Curtis Pinney is a financial advisor at Edward Jones in Grand Prairie, TX, with one year of industry experience. Prior to joining Edward Jones, he worked for Cummins Sales and Service for 11 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a nationwide network of approximately 23,701 financial advisors.

Jonathan Shirley is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. His prior roles include positions at Fidelity Investments and Air Center Helicopters, along with various other engagements in education and banking. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Larry Macy II is a financial advisor at OSAIC with 15 years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services for nine years. In addition to his advisory role, he is licensed as an insurance agent specializing in fixed life, disability, and long-term care insurance. OSAIC serves a diverse group of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools and multiple advisory platforms to manage portfolios that include a range of securities and alternative investments.

Robert Nursey is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and over 39 years of industry experience. He has worked with Cetera and its affiliated entities since 2025 and previously spent over two decades at Concourse Financial Group Securities Inc. Nursey is also a managing member of Ivy League Wealth Management, LLC, where he provides financial planning and insurance services, and serves as a FINRA arbitrator and expert witness. Cetera Investment Advisers LLC operates a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services through a nationwide network of independent advisors.

Sidney Lorio Jr. is a CFP® professional with 44 years of industry experience, currently affiliated with LPL Financial since 1994. He operates out of Bedford, TX, and has additional business activities including managing a 401(k) education service and involvement with a real estate rental corporation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Ed Perez is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Morgan Stanley Private Bank, N.A., Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Mary Mcbeath is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2012, including a role at Morgan Stanley Private Bank, N.A. since 2018. Outside of her advisory work, she is a sole proprietor of a rental property business. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm uses structured discovery methods and analytical tools to support client planning and manages approximately $2.74 trillion in client assets.

Ben Sexton is a financial advisor with UBS Financial Services in Fort Worth, Texas, holding a Series 66 designation and nine years of industry experience. Prior to joining UBS in 2017, he worked at PricewaterhouseCoopers LLP from 2013 to 2016. He is an alumni council member at Fort Worth Country Day School, where he assists with alumni relations and fundraising activities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings tailored by a network of financial advisors using proprietary research and model-based asset allocations.

Amanda Garcia is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2014. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis.

Stephanie Woehr is a CFP®-credentialed financial advisor with Edward Jones, where she has worked since 2019. She has six years of industry experience, including prior roles at Regions Bank and a 15-year involvement with Madeline's Interiors. Outside of her advisory work, she serves as a volunteer on the Financial Advisory Council for St. Vincent de Paul Catholic Church in Arlington, TX, assisting with the church’s financial oversight. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Trevor Cochrane is a Series 66 licensed financial advisor with six years of industry experience, currently practicing at LPL Financial in Fort Worth, TX. His prior work includes roles at OSAIC, Securities America Advisors, and Cambridge Investment Research. Outside of his advisory work, Cochrane is an author and serves as a pastor at Temple Baptist Church, where he also conducts investment-related seminars. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a variety of financial planning and advisory programs, supported by model portfolios and research, and provides both discretionary and non-discretionary management options.

Terrence Cook is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 credentials and eight years of industry experience. He has been with Wells Fargo Bank and Wells Fargo Clearing Services since 2015 and 2017, respectively. 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.

John Schiavone is currently the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2019. He leads a branch within one of the industry's respected investment firms, focusing on understanding clients' unique financial situations and providing guidance to help them pursue financial success. He has extensive experience in financial services, having worked at Fidelity Investments as Assistant Branch Leader from 2016 to 2019. Prior to Fidelity, John held leadership roles at Ameriprise Financial Services, Inc., serving as Sales Director from 2007 to 2016 and Division Sales Director from 1998 to 2007. He also worked as an Operations Principal at TCF Securities, Inc. from 1993 to 1998.

Joshua Anderson is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he held roles at Continental Cergars LLC and Kruse and Muer on Main, and studied 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Daniel Woodard is a financial advisor with LPL Financial based in Burleson, TX, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Securities America Advisors, Securities America, Inc., and EECU Credit Union. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large network of investment adviser representatives, offering a range of advisory programs, retirement plan consulting, and brokerage services.

Yurith Solis is a Series 66 licensed financial advisor with eight years of experience, currently with Edward Jones in Fort Worth, TX. Prior to joining Edward Jones in 2018, he worked for Affiliated Bank for three years. 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, including discretionary and non-discretionary managed solutions, with approximately $1.01 trillion in assets under management supported by a large network of financial advisors and branch offices nationwide.

Deana Pepper is a financial advisor with Merrill in Fort Worth, TX, holding Series 63 and Series 66 credentials and having 28 years of industry experience. She has been with Merrill since 1999. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, combining internal Chief Investment Office teams with third-party style managers.

Gregory Kubes is a CFP® professional with 18 years of experience at Edward Jones, based in Fort Worth, TX. He has served on the board of Junior Achievement - Chisholm Trail, advising on various organizational matters including fundraising. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 advisors.

Tiffany Price is a financial advisor with Primerica Advisors in Grand Prairie, TX, holding Series 63 and Series 65 licenses and three years of industry experience. She has worked with Primerica Advisors since 2023 and Primerica Financial Services since 2022. Outside of advisory services, she is involved in sales of loan products and home security and automation referrals through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Joshua Mayo is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. In this role, he focuses on helping clients maximize the benefits their companies offer and supports them in working towards their financial goals. Prior to his current position, he served as a Workplace Planning Consultant at Fidelity from 2022 to 2023. His professional experience centers on benefits and financial planning within the workplace. Outside of his professional responsibilities, Joshua has personal interests in bowling, comedy, movies, and yoga.