George Conkle is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley, Merrill, TD Ameritrade, and Edward Jones. Conkle has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2014. 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 combines quantitative and qualitative research in its advisory process and offers a range of portfolio services supported by affiliates.

Christopher Ison is a CFP® professional with 19 years of experience in the financial industry, all spent at Edward Jones since 2007. He holds a Series 66 designation and is based in Mansfield, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment advisory programs and affiliated financial services. The firm manages approximately $1.01 trillion in assets and operates a large national network of advisors and branch offices.

John Chapman is a CFP® professional with 31 years of experience in the financial services industry. He has been with Edward D. Jones & Co., L.P. since 1994, based in Ft Worth, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a variety of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

Andrew Ruiz is a financial advisor with Equitable Advisors in Fort Worth, TX, holding Series 65 and Series 63 licenses and three years of industry experience. He previously worked at Ameriprise Financial Services, MomentUs Wealth Management, and Bank of America. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm uses a variety of advisory programs, including third-party and proprietary solutions, and offers ERISA fiduciary services through credentialed representatives.

Robert Burns is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked at Merrill for 16 years before joining Wells Fargo in 2016. 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 through more than 14,000 financial advisors and employs research-based investment strategies incorporating diversification and modern portfolio theory.

Frank Bugh is a financial advisor at Raymond James Financial with 36 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James Financial Services, Inc. since 1995. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored planning and analytical tools to support client goals and offers specialized advisory programs such as municipal finance and SIMPLE IRA Employer Advisory services.

Steven Lorio is a financial advisor with LPL Financial in Bedford, TX, holding a Series 66 registration and 22 years of industry experience. He has worked at LPL Financial since 2007, following previous roles at Fidelity and Ameriprise. Outside of his advisory work, he is the owner of Lorio Arms Dealers, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by various technology tools.

Rachel Vecera is a financial advisor at Edward Jones in Fort Worth, TX, with three years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2021. Outside of her advisory role, she is an independent health coach with Optavia. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. 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 over 23,000 advisors.

David Allred is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has operated his own CPA and wealth management firm since 2001 and has worked with Avantax in various capacities for over two decades. Outside of advisory work, he is an owner and sole proprietor of an independent insurance agency and provides tax preparation and accounting services. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. It offers a multi-manager platform with a variety of portfolio management and financial planning services, supporting both discretionary and non-discretionary account structures.

Troy Knight Miller is a financial advisor with LPL Financial in Fort Worth, TX, holding Series 63 and Series 65 credentials and 19 years of industry experience. His previous roles include positions at FSC Securities Corporation, Lake Point Wealth Management, Royal Alliance Associates, and BOK Financial Securities. Outside of his advisory work, he serves as an independent contractor for Legal Shield and owns a small business called Charlie-forever. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of services including financial planning, third-party asset management access, and institutional platforms, supporting advisors with both discretionary and non-discretionary portfolio strategies alongside a broad set of non-advisory financial products.

Esperanza Carter is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 65 and Series 63 licenses and having 8 years of industry experience. She has been with Wells Fargo Clearing since 2018 and has a longer tenure at Wells Fargo Bank, N.A. dating back to 2012. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, managing approximately $671 billion in assets through a network of over 14,000 financial advisors.

Taimur Khalid is a financial advisor at UBS Financial Services with nine years of industry experience. He holds the Series 66 designation and has worked at firms including UBS and JPMorgan Chase Bank NA. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor client plans. The firm integrates institutional trading capabilities with wealth management services, including fee-based financial planning and discretionary portfolio management.

Steve Schulman is a Series 63-licensed financial advisor with 26 years of industry experience. He is currently with J.P. Morgan Securities, where he has worked since 2012, following prior roles at Chase Investment Services Corp. and Banc One Securities Corporation. Schulman is based in Fort Worth, TX. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence and integrates ESG criteria while leveraging extensive derivatives and commodities capabilities.

Johnny Dubon is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. He previously worked at Bank of America, Merrill, and Capital One Bank. Outside of his advisory role, he serves as Senior Pastor and CEO of Mision Cristiana Nuevo Pacto de Dallas, a nonprofit religious organization. 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.

James Ortega is a financial advisor with Wells Fargo Clearing, holding the ChFC® designation and Series 66 license, and has eight years of industry experience. His prior roles include positions at PNC Investments LLC, J.P. Morgan Securities, and New York Life Insurance Company. Outside of his advisory work, Ortega has experience as the owner of a rental property business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory and tailored to plan objectives and risk tolerances.

Rhiannon Lynn is a Series 66-licensed financial advisor with two years of industry experience, currently with Ameriprise. Prior to joining Ameriprise, she worked at Edward Jones and Sound Income Strategies, LLC. She serves as a board member of the Kiwanis Club of Flower Mound, where she handles invoicing and financial reporting. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on dependable income and tax-aware withdrawal strategies for clients nearing or in retirement. Their retirement income recommendations combine proprietary research and third-party data, with implementation led by clients and advisors.

Richard Craig is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry for more than 38 years and began his career at Merrill Lynch Wealth Management in 2007. Richard focuses on wealth planning services including retirement, trust, and educational planning. He provides consultative guidance on the overall financial and investment needs of his clients, helping design and implement customized wealth management strategies to pursue their personal financial goals while managing investment risk. Richard holds a Bachelor of Business Administration degree in Finance from Texas Christian University, earned in 1984. He is a CERTIFIED FINANCIAL PLANNER® and also holds the Personal Investment Advisor designation. His client focus areas include college education planning, corporate and employee benefits planning, executive compensation, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, and retirement income. In addition to his professional work, Richard has been involved with community organizations such as Habitat for Humanity, Lambda Chi Alpha, and Amplify Fort Worth. He previously served on the boards of Trinity Habitat for Humanity and Amplify (formerly Expanco), Inc., as well as the Boy Scouts of America Troop 17 Committee. Richard resides in Fort Worth with his wife and two children. His personal interests include fishing, golfing, hunting, and spending time with his family.

Travon Talley is a financial advisor with Wells Fargo Clearing who holds a Series 66 designation and has 18 years of industry experience. He previously worked at J.P. Morgan Securities, Chase Investment Services Corp., and Edward Jones. Outside of his advisory role, he serves as Treasurer for the Dallas-Fort Worth Urban League, where he is involved in budgeting and financial management. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with more than 14,000 financial advisors and provides both brokerage and advisory solutions.

Michael Walker is a financial advisor at Ameriprise with three years of industry experience. He holds a Series 66 designation and has prior experience at First Command Financial Services and several entrepreneurial ventures, including Sons of Liberty Coffee LLC and Miguelito & Co. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed, research-driven recommendations on income sources, Social Security, and tax-efficient withdrawal strategies. The firm combines algorithmic automation with advisor input and emphasizes a broad range of advisory, brokerage, and insurance solutions.

Jessica Wilkey is a financial advisor with Wells Fargo Clearing in Fort Worth, TX. She holds Series 63 and Series 65 credentials and has 14 years of industry experience. Wilkey has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank NA since 2007. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a broad range of investment advisory services, financial planning, and retirement plan consulting, leveraging research from Wells Fargo Investment Institute and third-party sources while providing both brokerage and advisory solutions.