Amit Chawla is a financial advisor with Primerica Advisors in Fort Worth, TX, holding Series 63 and Series 65 licenses and possessing 19 years of industry experience. He has been with Primerica Advisors since 2007 and has a longer tenure with Primerica Financial Services dating back to 2002. Outside of his advisory role, he is involved in business consulting as a director and owner of NXT GEN Associates Inc. Primerica Advisors operates a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm delivers advisory services through a large network of advisors using model-based strategies created by unaffiliated asset managers, supported by institutional custodians and overlay managers.

Ashley Lacamp Moore is a financial advisor at Morgan Stanley with eight years of industry experience. She holds a Series 66 credential and has worked with firms including UBS Financial Services and Morgan Stanley Private Bank. Outside of finance, she has longstanding involvement in modeling and commercial acting and serves on multiple nonprofit boards focused on health, youth, and the arts in Fort Worth, Texas. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and investment modeling. The firm manages approximately $2.74 trillion in client assets and delivers services through financial advisors and specialized estate planning groups.

Jonathan Carani is a financial advisor with Edward Jones in Fort Worth, TX, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Strive Real Estate, Dan's Pool Service, and Mamaka Bowls, as well as positions at Texas Christian University and Bellerive Country Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors and offers additional services such as trust company capabilities and securities-based lending.

James Lacamp is a financial advisor with Morgan Stanley in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. Prior to joining Morgan Stanley in 2019, he spent 10 years at UBS Financial Services. Outside of advisory work, he serves on the boards of the Fort Worth Club and the Presbyterian Night Shelter and is involved with the Fort Worth City Pension Board’s advisory and finance committees; he is also engaged in music publishing. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutions with tailored financial planning and investment management. The firm manages trillions in assets and offers a structured planning process that incorporates firm-approved tools and market estimates to assist clients in financial decision-making.

Karen Martin is a CFP® with 37 years of industry experience, currently serving as a financial advisor at Cetera Investment Advisors LLC. Her prior work includes roles at Ameriprise Financial Services, American National Bank of Texas, LPL Financial, and Raymond James Financial. Outside of her advisory work, she holds a volunteer leadership position as chapter president of a nonprofit business networking group in Mansfield, Texas. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services utilizing a multi-manager platform with access to both affiliated and third-party investment strategies.

Adam Broughton is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked within various J.P. Morgan entities since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research, incorporating forward-looking capital market assumptions to build model asset allocations.

Michael Pannell is a financial advisor with LPL Financial in Fort Worth, TX, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Walsh & Watts, Inc., Pourtastic Tastings, Media 13, and Baylor University. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services through a network of representatives serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of investment options and utilizes various operational and research tools to support its advisors.

Travis Hewuse is a financial advisor with Thrivent Investment Management in Fort Worth, TX, holding Series 66 and Series 63 licenses and having two years of industry experience. Prior to his advisory role, he was affiliated with Thrivent Financial and spent over a decade at First Assembly of God. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement, tax, estate, and special needs planning without including implementation. The firm uses holistic, goal-based analyses and allows clients to combine planning with managed-account services through a consolidated billing option called “WealthPlan.”

Tayla Wilshire is a financial advisor at Cetera with two years of industry experience. She holds a Series 66 designation and has worked previously at Avantax Advisory Services and Avantax Investment Services. Outside of her advisory work, she manages agricultural and cattle ranching operations and serves as president of the Wilshire Foundation, a charitable organization. Cetera Investment Advisers LLC is a nationwide SEC-registered firm supporting individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform allowing advisors to implement a range of portfolio management strategies, with more than 10,000 advisors and over $256 billion in assets under management.

Eric Elmore is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and 14 years of industry experience. His prior roles include positions at PNC Investments, Raymond James Financial Services, and First National Bank of Omaha. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party sources.

William Meier is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 licenses and has 19 years of industry experience. His prior roles include positions at J.P. Morgan Securities and Chase Investment Services Corp. Meier serves as a trustee for a family trust. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm combines research and analytics with diversified investment principles and offers brokerage and advisory solutions through a large network of advisors.

Kyle Sexton is a financial advisor with UBS Financial Services in Ft. Worth, TX, holding a Series 66 designation and eight years of industry experience. He has been with UBS since 2017 and previously worked for the Copper Development Association from 2011 to 2017. Outside of advisory work, he is involved with Jack Levy Design, a privately held business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Stephen Skillman is a financial advisor with Cambridge Investment Research Advisors in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He previously worked at VOYA Financial Advisors and Raymond James Financial Services. Outside of his advisory role, he is a partner in an inherited family trust and an independent insurance agent. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple account platforms.

Brisa Goodell is a financial advisor at Thrivent Investment Management in Fort Worth, TX, holding a Series 66 designation with four years of industry experience. Prior to joining Thrivent, she worked at Wells Fargo Clearing and Wells Fargo Bank. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and written recommendations across various planning topics. The firm offers these planning services separately from managed accounts and does not provide portfolio management for institutional clients.

Jose Godinez Rios is a financial advisor with Merrill in Fort Worth, TX, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Bank of America, Texas People Federal Credit Union, and the University of Texas at Arlington. 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 strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Eduardo Martinez is a Series 66 licensed financial advisor with Merrill in Fort Worth, TX, and has six years of industry experience. He has been with Merrill and Bank of America since 2017. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Slaten Gough is a financial advisor with Raymond James Financial, holding a Series 66 designation and eight years of industry experience. He previously worked at Edward Jones for six years and has experience in the retail sector. He is a partner in Gough Wealth Management LLC, where he manages his wealth management practice. Raymond James Financial Services Advisors, Inc. provides tailored financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutions, with a focus on non-discretionary advisory services supported by advanced analytical tools.

Jonathan Saavedra is a financial advisor with Merrill in Arlington, TX, holding Series 63 and Series 65 licenses and having three years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. 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 institutions.

Kirk Holifield is a financial advisor with Edward Jones in Arlington, TX, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he serves as a worship leader at North Park Baptist Church, leading music during Sunday services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jessica Davis is a financial advisor with Raymond James & Associates in Fort Worth, TX, holding a Series 66 credential and eight years of industry experience. She previously worked at Edward Jones for six years and held roles at Colorado Christian University. Outside of her advisory work, she sews baby blankets and nap mats through a small business called Razzle Baby. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a wide range of clients, including individuals, institutions, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting with access to multiple portfolio management styles and municipal advisory services.