Anthony Valente is a financial advisor with Robert W. Baird & Co. in Dallas, TX, holding Series 63 and Series 65 credentials and having 20 years of industry experience. He has been with Robert W. Baird since 2016. Outside of his advisory role, he is a property owner of a rental property in Santa Fe, NM. Robert W. Baird & Co.'s DDK Group, where Valente works, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations through a variety of financial planning, portfolio management, and advisory services. The firm employs a combination of manager-traded and model-traded strategies, tax management, and internal research, with approximately $394 billion in regulatory assets under management as of December 31, 2025.

Villedo Rios is a financial advisor with Merrill in Fort Worth, TX, holding Series 66 and Series 63 registrations and three years of industry experience. His previous roles include positions at Bank of America, Fidelity Investments, TD Ameritrade, and service in the United States Marine Corps. He has also worked as an instructor at Southern New Hampshire University and Fullerton College. 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 investment strategies for individuals, high-net-worth clients, and institutional investors, utilizing both internal and third-party managers.

Samantha Haster is a financial advisor at Merrill with seven years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Merrill since 2021. Prior to that, she was with Wells Fargo Clearing and Wells Fargo Bank, N.A. from 2011 to 2021. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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 developed by internal and third-party managers.

Grayson Tennison Jr. is a CFP®-certified financial advisor with Edward Jones in Mansfield, TX, with 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he manages a real estate entity that owns the commercial building housing his Edward Jones office. Edward Jones is a full-service wealth management firm serving a broad range of individual and institutional clients, offering various advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide.

Clint Muirhead is a CFP®-designated financial advisor with 19 years of industry experience, currently affiliated with Cetera. He has worked at multiple firms including AIG and Foresters Financial Services. Muirhead serves as a director for local charity events at Children's Charities of Fort Worth. Cetera Investment Advisers LLC operates a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services with assets under management exceeding $256 billion.

Robert De Lozier is a financial advisor with Equitable Advisors in Fort Worth, TX, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include work at Axa Advisors and positions outside finance such as at Ridglea Country Club. He serves as a board member for The Leukemia & Lymphoma Society and is involved in life settlements through The Ashar Group. 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 advisory and brokerage model, utilizing client intake processes to tailor financial plans and investment programs.

Timothy Bunt Jr. is a financial advisor with Ameriprise, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2022, he worked in healthcare roles and has served with the Somervell County Fire Department since 2015. He is also employed as a salaried manager at BCK Management Services, LLC, an advisory business. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Kaelyn Ellis is a financial advisor at UBS Financial Services in Dallas, TX, holding a Series 66 designation. She began her advisory career in 2026, previously working in various roles including positions at Texas Roadhouse and D.A. Davidson Wealth Management. Outside of finance, her background includes experience in retail and education. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, providing services such as fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services to deliver tailored investment solutions.

Jay Davenport is a Series 66-credentialed advisor with J.P. Morgan Securities in Fort Worth, TX, with four years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2021 and also owns Davenport Consulting LLC, which provides leadership and organizational health consulting and coaching. Prior to joining J.P. Morgan, he worked at The Parc Vet and AUDIA, and was involved with Young Life for seven years. J.P. Morgan Securities LLC offers investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Gary Short is a CFP® professional with over 31 years of experience, currently serving as a financial advisor at Edward Jones since 1994. He holds a Series 63 license and is based in North Richland Hills, TX. Outside of his advisory role, he shares income and expenses from farming 60 acres of inherited land in Stryker, Ohio, with tenant farmers managing all the work. Edward Jones is a wealth management firm serving more than four million individual and institutional clients. It offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Miguel De La Torre is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on helping clients develop personalized wealth management strategies that align with their unique financial goals. He emphasizes understanding each client's full financial picture to create adaptable plans suited for today’s dynamic market conditions, utilizing insights from Merrill and solutions offered by Bank of America. Miguel holds a Bachelor's Degree from Universidad del Sagrado Corazon and has earned the Personal Investment Advisor (PIA) professional designation. He is committed to working closely with clients one-on-one to pursue their long-term financial objectives. Additionally, Miguel actively participates in community service, dedicating time to volunteer with local organizations in line with Merrill’s tradition of community involvement.

Jimmy Grigsby is a Series 66 licensed financial advisor with 16 years of industry experience, currently serving clients at Edward Jones in Ft Worth, TX since 2014. He is also the Board Chairman of UR Sports Sky Ship, providing guidance and support to the company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Curtis Pinney is a financial advisor at Edward Jones in Grand Prairie, TX, with one year of industry experience. Prior to joining Edward Jones, he worked for Cummins Sales and Service for 11 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a nationwide network of approximately 23,701 financial advisors.

Jonathan Shirley is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. His prior roles include positions at Fidelity Investments and Air Center Helicopters, along with various other engagements in education and banking. 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 and investment solutions, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Larry Macy II is a financial advisor at OSAIC with 15 years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services for nine years. In addition to his advisory role, he is licensed as an insurance agent specializing in fixed life, disability, and long-term care insurance. OSAIC serves a diverse group of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools and multiple advisory platforms to manage portfolios that include a range of securities and alternative investments.

Robert Nursey is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and over 39 years of industry experience. He has worked with Cetera and its affiliated entities since 2025 and previously spent over two decades at Concourse Financial Group Securities Inc. Nursey is also a managing member of Ivy League Wealth Management, LLC, where he provides financial planning and insurance services, and serves as a FINRA arbitrator and expert witness. Cetera Investment Advisers LLC operates a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services through a nationwide network of independent advisors.

Bradley Meyer is a financial advisor at Fidelity with 30 years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated with various Fidelity entities since 1996, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, registered investment companies, and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and deliver model portfolios across a range of investment products.

Sidney Lorio Jr. is a CFP® professional with 44 years of industry experience, currently affiliated with LPL Financial since 1994. He operates out of Bedford, TX, and has additional business activities including managing a 401(k) education service and involvement with a real estate rental corporation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Ed Perez is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Morgan Stanley Private Bank, N.A., Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Mary Mcbeath is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2012, including a role at Morgan Stanley Private Bank, N.A. since 2018. Outside of her advisory work, she is a sole proprietor of a rental property business. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm uses structured discovery methods and analytical tools to support client planning and manages approximately $2.74 trillion in client assets.