Patrick Kilgannon is a financial advisor at Ameriprise in Fort Worth, TX, holding a Series 66 designation with less than one year of industry experience. Prior to joining Ameriprise, he worked with Equitable Advisors LLC and served as an adjunct instructor for COR Expeditions. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Ben Stewart Jr. is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Bank. He serves as a board member of the Fort Worth Museum of Science and History, participating on its finance committee and overseeing community initiatives. 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 searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and may incorporate ESG criteria in its investment recommendations.

Sara Song is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding a Series 66 designation and five years of industry experience. Her prior work includes roles at Wells Fargo Bank and Key Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets across more than 14,000 financial advisors.

Quyen Cao is a financial advisor at J.P. Morgan Securities with Series 66 credentials and four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2025, Cao worked six years at Bank of America/Merrill Lynch. Outside of finance, Cao has experience in diverse roles including positions at Amazon Flex, Vandergriff Honda, and in the restaurant industry. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative screens and qualitative research to deliver asset allocation advice, investment manager searches, and customized performance reporting while allowing clients final decision-making authority.

Zachary Swain is a financial advisor with Ameriprise in Fort Worth, TX, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside his advisory role, he is the owner and president of Swain Resources LLC, a consulting business unrelated to investments. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

John Farrell is a financial advisor with UBS Financial Services in Fort Worth, TX, holding Series 63 and Series 66 credentials and bringing 15 years of industry experience. He previously worked for J.P. Morgan Securities and JPMorgan Chase Bank NA from 2011 to 2021. He is involved with the Texas Parks and Wildlife Foundation’s Stewards of the Wild program, participating in community service events focused on conservation education and outreach. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor financial plans to clients’ goals and risk tolerances.

Richard Solt is a CFP® professional at Ameriprise Financial Services LLC with 16 years of industry experience. His career includes roles at Edward Jones, Fisher Investments, Private Capital Management, TD Ameritrade, USAA financial planning services, and Fidelity. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides planned income strategies for clients approaching or in retirement, supported by proprietary research and a collaborative advisory approach.

Joel Mc Calister is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on developing personalized wealth management strategies tailored to clients' financial goals and changing market conditions. Joel works extensively in areas including family wealth management, managing new wealth, personal retirement planning, portfolio management services, sports and entertainment, and retirement income. He has a tenured career in the financial services industry and employs a collaborative approach to help clients and their families achieve optimal financial positioning at every stage of life. Joel holds a Master's Degree from Texas Christian University and a Bachelor's Degree from Texas AandM University System. His professional designations include Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Outside of his professional role, Joel enjoys basketball, football, golfing, and spending time with his family. He is also involved in his community through organizations such as First Christian Methodist Church and Habitat for Humanity.

Gabriel Ramirez Pantoja is a financial advisor at Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 licenses. He has been with Wells Fargo Clearing since 2026 and has prior experience at Wells Fargo Bank, N.A., Bank of America, and other roles dating back to 2015. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, retirement plan consulting, and brokerage services to individual, corporate, and institutional clients. The firm manages substantial assets and combines research from internal and third-party sources to guide investment decisions.

Richard Kelly II is a financial advisor with Edward Jones in Mansfield, TX, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he is a partner in a rental property business. 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 wide range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Reya Resendiz is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and is based in Fort Worth, TX. Prior to her current role, her background includes positions at JPMorgan Chase Bank, N.A. and involvement with community organizations such as Hume Christian Camps. 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 program emphasizes non-discretionary, written asset allocation advice, investment manager and fund searches, and customized performance reporting.

Caroline Sharp is a financial advisor at Stifel with 15 years of industry experience. She holds the Series 66 credential and has worked at Stifel since 2012, following prior roles at Barclays Capital Inc. and Goldman Sachs Wealth Services. She serves as an MBA Program Advisory Board Member at the University of Oklahoma’s Gene Rainbolt Graduate School of Business, contributing to discussions on student recruitment, corporate engagement, and curriculum. Stifel serves a broad client base including individuals, institutions, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Daniel Roark is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with Wells Fargo entities since 2005. He is based in Fort Worth, TX. 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.

Coulter Bostick is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and two years of industry experience. Prior to joining J.P. Morgan Securities, he worked at Caldwell and Ray Partners, Inc. Outside of his advisory role, he is involved as an employee and contractor with a local band. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research supported by a manager solutions team.

Luke Griffin is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, N.A., LPL Financial, Pine Cove Shores, and Baylor University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process combines quantitative and qualitative research to offer non-discretionary asset allocation advice, investment manager searches, and customized performance reporting.

John Lee is a financial advisor with LPL Financial in Fort Worth, TX, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior experience includes roles at Cambridge Investment Research Advisors, Mass Mutual Investors Services, Northwestern Mutual, and Morgan Stanley. Outside of his advisory work, he has been involved with a local tanning business in Fort Worth. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through its extensive network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Eliza Ormuz is a financial advisor at Charles Schwab with a Series 66 designation and three years of industry experience. Her work history includes roles at Charles Schwab Bank, Charles Schwab & Co., Inc., Symmply Right Solutions, and Allegiance Bank. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment guidance using multi-asset model portfolios and provides integrated custody and brokerage services.

Alexander Nelson is a Series 66-licensed financial advisor with 11 years of industry experience, currently serving at Merrill since 2024. His prior roles include positions at Fidelity Personal and Workplace Advisors and Texas Tech University. Outside of financial advising, he manages Flying D Cattle LLC, a ranching business focused on raising and caring for a family herd of beef cattle. 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 entities.

Srinivasa Pokala is a financial advisor at Merrill with three years of industry experience and holds a Series 66 designation. His prior work includes roles at NYLIFE Securities LLC, New York Life Insurance Co, and Aflac. Outside of his advisory role, he drives a bus for Dallas Area Rapid Transit on a part-time basis. 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.

Ana Infante is a financial advisor at Stifel in Dallas, TX, with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Stifel since 2015. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, supporting client decisions through asset allocation and planning analyses.