Alexander Armstrong is a CFP® professional with 26 years of experience in financial advisory services. He is currently with Purshe Kaplan Sterling Investments and Cleros Wealth Partners, having previously spent a combined 16 years at UBS Financial Services and 11 years at Merrill. Armstrong serves as a trustee for The Armstrong Foundation, a private educational foundation, and is involved in nonprofit activities including board membership and committee leadership at Lena Pope Home and serving as secretary for BeHuman Kindness. UBS Financial Services Inc. provides brokerage and investment advisory solutions to individual, corporate, and institutional clients, offering services such as fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, using proprietary research and model-based asset allocations to tailor plans according to client goals and risk tolerance.

Melinda Evans is a Series 66-credentialed financial advisor with 21 years of industry experience. She is currently with OSAIC and has previously worked at SagePoint Financial, Inc. and Financial Education Associates, Inc. She is the statutory agent for a sole proprietorship involved in fixed insurance, life, and health products. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services that include comprehensive financial planning and managed portfolios. The firm utilizes a model-based investment process with tools for asset allocation and portfolio optimization, supported by a complex affiliate network and private-equity ownership.

Nicholas Wolfe is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at several firms including Wells Fargo Bank, PNC Bank, TD Ameritrade, and Extra Space Storage. Outside of finance, he is an author of speculative fiction under the name Uriel's Fire. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets through more than 14,000 advisors and offers both brokerage and advisory solutions.

Jordan Hampton is a financial advisor with Raymond James & Associates holding a Series 66 designation and four years of industry experience. He has been with Raymond James since 2022 and previously worked at Nolan Catholic High School for five years. Raymond James & Associates, Inc. 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, institutional clients, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser network.

Cooper Krudwig is a financial advisor with J.P. Morgan Securities in Fort Worth, TX. He holds Series 63 and Series 65 licenses and has been in the industry since 2025. His prior experience includes roles at 49 Financial, Hub International, and JPMorgan Chase Bank, N.A. Outside of finance, he has experience in masonry and has been involved with the Tustin Western Little League. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their approach includes non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Brooks Danley is a Series 66-registered financial advisor with Ameriprise in Fort Worth, TX, with 14 years of industry experience. He has been with Ameriprise since 2012. Outside of his advisory role, he is a board member of New Day Services and Covenant Classical School, and is an equity owner and franchise advisor for Beez3 LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and ongoing advice.

Danijela Markovic is a financial advisor at Wells Fargo Clearing in Dallas, TX, holding Series 63 and Series 65 licenses with over five years of experience in the financial industry. Her prior roles include positions at Wells Fargo Bank, nA, BoBeau, Cherry Circle Room, Sunset Island, and the University of Philology and Arts. 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. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Saranya Duraisamy is a financial advisor with Wells Fargo Clearing in Fort Worth, TX. She holds Series 65 and Series 63 licenses and has one year of industry experience. Her prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, 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 brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Heidi Knight is a CFP® professional with 31 years of industry experience, currently affiliated with LPL Financial since 2026. Her career includes roles at Osaic Wealth, Inc. and Royal Alliance Associates, INC., as well as operating her own firm, Knight Financial Services, since 1995. In addition to financial advising, she is involved in tax preparation and accounting. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Charles Wade Jr. is a financial advisor with Cambridge Investment Research Advisors in Fort Worth, TX, holding Series 63 and Series 65 licenses. He has 34 years of industry experience, including prior roles at First Command Brokerage Services and First Command Bank. Wade currently serves as an Investment Advisor Representative with Pivotal Financial Advisors. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a broad network of financial professionals and multiple platform options.

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.

Ryan Prince is a Series 66-licensed advisor at J.P. Morgan Securities with one year of industry experience. His background includes roles at GM Financial and JPMorgan Chase Bank, N.A., as well as several years associated with Texas Christian University and involvement in agricultural and logistics businesses. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Christine Brady is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 and Series 63 designations and previously worked at the University of Texas at Arlington for three years. In addition to her advisory role, she owns Create Media Group, a marketing consulting business based in Arlington, TX. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Zachary Hutzler is a Series 66-licensed financial advisor at J.P. Morgan Securities with four years of industry experience. His prior roles include six years at Fidelity Investments and positions at 1st Community Credit Union and Red River Wealth Strategies. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates quantitative and qualitative research supported by a centralized manager solutions team and includes derivatives and commodities capabilities.

Nathan Carpenter is a financial advisor at Merrill with 19 years of industry experience. He holds a 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, 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Johnny Meador is a financial advisor with Equitable Advisors in Fort Worth, TX. He holds the Series 66 designation and has 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 golf fitter with Callaway Golf and is a licensed real estate agent with Your Home Free. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.

Fnu Ramneetkaur is a financial advisor at Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 licenses. Ramneetkaur has experience at multiple financial institutions including Scotiabank, Royal Bank of Canada, and Wells Fargo Bank. Prior to entering the financial industry, Ramneetkaur worked in academic roles at Cape Breton University and Baba Farid University. 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 offers both brokerage and advisory solutions and manages approximately $671 billion in assets through a large network of advisors.

William Porterfield III is a financial advisor at OSAIC with 37 years of industry experience. He holds a Series 63 designation and spent 27 years at Lincoln Financial Advisors Corporation before joining OSAIC in 2025. Outside of his advisory work, he is also involved as a fixed annuities and life insurance agent. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporations. The firm provides brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation, portfolio optimization, and a range of managed account solutions.

John Kornman is a financial advisor with Edward Jones in Fort Worth, TX, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard and supporting approximately $1.01 trillion in assets under management through a large network of advisors and branch offices.

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.