Hannah Crane is a financial advisor at J.P. Morgan Securities with Series 65 and Series 63 licenses and one year of industry experience. Her prior roles include positions at Goldman Sachs and Vanderbilt University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary advisory program.

Justin Nelson is a financial advisor with Edward Jones in Southlake, TX, holding a Series 66 designation and seven years of industry experience. He previously worked at US Money Reserve LLC for three years. Outside of finance, he has been a part owner and active member of Merlinpeen Music LLC, a band based in Grapevine, TX, for over a decade. Edward Jones is a full-service wealth management firm serving a broad client base that includes individuals, institutions, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices.

Ryan Arrington is a financial advisor with Ameriprise Financial Services in Fort Worth, TX, holding Series 63 and Series 66 credentials and 16 years of industry experience. His work history includes roles at Ameriprise since 2020 and six years at Wells Fargo Clearing. He also worked for the Fort Worth Independent School District for 13 years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Joshua Bekele is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and one year of industry experience. His prior work includes roles at TIAA-CREF, Merrill, Safran, and Charles Schwab. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Hadassah Mooney is a financial advisor at Merrill with one year of industry experience and holds the Series 66 designation. Her prior work experience includes roles at Bank of America, Harps Food Stores Inc., DoorDash, Arkansas Tech University, Sonic Drive-In Inc., Morrilton High School, and home-school instruction. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Scott Taft is a financial advisor with Robert W. Baird & Co. in Northlake, Texas, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. His prior roles include positions at ClearBridge Investments LLC and Legg Mason & Co LLC. He is also a member of Legacy Homebuyers, LLC. Scott Taft is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and manager options.

Joshua Roark is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding a Series 66 designation and eight years of industry experience. Prior to joining Wells Fargo in 2023, he worked at Merrill and Bank of America, N.A. for five years each, as well as Colonial Life and Zurvita. Outside of his advisory role, he serves as a sports official for high school football games. 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 provides both brokerage and advisory solutions, utilizing research and analytics to support investment decisions.

Mark Roberts is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding Series 63 and Series 65 licenses with 13 years of industry experience. He has been with JPMorgan Chase Bank NA and J.P. Morgan Securities LLC since 2013. Roberts serves on the finance committee of Key School of Fort Worth, a private school focusing on students with learning differences. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program emphasizing written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm integrates quantitative and qualitative research in its advisory process and offers a range of implementation services through affiliated entities.

Marshall Felker III is a financial advisor with Ameriprise in Lewisville, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Ameriprise and its related entities since 2005. Felker is involved in multiple business activities, including consulting, leadership, and practice management through several investment-related entities. Ameriprise offers a retirement-income planning service targeting individuals near or in retirement with significant investable assets, providing detailed Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Gina Shaffer is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and seven years of industry experience. She has worked at Charles Schwab since 2017 and previously held positions at Clairvoyix and HealthTrackRx. Outside of her advisory role, Shaffer serves on the boards of the MHMR Foundation and the Alzheimer’s Association North Central Texas Chapter and operates a life and professional coaching business. Charles Schwab serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services, combining non-discretionary and discretionary investment options with centralized brokerage and custody solutions.

Jill Clifton is a financial advisor at Edward Jones with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving more than 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jason Fernandez is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes positions at Wells Fargo Clearing and Citigroup Global Markets. He is the owner and CEO of Fernandez Financial Planning. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes non-discretionary planning and uses analytical tools to tailor recommendations to client goals.

John Nash II is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding a Series 66 designation and having 22 years of industry experience. His prior roles include seven years at Wells Fargo Investments, LLC. 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.

David Cubbage is a CFP®-certified financial advisor with Edward Jones, where he has worked since 2009, accumulating 16 years of industry experience. Based in Pantego, TX, he also has involvement with United Production Partners related to mineral royalties. Edward Jones is a full-service wealth management firm serving a broad range of individual and institutional clients, offering a variety of investment strategies and affiliated financial services supported by a large network of advisors and branch offices nationwide.

David Nance Jr. is a financial advisor with Edward Jones in Ft. Worth, TX, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he is a member of JB and Mary Glaspie Farm LLC, a farming business in Montalba, TX. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Jeffrey Granger is a financial advisor with J.P. Morgan Securities in Colleyville, TX, holding a Series 66 designation and 21 years of industry experience. His career includes roles at Morgan Stanley, Merrill, UBS Financial Services, Ameriprise, and Chase Investment Services Corp. He was involved with the Bass Club of Fort Worth from 2013 to 2019. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of Wealth Advisors. Their non-discretionary program emphasizes written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and integrating ESG considerations in eligible strategies.

John Newton is a financial advisor affiliated with LPL Financial in Southlake, TX, holding a Series 66 designation and bringing eight years of industry experience. Prior to joining LPL Financial in 2026, he spent seven years at Edward Jones and twelve years with Schlumberger. 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 broad range of financial planning and investment management services through a large network of investment adviser representatives, utilizing various portfolio strategies and technology tools to support its advisory platform.

Heath Abernathy is a financial advisor at OSAIC with 30 years of industry experience. He holds the CFP® designation along with Series 65 and Series 63 licenses. Prior to joining OSAIC in 2023, Heath worked at Sagepoint Financial, Inc. and American General Securities Incorporated. He also owns Abernathy Financial Services, an insurance agency that provides quotes and coverage for life, disability, and long-term care insurance. OSAIC serves a diverse client base including retail and institutional investors, retirement plans, charities, and corporations. The firm offers a range of brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization.

Harry Consaul III is a financial advisor with Cambridge Investment Research Advisors in Fort Worth, TX, holding a CFA® designation along with Series 63 and Series 65 licenses. He has 31 years of industry experience, including prior roles at First Command Bank and First Command Brokerage Services. Outside of his advisory role, he owns Pivotal Financial Advisors, an independent insurance agency. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement plan advisory, and wrap-fee programs through a broad network of financial professionals. The firm provides both discretionary and non-discretionary management across multiple platforms, including proprietary model strategies under the Founders Gate Capital brand.

Mikayla Martinets is a financial advisor at LPL Financial with a Series 66 designation and two years of industry experience. She previously worked at Western International Securities and Wis Advisors Inc. Outside of her advisory role, she is involved in direct sales through Amway. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with investment strategies that include both discretionary and non-discretionary options.