Jenna Hill is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked in mortgage lending and operated a small custom gifts business, JhettSetter Creations LLC, which creates accessories and event signage. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a range of advisory strategies along with affiliated investment products and fiduciary services.

Mark Fitz Gibbon is a Series 66 registered advisor with Edward Jones in Burleson, TX, where he has worked since 2018. He has eight years of industry experience, including prior service in the US Army and Texas Army National Guard from 2013 to 2021. Outside of advisory work, he owns and manages a real estate rental business in Fort Worth, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Michael Mcgowan is a financial advisor at Ameriprise Financial Services with 25 years of industry experience. He holds a Series 66 designation and has worked in various capacities at Ameriprise and its predecessor firms since 2001. Outside of his advisory role, he serves as president of SEMJR, Inc., a corporate entity unrelated to investment activities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Michael Hasbach is a Senior Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial strategies that align with their individual goals, utilizing investment insights from Merrill along with banking and lending solutions from Bank of America. Michael holds the Professional Investment Advisor (PIA) designation and earned a Bachelor's Degree from Saint Mary's University of San Antonio. He is committed to participating in his local community through volunteer activities, reflecting the longstanding Merrill tradition of community involvement.

Eugene Lamis is a CFP® professional with over 31 years of experience, currently serving as a financial advisor at Edward Jones since 1993. He participates in community activities including serving on the golf and house committees at Mira Vista Country Club and on the investment committee for United Way Fort Worth. Additionally, he owns and manages Glamis Castle Honeybee, a local honeybee hive maintenance business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with varied investment strategies and over $1 trillion in assets under management, supported by an extensive network of financial advisors and branch offices nationwide.

Jordan Phillips is a financial advisor with Raymond James Financial Services Advisors Inc. in Fort Worth, TX, holding a Series 66 license and 18 years of industry experience. He previously worked at LPL Financial for 13 years and Edward Jones for 5 years. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports a wide advisor network with specialized municipal and public-finance services.

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.

Jeffery Atwell is a financial advisor with LPL Financial in Burleson, TX, holding the Series 66 designation and 16 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Edward Jones. 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.

Jessyca Miller is a financial advisor at LPL Financial with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with LPL Financial since 2015, following three years at PNC Managed Account Solutions, Inc. She is involved in insurance-related activities through several affiliated entities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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 participant-level retirement advice.

Judith Polak is a financial advisor with LPL Financial in Fort Worth, TX, holding Series 63 and Series 66 licenses and 25 years of industry experience. She previously worked at Edward Jones and Prospera Financial Services, with over a decade at Prospera before joining LPL Financial in 2020. 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, third-party asset management, and institutional platforms.

Tyler Raben is Vice President and Branch Leader at Fidelity Investments, a position he has held since 2023. He leads a team of advisors focused on educating clients about various wealth planning strategies. Tyler works directly with clients to develop personalized plans that address their specific financial needs and goals, including asset growth and protection, income generation, and legacy planning. Tyler has been with Fidelity Investments since 2009, progressing through roles such as VP, Regional Planning Consultant; Vice President, Financial Consultant; Financial Consultant; Investment Consultant; Retirement Relationship Manager; Investment Solutions Representative; and Financial Representative. This extensive experience has provided him with a comprehensive understanding of financial consulting and retirement planning. No information regarding Tyler's education, credentials, personal interests, or community involvement was provided.

Ezra Caballero is a financial advisor at Edward Jones in Fort Worth, TX, holding a Series 66 designation with six years of industry experience. His prior work includes roles at JP Morgan Chase and Primerica. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Lance Brawner is a financial advisor with Edward Jones in Fort Worth, TX, holding a Series 66 designation. He has one year of industry experience, joining Edward Jones in 2024 after ten years at Fluor. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Blake Bumgardner is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2019. He works closely with clients to develop tailored financial strategies aimed at achieving their specific goals, emphasizing an educational approach to help clients understand the options available to them through Fidelity. Blake has been with Fidelity Investments since 2016, progressing from Financial Representative to Relationship Manager before his current position. He holds insurance licenses in Arkansas and California, supporting his ability to provide comprehensive financial advice. Outside of his professional responsibilities, Blake enjoys camping, cars, family activities, hiking, motorcycles, and outdoor adventures.

Gary Soben is a financial advisor with Raymond James & Associates in Fort Worth, TX, holding the CFP® and ChFC® designations and possessing 50 years of industry experience. His prior roles include long tenures at Merrill and Bank of America. 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, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.

William Campbell is a financial advisor with Ameriprise in Fort Worth, TX, holding a Series 66 designation and 25 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns Keystone Consulting, a non-investment-related consulting business. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, utilizing a centralized consulting team to deliver tailored, non-discretionary recommendations. The firm combines research, modeling, and tax-efficiency analysis in its approach and offers a broad range of advisory, brokerage, and insurance solutions.

Stephen Coffee is a financial advisor at Cetera with one year of industry experience. He holds the PFS™ designation and has prior experience at Avantax Advisory Services and Snow Garrett Williams Certified Public Accountants. Alongside his advisory role, he is a member of Coffee CPA Services LLC, which provides tax, accounting, and business consulting services. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with diverse portfolio management options and access to third-party money managers, supporting both discretionary and non-discretionary account supervision.

Tyler Davis is a financial advisor at Morgan Stanley in Fort Worth, TX, holding a Series 66 designation with 16 years of industry experience. His prior roles include positions at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Inc. He has been with Morgan Stanley since 2022, working within both Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and proprietary tools to model outcomes, while clients retain responsibility for plan implementation and updates.

Carlos Delgadillo is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and previously worked at Archfellow and in the food service industry. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a range of advisory programs and investment options, managing approximately $1.01 trillion in assets across a large network of financial advisors and branch offices.

Larry Brunell is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at J.P. Morgan Securities, WFG Advisors, and Chase Investment Services Corp. He operates Thirteen Twenty-Two Advisors, an investment-related business affiliated with his LPL practice. 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 diverse range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by research and technology tools.