Jerry Blackard is a financial advisor with Primerica Advisors in Burleson, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been associated with PFS Investments Inc. since 1999 and with Primerica Financial Services since 1995. Outside of advisory work, he is involved in business activities related to loan product sales and home security referrals through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited selection of separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on retail clients rather than institutional or pension plan management.

Lesley Hill is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding a Series 66 designation and 18 years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2013. Outside of her advisory role, she serves on the Finance Committee at St. Patrick Cathedral Church, assisting with financial statement and balance sheet reviews. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

William Elsesser is a financial advisor with Ameriprise in Benbrook, TX, holding a Series 66 designation and seven years of industry experience. He has worked at Ameriprise since 2018, following a year at Northwestern Mutual and five years with the YMCA. Outside of advising, he is involved in independent insurance brokering. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, providing written recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary advice, supported by a centralized retirement-income consulting team.

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 bringing 43 years of industry experience. His prior firms include Signal Securities, Inc. and Rhodes Securities, Inc., and he has operated an independent insurance agency since 1983. He is also involved in teaching continuing education classes and webinars for attorneys. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm provides access to proprietary and third-party investment strategies through multiple platform arrangements, tailored to client objectives, and maintains institutional features such as advisor transition loans and equity participation.

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.

Laura Gonzales is a financial advisor at Raymond James & Associates with 13 years of industry experience. She holds a Series 66 designation and previously worked at Bank of America and Merrill from 2012 to 2023. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, serving both retail and institutional clients with a range of advisory programs.

Jean Fisher is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services Inc from 2008 to 2017. Fisher is based in Fort Worth, TX. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory options. The firm’s approach 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.

Dodge Brown is a CFP® professional with three years of industry experience, currently with Wells Fargo Clearing in Fort Worth, TX. He has worked previously at Edward Jones and Fidelity Investments. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

John Ryan is a Managing Director and Wealth Management Advisor at Merrill Lynch Wealth Management. He joined the industry in 1989 after a brief career as a floor trader at the Chicago Mid-American Exchange and has since worked extensively in family wealth management, focusing on complex financial problem solving, tax minimization, and legacy planning. John and his team strive to develop deep client relationships by providing customized services that emphasize tax efficiency and risk minimization to support both wealth building and preservation processes. John holds multiple FINRA registrations, including Series 3, 7, 63, and 65, along with the Certified Investment Management Analyst (CIMA) designation. He earned a Bachelor's Degree in Finance from Texas Christian University and has been practicing as a wealth management advisor in the Fort Worth area for over 40 years. He is also proficient in English, French, and Spanish. John resides in Fort Worth with his wife Amy Boyd Ryan and their two children. His personal interests include fishing, hiking, reading, running, traveling, language learning, karate, and wine collecting. He has been involved with the Fort Worth Museum of Science and History as a former member of the Board of Trustees and participates with the First Presbyterian Church of Fort Worth.

Fabrice Onomo is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill, Best Buy, Heliana's Pharmacy, and the Department of Public Health Cameroon. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Kelly Bevis is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Prior to joining Wells Fargo Clearing in 2016, Bevis worked at Wells Fargo Advisors LLC from 2009 to 2016. Bevis serves as a finance committee member for United Community Centers and is the treasurer for the National Charity League Fort Worth Chapter. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of investment options, notably insurance-related vehicles and bank deposit sweep programs.

Holly Howard is a financial advisor at Edward Jones with six years of industry experience. She holds the CFP® and Series 66 designations. Prior to joining Edward Jones in 2020, she worked at Baylor Scott & White Surgicare and served as an independent distributor in the health and wellness sector at AdvoCare International. Edward Jones is a wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, with approximately $1.01 trillion in assets under management supported by a nationwide network of over 23,000 financial advisors.

Richard Hammond is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Symonds Wealth Management, Principal Securities Inc., Moloney Securities Co., Inc., Alexander Capital LP, and EDI Financial, Inc. Outside of his advisory work, he is associated with Hammond Asset Management, Inc. and Pine Bark Timberland, LLC, both non-investment-related business entities. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and proprietary research.

John Bator is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021 and previously spent 15 years at Century Management. He holds Series 63 and Series 66 credentials. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

William Beckworth is a financial advisor at Merrill in Fort Worth, TX, holding a Series 66 credential with 10 years of industry experience. His career includes roles at UBS Financial Services and Bank of America, where he has been employed since 2017. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm is integrated into Bank of America’s platform, providing access to a wide range of products and services.

John Adeniji is a CFP®-credentialed financial advisor with J.P. Morgan Securities in Fort Worth, TX, and has 24 years of industry experience. He has worked with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2008. Outside of finance, he has been involved with Be Legend Gaming, LLC from 2020 to 2025. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm’s approach integrates quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Gage Gwin is an Executive Planning Consultant at Fidelity Investments, where he assists executives in working toward their financial goals through benefits utilization and wealth planning. His role involves building relationships with clients, understanding their priorities, and identifying strategies to support a secure financial future. Gage's experience at Fidelity Investments spans several roles since 2020, including Benefits & Planning Consultant, Workplace Planning Consultant, and Workplace Planning Associate. This progression reflects his involvement in various aspects of financial planning and benefits consulting. He holds a California Insurance License.