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 43 years of industry experience. His career includes roles at Signal Securities, Inc. and Rhodes Securities, Inc., and he has operated his own insurance agency since 1983. In addition to advising, he conducts continuing education classes and webinars for attorneys. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services through a large network of financial professionals. The firm manages a multi-billion dollar asset base and provides access to proprietary model strategies and various account platforms.

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 with Raymond James & Associates, holding a Series 66 designation and 14 years of industry experience. She previously worked at Bank of America and Merrill, where she spent 11 years. Based in Fort Worth, TX, she has been with Raymond James since 2023. 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 client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Jean Fisher is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding a Series 66 designation and 28 years of industry experience. Her previous roles include positions at UBS Financial Services and Merrill. 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 offers both brokerage and advisory solutions and manages approximately $671 billion in assets with over 14,000 advisors.

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.

Martin Durbin is a financial advisor with Cetera, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He has held roles at Avantax Investment Services and 1st Global Advisors and is president of several related entities, including Aperture Wealth Management and a CPA firm. He is also involved in agricultural and ranching operations through Stag Horn Ranch LLC and Durbin Enterprises, Inc., and serves as a board member for the Envision Mineral Wells Foundation, a nonprofit focused on community and economic development. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with access to affiliated and third-party money managers, providing a range of investment options and program structures.

Juliann Vidaurri is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2013. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a combination of fundamental research and quantitative analysis in its investment process and serves as an advisor to multiple registered investment companies and fund-of-funds.

John Ryan is a financial advisor with Merrill in Fort Worth, TX, holding Series 63 and Series 65 credentials and over 41 years of industry experience. He has been with Merrill since 1989 and also has experience at Bank of America, N.A. since 2011. Outside of his advisory role, he is involved in a family-held LLC that owns a second home in Telluride. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage execution and custody services. The firm utilizes multiple program strategies with a focus on manager selection and tax-efficient implementation, supported by its affiliation with Bank of America and a broad capital markets platform.

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 credentials and 30 years of industry experience. Prior to joining Wells Fargo in 2016, Bevis worked for Prudential Equity Group, LLC for seven years. Outside of work, Bevis serves on the finance committee of United Community Centers and is the treasurer for the National Charity League Fort Worth Chapter. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting with a broad range of brokerage and advisory solutions.

Richard Hammond is a financial advisor with LPL Financial in Fort Worth, TX, holding Series 63 and Series 65 credentials and having 30 years of industry experience. He has previously worked at Symonds Wealth Management, Principal Securities Inc., Principal Life Insurance Company, Moloney Securities Co., Inc., Alexander Capital LP, and EDI Financial, Inc. Outside the advisory field, he is associated with Hammond Asset Management, Inc. and Pine Bark Timberland, LLC, which are business entities for tax and investment purposes. 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, supported by advanced research and operational tools.

John Bator is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Century Management for 15 years prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2021. 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. The firm’s advisory process combines quantitative screening and qualitative research to build model asset allocations, with implementation support from affiliated investment management entities.

William Beckworth is a financial advisor at Merrill in Fort Worth, TX, holding a Series 66 designation and with 10 years of industry experience. He previously worked at UBS Financial Services from 2015 to 2017 and has been with Merrill and Bank of America since 2017. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John Adeniji is a CFP® with 24 years of industry experience, currently serving at J.P. Morgan Securities in Fort Worth, TX. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2008. Outside of his advisory role, he has been involved with Be Legend Gaming, LLC. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. Their process integrates quantitative and qualitative research and may include an ESG eligibility framework.

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.

Jamie Yanez is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Their career includes roles at JP Morgan Chase Bank and BBVA Securities Inc. Jamie is based in Benbrook, TX. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, incorporating forward-looking capital market assumptions and an ESG eligibility framework.

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.

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.

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.