Robert De Lozier is a financial advisor with Equitable Advisors in Fort Worth, TX, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include work at Axa Advisors and positions outside finance such as at Ridglea Country Club. He serves as a board member for The Leukemia & Lymphoma Society and is involved in life settlements through The Ashar Group. 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 third-party asset managers. The firm employs a hybrid advisory and brokerage model, utilizing client intake processes to tailor financial plans and investment programs.

Timothy Bunt Jr. is a financial advisor with Ameriprise, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2022, he worked in healthcare roles and has served with the Somervell County Fire Department since 2015. He is also employed as a salaried manager at BCK Management Services, LLC, an advisory business. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Jay Davenport is a Series 66-credentialed advisor with J.P. Morgan Securities in Fort Worth, TX, with four years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2021 and also owns Davenport Consulting LLC, which provides leadership and organizational health consulting and coaching. Prior to joining J.P. Morgan, he worked at The Parc Vet and AUDIA, and was involved with Young Life for seven years. J.P. Morgan Securities LLC offers investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Gary Short is a CFP® professional with over 31 years of experience, currently serving as a financial advisor at Edward Jones since 1994. He holds a Series 63 license and is based in North Richland Hills, TX. Outside of his advisory role, he shares income and expenses from farming 60 acres of inherited land in Stryker, Ohio, with tenant farmers managing all the work. Edward Jones is a wealth management firm serving more than four million individual and institutional clients. It offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Jeffrey Burgess is a financial advisor with Merrill in Fort Worth, TX, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked at Merrill and Bank of America since 2010 with a brief period at First United Bank. 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, offering model-based and discretionary investment strategies for individuals, institutions, and charitable organizations.

Jimmy Grigsby is a Series 66 licensed financial advisor with 16 years of industry experience, currently serving clients at Edward Jones in Ft Worth, TX since 2014. He is also the Board Chairman of UR Sports Sky Ship, providing guidance and support to the company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Casey Dutton is a financial advisor at Merrill with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with firms including Morgan Stanley and Ameriprise Financial Services. Located in Fort Worth, TX, his background also includes experience at MD Anderson Cancer Center. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

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.

Houston Little is a CFP® and holds a Series 66 license, currently affiliated with LPL Financial. He has four years of industry experience, including prior roles at Prospera Financial Services Inc. and Allied Business Services. Outside of his advisory work, he is involved in commercial real estate management as a partner at Allied Business Services, Inc. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a broad network of investment adviser representatives. The firm provides a range of financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.