John Mc Donald is a financial advisor at Ameriprise with 33 years of industry experience. He holds a Series 63 designation and has been with Ameriprise since 1993. Outside of his advisory work, he is involved in writing and plans to publish a children’s book. Ameriprise is a large institutional firm offering retirement-income planning services to individuals typically with at least $1 million in net investable assets. The firm uses a combination of research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team.

Clinton Elledge is a financial advisor with Ameriprise in Fort Worth, TX, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Ameriprise in 2022, he worked at TD Ameritrade and has a diverse background including roles in media and education. Outside of finance, he serves on the board of the Grapevine Chamber of Commerce Young Professionals and has acting credits with occasional royalties from Showtime, Amazon Studios, and voice work for VOXX Studios. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement, combining research and modeling with tax-efficient strategies and asset management, supported by a centralized consulting team delivering tailored recommendation reports.

Di Cournan is a financial advisor with Morgan Stanley in Fort Worth, TX, holding a Series 66 designation and 11 years of industry experience. Prior to joining Morgan Stanley in 2019, Di worked at UBS Financial Services, Charles Schwab & Co., and Merrill. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and analysis techniques such as Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and delivers services directly to individuals as well as through employer-based corporate financial planning agreements.

Emily Silva is a Financial Consultant at Fidelity Investments, where she has been working since 2012 in various roles. Her experience at Fidelity includes positions as a Brokerage Services professional, Financial Representative, Relationship Manager, Senior Relationship Manager, Planning Consultant, and currently Financial Consultant. As a CERTIFIED FINANCIAL PLANNER™, Emily collaborates with individuals and families to develop tailored financial plans aimed at delivering peace of mind. She focuses on educating clients about their options to support impactful financial decisions and emphasizes partnerships in her client relationships. Emily is an alumna of Texas Christian University (TCU) and considers Fort Worth her home.

Kristopher Beaulieu is a CFP®-designated financial advisor with 24 years of industry experience, currently associated with Cetera. He is the principal owner of Clarity Financial Group, where he acts as a senior financial planner. Beaulieu also serves as the finance chair on the board of the Texas Civil Rights Project. Cetera Investment Advisers LLC is an SEC-registered advisory firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm operates a multi-manager platform that offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors.

Ava Tanner is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan, she worked at Snow Garrett Williams and has experience in athletic performance with Athletic Performance Volleyball. 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. Their advisory process combines quantitative screening and qualitative research to build model asset allocations that may include ESG considerations.

Ghazala Ahmed is a financial advisor at Wells Fargo Clearing with eight years of industry experience. She holds Series 63 and Series 66 registrations and has been with Wells Fargo Clearing Services, LLC since 2017. Prior to that, she worked at Wells Fargo Bank NA starting in 2016. 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 provides both brokerage and advisory solutions.

Stephen Pfeffer is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his financial services career in 1995 after earning a finance degree from Texas A&M University. Stephen holds several professional designations including CERTIFIED FINANCIAL PLANNER® and Retirement Benefits Consultant, a special internal title for advisors focusing on Corporate and Institutional retirement plans. He is recognized as a frequent speaker on investment planning and employer sponsored retirement plans. Stephen takes a comprehensive approach to managing wealth, focusing on listening to his clients' needs and developing strategies tailored to their goals. His areas of expertise include Corporate Executive Services, Family Wealth Management Strategies, Personal Retirement Planning, Investment Consulting for Defined Contribution Plans, and Special Needs Planning Strategies among others. Active in the Fort Worth community, Stephen has served as President of Trinity Habitat for Humanity and as President of the Fort Worth/Tarrant County Texas A&M Club. He and his wife, Mary, have three children and are members of Christ Chapel Bible Church. They have been residents of Fort Worth since 1995.

Joseph Burwell is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory role, he is involved in catering through Manifesto BBQ and owns a local podcast called The Do Better Podcast based in Granbury, TX. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a broader range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Christopher Sozio is a financial advisor with Raymond James & Associates in Fort Worth, TX, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Raymond James & Associates since 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions with access to a range of portfolio management styles and affiliated research.

Jeffrey Moore is a financial advisor with Ameriprise in Burleson, TX, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has been with Ameriprise and its affiliate since 2012. Outside of his advisory role, he is involved in horse racing. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Amanda Shook is a financial advisor with Morgan Stanley in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers planning services both directly and through corporate financial planning agreements.

Paul Ray is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Phillips Ray Capital Management, Inc. for 21 years prior to joining J.P. Morgan. Outside of his advisory work, he is a limited partner in a real estate partnership in Fort Worth, Texas. 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 supports its advisory process with centralized due diligence combining quantitative and qualitative research and offers a broad range of derivatives and commodities capabilities.

Christian Shveyda is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Wells Fargo in 2023, he worked at Hancock Whitney Bank from 2019 to 2023 and has additional work history outside 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Kelly Biederman is a financial advisor at Morgan Stanley in Fort Worth, TX, holding a Series 66 designation with eight years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2018. Prior to this, she was involved with the Santa Barbara Youth Music Academy from 2016 to 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling in its financial planning process.

Clint Swinney is a CFP®-certified financial advisor with 27 years of industry experience. He has been with J.P. Morgan Securities since 2012 and is also affiliated with JPMorgan Chase Bank, N.A. since 1998. Outside of his advisory role, he is involved with BranEm Properties LLC. 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. Their advisory process integrates quantitative and qualitative research with an ESG eligibility framework and incorporates broader derivatives and commodities capabilities.

Adrian Sparks is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding a Series 66 license and 12 years of industry experience. He previously worked at Capital One Investing and LPL Financial. Outside of his advisory role, he is a musician providing entertainment for various events. Wells Fargo Advisors is a large national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting through both brokerage and advisory solutions.

Thomas Simonton IV is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding a Series 66 credential and 15 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent three years at Edward Jones. Outside of advising, he is involved in sales for a roofing and home upgrades company. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Kyle Coleman is a financial advisor with Ameriprise in Keller, TX, holding a Series 63 designation and 27 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he owns and manages an advisory business under KDC1989 LLC. Ameriprise is an institutional firm that offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations, supported by a centralized consulting team and algorithmic automation.

Aaron Rowan is a financial advisor at J.P. Morgan Securities in Fort Worth, TX, holding a Series 66 designation with two years of industry experience. His prior work experience includes roles at Adobe and JPMorgan Chase Bank, N.A. 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 within a non-discretionary program.