Ronald Hughey is a CFP® professional with 39 years of experience in the financial services industry. He has worked with OSAIC since 2024 and previously spent over 30 years at Securities America Advisors, Inc. He also provides tax preparation services to clients upon request. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors, offering integrated brokerage and advisory services supported by a range of asset-allocation tools and third-party management solutions.

Wade Grimes is a financial advisor at Cetera with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Foresters Advisory Services LLC and Foresters Financial. Outside of his advisory role, he is a board member of Brothers Keepers, an organization that helps injured veterans. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Robin Webb is a financial professional with Cetera, holding Series 63 and Series 65 licenses and two years of industry experience. His previous experience includes roles at Coble Cravens Investments and Insurance and Eagle Financial Group. Outside of finance, Webb serves as a vice-president and instructor at Texas Baptist Bible College, is a board member of Beech Mountain Bible Conference, and works as a high school baseball umpire. Cetera Investment Advisers LLC is a nationwide SEC-registered advisor serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform, combining affiliated and third-party managers, with more than 10,000 advisors and $256 billion in assets under management.

John Dull Jr. is a financial advisor with UBS Financial Services in Ft. Worth, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with UBS since 2001. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Kennen Riley is a financial advisor at Merrill with Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at Fidelity Investments and Bank of America, N.A. Before transitioning into finance, he worked in various roles at J.B. Hunt Transportation Services Inc., Damco Distribution Services Inc., and QuikTrip. 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. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Matthew Lindsey is a financial advisor at LPL Financial in Fort Worth, TX, with nine years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Cetera and Foresters Financial Services. Lindsey also served for five years at the Amon Carter Museum of American Art. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm provides a broad range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Meredith Campbell is a financial advisor at Stifel with five years of industry experience. She previously worked at UBS Financial Services, Fidelity Brokerage Services, and Mr. Cooper. Outside of her advisory role, she serves as President of a sub-club within the Junior Women's Club of Fort Worth, where she leads monthly programs and social events. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment guidance is based on proprietary methodologies developed by its Investment Strategy Group, which utilizes forward-looking capital market assumptions and probabilistic modeling.

Andrew Ladd is a financial advisor at Robert W. Baird & Co. in Dallas, TX, holding Series 63 and 66 licenses with 23 years of industry experience. He has been with Robert W. Baird since 2014. Outside of his advisory role, he serves on the Investment/Advisory Committee of the YMCA of Metropolitan Dallas and is a board member of Collin County Municipal Utility District No. 6. The DDK Group, part of Robert W. Baird's Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations, offering financial planning, portfolio management, separately managed account programs, and brokerage services. The firm combines manager-traded and model-traded strategies with ongoing manager selection and utilizes internal research and technology, including AI, in client advisory processes.

Bryan Hull is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2014. Based in Ft. Worth, TX, he has been with the firm for nine years. 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 and investment management capabilities, delivering recommendations on a non-discretionary basis.

Douglas Amyett is a financial advisor with UBS Financial Services in Ft. Worth, TX, holding Series 63 and Series 65 licenses and having 32 years of industry experience. He has been with UBS since 2006. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and affiliated banking and lending programs.

Nathan Richards is a financial advisor at Merrill with 25 years of industry experience. He previously worked at Stephens Inc. and RBC Capital Markets. Richards holds Series 63 and Series 65 licenses. 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, high-net-worth clients, and institutional investors.

Kenneth Hampton Sr. is a financial advisor at Edward Jones in Fort Worth, TX, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2016, following a brief retirement period in 2015-2016. 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, and operates under a fiduciary standard.

Ritney Coleman Jr. is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work history includes roles at Southern Methodist University, Chevron, and the United States Marine Corps. 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, and institutional investors.

Le Thuy Nguyen is a CFP® credentialed financial advisor at UBS Financial Services with 30 years of industry experience. She has been with UBS since 2011. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client solutions.

Thanh Whatley is a financial advisor at Raymond James & Associates with Series 63 and Series 65 designations and four years of industry experience. She has been with Raymond James and its affiliates since 2018, following a prior role in healthcare at Texas Oncology and an extended period as a stay-at-home parent. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services supported by a nationwide network of advisors.

Jared Herbert is a financial advisor at Charles Schwab with 15 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at Charles Schwab and its affiliated entities since 2010, including seven years with Schwab Wealth Advisory. Based in Fort Worth, TX, Herbert’s career includes roles at Charles Schwab Bank and Schwab Wealth Advisory. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering non-discretionary investment guidance alongside access to discretionary separately managed accounts. The firm’s integrated model combines advisory, brokerage, custody, and cash-sweep services supported by centralized operations and a multi-asset investment approach.

Kyle Shelton is a financial advisor with Edward Jones in Mansfield, TX, holding the CFP® designation and Series 66 license. He has 13 years of industry experience, all with Edward Jones since 2013. Outside of his advisory role, he is associated with Shelton Design Group, LLC, a graphic design business co-owned by his wife. Edward Jones is a wealth management firm serving individual and institutional clients, including various types of households and corporate entities. The firm offers a range of advisory services and investment strategies, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Tucker Bollinger is a financial advisor at Merrill based in Fort Worth, TX, holding a Series 66 designation with no prior industry experience. His background includes a range of roles outside finance, including involvement with Old Texas Brewing Co. and several other businesses in hospitality and retail. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various types of organizations.

Ted Kelly Smith is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing 35 years of experience in financial and wealth management advice and services. Since joining Merrill in 2009 from Banc of America Investments, he has provided high-net-worth clients with expertise in family wealth management strategies, legacy planning, portfolio management, wealth transfer and preservation, business services, retirement strategies, estate planning, and private money management. Kelly takes a disciplined approach to each client relationship, focusing on understanding individual client situations, goals, and needs to develop personalized wealth management strategies. Kelly holds a Bachelor of Business Administration in Finance from Texas Tech University, earned in 1986. He has earned professional designations as an Accredited Asset Management Specialist (AAMS) and a Personal Investment Advisor (PIA). His client work is informed by his deep knowledge of multi-generational wealth planning, asset allocation, portfolio management, and capital markets. Beyond his professional role, Kelly is active in his community and serves on the board of Furnished by Grace. He coaches boys’ and girls’ recreational and select basketball teams and is involved with the organization Embrace Grace. He is married to Michele and has two children. His personal interests include basketball, football, ice hockey, skiing, and spending time with his family.

Will Harris is a Series 66 licensed financial advisor with three years of experience, currently affiliated with J.P. Morgan Securities in Fort Worth, Texas. His prior work includes roles at Jpmorgan Chase Bank, N.A., the Texas A&M Foundation, and Zweiacker & Associates. 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 to support its recommendations.