Corban Alkhayer is a financial advisor with Ameriprise in Fort Worth, TX, holding a Series 66 designation and 10 years of industry experience. He previously worked at Edward Jones for 10 years before joining Ameriprise in 2025. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm employs a centralized consulting team to deliver non-discretionary, algorithm-supported recommendations focused on income sources, tax-smart withdrawal strategies, and Social Security options.

Preston Pavlat is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior roles include positions at Merrill, Bank of America, UBS Financial Services, First Command Financial Services, and Fidelity Investments. He is based in Fort Worth, Texas. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Rachel Couch is a financial advisor at Ameriprise in Fort Worth, TX, with 10 years of industry experience and a Series 66 credential. She has worked at various Ameriprise entities since 2016. Outside of her advisory role, she is involved in independent insurance brokering and is employed by BEEZ3 LLC, an investment-related business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement-income planning and annual advice focused on income sources and tax-aware withdrawal strategies.

Robert Mercer III is a financial advisor with UBS Financial Services in Ft. Worth, TX, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with UBS Financial Services since 2011. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor investment plans.

Brandon Patterson is a financial advisor at Merrill with Series 65 and Series 63 licenses and has one year of industry experience. His prior work includes roles at Aflac, Ponko, and Urban Wok, among others. He has also been affiliated with Auburn University and held various positions outside finance. 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.

Maci Geltmeier is a Financial Advisor at Merrill Lynch Wealth Management. She specializes in providing personalized financial planning services with a focus on areas such as divorce transition planning, employee benefits planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and individual and corporate investment strategy. Maci holds a Bachelor's degree from Louisiana Tech University and a Master's degree in Finance from the University of Texas at San Antonio. She also holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Her background includes five years as an NCAA Division I student-athlete, contributing to her work ethic and discipline. Outside of her professional work, Maci is interested in adventure sports, biking, golfing, hiking, music, running, soccer, spending time with her family, traveling, and yoga. She aims to build lasting relationships with her clients and help them feel confident about their financial future.

Peter Philpott is a financial advisor with Robert W. Baird & Co. based in Fort Worth, TX. He holds the Series 66 designation and has one year of industry experience, including prior roles at Kleinheinz Capital Partners and Pegasus Resources. 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 tailored consulting and portfolio management services using a combination of in-house and third-party managers, with capabilities ranging from traditional equity and fixed-income strategies to more complex and non-traditional investments.

Paul West is a financial advisor with Wells Fargo Clearing in Fort Worth, TX. He holds Series 65 and Series 63 designations and has two years of industry experience. His prior roles include positions at Wells Fargo Bank, Amberton University, and Richland Community College. 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 both brokerage and advisory solutions, utilizing research and analytics along with diversification principles and modern portfolio theory in its investment approach.

Evan Hardin is a financial advisor at Merrill with Series 66 certification and one year of industry experience. Prior to joining Merrill, he has held roles at several organizations, including Chick-fil-A and the University of Texas at Arlington. 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 plans, corporations, and charitable organizations.

Brock Mitzel is a CFP® professional with 20 years of industry experience, currently serving at J.P. Morgan Securities since 2012. He has also worked with JPMorgan Chase Bank, N.A. since 2008. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jerry Williams is a financial advisor at LPL Financial in Fort Worth, TX, with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, he is involved in a cattle business in Decatur, TX. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides financial planning, various advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Sydney Mc Kie is a financial advisor at Thrivent Investment Management with five years of industry experience. Sydney holds the Series 66 designation and has worked previously at Fidelity Investments and JPMorgan Chase Bank. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based, holistic planning without discretionary trading authority. The firm offers planning as a standalone service or combined with managed accounts through its “WealthPlan” option.

Bryan Montenegro is a financial advisor with Equitable Advisors in Fort Worth, TX, holding Series 63 and Series 65 licenses and five years of industry experience. He has been with Equitable Advisors since 2020. Prior to his advisory role, his work background includes positions at Uber, multiple hospitality establishments, and the University of Texas at Arlington. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a combination of advisory and brokerage solutions.

Brian Curtis is a CFP® with 10 years of industry experience, currently serving as a financial advisor at LPL Financial since 2026. Prior to joining LPL, he worked at Edward Jones for 10 years. Outside of his advisory role, he plays guitar and sings in a bluegrass band based in Fort Worth, Texas. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, a range of advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Alexander Armstrong is a financial advisor with UBS Financial Services in Ft. Worth, Texas, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he serves as a trustee for The Armstrong Foundation, a private educational foundation, and is involved in local nonprofit organizations including Lena Pope Home and BeHuman Kindness. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, using proprietary research and model-based asset allocations to tailor financial plans and portfolio management to client goals and risk tolerances.

Nicholas Wolfe is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 65, 63, and 66 licenses and six years of industry experience. His prior work history includes roles at Wells Fargo Bank, PNC Bank, Extra Space Storage, and Topographic Land Surveyors. Outside of finance, Wolfe is an author of speculative fiction. 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 employs research and analytics for portfolio construction and offers a range of brokerage and advisory solutions.

Jordan Hampton is a financial advisor with Raymond James & Associates holding a Series 66 designation and four years of industry experience. He has been with Raymond James since 2022 and previously worked at Nolan Catholic High School for five years. Raymond James & Associates, Inc. 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, institutional clients, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser network.

Cooper Krudwig is a financial advisor at J.P. Morgan Securities in Fort Worth, TX, holding Series 63 and Series 65 licenses. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2026, following prior experience at 49 Financial and Hub International. Outside of finance, he has experience in small business operations and community sports involvement. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework. The firm serves clients on a non-discretionary basis through a select group of Wealth Advisors.

Brooks Danley is a financial advisor with Ameriprise in Willow Park, TX, holding a Series 66 designation and 13 years of industry experience. He has been with Ameriprise since 2012. Danley serves on the boards of New Day Services and Covenant Classical School and is an equity owner and franchise advisor of Beez3 LLC. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Danijela Markovic is a financial advisor at Wells Fargo Clearing in Dallas, TX, holding Series 63 and Series 65 licenses with over five years of experience in the financial industry. Her prior roles include positions at Wells Fargo Bank, nA, BoBeau, Cherry Circle Room, Sunset Island, and the University of Philology and Arts. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.