Lori Gust is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding Series 63 and Series 66 licenses and having 26 years of industry experience. She has been associated with J.P. Morgan Securities and its affiliated entities in various roles since 2005. Outside of her advisory work, she owns Bella Arte, a business where she photographs and sells still life photos directly to individuals. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative due diligence and includes broader derivatives and commodities capabilities.

Sidney Crose is a financial advisor at Wells Fargo Clearing in Fort Worth, TX, holding a Series 66 designation and bringing 22 years of industry experience. He has worked with Wells Fargo Bank, N.A. since 2003 and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by extensive research and analytics.

Joshua Milam is a financial advisor at Cetera with five years of industry experience. He holds the Series 66 credential and also serves as the managing partner of Milam Law Firm, PLLC, which provides legal services in tax, estate planning, and business matters. Additionally, he is the treasurer of LeTip International, a business networking group. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, allowing advisors to implement model portfolios, select third-party managers, or develop customized strategies.

Pierre Beasley is a Series 66–licensed advisor at Equitable Advisors with one year of industry experience. Prior to joining Equitable Advisors, he held roles at RSM US LLP and worked at Dallas Baptist University. He has also worked for Uber/UberEats and Topgolf. Equitable Advisors serves individuals, retirement plans, corporations, and charitable organizations by offering financial planning, retirement plan consulting, and asset management services. The firm utilizes a variety of third-party advisory programs and fiduciary tools, providing access to mutual funds, ETFs, separately managed accounts, and alternative investments.

Latroy Higgins is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services, Inc., Morgan Stanley, and Morgan Stanley Smith Barney. Higgins is based in Fort Worth, TX. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm employs structured planning tools and investment models while managing approximately $2.74 trillion in client assets.

Dewey Isom is a financial advisor at Raymond James & Associates with 40 years of industry experience. He has been with Raymond James since 2003 and holds a Series 63 designation. 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 client base including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Emily Boydston is a Wealth Management Advisor and Portfolio Manager at Merrill Lynch Wealth Management in Fort Worth, Texas. Since joining Merrill Lynch after graduating with a Bachelor of Business Administration in Finance from Mays Business School at Texas A&M University in 2008, she has worked to help clients pursue their personal financial goals. Emily manages personalized and defined investment strategies, which may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies. Emily holds the CERTIFIED FINANCIAL PLANNER® certification, the Certified Plan Fiduciary Advisor® designation, and other professional credentials including the Personal Investment Advisor and Retirement Accredited Financial Advisor designations. Her areas of focus include college education planning, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, retirement planning and income, philanthropic planning, portfolio management, and women and wealth. Outside of her professional role, Emily lives in Fort Worth with her husband, daughters, and two rescue dogs. She is active in her community and participates in organizations such as the Fort Worth/Tarrant County A&M Club, the Junior Woman's Club of Fort Worth, Ridglea Country Club, and the United Community Centers. Emily has served on the House and Entertainment Committee at her country club and has held leadership roles in local community groups.

Ryan Hornick is a financial advisor at Cetera with 10 years of industry experience. He has held roles at Cetera since 2019 and previously worked at Foresters Financial Services from 2016 to 2019. Hornick holds Series 63 and Series 65 licenses and is based in Fort Worth, TX. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through a nationwide network of more than 10,000 advisors.

Travis Kirby is a financial advisor at Raymond James & Associates with 14 years of industry experience. He holds a Series 66 designation and previously worked at Merrill for nine years. Kirby has a background in law enforcement, having served with the Mart Police Department for six years, and has been affiliated with the University of Texas - Permian Basin for 14 years. 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 client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

Addison Conley is a financial advisor at Raymond James & Associates with seven years of industry experience. He holds the Series 66 designation and previously worked for the City of Fort Worth and the North Texas Community Foundation. 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 client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, consulting, and institutional advisory services.

Larry Robinson is a financial advisor with J.P. Morgan Securities in Desoto, TX, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. He has worked with JPMorgan Chase Bank, N.A. since 2018 and has been affiliated with J.P. Morgan Securities since 2012. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm's advisory process blends quantitative screening and qualitative research with a forward-looking approach to capital markets, serving clients who retain final decision-making authority.

Calvin Reid is a financial advisor at Merrill with Series 63 and Series 66 credentials and two years of industry experience. He previously worked at Charles Schwab & Co., Inc. and has operated a pressure washing business, Reid Pressure Washing, which he continues to own. 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 a range of model‑based and discretionary investment strategies for individual and institutional clients.

Joel Travis is a financial advisor with Morgan Stanley in Fort Worth, TX, holding a Series 66 designation and 15 years of industry experience. He has been with Morgan Stanley since 2011 and has worked specifically with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs tools such as Monte Carlo simulations and Secular Return Estimates in its financial planning process.

Austin Flachbart is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Bank of America, Merrill, J.P. Morgan Securities, and Edward Jones. 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 uses research and analytics to support diversified investment strategies and offers a range of brokerage and advisory solutions.

Keith Wiley is a CFA® charterholder with over 23 years of industry experience. He is currently with J.P. Morgan Securities in Fort Worth, TX, where he has worked since 2017. Wiley also serves on the Texas Tech University Investment Resource Council, supporting the stewardship and communication of the university system’s investment program. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm’s advisory process combines quantitative and qualitative research with a focus on eligible strategies and incorporates ESG criteria.

Matthew Mitchell is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 66 licenses and possessing eight years of industry experience. Prior to joining Wells Fargo in 2025, he worked at J.P. Morgan Securities and JPMorgan Chase Bank from 2014 to 2025. Outside of his advisory role, he owns and operates businesses related to residential gutters and irrigation systems. 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 brokerage and advisory solutions supported by research and analytics from the Wells Fargo Investment Institute.

Toni Rose is a financial advisor with Stifel in Fort Worth, TX, holding a Series 66 license and 19 years of industry experience. She previously worked at Bank of America, Merrill, Cetera, CUNA Brokerage Services, and USAA Investment Services. Outside of her advisory work, she is involved in equestrian and livestock-related businesses and participates in a local charity supporting agricultural students through livestock donations. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach is based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Craig Wall is a financial advisor at Merrill with 18 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2009. Wall is also associated with Bank of America, N.A., where he has worked since 2007. 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.

Blake Stones is a financial advisor at Cambridge Investment Research Advisors with 16 years of industry experience. He holds a Series 66 designation and has worked at Cambridge Investment Research Advisors since 2010. Outside of his advisory role, he is also a pilot for Continental Airlines. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by offering financial planning, investment management, and retirement-plan advisory services. The firm manages assets across multiple platforms and provides both discretionary and non-discretionary management, with proprietary model strategies available under the Founders Gate Capital brand.

Steven Kessler is a financial advisor at Morgan Stanley in Fort Worth, TX, with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. 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 supported by structured discovery and firm-approved planning tools.