Vernon Folks is a CFP® certified financial advisor with Edward Jones, where he has worked since 2013. He has 12 years of industry experience. Outside of his advisory role, he serves as the Music Director at Ewing Avenue Baptist Church in Dallas, TX. 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 and advisory services through a nationwide network of financial advisors.

Ana Stallard is a financial advisor with Equitable Advisors holding a Series 66 designation. She has one year of industry experience and has previously worked at Pinnacle Bank and Sodalis Senior Living, as well as through various roles related to educational and recreational organizations. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutional clients, offering financial planning, brokerage, insurance, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, relying on LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Jana Fryar is a financial advisor at Stifel in Dallas, TX, with 32 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at B. Riley Wealth Advisors and B. Riley Wealth Management. Fryar also serves as a notary for clients when necessary. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and asset allocation methodologies developed by its Investment Strategy Group.

Marvin Blakeney Jr. is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding a Series 66 designation and one year of industry experience. His prior roles include positions at BMO Family Office and Bank of America Private Bank. 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 through a team of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Richard Wang is a financial advisor with LPL Enterprise, holding a Series 66 designation and 23 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients. The firm provides financial planning, consulting, and access to model wealth portfolios and third-party asset management, combining advisory services with brokerage and insurance products through an integrated platform.

Neal Nelson is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in family wealth management strategies, personal retirement planning, and portfolio management services. Neal emphasizes understanding his clients' full financial picture and collaborates with them to create personalized wealth management plans tailored to their goals and aspirations. With a background that includes a Bachelor's and Master's Degree from the University of Minnesota System, Neal holds professional designations as a Chartered Financial Analyst (CFA) and Personal Investment Advisor (PIA). He is a member of the CFA Institute and the CFA Society of Dallas-Fort Worth. Neal draws on extensive experience to assist clients in achieving growth objectives and protecting their assets. In addition to his professional work, Neal participates in community activities through the University of Minnesota Alumni Association. He also pursues personal interests such as dancing, music, and reading.

Tre Carruthers is a financial advisor with Ameriprise in Grand Prairie, TX, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Carruthers serves as an elder on the board of directors at Concord Church and is involved in managing his own advisory practice through a separate management company. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

James Elder is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019. His prior experience includes roles at Guardian Strategies, LLC and American Advisors Group, Inc. 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 advisory and investment services through a nationwide network of more than 23,700 financial advisors.

Jacob Hunn is a financial advisor with Merrill in Fort Worth, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Merrill, he held roles at Lululemon, Lead, BJ’s Restaurants, and LazyDog Restaurant. He also has experience working in education at several schools and universities. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies supported by internal and third-party managers.

Charles Blauvelt is a financial advisor with Edward Jones in Arlington, TX, holding the ChFC® and Series 66 designations and bringing 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he is the owner of Rock & B Ranch, a farm and ranch business involved in animal sales. 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 across the country.

Scott Marburger is a Series 66-registered financial advisor with Edward Jones in Mansfield, TX, where he has worked since 2011. He has 14 years of industry experience and also has a background with Mortgage Service Solutions starting in 2007. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,000 advisors. The firm offers various discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Mohammed Ahmed is a CFP® and holds a Series 66 license with six years of industry experience. He has worked at Edward Jones since 2019 and previously spent six years with Signet Jewelers - Jared Division. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Amanda Wiggins is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 licenses and 15 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2014 to 2016. Outside of her advisory role, she owns A&W Threads, a T-shirt pressing business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Justin Reyes is a Series 66 licensed financial advisor with Merrill in Arlington, TX, bringing 12 years of industry experience. He has been with Merrill and Bank of America since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers both model-based and discretionary investment strategies developed by internal teams and third-party managers.

Darrion Randolph is a financial advisor at Merrill with a Series 66 credential and has been with the firm since 2025. Prior to his current role, he worked at FedEx Express for four years and has experience in real estate and various service industries. 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 a range of clients including individuals, high-net-worth clients, and institutions.

Paul Morgan is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding a Series 63 designation and possessing 36 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC. Outside of his advisory work, he is involved with Bass Pro Shops as an outfitter and stocker, assisting customers with fishing tackle. Wells Fargo Advisors is a national firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm offers a range of brokerage and advisory solutions supported by extensive research and analytics.

Natalie Lear is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill, she worked in various roles including at Club Pilates, where she is currently employed. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Miles Sawyer Wicker is a financial advisor with Equitable Advisors in Fort Worth, TX, holding a Series 66 designation and 16 years of industry experience. He has been with Equitable Advisors since 2009, including its predecessor Axa Advisors, LLC, where he worked from 2009 to 2020. Outside of his advisory role, he is involved with the Texas Dental Association Insurance Benefit as an associate. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and a broad range of third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on clients' goals, risk tolerance, and time horizon.

Dylan Dennery is a financial advisor at Merrill with a Series 66 designation and is based in Fort Worth, TX. He has one year of experience in the financial industry, having joined Merrill in 2025. Prior to entering the financial sector, his work history includes roles in healthcare and retail. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Sebeat Idoska is a financial advisor at Robert W. Baird & Co. in Dallas, TX, holding a Series 66 designation with two years of industry experience. He has been with Robert W. Baird since 2017, with a two-year break prior to that to care for his son who was diagnosed with Autism Spectrum. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.