Charles Blauvelt is a financial advisor with Edward Jones in Arlington, TX, holding the ChFC® and Series 66 designations and bringing 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he is the owner of Rock & B Ranch, a farm and ranch business involved in animal sales. 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 solutions, supported by a large network of financial advisors and branch offices across the country.

Scott Marburger is a Series 66-registered financial advisor with Edward Jones in Mansfield, TX, where he has worked since 2011. He has 14 years of industry experience and also has a background with Mortgage Service Solutions starting in 2007. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,000 advisors. The firm offers various discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Mohammed Ahmed is a CFP® and holds a Series 66 license with six years of industry experience. He has worked at Edward Jones since 2019 and previously spent six years with Signet Jewelers - Jared Division. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Cass Jenkins serves as Sales Manager and Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with Merrill Lynch since 2002 and has held the Sales Manager position for the Fort Worth Market since September 2015. He holds licenses as a Life and Health Insurance Agent in Texas and maintains Series 7, 9, 10, 63, and 66 FINRA registrations. Mr. Jenkins launched his professional career following his graduation from Texas Christian University with a Bachelor of Science degree in 1992. Prior to joining Merrill Lynch, he spent seven years in law enforcement. He is also a graduate of Paschal High School and Weatherford College. Cass has earned the Certified Private Wealth Advisor® designation awarded by the Investments & Wealth Institute™ in collaboration with The University of Chicago Booth School of Business, and holds other professional credentials including Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Drawing on his diverse background, Cass assists clients in clarifying their risk tolerance and focusing on their financial objectives. He helps design and administer customized financial programs that align with clients' personal values and commitments. His approach employs statistical models and tailored strategies to balance financial risks and expected returns, with ongoing reviews to keep plans aligned with clients’ changing circumstances. Born and raised in Fort Worth, Cass resides there with his wife Jeanne and their combined family of four daughters. He actively volunteers in the community and pursues personal interests such as fishing, football, golfing, traveling, and spending time with family.

Jeniree Sanchez is a financial advisor at Robert W. Baird & Co. with eight years of industry experience. She holds Series 63 and Series 66 designations and has worked at Robert W. Baird & Co. since 2018, following roles at TD Ameritrade and MarketSource Inc. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers, covering a wide range of investment strategies and account types.

Ozzy Caraveo is currently an Investment Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2018, progressing through various roles including Investment Solutions Representative III, Investment Solutions Representative II, Fixed Income Specialist, Investment Solutions Representative, and Customer Relationship Advocate. His experience covers a broad range of investment solutions and client relationship management. Ozzy focuses on building strong relationships with clients to understand their needs and concerns, partnering with them to develop financial plans aimed at achieving their short- and long-term goals. He holds an insurance license in Arkansas. Outside of his professional career, Ozzy has personal interests in baseball, comedy, social events with friends, golf, parenthood, and traveling.

J Chick is a CFP®-certified financial advisor with 27 years of industry experience, currently associated with Raymond James Financial in Fort Worth, TX. Prior to joining Raymond James, Chick spent 24 years at Edward D. Jones & Co., L.P. He is also the managing partner of Park Hill Financial Services, LLC and co-owner of a pet supply business in Aledo, TX. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools to model potential outcomes and supports a broad network of advisors and affiliated firms.

Amanda Wiggins is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 licenses and 15 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2014 to 2016. Outside of her advisory role, she owns A&W Threads, a T-shirt pressing 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 options. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Justin Reyes is a Series 66 licensed financial advisor with Merrill in Arlington, TX, bringing 12 years of industry experience. He has been with Merrill and Bank of America since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers both model-based and discretionary investment strategies developed by internal teams and third-party managers.

Darrion Randolph is a financial advisor at Merrill with a Series 66 credential and has been with the firm since 2025. Prior to his current role, he worked at FedEx Express for four years and has experience in real estate and various service industries. 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 a range of clients including individuals, high-net-worth clients, and institutions.

Paul Morgan is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding a Series 63 designation and possessing 36 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC. Outside of his advisory work, he is involved with Bass Pro Shops as an outfitter and stocker, assisting customers with fishing tackle. Wells Fargo Advisors is a national firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm offers a range of brokerage and advisory solutions supported by extensive research and analytics.

Natalie Lear is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill, she worked in various roles including at Club Pilates, where she is currently employed. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Miles Sawyer Wicker is a financial advisor with Equitable Advisors in Fort Worth, TX, holding a Series 66 designation and 16 years of industry experience. He has been with Equitable Advisors since 2009, including its predecessor Axa Advisors, LLC, where he worked from 2009 to 2020. Outside of his advisory role, he is involved with the Texas Dental Association Insurance Benefit as an associate. 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 LPL programs and a broad range of third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on clients' goals, risk tolerance, and time horizon.

Dylan Dennery is a financial advisor at Merrill with a Series 66 designation and is based in Fort Worth, TX. He has one year of experience in the financial industry, having joined Merrill in 2025. Prior to entering the financial sector, his work history includes roles in healthcare and retail. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Earl Davidson is a financial advisor at Cetera with 43 years of industry experience. He holds a Series 63 designation and has worked at Cetera and its affiliates since 2013. Outside of his advisory role, Davidson owns Legacy Advisors, an insurance marketing business, serves as an insurance agent selling various fixed insurance products, advises law firms on government benefits for the elderly, and is a board member of the Elder Care Academy. He also serves as president of the board of Kinwest Medical Clinic, which provides free medical services to the uninsured and impoverished. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers various portfolio management and consulting services, operating as a multi-manager platform with access to a range of investment strategies and program structures.

Vanessa Duran is a financial advisor at Wells Fargo Clearing with three years of industry experience. She holds the Series 63 designation and has worked with Wells Fargo Bank, N.A. since 2011. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Arun Kulkarni is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory role, he is a member of the Federal Express Retiree Club, a nonprofit social organization. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including both discretionary and non-discretionary management, and uses model portfolios and research from multiple sources.

Robert Wenzig is a CFP® professional with 10 years of industry experience, currently with Ameriprise in Lewisville, TX. His prior experience includes roles at Fisher Investments, JPMorgan Chase Bank, J.P. Morgan Securities, Wells Fargo Clearing, Bank of America, Merrill, and Fidelity Brokerage Services. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored, algorithm-supported recommendations.

George Stavrinakis is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds a Series 66 designation and has prior experience at J.P. Morgan Securities and Bank of America, N.A. Before his finance career, he worked at Coach, Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages roughly $671 billion in assets and combines in-house research with third-party analytics in its investment approach.

Kim Cell is a financial advisor at Merrill with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill since 2009. 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 strategies to a range of clients including individuals, high-net-worth clients, and institutions.