Andrea Gerbrand is a financial advisor with J.P. Morgan Securities based in Fort Worth, TX. She holds Series 63 and Series 66 licenses and has five years of industry experience. Outside of her advisory role, Gerbrand assists with a family-owned trucking company and contributes to a wedding planning business operated by a relative, in addition to being involved in an e-commerce fulfillment venture via Amazon. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, and endowments, offering non-discretionary, customized asset allocation advice and manager searches supported by centralized due diligence and a combination of quantitative and qualitative research.

Benjiman Cubbage is a Series 66 licensed financial advisor with four years of industry experience, currently working at Edward Jones in Pantego, TX. His prior experience includes roles at Northwestern Mutual and several positions in the food service industry. He has also been involved with North Texas Soccer and Camp Chateaugay. 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, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Ethan Zornes is a financial advisor at Merrill in Fort Worth, TX, holding a Series 66 designation. He joined Merrill in 2026 and has prior experience working in various roles outside the financial industry, including education and retail. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Aaron Samuels is a financial advisor with Equitable Advisors in Fort Worth, TX, holding Series 63 and Series 65 licenses and with 18 years of industry experience. He has been with Equitable Advisors since 2016 and previously worked at AXA Advisors, LLC. Outside of his advisory role, he serves as Board Chair of the Burleson Area Chamber of Commerce. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm’s approach involves assessing client information and risk tolerance to match clients with advisory programs or discretionary managers, utilizing a mix of proprietary and third-party solutions.

Derek Histen is a financial advisor with LPL Financial in Mansfield, TX, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining LPL Financial, he worked at Charles Schwab for five years. 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 advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jerry Barton is a financial advisor at UBS Financial Services in Dallas, TX, holding Series 63 and Series 65 licenses. He has been with UBS since 2026 and has a background that includes roles in education and small business ventures prior to joining the firm. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.

Shirley Conditt is a financial advisor at J.P. Morgan Securities with 30 years of industry experience. She holds Series 63 and Series 66 credentials and has been with J.P. Morgan Securities since 2012, having worked at JPMorgan Chase Bank, N.A. since 1992. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence, combining quantitative and qualitative research to build model asset allocations aligned with an ESG eligibility framework.

Stuart Smith is a CFP® with 31 years of industry experience, currently affiliated with Wells Fargo Clearing. He previously worked at JPMorgan Securities LLC and was involved with Musicmaker Rockwall LLC d/b/a School Of Rock. Additionally, he serves as a FINRA arbitrator, hearing cases and rendering binding decisions. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from Wells Fargo Investment Institute and third-party sources to guide portfolio management while providing a broad range of financial products through bank and insurance affiliates.

Ronnell Hoeltje is a financial advisor with UBS Financial Services in Fort Worth, TX, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with UBS since 2016. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor plans to client goals.

Marcus Freel is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012, with prior experience at Ameriprise and Chase Investment Services Corp. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process includes centralized due diligence, combining quantitative and qualitative research, and incorporates an ESG eligibility framework in their recommendations.

Ronald Gideon is a financial advisor with Edward Jones in North Richland Hills, TX, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and proprietary mutual funds. The firm operates under a fiduciary standard and supports its clients with a large network of advisors and branch offices across the country.

Amber Mcintyre is a financial advisor with Ameriprise in Fort Worth, TX, holding Series 65 and Series 66 licenses and bringing 12 years of industry experience. She has been with Ameriprise since 2013, initially with Ameriprise Financial Services, Inc., and continuing with Ameriprise from 2020 onward. Outside of her advisory role, she volunteers with the Navy-Marine Corps Relief Society as a caseworker assisting military members with budget education. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides ongoing, tax-aware advice based on comprehensive investment research and proprietary tools.

Jose Torres is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 65 and Series 63 licenses and three years of industry experience. He previously worked at J.P. Morgan Securities LLC and Bank of America. 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.

Paul Dorsey is a financial advisor at Merrill based in Fort Worth, TX, with 17 years of industry experience. He holds the Series 66 designation and has worked at Merrill and Bank of America since 2009, including overlapping roles at both firms. 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 a range of model-based and discretionary investment strategies supported by internal and third-party managers for individuals, high-net-worth clients, and institutions.

Morgan Gross is the Vice President and Branch Leader at Fidelity Investments, where they lead a team of financial professionals dedicated to providing wealth planning and financial services assistance to clients. In this role, Morgan oversees branch operations and ensures the delivery of comprehensive financial advice. Prior to their current position, Morgan served as a Team Leader for Workplace Planning and Advice at Fidelity Investments from 2018 to 2023. This experience provided them with expertise in managing teams focused on workplace financial planning and advisory services. Morgan's professional background is centered around leadership within Fidelity Investments, with a focus on wealth planning and financial services. No additional information about education, credentials, personal interests, or community involvement has been provided.

Matthew Woolley is a financial advisor with Robert Baird & Co. in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at Wachovia Securities since 2002. Outside of his advisory role, he assists with For ALL That Matter, LLC, an online movement focused on personal storytelling and related merchandise. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, and institutional clients with tailored financial planning and portfolio management services that include both traditional and non-traditional investment strategies.

Macario El Zacuhra is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America and T-Mobile, as well as experience with Instituto Juan XXIII. 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 investment strategies for a range of clients including individuals, high-net-worth investors, and charitable organizations.

Steven Chensky is a financial advisor with UBS Financial Services in Ft. Worth, TX, holding Series 63 and Series 66 designations and bringing 37 years of industry experience. He has been with UBS since 2013. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, employing proprietary research and model-based asset allocations to tailor investment strategies.

Joseph James III is a CFP® professional with 29 years of experience in financial advisory. He currently works with LPL Financial in Arlington, TX and has held roles at Greater Texas Federal Credit Union, MML Investors Services, and MassMutual Life Insurance Company. He also serves as Vice President and Investment Services Program Manager at Greater Texas | Aggieland Credit Union. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational and research tools.

Randel Rix is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated with Cetera and its related entities since 2024. Prior to that, he worked at Avantax Advisory Services and Avantax Investment Services for nearly three decades. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors, employing a multi-manager platform with various program options and custodial relationships.