Saranya Duraisamy is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses and one year of industry experience. Her prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Cottonwood Financial, First Convenience Bank, and Tamilnadu Grama Bank. 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 grounded in diversification principles and modern portfolio theory.

Charles Wade Jr. is an investment advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2014 and is also associated with Pivotal Financial Advisors. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals using a variety of portfolio management approaches and platform arrangements.

George Oliver IV is a financial advisor with Raymond James & Associates in Fort Worth, TX, holding a Series 63 designation and bringing 30 years of industry experience. Prior to joining Raymond James in 2019, he worked at Robert W Baird & Co Incorp for eight years. He serves on the board and as treasurer for the local Fort Worth chapter of the Society of Financial Service Professionals. 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 clientele including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services supported by a broad network of advisers and affiliated research resources.

Hayden Baker is a financial advisor with Wells Fargo Clearing in Fort Worth, TX. He holds Series 63 and Series 65 licenses and began his advisory career in 2024. Prior to joining Wells Fargo, he held multiple positions in retail and food service industries and completed six years of full-time education. 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 supported by research and analytics from Wells Fargo Investment Institute.

Mark Simmons is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and has been affiliated with LPL Financial since 2024. Outside of his advisory role, Simmons serves as a Worship Minister at the Burleson Church of Christ, where he has been involved since 2006. 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 a range of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Ryan Prince is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, GM Financial, and Texas Christian University. Outside of finance, he has experience in the agricultural sector through R&R Production Land & Cattle Co. Inc. 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.

Christine Brady is a financial advisor at Edward Jones in Pantego, TX, holding Series 66 and Series 63 licenses with two years of industry experience. Prior to joining Edward Jones in 2025, she worked at the University of Texas at Arlington and operated a marketing consulting business, Create Media Group. She continues to own the consulting firm, which provides online advertising and marketing services. Edward Jones is a full-service wealth management firm serving individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and maintaining a large national advisor and branch network.

Aaron Smith is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on helping individuals and families develop personalized financial strategies that align with their goals and long-term vision. His approach is relationship-driven, emphasizing understanding each client's priorities to provide tailored financial guidance. Aaron has expertise in wealth management, assisting clients in making informed financial decisions and building confidence in their financial futures. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Arizona State University.

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.

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.