Deacon Patterson is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Wells Fargo, he worked at Empower Advisory Group, LLC and Empower Financial Services, Inc., and earlier held roles at Heritage Pool Supplies and Strategic Financial Partners. Outside of his financial career, he is the owner of a lawn service and maintenance business, Patterson Lawn & Land Management. 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 roughly $671 billion in assets across more than 14,000 advisors, offering a combination of discretionary and non-discretionary services supported by research from Wells Fargo Investment Institute and third-party sources.

Ryan Cox is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 66 and Series 63 licenses and has worked at JPMorgan Chase Bank, N.A. since 2019. Prior to his current role, he spent eight years at Sewell Automotive Company. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm’s Institutional Consulting Services focus on asset-allocation advice, investment manager and fund searches, and customized performance reporting delivered on a non-discretionary basis.

Kerri Connellan is a financial advisor with Morgan Stanley in Fort Worth, TX, holding a Series 66 designation and bringing 24 years of industry experience. She has been with Morgan Stanley and its Private Bank division since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate strategies, supported by proprietary tools and modeling techniques.

Benjamin Carvajal is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2022. Prior to his advisory career, he held various non-financial roles including positions at Applebees and Studio Movie Grill. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Courtney Hurt is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding a Series 66 designation and seven years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2025, she worked at Stifel, Merrill, Massachusetts Mutual Life Insurance, and Edward Jones. Outside of her advisory work, she is involved in equestrian activities, owning and showing cutting horses with the National Cutting Horse Association. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to deliver customized advice.

Carlos Menicucci is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2025. His prior experience includes roles at Cambridge Investment Research, Merrill, Bank of America, TD Ameritrade, and the U.S. Department of Justice. 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 research from Wells Fargo Investment Institute with third-party analytics to support its investment approaches.

Joshua Steel is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and previously worked at Abbott Laboratories and Medtronic. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of advisors and branch offices.

John Navarro III is a financial advisor with OSAIC who holds Series 63 and Series 65 licenses and has 24 years of industry experience. He worked at Lincoln Financial Advisors Corporation for 18 years before joining OSAIC in 2025. Outside of his advisory work, Navarro is involved in youth soccer as a referee assignor and coach for local tournaments. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services supported by various platform tools and third-party solutions, offering portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Kayla Hunt is a Series 66 credentialed financial advisor at Edward Jones with eight years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Scott Nordblom is a financial advisor with Primerica Advisors in Burleson, TX, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1992. Outside of his advisory role, he is involved in sales of loan products and home-related services through affiliated companies and receives income from a gas and mineral lease on his personal residence. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on personalized portfolio management rather than institutional pension or profit-sharing plans.

Anthony Kemp is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds a Series 66 designation and has previously worked at J.P. Morgan Securities from 2012 to 2017. Kemp is based in Denton, TX. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s investment approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Brandy Monasco is a financial advisor with J.P. Morgan Securities LLC in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2015. Outside of her advisory role, she operates a content creation business on TikTok and YouTube, where she shares videos of her animals and DIY projects. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Corban Alkhayer is a financial advisor with Ameriprise in Fort Worth, TX, holding a Series 66 designation and 10 years of industry experience. He previously worked at Edward Jones for 10 years before joining Ameriprise in 2025. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm employs a centralized consulting team to deliver non-discretionary, algorithm-supported recommendations focused on income sources, tax-smart withdrawal strategies, and Social Security options.

Preston Pavlat is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior roles include positions at Merrill, Bank of America, UBS Financial Services, First Command Financial Services, and Fidelity Investments. He is based in Fort Worth, Texas. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Lance Kerr is a financial advisor with Primerica Advisors in Bridgeport, TX, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has been with Primerica Advisors since 1996 and with Primerica Financial Services since 1993. Outside of his advisory role, he is the owner of LSK Farms, a wedding and events venue. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients within a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities, maintaining oversight of investment models and fee arrangements.

Rachel Couch is a financial advisor at Ameriprise in Fort Worth, TX, with 10 years of industry experience and a Series 66 credential. She has worked at various Ameriprise entities since 2016. Outside of her advisory role, she is involved in independent insurance brokering and is employed by BEEZ3 LLC, an investment-related business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement-income planning and annual advice focused on income sources and tax-aware withdrawal strategies.

Robert Mercer III is a financial advisor with UBS Financial Services in Ft. Worth, TX, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with UBS Financial Services since 2011. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor investment plans.

Jaxon Day is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 66 and Series 63 licenses and has worked at TD Ameritrade and JPMorgan Chase Bank, N.A. prior to his current role. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program.

Maci Geltmeier is a Financial Advisor at Merrill Lynch Wealth Management. She specializes in providing personalized financial planning services with a focus on areas such as divorce transition planning, employee benefits planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and individual and corporate investment strategy. Maci holds a Bachelor's degree from Louisiana Tech University and a Master's degree in Finance from the University of Texas at San Antonio. She also holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Her background includes five years as an NCAA Division I student-athlete, contributing to her work ethic and discipline. Outside of her professional work, Maci is interested in adventure sports, biking, golfing, hiking, music, running, soccer, spending time with her family, traveling, and yoga. She aims to build lasting relationships with her clients and help them feel confident about their financial future.

Peter Philpott is a financial advisor with Robert W. Baird & Co. based in Fort Worth, TX. He holds the Series 66 designation and has one year of industry experience, including prior roles at Kleinheinz Capital Partners and Pegasus Resources. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored consulting and portfolio management services using a combination of in-house and third-party managers, with capabilities ranging from traditional equity and fixed-income strategies to more complex and non-traditional investments.