Joseph Queppet II is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 licenses and seven years of industry experience. His background includes roles at J.P. Morgan Securities, J.P. Morgan Chase Bank, and Bank of America. Outside of finance, he works as a storm restoration consultant for NTV Solutions, a construction and solar sales company. 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.

Rodger Jackson Jr. is a financial advisor at Edward Jones in Arlington, TX, holding Series 63 and Series 66 licenses with 17 years of industry experience. He worked at Fidelity Investments Institutional Services for nine years before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Caleb Jerome is a Series 66 licensed advisor with J.P. Morgan Securities in Fort Worth, TX, and has four years of industry experience. His work history includes roles at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities since 2022, as well as various positions outside the financial sector. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, and endowments. Their advisory approach combines quantitative and qualitative manager research, focusing on asset allocation advice and customized performance reporting within a non-discretionary framework.

William Callahan III is a financial advisor with Fidelity in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Fidelity and its affiliates since 2005. Outside of his advisory work, he operates an executive coaching and consulting business, Callahan Coaching. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Roy Browning Jr. is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 credentials and bringing 55 years of industry experience. He previously worked for Prudential Equity Group, LLC for 20 years before joining Wells Fargo Clearing in 2016. 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.

Jonathon Jordan is a financial advisor at Edward Jones in Irving, TX, holding a Series 66 designation. He joined Edward Jones in 2026 and has prior experience at Anheuser Busch, Corwin Distributing, and Sears Holding Corporation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard with a large network of financial advisors and branch offices nationwide.

Brian Corneil is a financial advisor with Edward Jones in Arlington, TX, holding a Series 66 designation and having eight years of industry experience. Prior to joining Edward Jones in 2018, he worked for The Bank of New York Mellon from 2006 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Bradley Stewart is a financial advisor with Cambridge Investment Research Advisors in Irving, TX. He holds Series 65 and Series 63 licenses and has 10 years of industry experience. Prior to his current role, he worked at Ameriprise Financial Services and OnPointe Advisory and Financial Services LLC. Outside of his advisory work, he is involved as President and owner of The DFS Financial Group LLC, an independent insurance and financial services business. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base through thousands of financial professionals and offers access to proprietary strategies and third-party advisors across multiple platforms.

Jalie Mitchell is a financial advisor at Edward Jones in Arlington, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, Mitchell worked at Fathom Realty and Keller Williams. Outside of financial advising, Mitchell owns JYM Operations, LLC, a business that operates sports clinics. Edward Jones is a full-service wealth management firm serving a broad client base including individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

Alfred Zimmerman is a financial advisor with LPL Financial in Hurst, TX, holding a Series 63 designation and bringing 35 years of industry experience. He previously worked at Ameriprise for 14 years before joining Linsco/Private Ledger in 2005, where he has been for 21 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with a combination of advisory and non-advisory financial activities supported by a network of over 22,800 advisors.

David Garcia is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding a Series 66 designation and eight years of industry experience. He previously worked at Merrill and JPMorgan, and operates a home renovation contracting business, Garta Designs LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and both brokerage and advisory solutions. The firm manages approximately $671 billion in assets and integrates research from Wells Fargo Investment Institute with third-party analytics, offering a range of financial products through related bank and insurance affiliates.

Scott Mcconaghy is a Series 66-licensed financial advisor with Merrill in Fort Worth, TX, where he has worked since 2009. He has 20 years of industry experience. In addition to his advisory role, he serves on the Board of Directors for the Tarrant Area Food Bank and is a minority passive owner of FrostBite5 LLC. 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 investment strategies and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Amit Chawla is a financial advisor with Primerica Advisors in Fort Worth, TX, holding Series 63 and Series 65 licenses and possessing 19 years of industry experience. He has been with Primerica Advisors since 2007 and has a longer tenure with Primerica Financial Services dating back to 2002. Outside of his advisory role, he is involved in business consulting as a director and owner of NXT GEN Associates Inc. Primerica Advisors operates 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 entities. The firm delivers advisory services through a large network of advisors using model-based strategies created by unaffiliated asset managers, supported by institutional custodians and overlay managers.

Kristi Tomlinson is a Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2025. She has over 25 years of experience in client-facing roles focused on retirement planning and financial consulting. Throughout her career, Kristi has developed relationships with clients to build and implement customized financial plans that support their individual goals. Her professional experience includes roles as a Financial Consultant at Fidelity Investments from 2018 to 2025, Partner and Financial Advisor at Preservation Financial-Quester Capital Corp from 2013 to 2018, and Financial Advisor positions at Prosperity Financial Services-LPL Financial, UVest from 2009 to 2013, Edward Jones from 2002 to 2009, and The First National Bank of Athens-Primevest from 2000 to 2001.

Ashley Lacamp Moore is a financial advisor at Morgan Stanley with eight years of industry experience. She holds a Series 66 credential and has worked with firms including UBS Financial Services and Morgan Stanley Private Bank. Outside of finance, she has longstanding involvement in modeling and commercial acting and serves on multiple nonprofit boards focused on health, youth, and the arts in Fort Worth, Texas. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and investment modeling. The firm manages approximately $2.74 trillion in client assets and delivers services through financial advisors and specialized estate planning groups.

Trent Brezovsky is a Planning Consultant at Fidelity Investments, a position he has held since 2026. He has progressed through several roles within the organization, including Relationship Manager, Financial Representative, and Financial Service Representative, gaining comprehensive experience in financial services. Trent's professional journey at Fidelity Investments, beginning in 2023, reflects his commitment to guiding clients toward their financial goals with clarity and confidence. His approach emphasizes understanding each client's unique situation to develop effective financial plans. Outside of his professional responsibilities, Trent has interests in football, hiking, music, and traveling.

James Lacamp is a financial advisor with Morgan Stanley in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. Prior to joining Morgan Stanley in 2019, he spent 10 years at UBS Financial Services. Outside of advisory work, he serves on the boards of the Fort Worth Club and the Presbyterian Night Shelter and is involved with the Fort Worth City Pension Board’s advisory and finance committees; he is also engaged in music publishing. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutions with tailored financial planning and investment management. The firm manages trillions in assets and offers a structured planning process that incorporates firm-approved tools and market estimates to assist clients in financial decision-making.

George Price is a financial advisor with Edward Jones in Dallas, TX, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He has been with Edward Jones since 2002. 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 solutions supported by a large network of financial advisors and branch offices nationwide.

Jaime Bibian is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2017. Prior to that, she had brief roles at State Farm agencies and Home Depot. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Karen Martin is a CFP® with 37 years of industry experience, currently serving as a financial advisor at Cetera Investment Advisors LLC. Her prior work includes roles at Ameriprise Financial Services, American National Bank of Texas, LPL Financial, and Raymond James Financial. Outside of her advisory work, she holds a volunteer leadership position as chapter president of a nonprofit business networking group in Mansfield, Texas. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services utilizing a multi-manager platform with access to both affiliated and third-party investment strategies.