Earl Davidson is a financial advisor at Cetera with 43 years of industry experience. He holds a Series 63 designation and has worked at Cetera and its affiliates since 2013. Outside of his advisory role, Davidson owns Legacy Advisors, an insurance marketing business, serves as an insurance agent selling various fixed insurance products, advises law firms on government benefits for the elderly, and is a board member of the Elder Care Academy. He also serves as president of the board of Kinwest Medical Clinic, which provides free medical services to the uninsured and impoverished. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers various portfolio management and consulting services, operating as a multi-manager platform with access to a range of investment strategies and program structures.

David Suderman is a financial advisor at LPL Financial with 12 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at PFS Investments Inc. and Primerica Financial Services for a decade. Outside of advising, he is involved in his wife's business, Sugar Fluff Co, and is a managing partner in an e-commerce venture called Swol Lyfe. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing proprietary and third-party research alongside various portfolio management strategies.

Vanessa Duran is a financial advisor at Wells Fargo Clearing with three years of industry experience. She holds the Series 63 designation and has worked with Wells Fargo Bank, N.A. since 2011. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Arun Kulkarni is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory role, he is a member of the Federal Express Retiree Club, a nonprofit social organization. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including both discretionary and non-discretionary management, and uses model portfolios and research from multiple sources.

Robert Wenzig is a CFP® professional with 10 years of industry experience, currently with Ameriprise in Lewisville, TX. His prior experience includes roles at Fisher Investments, JPMorgan Chase Bank, J.P. Morgan Securities, Wells Fargo Clearing, Bank of America, Merrill, and Fidelity Brokerage Services. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored, algorithm-supported recommendations.

George Stavrinakis is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds a Series 66 designation and has prior experience at J.P. Morgan Securities and Bank of America, N.A. Before his finance career, he worked at Coach, Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages roughly $671 billion in assets and combines in-house research with third-party analytics in its investment approach.

Kim Cell is a financial advisor at Merrill with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill since 2009. 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 to a range of clients including individuals, high-net-worth clients, and institutions.

Dominique Henderson Sr. is a CFP® professional with 16 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has been with Cambridge since 2025 and also operates DJ Henderson Consulting LLC and DJH Capital Management. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent financial professionals, utilizing a range of portfolio management strategies and platform arrangements.

Marissa Vader is a Series 66 licensed advisor at Merrill with five years of industry experience. She has worked at Bank of America N.A. and Merrill since 2017 and previously served at the College Station Municipal Court and Texas A&M 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, institutions, and charitable organizations.

Austin Barr is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Goldman Sachs and served six years in the U.S. Army. Barr is also a board member and Chair of the Finance Committee at Catholic Charities Fort Worth, a nonprofit organization. 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 an ESG eligibility framework to inform its recommendations.

Corwyn Yeske is a financial advisor with Equitable Advisors in Fort Worth, TX, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked at Equitable Advisors since 2023 and is also involved as a network field technician at CSN LLC. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients, providing financial planning, brokerage services, insurance distribution, and access to third-party asset management programs.

Deacon Patterson is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Wells Fargo, he worked at Empower Advisory Group, LLC and Empower Financial Services, Inc., and earlier held roles at Heritage Pool Supplies and Strategic Financial Partners. Outside of his financial career, he is the owner of a lawn service and maintenance business, Patterson Lawn & Land Management. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages roughly $671 billion in assets across more than 14,000 advisors, offering a combination of discretionary and non-discretionary services supported by research from Wells Fargo Investment Institute and third-party sources.

Alan Phillips is a financial advisor at Merrill with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Bank of America and Prudential Insurance Company of America. 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.

Ryan Cox is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 66 and Series 63 licenses and has worked at JPMorgan Chase Bank, N.A. since 2019. Prior to his current role, he spent eight years at Sewell Automotive Company. 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. The firm’s Institutional Consulting Services focus on asset-allocation advice, investment manager and fund searches, and customized performance reporting delivered on a non-discretionary basis.

Courtney Hurt is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding a Series 66 designation and seven years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2025, she worked at Stifel, Merrill, Massachusetts Mutual Life Insurance, and Edward Jones. Outside of her advisory work, she is involved in equestrian activities, owning and showing cutting horses with the National Cutting Horse Association. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to deliver customized advice.

Carlos Menicucci is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2025. His prior experience includes roles at Cambridge Investment Research, Merrill, Bank of America, TD Ameritrade, and the U.S. Department of Justice. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute with third-party analytics to support its investment approaches.

Joshua Steel is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and previously worked at Abbott Laboratories and Medtronic. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of advisors and branch offices.

Tyler Little is a financial advisor with LPL Financial in Colleyville, TX, holding a Series 66 designation and 14 years of industry experience. He previously worked for 15 years at Prospera Financial Services, Inc. Outside of his advisory role, he is a partner in The Bar Method Southlake, a fitness studio, and owns a mobile espresso cart business serving event vendors. LPL Financial is an SEC‑registered investment adviser and broker‑dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third‑party research, and advanced technologies.

John Navarro III is a financial advisor with OSAIC who holds Series 63 and Series 65 licenses and has 24 years of industry experience. He worked at Lincoln Financial Advisors Corporation for 18 years before joining OSAIC in 2025. Outside of his advisory work, Navarro is involved in youth soccer as a referee assignor and coach for local tournaments. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services supported by various platform tools and third-party solutions, offering portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Kayla Hunt is a Series 66 credentialed financial advisor at Edward Jones with eight years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.