Shanna Crunk is a financial advisor at Ameriprise with 23 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing for nine years. Outside of her advisory role, she owns a retail business, Tru Moon LLC, and participates in mental health peer support through group workshops and one-on-one sessions. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Johnny Tran is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. In this role, he partners with executives to help them understand their employer benefits and develop solidified plans to work towards their financial goals. He employs a consultative approach to empower clients to feel confident in their plans and to build strong relationships with Fidelity. Johnny has worked as a Workplace Planning Consultant at Fidelity Investments from 2022 to 2025, gaining experience in planning and consulting within the workplace benefits sector. Outside of his professional responsibilities, Johnny has interests in fitness, food, football, music, and traveling.

Donald Reynolds is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. His prior roles include positions at Ameriprise Financial Services, RBC Capital Markets, Raymond James & Associates, and Citigroup Global Markets. 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, supported by research from Wells Fargo Investment Institute and third-party sources.

Audrey Hogan is a financial advisor at Edward Jones in Fort Worth, TX, holding a Series 66 designation with five years of industry experience. Before joining Edward Jones, she worked in various roles within the physical therapy and health services fields. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Delilah Taylor is a financial advisor at Fidelity with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with various Fidelity entities since 2009. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, model portfolio delivery, and has a notable role in advising registered investment companies and fund-of-funds.

Jonah Walder is an advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill, he held various roles including positions at Texas Roadhouse, Chipotle, and Legacy Preparatory Charter Academy. 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 model-based and discretionary investment strategies for a range of individual and institutional clients.

Ryan Fisk is a financial advisor with Ameriprise based in Benbrook, TX, holding a Series 66 designation and one year of industry experience. His work history includes multiple engagements with Ameriprise and a consulting role at Fisk Consulting Group. He also has experience outside the financial industry, including roles at Tulane University and Trinity Valley School. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with a centralized consulting team to deliver personalized, algorithm-supported planning.

Ryan Johnson is a financial advisor with Merrill in Southlake, TX, holding a Series 66 designation and 11 years of industry experience. He has worked at Merrill since 2012 and at Bank of America, N.A. since 2015. 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. The firm offers model-based and discretionary investment strategies designed for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Edward De Pue is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and over 31 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving a wide range of clients, including individual and institutional investors. The firm manages over $1 trillion in assets and offers various advisory strategies, affiliated mutual funds, and additional services such as tax-efficient solutions and securities-based lending.

Lauren Ford is a Wealth Management Advisor at Merrill Lynch Wealth Management, where she has been serving clients since 2016. She focuses on developing strong relationships with clients and assisting them through various life transitions. Lauren works as part of a multigenerational family team, prioritizing the care of clients and their families by creating customized financial strategies that address their unique circumstances, goals, and objectives. Lauren's expertise includes executive compensation, family wealth management strategies, legacy planning, managing new wealth, philanthropic planning, women and wealth, individual and corporate investment strategy, and retirement income. She holds a Bachelor's degree in Business Administration from Chapman University and a Master's degree in Family Dynamics with a focus on widowhood from Oklahoma State University System. Lauren's professional designations include Chartered Advisor in Philanthropy (CAP), Certified Financial Planner (CFP), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). In addition to her professional work, Lauren is passionate about helping women in crisis and volunteers with organizations such as The Gatehouse and Women's Philanthropy Institute. She is a member of Alpha Gamma Delta. Outside of work, she enjoys spending time with her family, traveling, reading, hiking, and practicing yoga.

Christopher Smith is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including J.P. Morgan Securities, Bank of America, Merrill, and Benco. He is also the owner of Carter Madison Real Estate LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Brian Stern is a financial advisor with Cetera, holding a Series 66 designation and 13 years of industry experience. He is the owner of Farpointe Wealth Partners, LLC, a financial services firm, and is also involved with Highpoint Financial Group, LLC and Farpointe Wealth Advisors, LLC. Additionally, he assists with management and strategy at a tax and accounting firm. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various program options, discretionary and non-discretionary portfolio management, and access to third-party money managers.

Anne Marie Curtis is a financial advisor with LPL Financial in Fort Worth, TX, holding a Series 66 designation and four years of industry experience. Her prior work includes roles at Edward Jones and educational positions at Covenant Classical School and Classical Conversations Co-op. She has also been involved with Fort Worth Presbyterian Church. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, institutions, and retirement plan participants. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by extensive technology and a large network of over 22,800 advisors.

Courtney Chatfield is a financial advisor with Raymond James Financial, holding a Series 63 designation and bringing 35 years of industry experience. She has been with Raymond James Financial Services, Inc. since 1998 and with Raymond James Financial since 2009. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique arrangement with an affiliated municipal advisor.

Emily Farris is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank, Bank of America, and Crestline Investors. 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 and qualitative research supported by centralized due diligence and incorporates ESG considerations in its recommendations.

Charlotte Duncan is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2021. Her background includes roles at First American Payment System, Kimbell Royalty Partners, and Texas Christian University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and an ESG eligibility framework.

Austin Holcomb is a Financial Advisor with Merrill Lynch Wealth Management. He helps clients develop personalized wealth management strategies that are adaptable to changing market conditions and aligned with their individual financial goals. Austin provides access to investment insights from Merrill and offers banking and lending solutions through Bank of America. His areas of focus include family wealth management strategies, personal retirement planning, portfolio management services, and retirement income. Austin holds professional designations as an Accredited Wealth Management Advisor (AWMA) and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from the Texas Tech University System. Austin and his wife, Savannah, live in Lubbock with their children. They are active members of their local church and participate in their community. His personal interests include football, golfing, music, spending time with his family, and writing.

David Siegel is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Fidelity and TD Ameritrade. Outside of finance, he performs as a guitarist in a band that plays live venues on weekends. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Jacob Hyett is a financial advisor at Stifel with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Wells Fargo Clearing and Wells Fargo Bank. Outside of his advisory role, he serves as a worship leader for Sunday services at various churches. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is supported by a proprietary methodology that provides asset allocation and planning analyses intended to assist client decision-making.

Amy Dowell is a financial advisor at Charles Schwab with 19 years of industry experience. She has worked at Charles Schwab and Charles Schwab Bank since 2015. In addition to her advisory role, she is a member and manager of Dowell Investments LLC, which operates Magnolia Child, a children's clothing and accessory boutique. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment options using multi-asset model portfolios and maintains a centralized operational structure to support a large client base.