Andrew Mc Donald is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Medex North LLC, Apex Systems, and held roles at Baylor University and the City of Arlington. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

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.

Adan Becerra is a financial advisor with Merrill in Fort Worth, TX, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Bank of America and Tarrant County College. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

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.

Melanie Patterson is a financial advisor with Ameriprise in Arlington, TX, holding a Series 66 credential and 19 years of industry experience. She has been with Ameriprise and its affiliate since 2004. Outside of her advisory role, she owns and operates an LLC for business purposes. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement who meet certain asset criteria, offering written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, algorithm-supported recommendations primarily for clients with Ameriprise-managed accounts.

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.

Noe Alvarado is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank in Texas since 2006. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research, with recommendations focused on eligible strategies and supported by customized performance reporting.

Gerson Lopez is a financial advisor at Merrill with five years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at TD Ameritrade and Bank of America. 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.

Thomas Gamez is a Certified Financial Planner (CFP®) with 30 years of industry experience. He has been with LPL Financial since 2005 and previously worked at Ameriprise from 1996 to 2005. In addition to his advisory work, he is a notary public in Texas and acts as an independent agent offering Medicare-related insurance plans. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, and institutions. The firm offers a range of financial planning and investment management solutions supported by research, third-party subadvisors, and various institutional platforms.

Lawrence Terry is a financial advisor at Ameriprise with 45 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Merrill before joining Ameriprise Financial Services, Inc. in 2009. He has been with Ameriprise Financial Services, LLC since 2020, based in Fort Worth, TX. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on providing written recommendation reports and ongoing retirement income planning, emphasizing dependable income sources and tax-aware withdrawal strategies.

Melinda Plumb is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2015. Prior to that, she has been associated with JPMorgan Chase Bank, N.A. since 2013. 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. Their advisory process integrates centralized due diligence with both quantitative and qualitative research and may include ESG considerations.

Thomas Kennedy is a financial advisor with Ameriprise in Keller, TX, holding a Series 66 designation and 23 years of industry experience. His career includes roles at Merrill and Bank of America before joining Ameriprise in 2019. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional provider.

John Dirik is a financial advisor with Cetera and holds Series 63 and Series 65 licenses. He has 42 years of industry experience, including over 35 years at Foresters Financial and seven years at Foresters Advisory Services, LLC. Since 2012, he has also been a 70% owner of Charles & John Dirik LLC, a horseracing ownership venture. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients. It offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and operates a multi-manager platform with over $256 billion in assets under management.

Steven Powell is a financial advisor with Ameriprise in Bedford, TX, holding a Series 63 designation and 28 years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Powell is also involved in business administration through his ownership of Serenity River, Inc. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Michael Barron is a financial advisor with Equitable Advisors in Fort Worth, TX, holding a Series 66 designation and two years of industry experience. His background includes prior roles at Opportunity Resource Services and several positions outside the financial sector, including work at University of Texas at Arlington and in the food service industry. Equitable Advisors serves a broad client base, including individual investors, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and a variety of asset management programs through a network of Investment Adviser Representatives and third-party managers.