Emily Pace is a financial advisor with RBC Capital Markets, LLC in Fort Worth, Texas, holding Series 63 and Series 65 licenses and eight years of industry experience. Her prior work includes roles at JPMorgan Chase Bank and J.P. Morgan Securities, as well as experience in restaurant operations. RBC Wealth Management serves individual and institutional clients with tailored advisory programs that offer portfolio management, financial planning, custody, and brokerage services. The firm utilizes a range of investment managers and customizable portfolio strategies to meet client needs.

Jennifer Addison is a financial advisor with Ameriprise in Fort Worth, TX, holding a Series 66 designation and 18 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce written recommendations in partnership with advisors like Addison. The firm provides a wide range of advisory, brokerage, and insurance solutions through its affiliated entities.

Christopher Berzon is a CFP® professional with 20 years of industry experience, currently affiliated with Wells Fargo Clearing. He previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC from 2020 to 2026, and has held multiple roles within Wells Fargo entities since 2011. Outside of his advisory work, he is involved in business development for Bercom LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Kobi Dobbins is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, Dobbins worked at Bank of America/Merrill Lynch from 2015 to 2018. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,700 financial advisors and manages approximately $1.01 trillion in assets.

Marcela Becerra is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 65 and Series 63 licenses and possessing 11 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC and Wells Fargo Bank, N.A. She has over two decades of experience with Wells Fargo affiliates. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Britton Schiavone is an Investment Consultant at Fidelity Investments, where they have been serving since 2025. Prior to this role, Britton held positions as a Central Relationship Manager from 2024 to 2025 and as a Customer Relationship Advocate from 2023 to 2024 within the same company. In their current role, Britton collaborates with clients through a disciplined and thoughtful process to create personalized financial plans that reflect unique goals, values, and circumstances. They focus on turning financial complexity into clarity and promoting strong financial habits to empower individuals and families to pursue their goals with intention and purpose. Outside of work, Britton enjoys fitness, exploring food, playing golf, outdoor adventures, and traveling.

Vu Chung is a financial advisor at UBS Financial Services with four years of industry experience. He holds a Series 66 designation and has been with UBS since 2021, following a 15-year tenure at Prosek Partners. Based in Fort Worth, TX, Chung has focused his career on providing financial advisory services within institutional and individual client segments. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Brittney Derrick is a Series 66 licensed financial advisor with LPL Financial, based in Springtown, TX. She has one year of industry experience and has been with LPL Financial since 2024. In addition to her advisory role, Brittney has worked at Estrella Mountain Community College since 2019. 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 range of services including financial planning, model portfolio programs, third-party asset management, and participant-level retirement advice, supported by advanced research and operational tools.

Thomas Hermann is a financial advisor with Edward Jones in Ft Worth, TX, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Fidelity Investments, First Command Financial, Kestra Investment Services, and self-employment. He has been involved with several entrepreneurial ventures, including Attractively Different, LLC and Valiant Trader, LLC. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated investment products. The firm operates under a fiduciary standard and maintains a large network of advisors and branch offices nationwide.

Cary Terry is a financial advisor with Edward Jones in Ft Worth, 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. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices across the United States.

Rita Wright Oujesky is a financial advisor with Raymond James & Associates in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has been with Raymond James & Associates since 2013. 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 range of clients, including individuals, institutional investors, pension plans, and municipal entities, and offers financial planning, investment consulting, and institutional fiduciary solutions.

Richard Mcdaniel is a CFP® with 20 years of industry experience. He is currently with Wells Fargo Clearing and previously worked at J.P. Morgan Securities Inc. and J.P. Morgan Chase Bank, NA. He serves as a power of attorney and guardian for his mother. 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 advisory approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Fernando Ruiz Puig is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. His prior roles include positions at The House Fort Worth and Grow Plant Shop. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction using proprietary fundamental research combined with quantitative and algorithmic methods. The firm serves multiple registered investment companies and delivers portfolios to intermediary platforms.

Jacqueline West is a financial advisor with Merrill in Fort Worth, TX, holding a Series 66 designation and bringing 20 years of industry experience. She has worked at Merrill since 2007. Outside of her advisory role, she is a co-owner of family rental properties in Texas. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Grant McGuire is a CFP® and CFA® with 11 years of industry experience. He is currently with Wells Fargo Clearing and previously worked at UBS Financial Services from 2016 to 2024. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm follows an IPS-driven advisory process based on modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Jennifer Shields is a financial advisor with Merrill in Fort Worth, TX, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. She has been with Merrill since 1991. 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 plans, corporations, and charitable organizations.

William Lourcey 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. His prior experience includes roles at Cetera and Ameriprise Financial Services, Inc., as well as managing his own advisory practice through Walton Lourcey Wealth Advisors. 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 a broad network of investment adviser representatives.

Ryan Marquardt is a CFP® with 18 years of industry experience, currently affiliated with Fidelity. He has worked at various Fidelity entities since 2007, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds structures.

Erin Kolp is a financial advisor with Ameriprise in Fort Worth, TX, holding a Series 66 designation and bringing one year of industry experience. Prior to joining Ameriprise in 2023, she worked at Carnegie Homes for five years and Endeavor Wall Homes for thirteen years. Outside of her advisory role, she is a consultant for Rodan + Fields, assisting clients with product orders and inquiries. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets, providing detailed Recommendation Reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers these services through a centralized consulting team in partnership with its financial advisors.

Robert Williams is a CFP® with over 31 years of experience in the financial industry. He has worked at J.P. Morgan Securities LLC since 2012 and has been affiliated with JPMorgan Chase Bank, N.A. since 2003. Williams also has experience as an independent advisor. Outside of his advisory work, he is involved in managing private rental property investments. 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 recommends funds and strategies approved through its internal review processes.