Jason Enright is a financial advisor with Charles Schwab, holding Series 66 and Series 63 credentials and 12 years of industry experience. His career includes roles at TD Ameritrade, Inc. from 2014 to 2024 and Charles Schwab Bank, SSB since 2024. Outside of his advisory work, he manages a TikTok marketing profile that generates passive income through online posts and affiliate sales. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment options. The firm’s integrated structure supports a large client base with combined advisory, brokerage, custody, and financial planning services.

Robyn Scott is a CFP® and holds a Series 66 designation, working with Edward Jones in Grapevine, TX. She has 18 years of industry experience, all with Edward Jones since 2008. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Erick Miller is a financial advisor with Primerica Advisors in N Richland Hills, TX, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has worked at Primerica Advisors and Primerica Financial Services since 1994 and has held roles at Managed Health Network and Centene. Outside of his advisory work, he owns MPIRE Enterprises, Inc., a legal entity formed for Primerica business purposes. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options, operating as a wrap-fee solution rather than managing institutional pension or profit-sharing plans.

Antonio Acosta is a financial advisor at Fidelity with 13 years of industry experience. He holds the Series 66 designation and has worked with Fidelity and its affiliates since 2016, previously working at Securian Financial Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing proprietary fundamental research alongside quantitative and algorithmic portfolio construction methods. The firm manages discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery to intermediary platforms.

Duran Allen is a financial advisor with LPL Financial based in Fort Worth, TX, holding a Series 66 designation and bringing 23 years of industry experience. His career includes prior roles at Cetera, Valic Financial Advisors, J.P. Morgan Securities, and Chase Investment Services Corp. Allen is also associated with American Airlines Federal Credit Union. 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 broad range of advisory and brokerage services, including financial planning and access to model portfolio programs and third-party asset management.

Hayden Holley is a Wealth Management Advisor with Holley & Associates, affiliated with Merrill Lynch Wealth Management. He works closely with individuals, families, and business owners to provide personalized wealth management strategies that align with each client's goals, values, and circumstances. Hayden focuses on building enduring relationships and helps clients navigate important financial and life transitions. Prior to joining Holley & Associates, Hayden gained experience at a Big Four accounting firm. He holds a Bachelor of Arts in Accounting from Southwestern University and a Master's degree in Accounting from Texas Christian University. His professional designations include CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Hayden's expertise covers areas such as college education planning, family wealth management strategies, legacy planning, personal retirement planning, and portfolio management services. Outside of his professional role, Hayden enjoys cooking, golfing, traveling, coaching youth baseball, and spending time with his family. He resides in Colleyville with his wife, Mackenzie, and their three children, Pierson, Grayson, and Payton. Hayden does not provide tax advice in his current role at Merrill Lynch.

Regan Hasley is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. Prior to his current role, he has worked across several positions within the JPMorgan Chase organization and other companies. He serves on the board of the YMCA of Metropolitan Fort Worth. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research to deliver model asset allocations, incorporating ESG criteria and utilizing affiliated implementation services.

Madison Quattrochi is an Investment Management Consultant II at Fidelity Investments. She partners with Financial Consultants to collaborate with clients in creating financial plans, aiming to build long-lasting relationships and inspire dedication through commitment to Fidelity's core beliefs. Madison's professional experience includes roles as a Planning Consultant at Fidelity Investments since 2023, Relationship Manager from 2022 to 2023, and Financial Representative from 2021 to 2022. Prior to her tenure at Fidelity, she was a Branch Manager at First National Bank Texas from 2014 to 2021. She holds insurance licenses in Arkansas and California. Outside of her professional work, Madison has interests in baseball, cooking and baking, reading, theater, traveling, and volunteering.

Jeremiah Mac Namara is a Series 66 credentialed financial advisor with 17 years of industry experience. He is currently with Morgan Stanley in Fort Worth, Texas, having previously worked at JPMorgan Chase Bank, N.A., JPMorgan Securities LLC, Bank of America, and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides a wide range of advisory programs and tailored financial planning using structured discovery processes and firm-approved tools.

Sahar Shakeri is a financial advisor at Merrill with five years of industry experience. She holds the Series 66 designation and has worked at Merrill and RBC Capital Markets. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions (SPS) Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Dawn Nguyen is a financial advisor with Ameriprise in Colleyville, TX, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, emphasizing Ameriprise-managed accounts and utilizing algorithmic automation overseen by internal committees.

Antonio Romero is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill, he held roles at Icon Logistics, Austin FC, Stonecrest Partners, and Consultame LLC. He also has experience working at Texas Tech University and Westlake High School. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Christopher Sepe is a financial advisor with Fidelity in Westlake, TX, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Extended Travel, Tribe Transportation, and KLLM Transport Services. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that often involve multi-manager and fund-of-funds structures.

Luke Zaskoda is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Fidelity, he worked in real estate as a licensed realtor representing buyers and sellers in residential transactions. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its involvement with registered investment companies, use of systematic methodologies, and formal advisory role in model portfolio delivery.

Amy Benoit is a financial advisor with Merrill in Fort Worth, TX, holding Series 66 and Series 63 credentials and three years of industry experience. Her prior roles include positions at Bank of America, Charles Schwab, TD Ameritrade, Fidelity Investments, and Milliman, Inc. She also operated a self-employed travel business for three years. 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 for a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Ryan Williams is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at TD Ameritrade and Enterprise Holdings. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and a structured approach to alternative investments.

Parker Smith is a Financial Consultant at Fidelity Investments, where they have been working since 2026. Parker collaborates with clients to provide comprehensive planning aimed at achieving financial independence through personalized wealth and retirement strategies. Parker has extensive experience within Fidelity Investments, having held various roles since 2016. These positions include Investment Management Consultant III, II, and I, Investment Solutions Representative, and Financial Representative. This progression highlights Parker's experience in investment management and client service within the financial sector. Outside of their professional work, Parker's personal interests include camping, family activities, golf, pets, and snowboarding.

James Lipari is a CFP® certified financial advisor with 35 years of industry experience. He has been with UBS Financial Services since 2015 and previously worked at Merrill and Osaic FA, Inc. Lipari serves on the Big Brother Big Sisters of Kansas City Alumni Board of Directors and advises a small family-run hydroponic farm. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, leveraging proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management and offers a wide range of capital markets services.

Heather Borges is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Her prior work includes roles at Il Bracco, Hudson House, Bullion, and Victor Tangos. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an adviser to multiple registered investment companies with established governance procedures.

Erica Reidel is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC since 2017. Prior to that, she was employed at McDowell Label. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including managed portfolios and advisory work for registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of systematic methodologies and AI in its investment process.