Courtney Plumbley is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 designation and has been with Merrill since 2017. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Allison Westmoreland is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016. Allison also has experience managing Fresh Air Oxygen and Medical Supplies from 2006 to 2024. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research to deliver customized asset allocation advice, investment manager searches, and performance reporting while clients retain final decision-making authority.

Andrew Veitzel is a financial advisor at Edward Jones with the Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held roles in various hospitality and management positions, including at Heim Barbecue, Uncle Julio's, Bottleneck Management, City Works, and On the Border. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Justin Mercier is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 65 and Series 63 licenses. His prior work includes roles at TD Ameritrade and Charles Schwab Bank, SSB. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 and discretionary investment guidance using multi-asset model portfolios and maintains a distinctive operational structure integrating advisory, brokerage, custody, and cash-sweep services.

Todd Buckendorf is a financial advisor with UBS Financial Services in Fort Worth, TX, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has been with UBS since 1988. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and provides research-based, tailored investment strategies.

Kris Morris is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining J.P. Morgan Securities in 2026, he worked at Bank of America/Merrill Lynch and Charles Schwab & Co, among other firms. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG criteria, offering clients tailored recommendations while retaining final decision-making authority.

Jerrod Shearer is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with various Fidelity entities since 2014, including Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Prior to joining Fidelity, he was with National Charitable Services for one year. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm combines fundamental research with quantitative and algorithmic portfolio construction, and it is noted for its use of AI-driven methodologies and its advisory roles to multiple registered investment companies.

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 designations and has worked at Merrill Lynch and Wells Fargo Advisors before joining J.P. Morgan. 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 research, and customized performance reporting. The firm’s advisory process incorporates quantitative and qualitative due diligence with an ESG eligibility framework and is supported by affiliated implementation and portfolio services.

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 with the Series 66 designation and three years of industry experience. Prior to joining Wells Fargo, he held positions at Northwestern Mutual Investment Services, Northwestern Mutual Life Insurance Company, Leeco Steel, BMW of Dallas, Autobahn BMW, MSI Financial Services, and UBS Financial Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, 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.

Ronald Parrish is a Financial Advisor at Merrill Lynch Wealth Management. He is associated with the Campanello Wealth Management Group, where he provides financial advisory services. He holds the professional designation of Personal Investment Advisor (PIA). Ronald Parrish earned a Bachelor's Degree from Baylor University.

Nichelle Davis is a Series 66-registered financial advisor with Edward Jones in Haslet, TX, where she has worked since 2013, totaling 13 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies and affiliated investment products through a nationwide network of financial advisors and branch offices.

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.