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.

Lindsey Henry is a financial advisor at LPL Financial with 15 years of industry experience. She holds the Series 66 designation and has worked at firms including Robinhood Markets, Inc., and Fidelity Investments. Henry is based in Fort Worth, TX. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs and financial planning services, supported by model portfolios, research, and advanced technologies.

Jason Lind is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 24 years of industry experience. Prior to his current role since 2019, he worked for FSC Securities Corporation for 10 years. He is also an independent insurance agent. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers a variety of investment implementation options, including proprietary and third-party model strategies, with both discretionary and non-discretionary approaches tailored to client objectives.

Jay Cawthon is a financial advisor with Edward Jones in Weatherford, TX, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. 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 solutions supported by a large national network of advisors and branch offices.

Regan Hasley is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding Series 65 and Series 63 licenses with seven years of industry experience. She has been affiliated with various entities within JPMorgan Chase since 2018. Outside of her advisory role, she serves as a board member for the YMCA of Metropolitan Fort Worth. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through a combination of quantitative modeling and centralized due diligence.

Jordan Phillips is a financial advisor with LPL Financial in Fort Worth, TX, holding a Series 66 designation and 18 years of industry experience. He has been with LPL Financial since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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.

Jessyca Miller 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. She has been with LPL Financial since 2015. Miller is involved in multiple investment-related insurance activities and serves as a licensed agent with Liberty Bankers Insurance Group. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a wide range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios from internal and third-party sources.

James Lipari is a CFP®-credentialed financial advisor with 34 years of industry experience, currently serving clients at UBS Financial Services since 2015. He is based in Fort Worth, Texas. Outside of his advisory role, Lipari is involved with the Big Brother Big Sisters of Kansas City Alumni Board of Directors and serves as a board member and advisor for Urban Bounty Farms, a small hydroponic farm operated by his family. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary capital market assumptions and research to tailor investment plans and provides a broad range of financial products and services through its platform.

Judith Polak is a financial advisor with LPL Financial in Fort Worth, TX, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. She worked at Prospera Financial Services, Inc. for 11 years before joining LPL Financial in 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

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.

Randy Odom is a financial advisor at Wells Fargo Advisors in Fort Worth, TX, with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked within Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he has a majority ownership in Odom Private Wealth Management, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning and investment services tailored to clients who meet certain net-worth criteria, utilizing Wells Fargo research and tools to develop personalized recommendations.

Bo Lamar is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding Series 65 and Series 63 licenses. He has four years of industry experience, having worked previously with Renegade Well Services, Diamondback Energy, Taurex Drill Bits, and FDL/Devon Energy. 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 an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and offers non-discretionary advisory services through a select group of Wealth Advisors.

Debra Faller is a financial advisor at Wells Fargo Clearing with 7 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2018, having worked at Wells Fargo Bank, N.A. since 2005. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Mary Severin is a financial advisor with Morgan Stanley in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She worked at Merrill for 20 years before joining her own practice briefly, then Morgan Stanley in 2026. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment models as part of its financial planning process.

Betsabet Romero is a financial advisor at UBS Financial Services in Fort Worth, TX, with 30 years of industry experience. She has been with UBS since 1994 and holds Series 63 and Series 65 credentials. Outside of her advisory role, Romero serves on the board of directors for the William Mann Community Development Corporation, a community development financial institution. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a range of capital markets and research resources to tailor client solutions.

Jonathan Medina is a Series 66-licensed financial advisor with Merrill, based in Fort Worth, TX. He has eight years of industry experience and has also worked at Bank of America, N.A. for ten years. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm is integrated into Bank of America’s broader corporate platform, providing access to a wide range of investment products and services.

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.

Abraham Zelenyak is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and five years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2021, and previously spent a year at Highland Wealth - Northwestern Mutual. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Gary Soben is a CFP® and ChFC® with 50 years of experience in the financial industry. He is currently with Raymond James & Associates, having joined the firm in 2023. His prior experience includes roles at Bank of America and Merrill, where he worked for 14 and 48 years respectively. Raymond James & Associates provides financial planning and investment consulting to a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through both non-discretionary and discretionary programs and maintains specialized capabilities in public finance and municipal work.