Matthew Rodger is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in Education Planning, Small Business Strategies, and supporting clients in the Sports & Entertainment sectors. He focuses on assisting professionals undergoing job transitions, providing guidance on retirement assets, benefits, employer stock, and long-term financial plans. He holds a Bachelor's Degree from Texas Tech University System, where he was President of Sigma Alpha Epsilon. Matthew holds the professional designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA). His expertise covers 401(k) rollover evaluations, IRA planning, retirement income strategies, concentrated stock position planning, benefits analysis, and comprehensive wealth management. Outside of his professional work, Matthew participates in the Mira Vista Country Club community. He is personally interested in activities such as camping, dancing, golfing, hunting, music, and skiing.

Jake Skiles is a financial advisor with Edward Jones in Ft Worth, TX, holding Series 66 and Series 63 licenses and bringing 10 years of industry experience. His prior roles include positions at Charles Schwab Bank, Charles Schwab & Co., Inc., and TD Ameritrade Investment Management. Outside of his advisory work, he is an owner of a rental property managed by a third party. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies supported by a large national network of financial advisors and branch offices.

Eugene Loh is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been affiliated with Fidelity and its affiliates since 2011. Outside of his advisory work, he is a partner at TTL Holdings LLC, a business involved in boba tea and real estate, where he manages payroll and inventory. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe. The firm also supports model portfolio delivery and serves multiple registered investment companies, with distinctive involvement in commodity pool operations and advisory roles uncommon among large institutional peers.

Thomas Hubbell is a financial advisor at Cambridge Investment Research Advisors with 26 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior experience includes roles at Kestra Advisory Services, Advisor Resource Council, LPL Financial, Ameriprise, and Edward Jones. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a network of financial professionals.

Ronnie Rushing is a financial advisor with LPL Financial in Mansfield, TX, holding CFP® and Series 66 credentials and over 25 years of industry experience. He previously worked at Hilltop Securities Inc. and Citigroup Global Markets. 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 both discretionary and non-discretionary account management.

Kenshel Hills is a financial advisor at Primerica Advisors with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Primerica Advisors since 2020, following prior roles at PFSI Investments Inc. and Primerica Financial Services. In addition to his advisory work, he is involved in sales of home security and automation products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services primarily through model-based strategies managed by unaffiliated asset managers and supports clients with trade execution and custody through Pershing.

Robyn Kirby is a financial advisor with Edward Jones in Grand Prairie, TX, holding Series 63 and Series 66 licenses and 26 years of industry experience. Kirby has been with Edward Jones since 1999. Outside of advising, Kirby purchases essential oil products from Young Living but does not actively solicit sales. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm operates with a large nationwide network of advisors and branch offices and provides affiliated capabilities beyond advisory services.

Steven Ard is a financial advisor with J.P. Morgan Securities in Mansfield, TX, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. for the past 10 years. 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 and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to build model asset allocations and includes capabilities in derivatives and commodities.

Marty Eastman is a financial advisor with Edward Jones in Benbrook, TX, holding a Series 66 designation and bringing over a decade of industry experience, including 12 years at Wells Fargo. He has been with Edward Jones since 2024. Outside of advising, he owns a rental property in Seattle. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment and fiduciary services. The firm is noted for its extensive advisor network and comprehensive capabilities beyond advisory offerings.

Andrew Engstrom is a financial advisor with Edward Jones in Fort Worth, TX. He holds the CFP® and Series 66 designations and has 19 years of industry experience, all with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Autumn Broussard is a financial advisor at Merrill with one year of industry experience. She holds a Series 66 designation and has worked previously at Raymond James and Washington & Associates, LLC. Her background also includes positions outside the financial industry and roles at Texas State University and Lamar University. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Nicholas Workman is a Series 66-licensed financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones, he held roles at Deep Ellum Logistics Corp, where he served as president, Bell Helicopter, Tarrant County College, and Lockheed Martin. He is also a board member and campaign chair for the Ryan Family YMCA in Fort Worth, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of more than 23,000 advisors.

Jason Roach is a financial advisor with Edward Jones in Arlington, TX, holding Series 63 and Series 66 licenses and bringing five years of industry experience. His prior roles include positions at Ameriprise Financial Services LLC and Cambridge Investment Research Inc. He has received royalties from oil and gas production through interests in Sage Natural Resources and TotalEnergies E&P Barnett USA, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with a network of approximately 23,701 advisors and over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

Roseann Harris is a financial advisor with Ameriprise in Fort Worth, TX, holding a Series 63 designation and 33 years of industry experience. She has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides retirement-income planning services aimed at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports through a centralized consulting team.

Chapman King is a financial advisor at Cetera with a Series 66 designation and just over one year of industry experience. Prior to his current role, he has held various positions outside the financial industry, including roles at Oak Point Recreation Center and Prince of Peace Catholic School. Cetera Investment Advisers LLC operates as an SEC-registered advisor serving a broad range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various investment management and financial planning services through a multi-manager platform and supports both discretionary and non-discretionary account management.

Mark Mcleland is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing four decades of experience to his role. He is part of an eight-person team focused on building strong client relationships and helping clients make informed financial decisions. Mark's expertise encompasses college education planning, family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, socially responsible and ESG investing, women and wealth, tax minimization, and retirement income. Over his career, he has been recognized with the David Brady Community Service Award in 2020 and has been named to Forbes' "Best-in-State Wealth Advisors" list for nine consecutive years through 2026, as well as to Forbes' "Best-in-State Wealth Management Teams" in 2026. He holds a Bachelor's Degree from Baylor University and has earned multiple professional designations, including Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Mark is involved in his community through participation in the Investment Committee of the American Hospital Association and has served on various boards and organizations, including the Fort Worth Academy, Bridge Emergency Youth Services, the Fort Worth Stock Show Syndicate, the National Multiple Sclerosis Society, and The Gladney Center. His personal interests include golfing, reading, and traveling.

Noe Alvarado is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank in Texas since 2006. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research, with recommendations focused on eligible strategies and supported by customized performance reporting.

Christine Carrillo is a financial advisor at Fidelity with 16 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Fidelity Investments since 2008, including roles at Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm is noted for its use of algorithmic methods and AI in research, as well as its advisory role to multiple registered investment companies.

Emma Beavers is a financial advisor with Raymond James & Associates in Fort Worth, TX, holding a Series 66 designation and seven years of industry experience. Prior to joining Raymond James, she worked at Bank of America and Merrill Lynch. She is also the author of a finance book titled *The ABCs of Finance*. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutional and pension plans, and charitable organizations. The firm offers financial planning, investment consulting, and institutional fiduciary services, drawing on a range of portfolio management styles and affiliated research.

Bailey Benningfield is a Series 66 credentialed financial advisor with Edward Jones in Fort Worth, TX, and has 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.