Natenal Tekletson is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he held various roles across multiple sectors including food service and education. 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, and institutional investors.

Ryan Westmoreland is a Planning Consultant at Fidelity Investments, where he collaborates with clients to develop and maintain financial plans aimed at supporting their long-term retirement and investment objectives. He has been with Fidelity Investments since 2023, progressing through roles including Investment Consultant and Financial Representative before becoming a Planning Consultant in 2025. Prior to joining Fidelity, Ryan worked as an Associate Representative at Thrivent Financial from 2022 to 2023. Ryan's professional experience centers on assisting clients with financial planning and investment strategies. His role involves working closely with individuals to tailor financial solutions that align with their specific retirement and investment goals. Outside of his professional responsibilities, Ryan has interests in fishing, football, golf, spending time at the lake, music, and social events with friends.

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 at J.P. Morgan Securities with 19 years of industry experience. She holds the Series 66 designation and has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank since 2013, following a prior role at Chase Investment Services Corporation. Outside of her advisory duties, she serves on the Finance Committee of St. Patrick Cathedral Church in Fort Worth, Texas. 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, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

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 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 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.

Clayton Claunch is a financial advisor with Merrill in Fort Worth, TX, holding a Series 66 designation and 13 years of industry experience. He has worked at Merrill and Bank of America since 2016. Outside of his advisory role, he owns and operates a property management business focused on short-term rental leasing. 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, high-net-worth clients, pension plans, corporations, and charitable organizations.

Erica Estes is a Financial Consultant at Fidelity Investments, where she has been employed since 2020. She has progressed through several roles within the company, starting as a Workplace Planning Associate, advancing through Workplace Planning Consultant levels I to III, and then serving as a Financial Consultant I before assuming her current position in 2024. As a CERTIFIED FINANCIAL PLANNER™ professional, Erica works with individuals and families to develop, implement, and maintain financial plans aimed at addressing their current needs and future objectives. She focuses on creating personalized financial strategies to help clients achieve financial stability and long-term success. Outside of her professional work, Erica enjoys camping, cooking and baking, gardening, kayaking, and spending time with her pets.

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 with Fidelity in Arlington, TX, holding Series 63 and Series 66 licenses and having 12 years of industry experience. She has been with Fidelity Investments since 2013, including roles at Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm provides discretionary and non-discretionary advisory services, fund advisory, and model portfolios, with distinctive capabilities in commodity pool operations and application of AI-driven methodologies.

Daniel Stratton is a financial advisor with Merrill in Fort Worth, TX, holding a Series 66 designation and three years of industry experience. His work history includes roles at Bank of America, N.A., Merrill, and previous positions outside the financial sector. 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 tailored to individuals, high-net-worth clients, and institutional investors.

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.