Philip Vidrine is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been associated with Primerica Financial Services since 1991 and Primerica Advisors since 1982. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and employs model-delivery strategies managed by unaffiliated asset managers, supported by custodial and trade execution services from BNY Mellon Advisors and Pershing.

Brian Wasson is a financial advisor with Ameriprise in Keller, TX, holding Series 63 and Series 65 credentials and 19 years of industry experience. His prior roles include positions at PNC Investments and BBVA Wealth Solutions, among others. He maintains a dual employment arrangement as a financial advisor with Randolph Brooks Federal Credit Union alongside his role at Ameriprise. Ameriprise Financial Services serves individual and institutional clients with a range of advisory offerings, including a specialized Premier Retirement Income service that provides tailored retirement income planning based on detailed analysis and collaboration between a centralized service team and client advisors.

Russell Baker Jr. is a financial advisor with LPL Financial in Fort Worth, TX, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Edward Jones, Capital One Investing, LLC, and Raymond James Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios, third-party asset management, and institutional platforms.

Michael Baughman IV is a financial advisor with Edward Jones in Colleyville, TX, holding a Series 66 designation and seven years of industry experience. He has worked at Edward Jones since 2018 and previously was employed by Chipotle Mexican Grill from 2012 to 2018. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Austin Skipper is a Planning Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2010, progressing through various positions including Senior Manager from 2021 to 2025, Learning Lead from 2011 to 2021, and Customer Relationship Advocate from 2010 to 2011. His professional experience encompasses client service and financial planning. Austin's approach to client service emphasizes creating an environment where clients can share their authentic stories and vulnerabilities. This enables the development of financial plans tailored to clients' preferences and confidence in their long-term strategies. Outside of his professional responsibilities, Austin's interests include comedy, concerts, family activities, football, parenthood, and reading.

Jackson Garrett is a financial advisor at Merrill with a Series 66 credential and less than one year of industry experience. His prior work includes roles at Koia and Direct Buy Home Improvement, as well as various positions during his time at Louisiana State University. 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.

Timothy Coolman is a financial advisor at Edward Jones with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2013. 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 through a nationwide network of more than 23,700 advisors and offers a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Chase Darden is a financial advisor with MassMutual Investors Services holding Series 65 and Series 63 licenses and two years of industry experience. His prior experience includes roles at Northwestern Mutual and service in the U.S. Air Force for sixteen years. MassMutual Investors Services, LLC is a subsidiary of MassMutual that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures financial planning as ongoing collaborative relationships using firm-approved analytical tools, providing recommendations primarily focused on investment strategies rather than specific product selections.

Betty Duffield is a financial advisor at Cetera with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Avantax Advisory Services and 1ST Global Capital Corp. Outside of her advisory role, she is involved in operating a family farm with her husband. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a diverse multi-manager platform with discretionary and non-discretionary options.

David Huff is a financial advisor with Ameriprise Financial Services, LLC in Southlake, TX, holding Series 63 and Series 65 credentials and totaling 25 years of industry experience. His prior work includes positions at Wells Fargo Clearing and Merrill. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Ashley Gilday is a financial advisor at Merrill with a Series 66 designation and six years of industry experience. She has worked at Bank of America, N.A. since 2021 and has been with Merrill since 2019. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Stefanie Bashore is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2012. She previously worked at First Command Brokerage Services from 2008 to 2012. Outside of her advisory role, she owns and operates financial services businesses including Harbor Point Financial and SCS Financial Services. Cambridge Investment Research Advisors serves a diverse client base of individuals and institutions, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base through thousands of financial professionals and provides access to multiple platforms, proprietary model strategies, and third-party advisers.

Scott Clarke is a financial advisor at Cambridge Investment Research Advisors with over 31 years of industry experience. He holds the ChFC® and Series 63 designations. His previous experience includes roles at Ameriprise and Wilbanks Securities, and he has operated Scott Clarke Divorce Financial Services since 2004, specializing in divorce planning. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

Tara Blair is a CFP® professional with 28 years of industry experience, currently affiliated with LPL Financial since 2024. She previously worked for Lincoln Financial Advisors Corporation for 26 years. Outside of her advisory role, she is involved with Blair Capital Group LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, providing advice and account management through a large network of investment adviser representatives.

Kathleen Harte is a financial advisor with Merrill in Southlake, TX, holding a Series 63 designation and bringing 35 years of industry experience. She has been with Merrill since 1997. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Lisa Rein is a financial advisor with Ameriprise in Arlington, TX, holding a Series 63 designation and over 35 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she serves as Treasurer for both the Deerwood Park Homeowners' Association and Arlington Life Shelter, and is Immediate Past President of Congregation Beth Shalom. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide annual, non-discretionary recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Scott Armey is a CFP® and holds a Series 66 license with 10 years of industry experience. He has worked at Ameriprise since 2019 and previously held roles at Thrivent Financial and Thrivent Investment Management. Armey serves on the Board of Directors for Mission Denton and is its president. Ameriprise Financial Services is a large advisory firm that serves both individual and institutional clients, offering a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Robert Krebs is a financial advisor at Charles Schwab with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab and affiliated entities since 2009. Outside of his advisory work, he is president and owner of Krebs Company, LLC, which produces natural beef jerky and model trains. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management services supported by multi-asset model portfolios and centralized operational infrastructure.

Brandon Lydick is a CFA® charterholder and financial advisor with J.P. Morgan Securities in Fort Worth, TX, bringing 19 years of industry experience. He has been affiliated with J.P. Morgan Securities and JPMorgan Chase Bank since 2010 and is involved with Daman Lydick Investments Ltd. Outside of his advisory role, he serves as a board member for the Adera Foundation, a nonprofit focused on strengthening family units in Ethiopia through education initiatives, and participates on the finance committee at White's Chapel United Methodist Church. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Jeffery Greathouse is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at Wells Fargo Bank, Texas Heritage National Bank, and five years of service in the United States Army Reserve. Outside of his advisory work, he owns GREEN GLACIER, LLC, a business that registers trademarks and sells t-shirts. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.