Nathaniel Carpenter is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior roles include work in marketing, hospitality, and retail, as well as involvement with River Crest Country Club and Small business ventures such as Clippers n scissors and Southern Pour. 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. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Crissie Fortmeyer is a financial advisor at Merrill with 31 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has worked at Merrill since 2018, following prior roles at J.P. Morgan Securities and J.P. Morgan Chase Bank. She serves as a board member of Power To the Period, a grassroots organization that provides free menstrual products to girls and women in need. Merrill, together with its affiliate Managed Account Advisors LLC, delivers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Jake Crawford is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to this, he worked in real estate with Marsha Hardin Real Estate and has experience in education from 2007 to 2016. Outside of financial advisory, he owns Coddiwomple Habit, LLC, an agricultural business involved in livestock production. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets, supported by a nationwide network of more than 23,700 financial advisors.

Sarah Garrity is a Series 66-licensed advisor at J.P. Morgan Securities with three years of industry experience. She previously worked at JPMorgan Chase Bank and has been involved with the Fort Worth Chamber of Commerce. 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’s advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Randy Miranda is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Bank of America/Merrill Lynch and Truist/BB&T. From 2023 to 2026, he was the managing member of RC Miranda Investments LLC, a planned event center business that was not launched. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence combining quantitative screens and qualitative research, with recommendations that may incorporate an ESG eligibility framework.

Jacob Casleton is a Series 66-registered financial advisor at LPL Financial with two years of industry experience. He has been with LPL Financial since 2023 and concurrently holds outside employment with H-E-B Grocery Store. Previously, he worked with Cornerstone Christian Academy, The Way Church, and Designs of Honor, Inc. 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 offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Reagan Finney is a financial advisor at Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 credentials. Although new to the industry with less than a year of experience, Finney has prior work history in automotive sales and the restaurant sector. 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 uses research from the Wells Fargo Investment Institute along with third-party data to guide investment selection and portfolio diversification.

Allison Israel is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Merrill from 2010 to 2018. Outside of her advisory role, Israel is a co-owner of Dragon Ridge LLC and serves as treasurer on the board of directors for the Cross Timbers Hills Homeowners Association. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, delivering retirement recommendations through a centralized consulting team using a combination of research, modeling, and tax-efficiency analysis.

James Killgo is a financial advisor with Edward Jones, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2011. 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 offers a range of advisory strategies and investment options, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets.

Judson Redmond is a financial advisor with RBC Capital Markets in Fort Worth, TX, holding the CFP®, CFA®, and PFS™ designations and possessing 14 years of industry experience. His career includes roles at RBC Global Asset Management, Foreside Fund Services, Swank Capital LLC, and New York Life Investment Management. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of wrap fee advisory programs and tailors investment strategies using a combination of in-house and third-party managers, with features such as tax management and responsible-investing options.

Jaron Launer is a Planning Consultant currently working at Fidelity Investments. He collaborates with clients to build financial plans by leveraging Fidelity's extensive knowledge and resources. He focuses on integrity, attention to detail, and clear communication to establish trust and provide quality service. Jaron works to evaluate financial plans and assist clients in identifying actionable steps tailored to their evolving family needs. He has held multiple roles within the financial services industry, including positions at Fidelity Investments as Planning Consultant, Investment Solutions Representative, and High Net Worth Service Associate. He also gained experience as a Private Client Investment Associate at J.P. Morgan Chase and has worked in customer service roles at Robinhood and E*Trade from Morgan Stanley. Jaron holds insurance licenses for Arkansas and California. Outside of his professional responsibilities, he enjoys the beach, fitness activities, outdoor adventures, and running.

Raymond Tucker Jr. is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and 46 years of industry experience. His prior roles include positions at Citigroup Global Markets and Merrill. He is based in Fort Worth, TX. Wells Fargo Advisors is a national securities firm that offers 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 combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Christine Simek is a financial advisor with Wells Fargo Clearing in Frisco, TX, holding Series 63 and Series 66 licenses and 21 years of industry experience. Her prior work includes roles at J.P. Morgan Securities and The Prudential Insurance Company of America. 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. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Michael Chavez is a financial advisor with Edward Jones in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. Prior to joining Edward Jones in 2020, he worked at Wells Fargo Advisors and Wells Fargo Clearing Services LLC. He volunteers as a professor for an adult education program at Tarrant County Community College, teaching a free six-week financial literacy course for older adults. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Sze Sze Fertitta is a financial advisor at Raymond James & Associates with two years of industry experience. She holds the Series 66 designation and has held prior roles at Raymond James Financials, Lululemon, the University of Texas at Dallas, Ridge Point High School, and YouTube. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, providing financial planning and consulting services with a range of portfolio management styles and affiliated research.

Wade Williams is Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2018. He has been involved in financial advisory roles since 2003, including serving as an Investment Solutions Consultant at Fidelity Investments from 2014 to 2018, and holding various positions at The Ayco Company, A Goldman Sachs Company, from 2003 to 2013. In his professional approach, Wade emphasizes listening carefully to understand his clients' individual goals and uses his knowledge and experience to help them develop financial plans tailored to their futures. He holds insurance licenses in Arkansas and California. Outside of his professional work, Wade has interests in baseball, family activities, football, hiking, music, and soccer.

Chad Patton is a financial advisor with Wells Fargo Clearing in Southlake, TX, holding a Series 66 designation and 16 years of industry experience. His prior work includes roles at Merrill and AllianceBernstein L.P. Outside of his advisory duties, he is a managing partner in a development partnership focused on the restoration of The Baker Hotel in Mineral Wells, TX. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, offering a range of brokerage and advisory solutions supported by extensive research and analytics.

Spencer Gilland is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes roles at Navy Federal Financial Group, Charles Schwab, and TD Waterhouse Investor Services. 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. The firm’s approach includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options, tailored to plan objectives and risk tolerances.

Karin Mcintosh is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has worked with Cambridge Investment Research Advisors since 2018 and is also involved with Lighthouse Financial Group and Wymac Insurance Group, where she serves as CEO. Outside of her advisory roles, she works as a notary public and provides translation services for technical documents from English to Spanish. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and utilizes multiple platforms and custodians to support discretionary and non-discretionary management.

William Swoboda is a financial advisor at Edward Jones in Fort Worth, TX, with 15 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2010. Outside of his advisory role, he is the owner of JSW Premier Properties, a real estate holdings firm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,000 financial advisors.