Giovanni Blanchette is a financial advisor with LPL Financial based in Fort Worth, TX. He holds a Series 66 designation and has one year of industry experience. Prior to his current roles, he was a full-time student for 12 years. 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 provides financial planning, model portfolios, third-party asset management, and institutional platforms, supporting its network of over 22,800 advisors with a range of advisory and brokerage services.

Ryan Mandell is a financial advisor at J.P. Morgan Securities in Fort Worth, Texas, holding a Series 66 designation. He has one year of industry experience, including roles at JPMorgan Chase Bank, N.A. and Pharos Capital Group. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates both quantitative and qualitative research and offers broader derivatives and commodities capabilities compared to many institutional programs.

Stacey Holifield is a financial advisor at Edward Jones in Fort Worth, TX, holding Series 63 and Series 66 designations with 26 years of industry experience. She has been with Edward Jones since 2005. 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 is known for its extensive network of advisors and branches, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

Taylor Brooks is a financial advisor at Merrill with eight years of industry experience, holding a Series 66 designation. He previously worked at Compass Pointe Financial before joining Merrill in 2018. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Andres Polanco is a financial advisor at Edward Jones in Irving, TX, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at ProFormance Systems and Grapevine Faith Christian School. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Kyle Eager is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Charles Schwab & Co., Inc., Morgan Stanley, UBS, Fidelity Investments, and The Vanguard Group, Inc. 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, supported by a large network of investment adviser representatives.

Barton Bonney serves as Resident Director at Merrill Lynch Wealth Management. He brings over 22 years of experience in finance and investment to his role, having previously held the position of Executive Director at JP Morgan Private Bank. There, he concentrated on endowments and foundations, private equity managers and firms, and high net worth families. Before this, Barton spent 16 years in institutional equities, supporting portfolio managers and analysts at hedge funds, investment advisors, and state pension funds with their investment decisions. He managed the institutional desk in Dallas for Lehman Brothers and subsequently for Barclays Capital. Barton earned a Bachelor of Arts degree from Southern Methodist University. Beyond his professional work, Barton served 12 years on the Board of Directors of Capital For Kids, an organization dedicated to supporting North Texas children. He resides in Southlake, Texas, with his wife, Andrea, and they have one son, Harrison. His personal interests include camping, fishing, golfing, hiking, and hunting.

Kyle Appling is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. He previously worked at Ameriprise for three years and Comerica Securities for 28 years. Outside of his advisory role, he is the owner of Appling Properties LLC, a real estate business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services. The firm offers a broad range of planning options tailored to clients meeting a net-worth threshold, utilizing proprietary research and tools, with flexible implementation through brokerage or advisory programs.

Patrick Kilgannon is a financial advisor at Ameriprise in Fort Worth, TX, holding a Series 66 designation with less than one year of industry experience. Prior to joining Ameriprise, he worked with Equitable Advisors LLC and served as an adjunct instructor for COR Expeditions. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Ben Stewart Jr. is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Bank. He serves as a board member of the Fort Worth Museum of Science and History, participating on its finance committee and overseeing community initiatives. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and may incorporate ESG criteria in its investment recommendations.

Zach Atkinson is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2016, progressing through roles including Financial Consultant, Investment Consultant, Relationship Manager, Central Relationship Manager, and Investment Solutions. In his current role, Zach focuses on empowering individuals and families to plan for and save toward their retirement goals and financial future. Zach holds insurance licenses in Arkansas and California. His approach is informed by his life experiences, which enhance his ability to communicate effectively and support clients in pursuing their financial objectives. He is passionate about the financial services industry and the role it plays in helping people plan for their futures. Outside of his professional work, Zach is engaged in family activities, fitness, outdoor adventures, parenthood, and volunteering.

Sara Song is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding a Series 66 designation and five years of industry experience. Her prior work includes roles at Wells Fargo Bank and Key Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets across more than 14,000 financial advisors.

Quyen Cao is a financial advisor at J.P. Morgan Securities with Series 66 credentials and four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2025, Cao worked six years at Bank of America/Merrill Lynch. Outside of finance, Cao has experience in diverse roles including positions at Amazon Flex, Vandergriff Honda, and in the restaurant industry. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative screens and qualitative research to deliver asset allocation advice, investment manager searches, and customized performance reporting while allowing clients final decision-making authority.

Levi Darrow is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at PDS Health and educational institutions such as Baylor University and Newport Harbor High. 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 strategies supported by internal and third-party managers for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charities.

Thomas Pierce Jr. is a Certified Financial Planner (CFP®) with 26 years of industry experience. He is currently with Morgan Stanley, where he has worked since 2020, including a role at Morgan Stanley Private Bank, N.A. Prior to that, he held positions at Bank of America and Merrill. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct relationships and corporate financial planning agreements.

Tracy Morehead is a financial advisor with Ameriprise in Southlake, TX, holding a Series 66 designation and 12 years of industry experience. Prior to joining Ameriprise in 2026, Morehead worked at Edward Jones for 13 years. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet certain asset thresholds. The firm provides written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies, utilizing a combination of research, modeling, and tax-efficiency analysis.

Zachary Swain 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 2005. Outside his advisory role, he is the owner and president of Swain Resources LLC, a consulting business unrelated to investments. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

John Farrell is a financial advisor with UBS Financial Services in Fort Worth, TX, holding Series 63 and Series 66 credentials and bringing 15 years of industry experience. He previously worked for J.P. Morgan Securities and JPMorgan Chase Bank NA from 2011 to 2021. He is involved with the Texas Parks and Wildlife Foundation’s Stewards of the Wild program, participating in community service events focused on conservation education and outreach. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor financial plans to clients’ goals and risk tolerances.

Richard Solt is a CFP® professional at Ameriprise Financial Services LLC with 16 years of industry experience. His career includes roles at Edward Jones, Fisher Investments, Private Capital Management, TD Ameritrade, USAA financial planning services, and Fidelity. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides planned income strategies for clients approaching or in retirement, supported by proprietary research and a collaborative advisory approach.

Gary Barvick is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 65 and Series 66 designations and has been with Fidelity Investments since 2011, including seven years at Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research and quantitative analysis. The firm offers discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery, with distinctive features including use of algorithmic methods and AI in research, CFTC registration, and advisory roles to multiple registered investment companies.