John Candy is a financial advisor with Ameriprise in Bedford, TX, holding a Series 66 designation and two years of industry experience. He has worked for several firms, including Alternative IRA Services, LLC (BitcoinIRA) from 2016 to 2022, before joining Ameriprise in 2026. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning advice. The firm's approach includes a centralized service team that collaborates with advisors and uses proprietary research and algorithmic tools to guide asset allocation, withdrawal strategies, and Social Security claiming options.

James Clark is a financial advisor with LPL Financial in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His career includes roles at firms such as Cetera, BOK Financial Securities, and Stephens. 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 financial planning and asset management solutions, utilizing advisor-supported tools and multiple investment strategies across its extensive network of over 22,800 advisors.

Cole Bohner is a financial advisor with Raymond James & Associates in Dallas, TX, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Champ Sports Company, Bridgepoint Consulting, and Charles Schwab. Outside of his advisory work, he plays guitar in a band on weekends. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and consulting with non-discretionary implementation decisions.

Acacia Mendoza Diego is a financial advisor at Morgan Stanley with five years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments and Machol and Johannes LLC. Outside of financial advising, she operates a baked goods business, Acacia Pops, and has engaged in dog sitting and walking services as an independent contractor. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services that include estate planning strategies and access to various investment offerings.

Stephanie Spyres is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Fidelity Brokerage Services LLC since 2018, with additional experience at USAA financial services between 2016 and 2018. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and supports its investment process with oversight and the use of AI-driven methodologies.

Carla Harroz is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds Series 63, 65, and 66 credentials and has worked previously at Goldman Sachs International in the Investment Banking Division. Outside of her advisory roles, she has been involved with entrepreneurial ventures such as 2045 Studio and Celaya Capital LLC. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a combination of quantitative asset-allocation modeling and centralized due diligence. The firm integrates an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan banking and broker-dealer organization.

Tara Walters is a financial advisor with Merrill in Dallas, TX, holding a Series 66 designation and 20 years of industry experience. She has worked with Merrill since 2003 and concurrently with Bank of America, N.A. since 2009. She is an officer of Esto Dux GP, LLC, a for-profit investment-related entity based in Dallas. 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 investment strategies for a range of individual and institutional clients.

Patrick Smith is a Financial Consultant at Fidelity Investments, where he partners with individuals and families to develop and implement comprehensive financial plans. He focuses on understanding the unique complexities of each client's situation to provide actionable steps aligned with their long-term goals. His professional experience includes roles as a Financial Consultant and Planning Consultant at Fidelity Investments, as well as a Workplace Planning Consultant at the same firm. Prior to joining Fidelity, he worked as a Benefits Coordinator at Aflac. Patrick holds an Arkansas Insurance License.

Joseph Radovic is a financial advisor at OSAIC with 29 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Prudential Insurance Company of America and Hornor, Townsend & Kent, Inc. Radovic volunteers with The Storehouse of Collin County, providing investment advice to the nonprofit’s board. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools and risk-tolerance analysis to construct portfolios that may include a broad range of investment products, managing accounts on either a discretionary or non-discretionary basis.

Natenal Tekletson is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he held various roles across multiple sectors including food service and education. 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

Jerry Blackard is a financial advisor with Primerica Advisors in Burleson, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been associated with PFS Investments Inc. since 1999 and with Primerica Financial Services since 1995. Outside of advisory work, he is involved in business activities related to loan product sales and home security referrals through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited selection of separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on retail clients rather than institutional or pension plan management.

Alexander Marsh is a financial advisor at Thrivent Investment Management in Dallas, TX, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Equitable Advisors and various positions outside the financial sector. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive goal-based financial planning without discretionary trading authority. The firm combines planning with managed-account options under a consolidated billing program called WealthPlan.

Laura Marquard is a financial advisor at Equitable Advisors in Dallas, TX, holding Series 63 and Series 66 licenses with 22 years of industry experience. She has been with Equitable Advisors since 2009 and previously worked at Axa Advisors. Equitable Advisors serves individuals, pension plans, corporations, charitable organizations, and other institutional clients, providing financial planning, retirement plan consulting, and a variety of asset-management programs delivered through a network of Investment Adviser Representatives and third-party managers.

Kent Huang is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2011. In addition to his advisory role, he is also an employee of JPMorgan Bank, which allows him to offer certain banking products and services. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized manager due diligence and an ESG eligibility framework.

Chelsea Fox is a financial advisor at Merrill in Dallas, TX, holding a Series 66 designation with four years of industry experience. Her prior work history includes roles at UBS Financial Services and Bank of America. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, and various organizations.

Ryan Anderson is a CFA® charterholder and holds a Series 66 license, with 22 years of experience in the financial industry. He is currently with Morgan Stanley in Dallas, TX, having joined its private bank and Smith Barney divisions in 2025. Prior to that, he worked at UBS Financial Services for 15 years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutions. The firm offers a range of advisory programs, including financial and estate planning, and manages approximately $2.74 trillion in client assets.

Sara Ramadan is a financial advisor with Primerica Advisors in Dallas, TX, holding Series 63 and Series 65 licenses and having 22 years of industry experience. Her career includes roles at Artisan Design Group, DealerSocket, Pfs Investments Inc., and Primerica Financial Services. Outside of her advisory work, she represents Scentsy, a company specializing in scented wax and cleaning supplies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and discretionary separately managed account options for individual and high-net-worth clients. The firm employs a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Renay Ferrucci is a financial advisor at UBS Financial Services with seven years of industry experience. Her prior roles include positions at Goldman Sachs & Co. LLC and Cresset Capital, as well as an academic role at Southern Methodist University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of capital markets and advisory solutions.

Mario Lopez is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Ameriprise in Dallas, TX since 2020. Prior to joining Ameriprise, he worked for Edward Jones for 21 years. He serves on the Board of Directors for The Senior Source, a nonprofit organization in Dallas. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, providing detailed, non-discretionary recommendations that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver personalized retirement planning through a centralized consulting team.

James Benton is a Wealth Management Advisor and a partner of The Group AG, a multi-generational team of collaborative financial advisors. He serves a select group of families, retirement plan sponsors, and institutional clients, focusing on helping them pursue their financial goals through thoughtful advice and a disciplined approach. James operates within Merrill Lynch Wealth Management, leveraging its vast resources to provide comprehensive services. James holds a bachelor's degree from Georgetown University. He has earned several professional designations, including Certified Investment Management Analyst (CIMA), Certified 401(k) Professional (CKP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment (SE). His expertise includes areas such as divorce transition planning, education planning, employee benefits planning, executive compensation, institutional and corporate benefit services, services for endowments, foundations, and non-profits, personal retirement planning, and sports & entertainment. In addition to his professional pursuits, James is involved with Dallas Animal Services. His approach emphasizes collaborative planning, multigenerational experience, and committed stewardship to serve clients effectively.