Eddie Gassaway II is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Compass Bank, BBVA Wealth Solutions, Bank of America, and Merrill. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Houston Little is a CFP® and holds a Series 66 license, currently affiliated with LPL Financial. He has four years of industry experience, including prior roles at Prospera Financial Services Inc. and Allied Business Services. Outside of his advisory work, he is involved in commercial real estate management as a partner at Allied Business Services, Inc. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a broad network of investment adviser representatives. The firm provides a range of financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Yurith Solis is a Series 66 licensed financial advisor with eight years of experience, currently with Edward Jones in Fort Worth, TX. Prior to joining Edward Jones in 2018, he worked for Affiliated Bank for three years. 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, including discretionary and non-discretionary managed solutions, with approximately $1.01 trillion in assets under management supported by a large network of financial advisors and branch offices nationwide.

Brett Bargery is a financial advisor at Cetera with 35 years of industry experience. He holds Series 65 and Series 63 credentials. His prior experience includes roles at Nylife Securities LLC, New York Life Insurance Company, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities. He is also involved as an insurance agent selling fixed insurance products and serves as a financial professional at Totus Wealth Management, LLC. Cetera Investment Advisers LLC is a multi-manager platform that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a nationwide network of independent advisors.

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.

Johnson Perez is a financial advisor at Edward Jones with 16 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services.

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.

Patrick Wallace is a financial advisor with Cambridge Investment Research Advisors in Ft. Worth, TX. He holds the CFP® and Series 66 designations and has 23 years of industry experience. His work history includes roles at Cambridge Investment Research since 2018, Higher Strata Wealth Management since 2010, and Geneos Wealth Management from 2009 to 2017. Wallace is also a notary signing agent and operates as an independent insurance agent through Higher Strata Wealth Management. Cambridge Investment Research Advisors is a large 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 advisory services through a network of independent professionals, employing a range of portfolio management approaches and custody arrangements.

Hunter Hollarn is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022, following nine years at Bank of America and ten years at Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and advisory programs, managing approximately $2.74 trillion in client assets.

Brandon Tatarevich is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked with J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2002. Outside of his advisory role, he is involved in commercial real estate through ownership positions in GT1 Strategies, LLC and CLHP, LLC, and performs as a country music musician in local venues. 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 when recommending strategies. The firm operates within the broader J.P. Morgan financial organization and offers services on a non-discretionary basis.

Victoria Llanes is a financial advisor at Edward Jones in Arlington, TX, holding a Series 66 designation with two years of industry experience. She previously worked at Advancial FCU from 2016 to 2018 before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the U.S.

Ryan Kelley is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked at Cetera since 2019 and previously at Foresters Advisory Services and Foresters Financial Services from 2016 to 2019. Outside the firm, he owns Kelley Financial Services, doing business as Cetera Business. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Lindsay Emmert is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, Lindsay worked at Advantage Trailer Rentals for 11 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Diana V Butler is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A., Bank of America, N.A., Merrill, and Bank of America Merchant Services. Butler also has a decade of experience with AL & D Butler. J.P. Morgan Securities 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 broker-dealer and investment adviser registrations, delivering services on a non-discretionary basis.

Alma Arguijo is a financial advisor with Wells Fargo Clearing in Arlington, TX, holding a Series 66 designation and bringing 22 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. Outside of her advisory role, she owns Palomas Boutique LLC, a business involved in buying and selling clothing and jewelry. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Nicole Horton is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors LLC from 2010 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Steven Ha is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 65 and Series 63 credentials and two years of industry experience. He previously worked at JP Morgan Chase Bank and J.P. Morgan Securities, and he has a background that includes real estate brokerage with Realty Company of Louisiana 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 a range of brokerage and advisory solutions supported by comprehensive research and analytics.

Timothy Rice is a financial advisor with LPL Financial in Arlington, TX, holding Series 63 and Series 65 credentials with 29 years of industry experience. His prior experience includes 25 years at Waddell & Reed, Inc. and associated insurance carriers. Outside of advisory work, he is involved with the Miss South Carolina Scholarship Organization and the Timothy Spencer Rice Scholarship Fund. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory programs that include discretionary and non-discretionary management, supported by model portfolios, research, and various technology-driven investment solutions.

Cooper Lane is a financial advisor with Morgan Stanley in Fort Worth, TX, holding a Series 66 designation and three years of industry experience. He has been with Morgan Stanley Smith Barney since 2010. Outside of advising, Lane is the sole proprietor of Trinity River Royalties LLC, an oil and energy investment business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside a variety of investment solutions.