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.

Bradley Meyer is a financial advisor at Fidelity with 30 years of industry experience. He holds Series 63 and Series 66 credentials and has worked in various capacities within Fidelity since 1996. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios and oversees sub-advisers, while also serving as an advisor to multiple registered investment companies and fund-of-funds.

Sidney Lorio Jr. is a CFP®-designated financial advisor with LPL Financial, where he has worked since 1994, totaling 44 years of industry experience. He operates in Bedford, TX, and maintains a 401(k) education business under the name 401(K) University. 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, utilizing both proprietary and third-party strategies.

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 eight 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 provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process includes centralized due diligence with quantitative and qualitative research and may incorporate an ESG eligibility framework.

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.

Braeden Baller is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. His prior roles include positions at Enterprise Mobility and The Tutoring Center, along with teaching experience at Texas Wesleyan. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, managing portfolios through both discretionary and non-discretionary approaches.

Trevor Cochrane is a financial advisor with LPL Financial in Fort Worth, TX, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Securities America Advisors, and OSAIC. Outside of his advisory work, he serves as a pastor at Temple Baptist Church and is an author. 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 range of financial planning and asset management services through its extensive network of investment adviser representatives.

Terrence Cook is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. He has been with Wells Fargo Clearing Services since 2017 and also has experience with Wells Fargo Bank since 2015. 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 manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

John Schiavone is currently the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2019. He leads a branch within one of the industry's respected investment firms, focusing on understanding clients' unique financial situations and providing guidance to help them pursue financial success. He has extensive experience in financial services, having worked at Fidelity Investments as Assistant Branch Leader from 2016 to 2019. Prior to Fidelity, John held leadership roles at Ameriprise Financial Services, Inc., serving as Sales Director from 2007 to 2016 and Division Sales Director from 1998 to 2007. He also worked as an Operations Principal at TCF Securities, Inc. from 1993 to 1998.

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® certificant affiliated with LPL Financial with four years of industry experience. Prior to joining LPL Financial, he worked at Prospera Financial Services Inc. and Allied Business Services, and he has held roles in educational institutions including Lindenwood University and Santa Barbara City College. Outside of his advisory role, he is involved in commercial real estate management as a partner at Allied Business Services, Inc. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, and it supports advisors with advanced operational and research tools.

Daniel Woodard is a financial advisor with LPL Financial in Burleson, TX, holding Series 63 and Series 66 licenses and having 26 years of industry experience. His prior work includes roles at Securities America Advisors, Securities America, Inc., and Eecu Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Brett Bargery is a financial professional with 35 years of industry experience, currently affiliated with Cetera. He holds Series 65 and Series 63 licenses and has worked at firms including New York Life Insurance Company and Mass Mutual Investors Services. Outside of his advisory role, he is involved as an insurance agent selling fixed insurance products and serves as a financial professional at Totus Wealth Management, LLC, in addition to managing BLB Affinity Group, LLC, a real estate entity. Cetera Investment Advisers is an SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients through a network of more than 10,000 independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services utilizing a multi-manager platform with various program structures and custodial arrangements.

Deana Pepper is a financial advisor with Merrill in Fort Worth, TX, holding Series 63 and Series 66 credentials and having 28 years of industry experience. She has been with Merrill since 1999. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, combining internal Chief Investment Office teams with third-party style managers.

Gregory Kubes is a CFP® professional with 18 years of experience at Edward Jones, based in Fort Worth, TX. He has served on the board of Junior Achievement - Chisholm Trail, advising on various organizational matters including fundraising. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 advisors.

Tiffany Price is a financial advisor with Primerica Advisors in Grand Prairie, TX, holding Series 63 and Series 65 licenses and three years of industry experience. She has worked with Primerica Advisors since 2023 and Primerica Financial Services since 2022. Outside of advisory services, she is involved in sales of loan products and home security and automation referrals through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Joshua Mayo is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. In this role, he focuses on helping clients maximize the benefits their companies offer and supports them in working towards their financial goals. Prior to his current position, he served as a Workplace Planning Consultant at Fidelity from 2022 to 2023. His professional experience centers on benefits and financial planning within the workplace. Outside of his professional responsibilities, Joshua has personal interests in bowling, comedy, movies, and yoga.