Gregory Kubes is a CFP® professional with 18 years of experience at Edward Jones, based in Fort Worth, TX. He has served on the board of Junior Achievement - Chisholm Trail, advising on various organizational matters including fundraising. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 advisors.

Tiffany Price is a financial advisor with Primerica Advisors in Grand Prairie, TX, holding Series 63 and Series 65 licenses and three years of industry experience. She has worked with Primerica Advisors since 2023 and Primerica Financial Services since 2022. Outside of advisory services, she is involved in sales of loan products and home security and automation referrals through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Joshua Mayo is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. In this role, he focuses on helping clients maximize the benefits their companies offer and supports them in working towards their financial goals. Prior to his current position, he served as a Workplace Planning Consultant at Fidelity from 2022 to 2023. His professional experience centers on benefits and financial planning within the workplace. Outside of his professional responsibilities, Joshua has personal interests in bowling, comedy, movies, and yoga.

Patrick Wallace is a financial advisor with Cambridge Investment Research Advisors in Ft. Worth, TX. He holds the CFP® and Series 66 designations and has 23 years of industry experience. His work history includes roles at Cambridge Investment Research since 2018, Higher Strata Wealth Management since 2010, and Geneos Wealth Management from 2009 to 2017. Wallace is also a notary signing agent and operates as an independent insurance agent through Higher Strata Wealth Management. Cambridge Investment Research Advisors is a large 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 advisory services through a network of independent professionals, employing a range of portfolio management approaches and custody arrangements.

Hunter Hollarn is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022, following nine years at Bank of America and ten years at Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and advisory programs, managing approximately $2.74 trillion in client assets.

Brandon Tatarevich is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked with J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2002. Outside of his advisory role, he is involved in commercial real estate through ownership positions in GT1 Strategies, LLC and CLHP, LLC, and performs as a country music musician in local venues. 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 when recommending strategies. The firm operates within the broader J.P. Morgan financial organization and offers services on a non-discretionary basis.

Trenton Monts is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and previously worked in architectural fabrication and retail. Monts co-owns a family rental property outside of his advisory role. 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 a range of individual and institutional clients.

Victoria Llanes is a financial advisor at Edward Jones in Arlington, TX, holding a Series 66 designation with two years of industry experience. She previously worked at Advancial FCU from 2016 to 2018 before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the U.S.

Ryan Kelley is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked at Cetera since 2019 and previously at Foresters Advisory Services and Foresters Financial Services from 2016 to 2019. Outside the firm, he owns Kelley Financial Services, doing business as Cetera Business. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Lindsay Emmert is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, Lindsay worked at Advantage Trailer Rentals for 11 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Diana V Butler is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A., Bank of America, N.A., Merrill, and Bank of America Merchant Services. Butler also has a decade of experience with AL & D Butler. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering services on a non-discretionary basis.

Alma Arguijo is a financial advisor with Wells Fargo Clearing in Arlington, TX, holding a Series 66 designation and bringing 22 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. Outside of her advisory role, she owns Palomas Boutique LLC, a business involved in buying and selling clothing and jewelry. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Nicole Horton is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors LLC from 2010 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Steven Ha is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 65 and Series 63 credentials and two years of industry experience. He previously worked at JP Morgan Chase Bank and J.P. Morgan Securities, and he has a background that includes real estate brokerage with Realty Company of Louisiana LLC. 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 a range of brokerage and advisory solutions supported by comprehensive research and analytics.

Timothy Rice is a financial advisor with LPL Financial in Arlington, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked for Waddell & Reed, Inc. and various insurance carriers for 25 years. Rice has been involved in nonprofit activities, including the Timothy Spencer Rice Scholarship Fund since 1996 and the Miss South Carolina Scholarship Organization since 2010. 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 advisory and brokerage services, including financial planning and access to model portfolios, third-party asset management, and institutional platforms.

Cooper Lane is a financial advisor with Morgan Stanley in Fort Worth, TX, holding a Series 66 designation and three years of industry experience. He has been with Morgan Stanley Smith Barney since 2010. Outside of advising, Lane is the sole proprietor of Trinity River Royalties LLC, an oil and energy investment business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside a variety of investment solutions.

Sager Koheel is a Series 66-licensed financial advisor at Equitable Advisors with two years of industry experience. Prior to joining Equitable Advisors in 2024, Koheel worked at Pioneer Technology & Arts Academy and held positions in education and healthcare. Equitable Advisors serves individuals ranging from non‑high-net-worth to high-net-worth clients, as well as pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Lisa Tomlinson is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She has been with J.P. Morgan Chase Bank and J.P. Morgan Securities since 2014. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with additional market-facing registrations, delivering advisory services alongside brokerage, distribution, and investment management capabilities.

Margaret Capehart is a CFP®-certified financial advisor with Ameriprise in Arlington, TX, and has 23 years of industry experience. She has been with Ameriprise and its related entities since 2013. Outside of her advisory role, she is involved with Certainty of the Uncertainty, LLC, an advisor-owned entity focused on practice management. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which emphasizes dependable income sources and tax-aware withdrawal strategies.

Tonya Ward is a financial advisor at Fidelity with 19 years of industry experience and holds a Series 66 designation. She has worked with Fidelity Brokerage Services, LLC since 2016 and joined Fidelity Investments in 2025. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios comprised of mutual funds, ETFs, and ETPs.