experience, currently serving as a financial advisor at Robert Baird & Co. He previously worked at Wells Fargo Clearing Services LLC and Ameriprise Financial Services Inc. Before entering the financial industry, he was affiliated with the University of Texas at Arlington. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, employing both in-house and third-party managers across traditional and non-traditional investment strategies.

Uriel Batista is a financial advisor with LPL Financial in Fort Worth, TX, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Cuso Financial Services, Capital One Investing, and Wells Fargo Clearing. Outside of his advisory work, he is co-owner of Baxel, Inc., a non-investment-related business. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Jesse Suffield is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. He has been with Wells Fargo Bank NA since 2008 and Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. 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.

James Boaz is a financial advisor with LPL Financial in Fort Worth, TX, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He has been with LPL Financial since 2007 and previously worked at A. G. Edwards & Sons, Inc. from 2005 to 2007. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with investment management delivered through a network of investment adviser representatives using both proprietary and third-party strategies.

Andre Rivers is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2016, joining Wells Fargo Advisors Financial Network in 2026. Rivers previously spent time at TD Ameritrade in 2007. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with an approach that integrates advisory services alongside other financial products and referral channels.

Joshua Eslick is a financial advisor at Morgan Stanley in Fort Worth, TX, holding Series 63 and Series 65 licenses with nine years of industry experience. His prior roles include positions at Charles Schwab, TD Ameritrade, and Verizon Wireless. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning that incorporates firm-approved tools and investment committee input. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer-based financial planning agreements.

Ethan Guardiola is a financial advisor with Merrill in Fort Worth, TX, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America and Texas Tech University. Merrill provides managed account services through its Select Portfolio Solutions program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs model-based and discretionary strategies developed by internal and third-party managers, with portfolio implementation tailored to different investment approaches.

Stacy Grayson is a financial advisor with Wells Fargo Clearing in Irving, TX, holding a Series 66 designation and eight years of industry experience. Her work history includes roles at Wells Fargo Clearing Services and Metlife Investors Distribution Company. Wells Fargo Advisors is a national securities firm providing 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.

Stephan House is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at TIAA, TD Ameritrade, Fidelity Investments, and Precision Castings of Arkansas. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and utilizes forward-looking capital market assumptions to develop model asset allocations.

Don Reynolds III is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 13 years of industry experience. He previously worked at Ameriprise Financial Services Inc and RBC Capital Markets. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.