Gary Weinlein is a ChFC® credentialed financial advisor with 20 years of industry experience, currently affiliated with Cetera Wealth Services, LLC. He has worked at several firms including Avantax and Ameriprise Financial Services. Weinlein is based in Fort Worth, TX. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a network of over 10,000 independent advisors. The firm offers a range of portfolio management and financial planning services with multiple program structures and access to affiliated and third-party managers.

Truett Knox is a Financial Advisor with Merrill Lynch Wealth Management, working as a member of the Knox Dennis group. Since joining Merrill Lynch in 2023, he has focused on servicing clients to help them accomplish their financial goals through a customized and consistent approach that covers wealth accumulation, preservation, and areas beyond traditional investments. Knox's expertise includes corporate benefits, executive compensation, equity compensation services, personal retirement planning, sports and entertainment finance, and tax minimization. He and his team provide financial solutions such as transferring wealth to younger generations, managing executive pay packages, and tax-efficient investing. He holds a Bachelor's Degree in Financial Management from Abilene Christian University, where he also played football and served as a Graduate Assistant coach. Knox's professional designations include Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of work, he has interests in baseball, football, golfing, and hunting.

Mark Mc Means is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and six years of industry experience. He has previously worked at Northern Trust, JP Morgan Private Bank, and Invesco. 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 within a non-discretionary advisory program.

Swikar Ojha is a financial advisor with Edward Jones in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His prior roles include positions at Fisher Investments and TD Ameritrade. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.

Michael Krenek is a financial advisor at Merrill with Series 66 and Series 63 credentials and two years of industry experience. His prior roles include positions at Bank of America, Goldman Sachs & Co., Charles Schwab, Texas Regional Bank, and Modern Woodmen of America. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Dallas Rainwater is a financial advisor with Ameriprise in Bedford, TX, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Outside of his advisory role, Rainwater serves as Board President of Mid Cities Care Corp, an organization focused on senior services, and he is the author of a Christian self-help book. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with written recommendations and annual retirement-income planning advice based on proprietary research and third-party data.

Rebecca Dickerson is a financial advisor with Raymond James & Associates in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Her prior background includes roles at Bank of America, Merrill, and Fidelity. She serves as Treasurer for the Paschal Band Booster Parent Teacher Association, a nonprofit organization. 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 charitable organizations, offering financial planning and non-discretionary investment consulting supported by extensive research and a range of portfolio management strategies.

Corey Edwards is a financial advisor at Northwestern Mutual Investment Management in Milwaukee, WI, holding a Series 66 designation with two years of industry experience. His prior roles include positions at First Command Financial Services and active duty service in the United States Marine Corps. Northwestern Mutual Investment Services, LLC primarily provides referral services to insurance and securities brokerage clients and offers non-discretionary fixed-income advice to other investment advisers, functioning as a solicitor that screens and refers clients to third-party sponsors without managing client accounts directly.

Keith Church is a financial advisor at Ameriprise with five years of industry experience. He holds a Series 66 designation and has been with Ameriprise Financial Services LLC since 2020. Prior to that, he worked at Pine Cove and has been affiliated with Texas A&M University since 2017. Ameriprise is an institutional firm offering a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports and a broad range of advisory, brokerage, and insurance solutions.

Villedo Rios is a financial advisor at Merrill in Fort Worth, TX, holding Series 66 and Series 63 licenses with three years of industry experience. His background includes positions at Bank of America, Fidelity Investments, and TD Ameritrade. Outside of financial services, he has experience with the United States Marine Corps and has held roles in education at Southern New Hampshire University and Fullerton College. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for 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.

Samantha Haster is a financial advisor at Merrill with seven years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Merrill since 2021. Prior to that, she was with Wells Fargo Clearing and Wells Fargo Bank, N.A. from 2011 to 2021. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Grayson Tennison Jr. is a CFP®-certified financial advisor with Edward Jones in Mansfield, TX, with 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he manages a real estate entity that owns the commercial building housing his Edward Jones office. Edward Jones is a full-service wealth management firm serving a broad range of individual and institutional clients, offering various advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide.

Clint Muirhead is a CFP®-designated financial advisor with 19 years of industry experience, currently affiliated with Cetera. He has worked at multiple firms including AIG and Foresters Financial Services. Muirhead serves as a director for local charity events at Children's Charities of Fort Worth. Cetera Investment Advisers LLC operates a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services with assets under management exceeding $256 billion.

Robert De Lozier is a financial advisor with Equitable Advisors in Fort Worth, TX, holding Series 63 and Series 65 licenses and having six years of industry experience. His prior work includes roles at Axa Advisors, Ridglea Country Club, BJ's Restaurant & Brewhouse, and Lake Bryan & Lakeside Icehouse & Grill. He serves as a board trustee for The Leukemia & Lymphoma Society. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm’s investment approach includes using third-party advisory programs and discretionary managers, covering a range of investment products and offering ERISA fiduciary services to qualified plans.

Timothy Bunt Jr. is a financial advisor with Ameriprise, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2022, he worked in healthcare roles and has served with the Somervell County Fire Department since 2015. He is also employed as a salaried manager at BCK Management Services, LLC, an advisory business. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Jay Davenport is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding a Series 66 designation and four years of industry experience. Prior to joining J.P. Morgan, he was involved with The Parc Vet and has owned Davenport Consulting LLC, a leadership and organizational health consulting firm, since 2019. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, delivering non-discretionary, customized asset allocation advice, investment manager searches, and performance reporting.

Gary Short is a CFP® professional with over 31 years of experience, currently serving as a financial advisor at Edward Jones since 1994. He holds a Series 63 license and is based in North Richland Hills, TX. Outside of his advisory role, he shares income and expenses from farming 60 acres of inherited land in Stryker, Ohio, with tenant farmers managing all the work. Edward Jones is a wealth management firm serving more than four million individual and institutional clients. It offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Jeffrey Burgess is a financial advisor with Merrill in Fort Worth, TX, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked at Merrill and Bank of America since 2010 with a brief period at First United Bank. 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, institutions, and charitable organizations.

Jimmy Grigsby is a Series 66 licensed financial advisor with 16 years of industry experience, currently serving clients at Edward Jones in Ft Worth, TX since 2014. He is also the Board Chairman of UR Sports Sky Ship, providing guidance and support to the company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Casey Dutton is a financial advisor at Merrill with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with firms including Morgan Stanley and Ameriprise Financial Services. Located in Fort Worth, TX, his background also includes experience at MD Anderson Cancer Center. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.