Sydney Skrobot is a financial advisor at Charles Schwab with a Series 66 designation and less than one year of industry experience. Prior to joining Charles Schwab, Skrobot spent ten years in full-time education and held positions at Culver Academies. Charles Schwab & Co., Inc. 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 combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by centralized custody and integrated operational structures.

Steven Dunn is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Bank of America. Based in Fort Worth, TX, he has been with J.P. Morgan Securities since 2025. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Ricardo Lira is a CFP® professional with eight years of industry experience. He has worked at Edward Jones since 2017 and was previously employed at TMX Finance for five years. Lira is based in Fort Worth, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

James Stevenson is the Market Leader at Fidelity Investments, where he leads a team of financial professionals and branch leaders. In this role, he oversees the implementation of resources and strategies provided by Fidelity to deliver a comprehensive experience for clients. He has held several leadership positions at Fidelity Investments, including Vice President Market Leader since 2017. Prior to this, he served as Vice President Senior Branch Leader from 2011 to 2017, Vice President Branch Leader from 2005 to 2011, Assistant Branch Leader in 2005, and Proactive Sales Leader from 2001 to 2005. Outside of his professional responsibilities, James has interests in cooking and baking, fitness, food, football, movies, and scuba diving.

Jimmy Pannell is a financial advisor with LPL Financial in Fort Worth, TX, holding a Series 66 credential and 16 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network for five years before joining LPL Financial in 2020. Outside of his advisory work, he owns an event planning and venue business and serves on the Corsicana City Council. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Amy Norman is a CFP® and holds a Series 66 license, with 14 years of industry experience. She has been with Edward Jones in Fort Worth, TX since 2012. 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 and offers various advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Stephen Hutton is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior roles include positions at Woodbury Financial Services and OSAIC. Outside of his advisory work, he is involved in a cleaning business called Purely Pristine. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Jason Johnson is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to understand their personal financial goals and develop strategies aimed at achieving these objectives across short-term, mid-term, and long-term horizons. His services include general investing, retirement planning, and preparing for unforeseen financial needs. In addition, he provides access to specialists in banking, credit, home financing, and small business solutions through Bank of America. Jason holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). He earned a Bachelor's Degree from the University of North Texas.

Katherine Rogers is a CFP®-certified financial advisor with 17 years of industry experience, currently with Cambridge Investment Research Advisors since 2017. She previously worked at Securities America in various capacities from 2010 to 2017. In addition to her advisory role, she operates as an independent insurance agent through multiple entities in Fort Worth, TX. Cambridge Investment Research Advisors serves a broad client base, including individuals across wealth levels, retirement plans, and charitable organizations, offering a range of financial planning and investment management services. The firm provides multiple portfolio management approaches via a large network of independent Financial Professionals, with offerings that include proprietary and third-party model strategies.

Debra Jones is a financial advisor with Wells Fargo Clearing in Arlington, TX, holding a Series 66 designation and 20 years of industry experience. She has been with Wells Fargo in various capacities since 2004, including her current role at Wells Fargo Clearing since 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Anthony Hill is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan, he has worked in various roles including at JPMorgan Chase Bank and has been involved with Consumer Direct Care Network Texas since 2017, providing home-care services. He also serves on the finance committee of the Presbyterian Night Shelter as a board member. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in their recommendations.

Ryan Lands is a CFP® with nine years of industry experience, currently serving as a financial advisor at Charles Schwab in Fort Worth, TX. His career includes multiple roles at Fidelity Investments from 2016 to 2025 before joining Charles Schwab and Co., Inc. in 2025. Charles Schwab & Co., Inc. serves predominantly high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management services, supported by multi-asset model portfolios and a centralized operational structure.

Skye Vasquez is a Planning Consultant at Fidelity Investments, a role she has held since 2021. In this capacity, she focuses on developing comprehensive financial plans tailored to the unique circumstances of each client. Her professional approach emphasizes transparency and education, aiming to empower clients to make informed financial decisions. Skye is dedicated to building genuine and lasting relationships by understanding the individual aspirations, dreams, and concerns of those she advises. Her commitment to personalized client engagement supports her goal of delivering financial planning services that align closely with each client's specific needs and goals.

William Strait is a Series 66 licensed financial advisor with Edward Jones, where he has worked for 10 years. He also serves as owner and coach for the Silverado Stampede, a select baseball organization in Millsap, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Tiffany Smith is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding Series 63 and Series 66 licenses and 17 years of industry experience. She has been with J.P. Morgan Securities LLC and J.P. Morgan Chase Bank, N.A. since 2012. Outside of her advisory role, she serves as a director and treasurer for Cross Made Me Ministries, where she manages bookkeeping and annual tax filings. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Aubrey Wolfe is a financial advisor with Wells Fargo Clearing in Keller, TX, holding Series 63 and Series 65 designations and having 10 years of industry experience. Wolfe has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank, NA. Outside of his advisory role, he serves as an executor for his father's estate. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Christopher Cheatheam is a financial advisor with Wells Fargo Clearing in Allen, TX, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank, NA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering a range of advisory services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s IPS-driven process incorporates modern portfolio theory and offers both discretionary and non-discretionary options, including insurance-related investment vehicles and bank deposit sweep programs.

Heath Warren is an Investment Consultant at Fidelity Investments, a position he has held since 2026. In this role, he partners with clients to help plan, manage, and grow their wealth while providing service that includes building and establishing relationships. Prior to his current role, Heath held positions at Fidelity Investments as an Investment Solutions Representative from 2024 to 2025 and as a CRA from 2023 to 2024. Before joining Fidelity, he worked as an Associate Wealth Planner at Steward Wealth from 2021 to 2023. Heath's professional experience spans various roles in investment consulting and wealth planning, focusing on client partnership and wealth management. Outside of his professional life, Heath has personal interests that include fishing, fitness, pets, soccer, surfing, and tennis.

William Ellis Jr. is a financial advisor with Equitable Advisors in Fort Worth, TX, holding Series 63 and Series 65 designations and having 23 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 2002. Ellis serves as president of Fort Worth Business Professionals and holds board and committee positions with several community organizations, including Big Brothers Big Sisters Tarrant County and Ducks Unlimited. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid advisory and brokerage model with a focus on tailored client services and a variety of advisory program structures.

Carolyn Rocha is a CFP® and holds a Series 66 license with 15 years of industry experience. She has been with Edward Jones since 2010. 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 wide range of advisory services, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds.