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.

Samuel Rouse is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding Series 63 and Series 66 designations and six years of industry experience. He has worked at J.P. Morgan Securities since 2015, including two separate periods totaling seven years, and has been employed at JPMorgan Chase Bank since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program.

Sindhu Marakkanam is a financial advisor at Merrill with a Series 66 credential and no prior industry experience. Her background includes roles in academic and educational settings, such as the University of Texas at Dallas, UTD Reasoning Lab, and Kumon Math and Reading Center. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Susan Mc Adams is a financial advisor at Merrill with 32 years of industry experience. She has held her current role since 2009 and holds Series 63 and Series 66 designations. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Chad Stephens is a CFP® professional with 30 years of industry experience, currently affiliated with Wells Fargo Advisors in Dallas, TX, where he has worked since 2010. He holds Series 63 and Series 65 licenses and owns Starmont Wealth Management, LLC, an investment-related business based in Dallas. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu and integrates advisory services with other financial products and referral channels.

Asad Motiwala is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at J.P. Morgan Securities and JP Morgan Chase Bank. Outside of finance, he is involved in audio and visual services through Pixel One Av LLC and owns Visions Entertainment Inc., a wedding DJ and event coordination business. Wells Fargo Clearing provides retirement plan consulting primarily to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Kristen Low is a financial advisor at Stifel with 14 years of industry experience and a Series 66 designation. She has previously worked at Northern Trust, Merrill, and Morgan Stanley. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

Keenan Levy is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. He has worked at Wells Fargo Clearing since 2021 and has been with Wells Fargo Bank, N.A. since 2018. Prior to his financial services career, he held roles in event operations and retail. 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’s advisory process is IPS-driven and includes investment policy preparation, performance reporting, participant education, and fiduciary investment advice, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Natalie Baires is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 14 years of industry experience. She previously worked at J.P. Morgan Securities and JP Morgan Chase Bank from 2011 to 2023. 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 databases.

Rachelle Wagner is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 10 years of industry experience. Prior to joining Wells Fargo Clearing in 2019, she worked at Merrill and Ameriprise Financial Services. Outside of her advisory work, she co-owns and manages Alarm Control Technicians, Inc., a family business in Fort Worth, TX. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm combines internal research with third-party analytics and offers a range of brokerage and advisory solutions.

Monica Ortiz is a financial advisor with Morgan Stanley in Fort Worth, TX, holding Series 63 and Series 65 licenses and with seven years of industry experience. Her prior work includes roles at Wells Fargo Clearing and Wells Fargo Bank, NA, where she spent several years before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management serves both individuals and institutional clients by providing a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and proprietary market estimates to assist clients in developing financial plans.

Toby Bane is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked for twelve years with Mansfield Independent School District. He also tutors students in science in Grand Prairie, TX. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of over 23,700 financial advisors and maintains affiliated capabilities including a trust company and proprietary mutual funds.

Darryl Fenton is a financial advisor with Edward Jones in Cedar Hill, TX, holding Series 63 and Series 66 licenses and having 31 years of industry experience. He has been with Edward Jones since 1994. 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 strategies supported by a nationwide network of approximately 23,701 advisors.

Christopher Dykstra is a financial advisor with Edward Jones in Fort Worth, TX, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2017 and previously worked with Heritage Capital Corp. and the Alliance Umpires Association. Outside of finance, he umpires high school and college baseball games. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, supported by a large nationwide network of advisors and branch offices.

Francisco Macias is a financial advisor with Merrill in Fort Worth, TX, holding a Series 66 designation. He has one year of experience in the industry and previously worked in hospitality and home improvement sectors. Merrill, along 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 investment strategies for individuals, institutions, and charitable organizations.

Santiago Apodaca III is a financial advisor with LPL Financial, holding a Series 66 designation and over 25 years of industry experience. He has a background that includes roles at TDRS LLC and Waddell & Reed, Inc., with extensive experience in insurance sales and investment consulting. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of portfolio management options and employs advanced operational tools while maintaining oversight of substantial discretionary assets through a large network of advisors.

Garret Geist is a financial advisor with LPL Financial in Fort Worth, TX, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. He has worked at LPL Financial since 2020 and previously held roles at Cetera and American Airlines Federal Credit Union. Geist is also associated with Flagship Financial Group, a DBA for his LPL business activities. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, managing over $819 billion in discretionary assets through a network of more than 22,800 advisors.

Lindy Rangel is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 licenses and having seven years of industry experience. She has been with Wells Fargo Clearing since 2018 and has prior work experience with LYFT and UBER beginning in 2017, as well as Wells Fargo Bank since 2010. Outside of her advisory role, she is an independent consultant selling Scentsy and works as a runner for a food and grocery delivery service. 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 advisory approach incorporates modern portfolio theory and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Benjamin Pittman is a financial advisor with Edward Jones in Irving, TX, holding a Series 66 designation and approximately two years of industry experience. Prior to his current role, he was employed at Edward Jones starting in 2022 and has previous work experience in the retail and service industries, including at In N Out Burger, where he was trained in all aspects of restaurant operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies, incorporating both discretionary and non-discretionary solutions, with additional affiliated services such as mutual funds, trust services, and securities-based lending.

Preston Taylor is a financial advisor at UBS Financial Services in Dallas, TX, holding a Series 66 designation. He began his advisory career in 2026, following prior roles in academic and sports management environments, including multiple positions at Texas Christian University and a stint with Steelhead Capital Management. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances.