Laura Gonzales is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 14 years of industry experience. She previously worked at Bank of America and Merrill, where she spent 11 years. Based in Fort Worth, TX, she has been with Raymond James since 2023. 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, non-discretionary investment consulting, and institutional fiduciary solutions.

John Ryan is a financial advisor with Merrill in Fort Worth, TX, holding Series 63 and Series 65 credentials and over 41 years of industry experience. He has been with Merrill since 1989 and also has experience at Bank of America, N.A. since 2011. Outside of his advisory role, he is involved in a family-held LLC that owns a second home in Telluride. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage execution and custody services. The firm utilizes multiple program strategies with a focus on manager selection and tax-efficient implementation, supported by its affiliation with Bank of America and a broad capital markets platform.

Jamie Yanez is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Their career includes roles at JP Morgan Chase Bank and BBVA Securities Inc. Jamie is based in Benbrook, TX. 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 combines quantitative screening and qualitative research, incorporating forward-looking capital market assumptions and an ESG eligibility framework.

Rachelle Wagner is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 10 years of industry experience. Prior to joining Wells Fargo Clearing in 2019, she worked at Merrill and Ameriprise Financial Services. Outside of her advisory work, she co-owns and manages Alarm Control Technicians, Inc., a family business in Fort Worth, TX. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm combines internal research with third-party analytics and offers a range of brokerage and advisory solutions.

Kimberly Pruitt is a financial advisor at Raymond James & Associates with 18 years of industry experience. She holds Series 65 and Series 63 licenses and has worked previously at NFP Retirement, NFP Advisor Services, LLC, and Financial Telesis Inc. She is also the owner of KD Luxe Ventures, LLC, a business outside the investment industry. Raymond James & Associates is a large 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, providing financial planning and non-discretionary investment consulting through a range of portfolio management styles and affiliated research.

Russell Green is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 25 years of experience in wealth and portfolio management. He began his career in 1994 and returned to Merrill Lynch in 2007. Russell focuses on developing strategies and providing advice for high-net-worth individuals, their families, and businesses to help them meet both short- and long-term financial goals. His consultative approach emphasizes understanding each client's unique situation and family dynamics to create comprehensive reviews and tailored recommendations across investments, retirement planning, estate services, and philanthropy. As a qualified Portfolio Manager, Russell manages personalized and defined strategies that may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment approaches. He often manages these strategies on a discretionary basis through the firm’s Investment Advisory Program. Russell holds a Bachelor of Business Administration in finance from Texas Tech University and the Certified Private Wealth Advisor (CPWA®) designation, as well as the Personal Investment Advisor (PIA) credential. Russell is active in his community, serving on the board of directors and mentoring for The WARM Place, a grief support center for children and young adults. He is also involved with the Aledo Community Lions Club. Russell lives in Aledo with his wife, Caroline, and their three children. His personal interests include basketball, fishing, and golfing.

Derek Histen is a financial advisor with LPL Financial in Mansfield, TX, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining LPL Financial, he worked at Charles Schwab for five years. 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 advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Rachel Malone is a financial advisor with Merrill, holding a Series 66 designation and 19 years of industry experience. She has been with Merrill since 2006 and has worked at Bank of America, N.A. since 2009. Malone serves as a board member of the Fort Worth Lecture Society, where she helps select speakers to educate members on various topics. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Philip Streib is a financial advisor with Primerica Advisors in Ft Worth, TX, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has been with Primerica Advisors since 1985 and Primerica Financial Services since 1991. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies and operates Streib Enterprises, Inc. for Primerica business purposes. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and selectively managed accounts to individual and high-net-worth clients, operating as a wrap-fee solution rather than managing institutional pension or profit-sharing plans.

John Parker is a financial advisor with Wells Fargo Advisors in Fort Worth, TX, holding a Series 63 license and bringing 41 years of industry experience. He has been with Wells Fargo Advisors since 2011. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial products, serving clients through a network of more than 3,700 advisors.

Shawn Bates is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 designations. Outside of his advisory role, he serves as a young adult pastor at Hill City Church, a position he has held since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a wealth advisor program that focuses on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory approach combines quantitative screening and qualitative research, including an ESG eligibility framework, supported by a centralized manager solutions team.

Gerardo Simion is a financial advisor at Merrill with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank. Outside of his advisory role, he is involved as an owner and occasional operator of Casa Quinceanera Boutique LLC, a retail store specializing in Quinceanera dresses and accessories. Merrill provides managed account services to Bank of America fiduciary clients through model-based and discretionary investment strategies developed by internal teams and third-party managers. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with a range of portfolio implementation options.

Thomas Wilson is a Series 66 credentialed financial advisor with Edward Jones in Benbrook, TX. He has 10 years of industry experience, all with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and tax-efficient services.

Jonathan Tamayo is a financial advisor at Edward Jones in Mansfield, TX, with eight years of industry experience. He holds a Series 66 designation and previously worked for Mansfield ISD for eleven years. Outside of his advisory role, he owns and manages a real estate business focused on rental office buildings. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a broad range of investment strategies and advisory services through a large network of financial advisors and branch offices across the United States.

Ly Nguyen is a Series 66-licensed financial advisor with J.P. Morgan Securities in Arlington, TX, with four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2023, Nguyen worked at Bank of America and Merrill from 2017 to 2023. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program. The firm’s advisory process incorporates systematic due diligence and a combination of quantitative and qualitative research to build model asset allocations.

Kobi Dobbins is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, Dobbins worked at Bank of America/Merrill Lynch from 2015 to 2018. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,700 financial advisors and manages approximately $1.01 trillion in assets.

Gilbert Perez II is a financial advisor at Osaic with 14 years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked at Cetera and Foresters Financial Services. Osaic Wealth serves a diverse client base that includes individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing a model-based investment process that incorporates asset allocation, portfolio optimization, and third-party manager programs.

Eddie Yancey is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 14 years of industry experience. His prior roles include positions at Edward Jones, First Financial Bank, and Raymond James Financial Services. Outside of finance, he serves as president of Yancey Grain, LLC, an agricultural business that manufactures animal feed. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, employer-sponsored retirement plans, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, with over $256 billion in assets under management and a network of more than 10,000 advisors.

William Lourcey is a financial advisor with LPL Financial in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior experience includes roles at Cetera and Ameriprise Financial Services, Inc., as well as managing his own advisory practice through Walton Lourcey Wealth Advisors. 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, model portfolios, third-party asset management, and institutional platforms, supported by a broad network of investment adviser representatives.

Erin Kolp is a financial advisor with Ameriprise in Fort Worth, TX, holding a Series 66 designation and bringing one year of industry experience. Prior to joining Ameriprise in 2023, she worked at Carnegie Homes for five years and Endeavor Wall Homes for thirteen years. Outside of her advisory role, she is a consultant for Rodan + Fields, assisting clients with product orders and inquiries. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets, providing detailed Recommendation Reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers these services through a centralized consulting team in partnership with its financial advisors.