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.

David Kemper is a financial advisor at Cambridge Investment Research Advisors with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fidelity Brokerage Services LLC for 12 years. Outside of his advisory role, he is an independent insurance agent and has been involved as a sales representative of health and beauty products. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of financial professionals, providing account implementation across multiple platforms and custodians.

James Hamilton Jr. is a financial advisor with Edward Jones in Azle, Texas, holding Series 63 and Series 66 licenses and having 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he has income interests related to crop sales and oil royalties from a farm in McLeansboro, Illinois. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large nationwide network of advisors and branch offices, providing both discretionary and non-discretionary strategies under a fiduciary standard.

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.

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.

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 in Arlington, TX, holding Series 63 and Series 66 licenses and offering 18 years of industry experience. She has been 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. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative screens and qualitative research to develop model asset allocations and offers distinctive regulatory registrations that support broader derivatives and commodities 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 holds a Series 66 license, currently serving as a financial advisor at OSAIC with five years of industry experience. His previous roles include positions at The Rudd Company, LPL Financial, and Armstrong Purselley Wealth Management Group, among others. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers brokerage and advisory services with an investment approach that emphasizes model-based asset allocation and portfolio optimization, supported by multiple programs and 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.