Bill Eaton is Vice President and Financial Consultant at Fidelity Investments, where he has been employed since 2007. In his current role, he partners with high net worth individuals and their families to create and implement financial plans tailored to their specific needs and goals. His approach prioritizes personal service, disciplined investment strategies, and risk management techniques. Eaton's experience at Fidelity Investments spans multiple roles, including Financial Consultant, Investment Consultant, Relationship Manager, Fixed Income Specialist, and Customer Service Associate. This breadth of experience underpins his expertise in serving clients with complex financial requirements. He emphasizes building lasting relationships based on trust and superior client service.

Judd Kearby is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials. He has been with Wells Fargo since 2023, with prior experience at Guaranteed Rate, PointBank, and other firms. He is based in Fort Worth, TX. 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, utilizing research from Wells Fargo Investment Institute and third-party sources.

Randy Cox is a CFP® professional with 32 years of experience in the financial services industry. He is currently with OSAIC and has operated Cox Financial Group since 2011. His prior experience includes nearly three decades at FSC Securities Corporation. Cox also refers clients to Medicare-related resources to assist with Medicare decisions. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services that include comprehensive financial planning, model-based asset allocation, and access to third-party money manager programs.

Jack Seitz is a financial advisor at Robert Baird & Co. with four years of industry experience. He holds a Series 66 designation and has been with Baird since 2021. Prior to his advisory career, he was a student for 18 years. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, employing a range of traditional and non-traditional investment strategies tailored to client goals and risk tolerances.

Chloe Lewis is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. Her prior work includes roles at JPMorgan Chase Bank and KFORCE. Outside of her advisory work, she manages events and operations for Crystal Oaks, LLC, an event venue in Fort Worth, TX. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and both quantitative and qualitative research.

Trevor Leithner is a financial advisor with LPL Financial in Weatherford, TX. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Commonwealth Financial Network and Leithner Financial Group, as well as experience at Texas A&M University and other enterprises. 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, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Winola Roy is a financial advisor with RBC Capital Markets in Fort Worth, TX, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, with investment strategies tailored to clients’ risk profiles.

Alan Mccartney is a financial advisor with Fidelity Investments in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with various Fidelity entities since 2007, including Fidelity Personal and Workplace Advisors from 2018 to 2025. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory roles to registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Dennis Ramos is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at Wells Fargo Bank, Overstock Vehicles, Black Gold Harley Davidson, Giuliani Cattle Company, and Tullett Prebon Holdings. 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 research from Wells Fargo Investment Institute and third-party sources.

Korey Rogers is a CFP®-designated financial advisor at LPL Financial with 28 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Edward Jones, and Lord, Abbett & Co. LLC. Rogers is also involved with 728b Ranch, LLC, a business entity unrelated to investment management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Colton Good is a financial advisor with Mass Mutual Investors Services in Fort Worth, TX, holding Series 65 and Series 63 licenses and having two years of industry experience. His prior experience includes roles at Guardian Life Insurance Company and work in political offices supporting Congressman Jodey Arrington. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm emphasizes collaborative, annual planning engagements using firm-approved analytical tools and offers specialized programs such as Divorce Planning and employer-sponsored planning services.

Donald Ravens Miraglia is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. He has been with Wells Fargo in various capacities since 2003, including 10 years at Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.

David Pitre is a financial advisor at Raymond James & Associates with 16 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2010. 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, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Ryan Westmoreland is a Planning Consultant at Fidelity Investments, where he collaborates with clients to develop and maintain financial plans aimed at supporting their long-term retirement and investment objectives. He has been with Fidelity Investments since 2023, progressing through roles including Investment Consultant and Financial Representative before becoming a Planning Consultant in 2025. Prior to joining Fidelity, Ryan worked as an Associate Representative at Thrivent Financial from 2022 to 2023. Ryan's professional experience centers on assisting clients with financial planning and investment strategies. His role involves working closely with individuals to tailor financial solutions that align with their specific retirement and investment goals. Outside of his professional responsibilities, Ryan has interests in fishing, football, golf, spending time at the lake, music, and social events with friends.

Lesley Hill is a Series 66-licensed financial advisor with 19 years of industry experience, currently with J.P. Morgan Securities in Fort Worth, TX. She has been with J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. since 2013, following a prior role at Chase Investment Services Corp. from 2009 to 2012. Outside of her advisory role, Hill serves on the Finance Committee at St Patrick Cathedral Church, assisting with financial statement and balance sheet reviews. 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 is supported by centralized due diligence combining quantitative and qualitative research and integrates ESG considerations within its investment recommendations.

George Peacock III is a financial advisor at RBC Capital Markets with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has been with RBC Capital Markets since 2015. Outside of his advisory role, he is involved as a limited partner in a movie production company, EL JUFE PRODUCTIONS, LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with customizable portfolio management options, leveraging both in-house and third-party investment managers.

Sireen Nadaf is a Financial Consultant I at Fidelity Investments, where she has been serving since 2024. Prior to her current role, she worked as a Workplace Planning Consultant at the same firm from 2021 to 2024. In her role, she partners with clients to co-create financial plans aimed at providing peace of mind during retirement and beyond. Sireen focuses on building long-lasting relationships that support families across generations. She helps clients work toward their financial goals and guides their loved ones toward financial confidence, positioning herself as a trusted resource for their family's future. Outside of her professional responsibilities, Sireen enjoys board games, family activities, outdoor adventures, reading, traveling, and volunteering.

Elias Bashour is a Financial Advisor with Merrill Lynch Wealth Management. He brings over five years of experience in the financial industry, focusing on developing strategies that align with clients' short-, mid-, and long-term goals. His areas of expertise include college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, tax minimization, and retirement income. Elias holds a Bachelor's Degree in Economics from Texas State University and holds the Personal Investment Advisor (PIA) designation. He emphasizes a personalized approach to financial planning, using Merrill's tools and research to implement customized financial plans. In his personal time, Elias enjoys spending time with his family, hiking, and playing or watching various sports such as baseball, basketball, billiards, football, and ice hockey. He also has interests in music, photography, traveling, and watching movies.

Olin Ragsdale is a financial advisor with Cambridge Investment Research Advisors in Fort Worth, TX, holding Series 63 and Series 65 licenses and 43 years of industry experience. His career includes roles at Signal Securities, Inc. and Rhodes Securities, Inc., and he has operated his own insurance agency since 1983. In addition to advising, he conducts continuing education classes and webinars for attorneys. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services through a large network of financial professionals. The firm manages a multi-billion dollar asset base and provides access to proprietary model strategies and various account platforms.

Christopher Gardner is a financial advisor at Stifel with 17 years of industry experience. He holds a Series 66 designation and has been with Stifel since 2015. Gardner serves on the GCISD School Health Advisory Council, acting as a liaison between the community and the school district to align health education programs with local values. Stifel serves a broad range of clients, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm employs proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group to support client decision-making.