Wen Chen is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing experience since 2012 in helping clients develop personalized financial strategies. Wen focuses on understanding clients' objectives, goals, and risk tolerance, offering guidance in areas including retirement income planning, college education planning, divorce transition, family wealth management strategies, legacy and LGBT wealth planning, small business strategies, and tax minimization. Wen aims to provide clear communication and strategies that seek to maximize returns while minimizing portfolio risk. Wen holds a Master of Business Administration with a finance concentration and a Master of Science in Biology from the University of North Carolina at Charlotte, as well as a bachelor's degree from Shanghai University of Traditional Chinese Medicine and Pharmacology. Wen has earned the Personal Investment Advisor (PIA) designation and is affiliated with the US-China Chamber of Commerce. Beyond professional commitments, Wen participates in community involvement through the Association of Chinese Professionals in DFW and volunteers with nonprofit organizations. Personal interests include cooking, dancing (ballet and ballroom), hiking, painting, woodworking, traveling, and spending time with family. Wen’s approach emphasizes working one-on-one with clients to create financial strategies aligned with their long-term goals.

Stephanie Wooldridge is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has worked with J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2011. Outside of her advisory role, she serves as a board member and treasurer for the Garner Fine Arts Academy PTA, managing budgeting and financial reporting for the nonprofit. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm delivers these services on a non-discretionary basis, combining institutional advisory operations with brokerage, distribution, and investment management capabilities.

Autumn Broussard is a financial advisor at Merrill with one year of industry experience. She holds a Series 66 designation and has worked previously at Raymond James and Washington & Associates, LLC. Her background also includes positions outside the financial industry and roles at Texas State University and Lamar University. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Don Marable is a CFP® professional at Edward Jones with 22 years of industry experience. He has been with Edward Jones in Fort Worth, TX since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee strategies and separately managed accounts, supported by a large network of advisors and branch offices across the United States.

Jackson Hale is a Financial Consultant currently working with Fidelity Investments since 2024. He focuses on creating customized financial experiences for families in and around Fort Worth, providing education, resources, and guidance to support their financial goals. Jackson's professional experience includes roles at Fidelity Investments and Charles Schwab & Co. At Fidelity, he progressed from Financial Consultant I to Financial Consultant. His tenure at Charles Schwab & Co spanned from 2019 to 2024, where he served as Financial Consultant Academy participant, Investment Consultant, and Vice President-Financial Consultant. Outside of his professional work, Jackson enjoys family activities, football, hiking, parenthood, running, and skiing.

Braden Givens is a CFP® and Series 66-registered advisor with four years of industry experience. He is currently with OSAIC and has previously worked at several firms including The Rudd Company, Llc and Advisor Resource Council. OSAIC serves a wide range of clients including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of financial advisers. The firm offers integrated brokerage and advisory services, financial planning, and various managed account solutions utilizing asset-allocation tools, risk-tolerance assessments, and third-party platforms.

Peter Reaka is a CFP® with over 31 years of industry experience, currently affiliated with Morgan Stanley in Fort Worth, TX. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he is a one-third owner of a real estate business in South Padre Island, TX. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, utilizing firm-approved tools and methodologies without providing individual security recommendations as part of its standalone planning services.

Scott Byrd is a CFP® with 24 years of experience in the financial industry, currently serving at Ameriprise since 2005. He holds Series 63 and Series 66 licenses and is based in Bedford, TX. Byrd serves on the board of directors for the Fort Worth YMCA. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Richard Baker is a financial advisor with Equitable Advisors, holding a Series 66 designation and 27 years of industry experience. He has worked at Equitable Advisors since 1999 and previously with AXA Advisors, LLC for 21 years. Outside of his advisory work, he is involved with the First Baptist Church Keller as a member of the Ministry Plan/Budget Committee and operates a small side business called Table Toys. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, utilizing multiple advisory channels and third-party tools to tailor services to client goals and risk tolerance.

Nicholas Workman is a Series 66-licensed financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones, he held roles at Deep Ellum Logistics Corp, where he served as president, Bell Helicopter, Tarrant County College, and Lockheed Martin. He is also a board member and campaign chair for the Ryan Family YMCA in Fort Worth, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of more than 23,000 advisors.

Paige Waldron is a financial advisor at Morgan Stanley with three years of industry experience. She holds a Series 66 designation and has previous work experience at Raymond James & Associates, ACA Global, and DRMP. Outside of her financial advisory role, she operates a dog sitting business in her home. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, incorporating broad investment research and modeling techniques.

Jonathan Hurley is a CFP® professional with 15 years of experience in the financial services industry. He has worked at Cambridge Investment Research Advisors since 2019 and previously spent eight years with Fidelity Investments. Outside of his advisory role, Hurley serves as a board member at Riverstone Church in Mansfield, TX. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, and retirement-plan advisory through a network of independent professionals using a variety of portfolio management approaches and platforms.

Jason Roach is a financial advisor with Edward Jones in Arlington, TX, holding Series 63 and Series 66 licenses and bringing five years of industry experience. His prior roles include positions at Ameriprise Financial Services LLC and Cambridge Investment Research Inc. He has received royalties from oil and gas production through interests in Sage Natural Resources and TotalEnergies E&P Barnett USA, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with a network of approximately 23,701 advisors and over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

Jerald Cooperman is a financial advisor at Ameriprise with 20 years of industry experience. He holds Series 63 and Series 66 designations and has been with Ameriprise since 2011. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet certain asset criteria, providing detailed written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis with algorithmic automation to deliver personalized planning while emphasizing funds from affiliated firms.

Wesley Roland is a Series 66-licensed financial advisor with 26 years of industry experience, currently affiliated with OSAIC since 2016. He also owns and operates Wesley A. Roland, P.C., providing tax consulting and accounting services, and serves on the boards of two charitable foundations focused on scholarships and community support. Roland’s background includes roles as an insurance producer and trustee of a private trust. OSAIC serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and advisory services through a large network of advisers. The firm employs various asset-allocation tools and investment strategies, including discretionary and non-discretionary portfolio management, and supports multiple third-party managed account platforms.

Christopher Roberts is a financial advisor with Equitable Advisors in Aledo, TX, holding a Series 66 designation and 22 years of industry experience. He has been with Equitable Advisors since 2003, previously affiliated with Axa Advisors, LLC. Outside of his advisory work, Roberts has participated as a movie and series extra. Equitable Advisors provides financial planning, retirement plan support, and access to asset management services for individual investors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model, utilizing third-party asset managers and LPL programs to tailor solutions based on client goals, risk tolerance, and time horizon.

Madeline Prater is a financial advisor with Raymond James & Associates in Fort Worth, TX, holding a Series 66 credential and one year of industry experience. Before joining Raymond James in 2025, she worked in various roles with the City of Southlake from 2017 to 2025 and attended the University of Oklahoma from 2013 to 2017. She is also involved in political activity with the City of Euless. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipal entities—and offers a range of financial planning, investment consulting, and municipal advisory services.

Stephen Shirley is a financial advisor with Edward Jones in Hurst, TX, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, Shirley is involved with SES Family Holdings, LLC, a real estate holding company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Jarriet Bluitt is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Stifel Independent Advisors, Bank of America, Merrill, and Massachusetts Mutual Life Insurance Co. Bluitt serves as treasurer for the Bossier City Alumni Chapter of Kappa Alpha Psi, a nonprofit mentorship program. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Elizabeth Dignum is a financial advisor with Raymond James Financial Services Advisors, Inc., holding CFP® and ChFC® designations and more than 39 years of experience in the industry. She previously worked at Commonwealth Financial Network and spent over a decade at Texas Tech University. Outside of her advisory role, she is an author and runs Dignum Financial Partners, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored non-discretionary planning using risk profiling and analytical tools and supports municipal and public finance work through its affiliation with a municipal advisor.