Nicholas Wolfe is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 65, 63, and 66 licenses and six years of industry experience. His prior work history includes roles at Wells Fargo Bank, PNC Bank, Extra Space Storage, and Topographic Land Surveyors. Outside of finance, Wolfe is an author of speculative fiction. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting. The firm employs research and analytics for portfolio construction and offers a range of brokerage and advisory solutions.

Jordan Hampton is a financial advisor with Raymond James & Associates holding a Series 66 designation and four years of industry experience. He has been with Raymond James since 2022 and previously worked at Nolan Catholic High School for five years. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser network.

Cooper Krudwig is a financial advisor at J.P. Morgan Securities in Fort Worth, TX, holding Series 63 and Series 65 licenses. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2026, following prior experience at 49 Financial and Hub International. Outside of finance, he has experience in small business operations and community sports involvement. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework. The firm serves clients on a non-discretionary basis through a select group of Wealth Advisors.

Brooks Danley is a financial advisor with Ameriprise in Willow Park, TX, holding a Series 66 designation and 13 years of industry experience. He has been with Ameriprise since 2012. Danley serves on the boards of New Day Services and Covenant Classical School and is an equity owner and franchise advisor of Beez3 LLC. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Danijela Markovic is a financial advisor at Wells Fargo Clearing in Dallas, TX, holding Series 63 and Series 65 licenses with over five years of experience in the financial industry. Her prior roles include positions at Wells Fargo Bank, nA, BoBeau, Cherry Circle Room, Sunset Island, and the University of Philology and Arts. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice. The firm’s 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.

Saranya Duraisamy is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses and one year of industry experience. Her prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Cottonwood Financial, First Convenience Bank, and Tamilnadu Grama Bank. 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 both brokerage and advisory solutions, utilizing research and analytics grounded in diversification principles and modern portfolio theory.

Heidi Knight is a CFP® professional with 31 years of industry experience, currently affiliated with LPL Financial since 2026. Her career includes roles at Osaic Wealth, Inc. and Royal Alliance Associates, INC., as well as operating her own firm, Knight Financial Services, since 1995. In addition to financial advising, she is involved in tax preparation and accounting. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Charles Wade Jr. is an investment advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2014 and is also associated with Pivotal Financial Advisors. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals using a variety of portfolio management approaches and platform arrangements.

George Oliver IV is a financial advisor with Raymond James & Associates in Fort Worth, TX, holding a Series 63 designation and bringing 30 years of industry experience. Prior to joining Raymond James in 2019, he worked at Robert W Baird & Co Incorp for eight years. He serves on the board and as treasurer for the local Fort Worth chapter of the Society of Financial Service Professionals. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse clientele including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services supported by a broad network of advisers and affiliated research resources.

Hayden Baker is a financial advisor with Wells Fargo Clearing in Fort Worth, TX. He holds Series 63 and Series 65 licenses and began his advisory career in 2024. Prior to joining Wells Fargo, he held multiple positions in retail and food service industries and completed six years of full-time education. 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 both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Ryan Prince is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, GM Financial, and Texas Christian University. Outside of finance, he has experience in the agricultural sector through R&R Production Land & Cattle Co. Inc. 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.

Christine Brady is a financial advisor at Edward Jones in Pantego, TX, holding Series 66 and Series 63 licenses with two years of industry experience. Prior to joining Edward Jones in 2025, she worked at the University of Texas at Arlington and operated a marketing consulting business, Create Media Group. She continues to own the consulting firm, which provides online advertising and marketing services. Edward Jones is a full-service wealth management firm serving individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and maintaining a large national advisor and branch network.

Zachary Hutzler is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. He previously worked at Fidelity Investments for six years and has experience at both JPMorgan Chase Bank, N.A. and 1st Community Credit Union. 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 when recommending strategies. The firm operates within the larger J.P. Morgan organization and offers a diverse range of investment products and services.

Nathan Carpenter is a financial advisor at Merrill with 19 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2010 and Bank of America, N.A. since 2011. He is based in Fort Worth, TX. 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.

Johnny Meador is a financial advisor with Equitable Advisors in Fort Worth, TX. He holds the Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, he worked at Park Avenue Securities, Guardian Life Insurance Company, and Lone Star Financial. Outside of his advisory role, Meador works part-time as a golf fitter with Callaway Golf and is a licensed real estate agent with Your Home Free. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.

Fnu Ramneetkaur is a financial advisor at Wells Fargo Clearing in Fort Worth, TX, holding Series 65 and Series 63 licenses with one year of industry experience. Prior to joining Wells Fargo, Ramneetkaur worked at Scotiabank, Royal Bank of Canada, and has experience in self-employment and academia. 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 combines research from Wells Fargo Investment Institute with third-party analytics to support its investment approach.

William Porterfield III is a financial advisor at OSAIC with 37 years of industry experience. He holds a Series 63 designation and previously spent 27 years with Lincoln Financial Advisors Corporation. Outside of his advisory role, he is involved as an insurance agent offering fixed and indexed annuities and fixed life insurance. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, providing integrated brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm employs various asset-allocation tools and offers portfolios managed on discretionary or non-discretionary bases, incorporating a broad range of investment options.

John Kornman is a financial advisor with Edward Jones in Fort Worth, TX, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2016. 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 options, operating under a fiduciary standard and supporting approximately $1.01 trillion in assets under management through a large network of advisors and branch offices.

Eric Blevins is a Financial Advisor with Merrill Lynch Wealth Management, serving as a Merrill Financial Solutions Advisor. In this role, he works with clients to understand their financial goals and develop strategies to pursue short-, mid-, and long-term objectives. He specializes in areas including general investing, retirement planning, and saving for unexpected expenses. Eric offers ongoing advice and guidance, facilitating access to additional banking, credit, home financing, and small business solutions through Bank of America specialists as needed. Eric holds a Bachelor's Degree from Abilene Christian University and holds the Personal Investment Advisor (PIA) designation.

Andrew Waldson is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 66 and Series 63 designations. His prior experience includes roles at Strategic Advisers, Inc and Fidelity Brokerage Services, LLC. J.P. Morgan Securities provides 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 recommendations.