Ben Sexton is a financial advisor with UBS Financial Services in Fort Worth, Texas, holding a Series 66 designation and nine years of industry experience. Prior to joining UBS in 2017, he worked at PricewaterhouseCoopers LLP from 2013 to 2016. He is an alumni council member at Fort Worth Country Day School, where he assists with alumni relations and fundraising activities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings tailored by a network of financial advisors using proprietary research and model-based asset allocations.

Amanda Garcia is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2014. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis.

Stephanie Woehr is a CFP®-credentialed financial advisor with Edward Jones, where she has worked since 2019. She has six years of industry experience, including prior roles at Regions Bank and a 15-year involvement with Madeline's Interiors. Outside of her advisory work, she serves as a volunteer on the Financial Advisory Council for St. Vincent de Paul Catholic Church in Arlington, TX, assisting with the church’s financial oversight. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Braeden Baller is a financial advisor with Fidelity in Irving, TX, holding Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Fidelity Investments, he worked in roles including Enterprise Mobility and The Tutoring Center. He has also been involved with Texas Wesleyan and Liberty Christian. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Trevor Cochrane is a Series 66 licensed financial advisor with six years of industry experience, currently practicing at LPL Financial in Fort Worth, TX. His prior work includes roles at OSAIC, Securities America Advisors, and Cambridge Investment Research. Outside of his advisory work, Cochrane is an author and serves as a pastor at Temple Baptist Church, where he also conducts investment-related seminars. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a variety of financial planning and advisory programs, supported by model portfolios and research, and provides both discretionary and non-discretionary management options.

Terrence Cook is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 credentials and eight years of industry experience. He has been with Wells Fargo Bank and Wells Fargo Clearing Services since 2015 and 2017, respectively. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

John Schiavone is currently the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2019. He leads a branch within one of the industry's respected investment firms, focusing on understanding clients' unique financial situations and providing guidance to help them pursue financial success. He has extensive experience in financial services, having worked at Fidelity Investments as Assistant Branch Leader from 2016 to 2019. Prior to Fidelity, John held leadership roles at Ameriprise Financial Services, Inc., serving as Sales Director from 2007 to 2016 and Division Sales Director from 1998 to 2007. He also worked as an Operations Principal at TCF Securities, Inc. from 1993 to 1998.

Joshua Anderson is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he held roles at Continental Cergars LLC and Kruse and Muer on Main, and studied at Michigan State University. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Houston Little is a CFP® and holds a Series 66 license, currently affiliated with LPL Financial. He has four years of industry experience, including prior roles at Prospera Financial Services Inc. and Allied Business Services. Outside of his advisory work, he is involved in commercial real estate management as a partner at Allied Business Services, Inc. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a broad network of investment adviser representatives. The firm provides a range of financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Daniel Woodard is a financial advisor with LPL Financial based in Burleson, TX, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Securities America Advisors, Securities America, Inc., and EECU Credit Union. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large network of investment adviser representatives, offering a range of advisory programs, retirement plan consulting, and brokerage services.

Brett Bargery is a financial advisor at Cetera with 35 years of industry experience. He holds Series 65 and Series 63 credentials. His prior experience includes roles at Nylife Securities LLC, New York Life Insurance Company, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities. He is also involved as an insurance agent selling fixed insurance products and serves as a financial professional at Totus Wealth Management, LLC. Cetera Investment Advisers LLC is a multi-manager platform that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a nationwide network of independent advisors.

Gregory Kubes is a CFP® professional with 18 years of experience at Edward Jones, based in Fort Worth, TX. He has served on the board of Junior Achievement - Chisholm Trail, advising on various organizational matters including fundraising. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 advisors.

Tiffany Price is a financial advisor with Primerica Advisors in Grand Prairie, TX, holding Series 63 and Series 65 licenses and three years of industry experience. She has worked with Primerica Advisors since 2023 and Primerica Financial Services since 2022. Outside of advisory services, she is involved in sales of loan products and home security and automation referrals through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Joshua Mayo is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. In this role, he focuses on helping clients maximize the benefits their companies offer and supports them in working towards their financial goals. Prior to his current position, he served as a Workplace Planning Consultant at Fidelity from 2022 to 2023. His professional experience centers on benefits and financial planning within the workplace. Outside of his professional responsibilities, Joshua has personal interests in bowling, comedy, movies, and yoga.

Patrick Wallace is a financial advisor with Cambridge Investment Research Advisors in Ft. Worth, TX. He holds the CFP® and Series 66 designations and has 23 years of industry experience. His work history includes roles at Cambridge Investment Research since 2018, Higher Strata Wealth Management since 2010, and Geneos Wealth Management from 2009 to 2017. Wallace is also a notary signing agent and operates as an independent insurance agent through Higher Strata Wealth Management. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing a range of portfolio management approaches and custody arrangements.

Brandon Tatarevich is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked with J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2002. Outside of his advisory role, he is involved in commercial real estate through ownership positions in GT1 Strategies, LLC and CLHP, LLC, and performs as a country music musician in local venues. 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 due diligence and applying an ESG eligibility framework when recommending strategies. The firm operates within the broader J.P. Morgan financial organization and offers services on a non-discretionary basis.

Trenton Monts is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and previously worked in architectural fabrication and retail. Monts co-owns a family rental property outside of his advisory role. 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.

Victoria Llanes is a financial advisor at Edward Jones in Arlington, TX, holding a Series 66 designation with two years of industry experience. She previously worked at Advancial FCU from 2016 to 2018 before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the U.S.

Ryan Kelley is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked at Cetera since 2019 and previously at Foresters Advisory Services and Foresters Financial Services from 2016 to 2019. Outside the firm, he owns Kelley Financial Services, doing business as Cetera Business. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Aidan Glynn is a financial advisor with LPL Financial in Irving, TX, holding Series 63 and Series 66 licenses and having two years of industry experience. His prior roles include positions at Edward Jones, DataRobot, Ludacka Wealth Partners, and TDAmeritrade. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.