Zachary Hutzler is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. He previously worked at Fidelity Investments for six years and has experience at both JPMorgan Chase Bank, N.A. and 1st Community Credit Union. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework when recommending strategies. The firm operates within the larger J.P. Morgan organization and offers a diverse range of investment products and services.

Nathan Carpenter is a financial advisor at Merrill with 18 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2010 and Bank of America, N.A. since 2011. He is based in Fort Worth, TX. 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 developed by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Johnny Meador is a financial advisor with Equitable Advisors in Fort Worth, TX, holding a Series 66 credential and one year of industry experience. Prior to joining Equitable Advisors, he worked at Park Avenue Securities, Guardian Life Insurance Company, and Lone Star Financial. Outside of his advisory role, Meador works part-time as a Callaway golf fitter and is also a licensed real estate agent. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm utilizes LPL-sponsored programs and endorsed TAMPs, managing a substantial portion of assets on a non-discretionary basis while providing credentialed ERISA services under controlled policies.

Fnu Ramneetkaur is a financial advisor at Wells Fargo Clearing in Fort Worth, TX, holding Series 65 and Series 63 licenses with one year of industry experience. Prior to joining Wells Fargo, Ramneetkaur worked at Scotiabank, Royal Bank of Canada, and has experience in self-employment and academia. 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 combines research from Wells Fargo Investment Institute with third-party analytics to support its investment approach.

William Porterfield III is a financial advisor at OSAIC with 37 years of industry experience. He holds a Series 63 designation and previously spent 27 years with Lincoln Financial Advisors Corporation. Outside of his advisory role, he is involved as an insurance agent offering fixed and indexed annuities and fixed life insurance. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, providing integrated brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm employs various asset-allocation tools and offers portfolios managed on discretionary or non-discretionary bases, incorporating a broad range of investment options.

John Kornman is a financial advisor with Edward Jones in Fort Worth, TX, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard and supporting approximately $1.01 trillion in assets under management through a large network of advisors and branch offices.

Eric Blevins is a Financial Advisor with Merrill Lynch Wealth Management, serving as a Merrill Financial Solutions Advisor. In this role, he works with clients to understand their financial goals and develop strategies to pursue short-, mid-, and long-term objectives. He specializes in areas including general investing, retirement planning, and saving for unexpected expenses. Eric offers ongoing advice and guidance, facilitating access to additional banking, credit, home financing, and small business solutions through Bank of America specialists as needed. Eric holds a Bachelor's Degree from Abilene Christian University and holds the Personal Investment Advisor (PIA) designation.

Andrew Waldson is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 66 and Series 63 designations. His prior experience includes roles at Strategic Advisers, Inc and Fidelity Brokerage Services, LLC. 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 in its recommendations.

Mark Seebeck is a financial advisor with Equitable Advisors in Fort Worth, TX, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Equitable Advisors and its predecessor Axa Advisors since 2005. Seebeck is also a partner in SEEBECK & ASSOCIATES I, LP HOLDING COMPANY. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions. The firm provides financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through LPL-sponsored programs and endorsed TAMPs.

Kerry Davies is a financial advisor with Merrill in Fort Worth, TX, holding a Series 66 designation and 25 years of industry experience. He has been with Merrill since 1996. 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, and institutional investors.

Dustin Ater is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo in various capacities since 2009. 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 grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking, with a broader range of financial product options than many large institutional advisors.

Mary Brammer is a financial advisor at Raymond James & Associates with 17 years of industry experience. She holds the Series 63 and Series 66 credentials and previously worked at Bank of America and Merrill. 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 specialized municipal advisory services.

Amanda Hightower is a financial advisor at Cetera with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with multiple firms including Hightower Insurance Group LLC, which she owns and operates, focusing on property and casualty insurance and Medicare supplement products. She also works as an independent contractor at FFEC Wealth Partners, selling variable life and annuity products. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options and financial planning services, supported by a large network of over 10,000 advisors and more than $256 billion in assets under management.

Robert Fisher is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2018. Outside of finance, he works as a freelance engraver specializing in drinkware and awards. J.P. Morgan Securities LLC provides institutional consulting services to clients such as 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.

Emily Stroud is a CFA® charterholder and Series 63 licensee based in Fort Worth, TX, with 23 years of industry experience. She has worked at LPL Financial since 2026 and previously spent 13 years with Cambridge Investment Research Advisors. In addition to her advisory work, she is the author of the book *Faithful Finance* and hosts a streaming TV show by the same name. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, institutional clients, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and utilizes model portfolios and research from various sources to support discretionary and non-discretionary management strategies.

Eric Chuber is a financial advisor at Edward Jones with a Series 66 designation and experience in various roles since 2014, including prior positions at Sitterle Homes and M Systems. He returned to Edward Jones in 2025 after an earlier tenure from 2016 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment advisory programs and maintaining a large network of financial advisors and branch offices nationwide.

Gary Hibbett is a financial advisor with Ameriprise in Hurst, Texas, holding a Series 63 designation and 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, which provides written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Fatima Romo is a Financial Advisor at Merrill Lynch Wealth Management. She provides financial advice and planning services to clients within the firm's wealth management division. Fatima completed her high school education at Grand Prairie High School, where she earned her High School Diploma. Further details about her professional experience, specific areas of expertise, and credentials have not been provided. No additional information regarding personal interests or community involvement is available.

Arthur Nicodemus III is a financial advisor at LPL Financial with 44 years of industry experience. He holds the ChFC® and Series 63 designations and has previously worked for Madison Avenue Securities, Inc. for 16 years. In addition to his advisory role, he has operated as an independent insurance agent since 1978. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research to support diversified investment strategies.

Jordan Lenderman is a financial advisor with Equitable Advisors in Fort Worth, TX, holding a Series 66 credential and six years of industry experience. His prior work includes roles at AXA Advisors, Postmates, DoorDash, and the Walton College of Business. He is also the owner of Jordan Lenderman LLC, a separate business activity. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working extensively through program sponsors and third-party managers to provide advisory and brokerage solutions.