Gilbert Little is a financial advisor with LPL Financial in Fort Worth, TX, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Ameriprise, Raymond James Financial Services, and BBVA Compass Insurance Agency. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, 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 both discretionary and non-discretionary management with access to model portfolios and research.

Kristi Traylor is a financial advisor at Morgan Stanley with 42 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Morgan Stanley and UBS Financial Services. Traylor is a co-owner of a rental property business in Granbury, Texas. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with comprehensive financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside various investment and private fund activities.

Jeffery Trentham is a financial advisor at Edward Jones in Arlington, TX, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

James Taylor is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Equitable Advisors since 1999, previously affiliated with Axa Advisors, LLC during the same period. 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 multiple third-party asset managers and LPL programs. The firm operates a hybrid referral and implementation model that includes advisory and brokerage channels, tailoring services based on client goals, risk tolerance, and time horizon.

Krystal Lopez is a financial advisor at UBS Financial Services with eight years of industry experience. She holds a Series 66 designation and has worked previously at Morgan Stanley, JPMorgan, and Wells Fargo. Krystal also has professional experience outside finance, including a two-year period at Lululemon. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor financial plans and investment strategies to clients' goals and risk tolerances.

Ronald Hughey is a CFP® professional with 39 years of experience in the financial services industry. He has worked with OSAIC since 2024 and previously spent over 30 years at Securities America Advisors, Inc. He also provides tax preparation services to clients upon request. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors, offering integrated brokerage and advisory services supported by a range of asset-allocation tools and third-party management solutions.

Wade Grimes is a financial advisor at Cetera with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Foresters Advisory Services LLC and Foresters Financial. Outside of his advisory role, he is a board member of Brothers Keepers, an organization that helps injured veterans. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Robin Webb is a financial professional with Cetera, holding Series 63 and Series 65 licenses and two years of industry experience. His previous experience includes roles at Coble Cravens Investments and Insurance and Eagle Financial Group. Outside of finance, Webb serves as a vice-president and instructor at Texas Baptist Bible College, is a board member of Beech Mountain Bible Conference, and works as a high school baseball umpire. Cetera Investment Advisers LLC is a nationwide SEC-registered advisor serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform, combining affiliated and third-party managers, with more than 10,000 advisors and $256 billion in assets under management.

John Dull Jr. is a financial advisor with UBS Financial Services in Ft. Worth, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with UBS since 2001. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Kennen Riley is a financial advisor at Merrill with Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at Fidelity Investments and Bank of America, N.A. Before transitioning into finance, he worked in various roles at J.B. Hunt Transportation Services Inc., Damco Distribution Services Inc., and QuikTrip. 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 and profit-sharing plans, corporations, and charitable organizations.

Matthew Lindsey is a financial advisor at LPL Financial in Fort Worth, TX, with nine years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Cetera and Foresters Financial Services. Lindsey also served for five years at the Amon Carter Museum of American Art. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm provides a broad range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Meredith Campbell is a financial advisor at Stifel with five years of industry experience. She previously worked at UBS Financial Services, Fidelity Brokerage Services, and Mr. Cooper. Outside of her advisory role, she serves as President of a sub-club within the Junior Women's Club of Fort Worth, where she leads monthly programs and social events. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment guidance is based on proprietary methodologies developed by its Investment Strategy Group, which utilizes forward-looking capital market assumptions and probabilistic modeling.

Douglas Amyett is a financial advisor with UBS Financial Services in Ft. Worth, TX, holding Series 63 and Series 65 licenses and having 32 years of industry experience. He has been with UBS since 2006. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and affiliated banking and lending programs.

Nathan Richards is a financial advisor at Merrill with 25 years of industry experience. He previously worked at Stephens Inc. and RBC Capital Markets. Richards holds Series 63 and Series 65 licenses. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Kenneth Hampton Sr. is a financial advisor at Edward Jones in Fort Worth, TX, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2016, following a brief retirement period in 2015-2016. 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, and operates under a fiduciary standard.

Ritney Coleman Jr. is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work history includes roles at Southern Methodist University, Chevron, and the United States Marine Corps. 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.

Le Thuy Nguyen is a CFP® credentialed financial advisor at UBS Financial Services with 30 years of industry experience. She has been with UBS since 2011. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client solutions.

Jared Herbert is a financial advisor at Charles Schwab with 15 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at Charles Schwab and its affiliated entities since 2010, including seven years with Schwab Wealth Advisory. Based in Fort Worth, TX, Herbert’s career includes roles at Charles Schwab Bank and Schwab Wealth Advisory. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering non-discretionary investment guidance alongside access to discretionary separately managed accounts. The firm’s integrated model combines advisory, brokerage, custody, and cash-sweep services supported by centralized operations and a multi-asset investment approach.

Kyle Shelton is a financial advisor with Edward Jones in Mansfield, TX, holding the CFP® designation and Series 66 license. He has 13 years of industry experience, all with Edward Jones since 2013. Outside of his advisory role, he is associated with Shelton Design Group, LLC, a graphic design business co-owned by his wife. Edward Jones is a wealth management firm serving individual and institutional clients, including various types of households and corporate entities. The firm offers a range of advisory services and investment strategies, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Tucker Bollinger is a financial advisor at Merrill based in Fort Worth, TX, holding a Series 66 designation with no prior industry experience. His background includes a range of roles outside finance, including involvement with Old Texas Brewing Co. and several other businesses in hospitality and retail. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various types of organizations.