Steven Ha is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 65 and Series 63 credentials and two years of industry experience. He previously worked at JP Morgan Chase Bank and J.P. Morgan Securities, and he has a background that includes real estate brokerage with Realty Company of Louisiana 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 a range of brokerage and advisory solutions supported by comprehensive research and analytics.

Cooper Lane is a financial advisor with Morgan Stanley in Fort Worth, TX, holding a Series 66 designation and three years of industry experience. He has been with Morgan Stanley Smith Barney since 2010. Outside of advising, Lane is the sole proprietor of Trinity River Royalties LLC, an oil and energy investment business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside a variety of investment solutions.

Sager Koheel is a financial advisor with Equitable Advisors in Fort Worth, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, Koheel worked in educational roles at Pioneer Technology & Arts Academy and Howard Middle School. 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, offering both advisory and brokerage/insurance channels to implement client recommendations.

Lisa Tomlinson is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She has been with J.P. Morgan Chase Bank and J.P. Morgan Securities since 2014. 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. The firm combines large institutional advisory operations with additional market-facing registrations, delivering advisory services alongside brokerage, distribution, and investment management capabilities.

Margaret Capehart is a CFP®-certified financial advisor with Ameriprise in Arlington, TX, bringing 22 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Outside of her advisory role, she is involved in independent insurance brokering and works with Certainty of the Uncertainty, LLC, an entity established to manage her practice. Ameriprise offers a retirement-income planning service focused on individuals near or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations delivered through a centralized consulting team.

Tonya Ward is a financial advisor at Fidelity with 19 years of industry experience and holds a Series 66 designation. She has worked with Fidelity Brokerage Services, LLC since 2016 and joined Fidelity Investments in 2025. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios comprised of mutual funds, ETFs, and ETPs.

Leslie Valdelamar is a financial advisor with Ameriprise in Arlington, TX, holding Series 63 and Series 66 licenses and having three years of industry experience. Prior to joining Ameriprise in 2026, Leslie worked at Florida Financial Advisors and Trinity Wealth Securities. Outside of financial services, Leslie has experience with educational organizations including Scoot Education and Kokua Education, as well as involvement with Pet Chatter. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with 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.

Ramesh Dharmarajan is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds Series 63 and Series 66 designations. His work history includes multiple roles within Wells Fargo Clearing and Wells Fargo Bank, NA dating back to 2012. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non‑qualified deferred compensation plans, offering both non‑discretionary and discretionary services. The firm’s advisory process is IPS‑driven and grounded in modern portfolio theory, with a range of investment options that include insurance‑related vehicles and bank deposit sweep programs.

Jonathan Shier is a financial advisor with Thrivent Investment Management in Fort Worth, TX, holding a Series 66 designation and three years of industry experience. His career includes roles at Thrivent Financial and Fidelity Investments. Outside of advising, he performs as a jazz trumpet and keyboard player for events and a worship team. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm provides written recommendations on a broad range of topics and allows clients to combine planning with managed-account services.

Michael Patterson is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Wells Fargo in 2026, he worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. from 2022 to 2026. He also spent seven years at Ads Steel Services before entering the financial industry. 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 a range of brokerage and advisory solutions, relying on research and diversification principles in its investment approach.

Brandi Reynolds is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 20 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. since 2007. Wells Fargo Clearing provides retirement plan consulting services 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 incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Matt Ardoyno is a financial advisor at Stifel with 27 years of industry experience. He holds the Series 66 designation and has worked previously at Merrill Lynch and Bank of America. Outside of his advisory role, Ardoyno serves on the advisory council for Texas Wesleyan University and is a board member of ACH Child and Family Services, a nonprofit focused on child advocacy. He is also involved in managing and guiding hunts on his ranch and participates in related agricultural and equine event ventures. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Kailee Jensen is a financial advisor at Edward Jones in Ft Worth, TX, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2021, Jensen worked in healthcare-related roles at Facial Oral Surgeons, AOMS, Fairview Clinics, and Maple Grove Hospital from 2015 to 2021. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with diverse investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds. The firm operates under a fiduciary standard and maintains a large retail advisor and branch network, alongside affiliated services such as a trust company and securities-based lending.

Cristine Rivera is a Series 66 licensed financial advisor at UBS Financial Services in Ft. Worth, TX, with one year of industry experience. She has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers proprietary research, custody, underwriting, and capital markets services.

Richard Hancock is a financial advisor with Primerica Advisors in Mansfield, TX, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked with PFS Investments, Inc. since 2008 and Primerica Financial Services since 2001. Outside of advising, Hancock is the owner of Tapenvy.US, LLC and serves as treasurer and co-founder of Devs for Change Inc., a nonprofit organization. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and separately managed accounts primarily to individual and high-net-worth clients. The firm employs third-party asset managers and has a tiered wrap-fee structure with ongoing oversight of its model portfolios.

Jonathlyn Agyemang is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services through a nationwide network of more than 23,700 financial advisors.

Brock Burkett is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. In this role, he focuses on helping clients maximize their relationship with Fidelity by leveraging available tools and resources to support their financial objectives. Prior to this position, he served as a Workplace Planning Consultant at Fidelity from 2022 to 2024. Brock's experience includes working as a Wealth Management Client Associate at Merrill Lynch from 2019 to 2022. Throughout his career, he has been involved in benefits and planning services aimed at assisting clients in achieving their financial goals. Outside of his professional work, Brock enjoys activities such as board games, cooking and baking, family activities, exploring food, and reading.

Savannah Petronis is a financial advisor with Robert W. Baird & Co. in Fort Worth, TX, holding a Series 66 designation and 11 years of industry experience. She previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of her advisory role, she serves as Treasurer and Board Member for the Fort Worth Delta Delta Delta Alumnae Charities. She is part of The DDK Group at Robert W. Baird & Co., which provides tailored wealth management services to individuals, families, institutions, and charitable organizations, offering a range of portfolio management and consulting solutions including discretionary and non-discretionary strategies.

Rex Mason is a financial advisor at Edward Jones in Fort Worth, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked in various roles including positions at Daffan Cooling and Heating, Lowe's Home Improvement, and Beau Rivage Hotel Casino. Mason is also the owner of Gadot Investments, LLC, a residential rental property business. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors. The firm provides discretionary and non-discretionary strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Joseph Sholden is a financial advisor at Robert Baird & Co. with 28 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he has involvement with mineral rights related to Total Energies E&P Barnett USA. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients with customized financial planning and portfolio management services. The group employs a variety of strategies including discretionary and non-discretionary management, SMA programs, and overlay services, and also provides municipal advisory and public finance services.