Tonya Ward is a financial advisor at Fidelity with 19 years of industry experience and holds a Series 66 designation. She has worked with Fidelity Brokerage Services, LLC since 2016 and joined Fidelity Investments in 2025. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios comprised of mutual funds, ETFs, and ETPs.

Raul Mendez is a financial advisor at Merrill with Series 66 and Series 63 registrations and three years of industry experience. His prior roles include positions at Charles Schwab, Robinhood Markets, and TD Ameritrade. He has also worked in education and nonprofit sectors. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Leslie Valdelamar is a financial advisor with Ameriprise in Arlington, TX, holding Series 63 and Series 66 licenses and having three years of industry experience. Prior to joining Ameriprise in 2026, Leslie worked at Florida Financial Advisors and Trinity Wealth Securities. Outside of financial services, Leslie has experience with educational organizations including Scoot Education and Kokua Education, as well as involvement with Pet Chatter. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Martin Flahive is a financial advisor with Charles Schwab, holding CFA®, Series 66, and Series 63 designations and 16 years of industry experience. His prior roles include positions at GM Financial, Kestra Investment Services, UBS Financial Services, and 1st Global Advisors. Outside of his advisory role, he has managed a real estate investment entity, M77 Principled Investments LLC. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management with integrated brokerage, custody, and financial planning services.

Ramesh Dharmarajan is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds Series 63 and Series 66 licenses and has been affiliated with Wells Fargo entities since 2012. 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.

Jonathan Shier is a financial advisor with Thrivent Investment Management in Fort Worth, TX, holding a Series 66 designation and three years of industry experience. Before joining Thrivent, he worked at Fidelity Investments and has a background that includes roles outside finance, such as teaching and working at Trek Bicycle. Outside of his advisory work, Shier is active as a musician, playing jazz trumpet at events and performing with bands through Jordan Kahn Music Company, as well as playing keyboard for a local church worship team. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm focuses on holistic, goal-based planning across a broad range of topics and combines planning with managed-account programs under a consolidated billing option called “WealthPlan,” while maintaining a separation between planning and portfolio management services.

Jack Stern is a financial advisor at Merrill based in Fort Worth, TX, holding a Series 66 designation. He has one year of industry experience and has previously worked at firms including Jackson Financial and Farpointe Wealth Partners, as well as holding various roles 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, offering model-based and discretionary investment strategies for individual, high-net-worth, institutional, and charitable clients.

Michael Patterson is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Wells Fargo in 2026, he worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. from 2022 to 2026. He also spent seven years at Ads Steel Services before entering 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 a range of brokerage and advisory solutions, relying on research and diversification principles in its investment approach.

Brandi Reynolds is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding a Series 66 designation and bringing 21 years of industry experience. She has been with various Wells Fargo entities since 2005, including Wells Fargo Bank, N.A. and Wells Fargo Investments, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and relies on research and analytics to guide investment strategies, offering a range of financial products through bank and insurance affiliates.

Matt Ardoyno is a financial advisor at Stifel with 27 years of industry experience. He holds the Series 66 designation and has worked previously at Merrill Lynch and Bank of America. Outside of his advisory role, Ardoyno serves on the advisory council for Texas Wesleyan University and is a board member of ACH Child and Family Services, a nonprofit focused on child advocacy. He is also involved in managing and guiding hunts on his ranch and participates in related agricultural and equine event ventures. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Kailee Jensen is a financial advisor at Edward Jones in Ft Worth, TX, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2021, Jensen worked in healthcare-related roles at Facial Oral Surgeons, AOMS, Fairview Clinics, and Maple Grove Hospital from 2015 to 2021. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with diverse investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds. The firm operates under a fiduciary standard and maintains a large retail advisor and branch network, alongside affiliated services such as a trust company and securities-based lending.

Cristine Rivera is a Series 66 licensed financial advisor at UBS Financial Services in Ft. Worth, TX, with one year of industry experience. She has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers proprietary research, custody, underwriting, and capital markets services.

Richard Hancock is a financial advisor with Primerica Advisors in Mansfield, TX, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked with PFS Investments, Inc. since 2008 and Primerica Financial Services since 2001. Outside of advising, Hancock is the owner of Tapenvy.US, LLC and serves as treasurer and co-founder of Devs for Change Inc., a nonprofit organization. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and separately managed accounts primarily to individual and high-net-worth clients. The firm employs third-party asset managers and has a tiered wrap-fee structure with ongoing oversight of its model portfolios.

Jonathlyn Agyemang is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services through a nationwide network of more than 23,700 financial advisors.

Robert Menton is a financial advisor at OSAIC with 34 years of industry experience. He holds a Series 63 designation and has worked previously at Securities America Advisors, Inc., SECURITIES AMERICA, inc., and Sunset Financial Services, Inc. OSAIC serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a wide range of brokerage and advisory services supported by a model-based investment process and a multi-advisor platform.

Savannah Petronis is a financial advisor with Robert W. Baird & Co., holding a Series 66 credential and 12 years of industry experience. She has been with Robert W. Baird since 2018 and previously worked at Wells Fargo Clearing for two years. She serves as Treasurer and Board Member of the Fort Worth Delta Delta Delta Alumnae Charities. She is part of The DDK Group at Robert W. Baird, which serves individual, corporate, pension, and charitable clients through financial planning, portfolio management, and other wealth management services. The firm employs a variety of SMA strategies, tax management, and research tools, managing approximately $394 billion in assets as of December 31, 2025.

Joseph Sholden is a financial advisor at Robert Baird & Co. with 29 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing and Merrill. Outside of his advisory role, he holds mineral rights generating royalties through Total Energies E&P Barnett USA. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of financial planning, portfolio management, and custody services, utilizing both internal research and partnerships to support its advisory work.

Elizabeth Stucker is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and two years of industry experience. She has been with Wells Fargo since 2022 and has prior work history at Colonial Country Club, Barnes and Noble, and Baylor University. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other sources.

Jocelyn Benitez is an advisor at Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 licenses. She has been with Wells Fargo Clearing since 2026 and has prior experience at Charles Schwab & Co., Inc., Wells Fargo Bank, NA, and Barri Financial Group. Outside of financial services, she has worked in retail and education roles, including positions at Ulta Beauty and the University of Houston. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and supports a wide range of brokerage and advisory solutions.

Cady Lake is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Arlington, TX, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. Prior to his current roles, he spent 15 years with Raymond James & Associates and has been with ZCS Wealth Management since 2021. Outside of his advisory work, Lake plays the organ and occasionally sings with the choir at St Mary the Virgin Catholic Church. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored non-discretionary advisory services using advanced analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.