Sabrina Fox is a financial advisor at Raymond James & Associates in Dallas, TX, holding Series 63 and Series 65 licenses with nine years of industry experience. Her prior work includes positions at Merrill, Wells Fargo Clearing Services, and Highgate Hotels LP. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and charitable organizations. The firm provides tailored financial planning and investment consulting through a range of portfolio management styles, supported by extensive research and affiliated sub-advisers.

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.

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 previously worked for Securities America Advisors, Inc. and Securities America, Inc. for 10 years before joining OSAIC in 2024. OSAIC serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios and supports a complex platform with multiple mergers and third-party commercial arrangements.

Brock Burkett is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. In this role, he focuses on helping clients maximize their relationship with Fidelity by leveraging available tools and resources to support their financial objectives. Prior to this position, he served as a Workplace Planning Consultant at Fidelity from 2022 to 2024. Brock's experience includes working as a Wealth Management Client Associate at Merrill Lynch from 2019 to 2022. Throughout his career, he has been involved in benefits and planning services aimed at assisting clients in achieving their financial goals. Outside of his professional work, Brock enjoys activities such as board games, cooking and baking, family activities, exploring food, and reading.

Suzanne Medford is a financial advisor with Edward Jones in Irving, TX, holding a Series 66 designation and 17 years of industry experience. She previously worked at COUNTRY FINANCIAL for six years before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

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.

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.

Jennifer Leblanc is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. She has been with Wells Fargo Advisors Financial Network LLC since 2010 and holds a Series 63 designation. The firm is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering a broad range of investment and fee-based financial planning services to individuals, trusts, and institutional clients. It provides specialized planning services in areas such as business-owner transition, sports and entertainment, special-needs, and divorce planning, supported by Wells Fargo research and planning tools.

Steven Mc Williams is a financial advisor with Ameriprise in Dallas, TX, holding a Series 66 designation and nine years with the firm. He has three years of industry experience and previously worked for Ecolab Inc for nine years. Outside of his advisory role, he serves as a referee for youth and adult soccer matches with the McKinney Soccer Association. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm’s approach includes a written Recommendation Report and ongoing advice focused on reliable income sources and tax-aware withdrawal strategies.

Justin Montanari is a financial advisor with Edward Jones in Irving, TX, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, he worked in the automotive industry at Park Place Lexus Plano, James Wood AutoPark, Reynolds and Reynolds, and Discount Tire. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and managed solutions, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets with a large national network of advisors and branch offices.

Michael Hyatt is a financial advisor with UBS Financial Services in Fort Worth, TX, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has been with UBS since 1992. His other activities include overseeing scholarship allocations for the Iron Phi Foundation, serving on the board and executive committee of the Fort Worth Zoo Association as treasurer, and participating in charitable oversight for Sister Cities International Foundation and investment review for Pacific Retirement Services, Inc. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings that include financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment strategies to clients’ goals and risk tolerances.

Kristi Traylor is a financial advisor at Morgan Stanley with 42 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Morgan Stanley and UBS Financial Services. Traylor is a co-owner of a rental property business in Granbury, Texas. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with comprehensive financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside various investment and private fund activities.

Jeffery Trentham is a financial advisor at Edward Jones in Arlington, TX, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

James Taylor is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Equitable Advisors since 1999, previously affiliated with Axa Advisors, LLC during the same period. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through multiple third-party asset managers and LPL programs. The firm operates a hybrid referral and implementation model that includes advisory and brokerage channels, tailoring services based on client goals, risk tolerance, and time horizon.

Diana Jenkins is a CFP® with 42 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. She has held positions at firms including Silver Lake Capital Partners LLC, Malleck Wealth Management LLC, Raymond James Financial, and H & R Block. Jenkins also has experience in an academic setting, having worked with Southern Methodist University. She is part of The DDK Group at Robert W. Baird, which provides tailored wealth management and consulting services to individuals, families, institutions, and charitable organizations. The team offers a range of portfolio management options and customized strategies, including traditional and non-traditional investments, with services spanning from financial planning to discretionary management.

Krystal Lopez is a financial advisor at UBS Financial Services with eight years of industry experience. She holds a Series 66 designation and has worked previously at Morgan Stanley, JPMorgan, and Wells Fargo. Krystal also has professional experience outside finance, including a two-year period at Lululemon. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor financial plans and investment strategies to clients' goals and risk tolerances.

Heather Smith is a financial advisor with Ameriprise in Dallas, TX, holding a Series 66 designation and 10 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2015. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement with significant investable assets, providing detailed written Recommendation Reports that include income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized retirement-income advice through a centralized consulting team.