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.

Marion Philpot is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Woodbury Financial Services and Questar Capital Corporation. Philpot is involved with Preservation Financial, a full-service financial services firm offering securities, retirement planning, insurance, and annuities. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers and managed-account solutions.

Raymond Diffee is a financial advisor at Fidelity with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Fidelity since 2006, including roles at Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Lisa Schaider is a financial advisor at Fidelity with 14 years of industry experience. She holds Series 63 and Series 66 designations and has worked with various Fidelity entities since 2011. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors as well as registered investment companies, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its registration as a commodity pool operator, advisory role to multiple funds, and use of algorithmic methods and AI in its research process.

Michael Lomax is a financial advisor with Charles Schwab & Co., Inc. in Westlake, Texas, holding Series 66 and Series 63 licenses. He has eight years of industry experience, all with Charles Schwab following a 14-year career at AT&T. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory models with access to affiliated discretionary separately managed accounts, offering integrated custody, brokerage, and cash-sweep services.

Cody Stratton is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He previously worked as an Investment Consultant at Fidelity Investments from 2022 to 2024, and held roles as Workplace Planning Consultant I and II at the same company in 2021 and 2022 respectively. In his role, Cody works collaboratively with clients to develop financial plans tailored to their individual needs and family circumstances. He focuses on helping clients improve their financial health through wealth planning and investment strategies that align with their current and future goals. Cody holds insurance licenses in Arkansas and California. Outside of work, he has personal interests that include beach activities, concerts, fitness, golf, soccer, and traveling.

Evan Cantor is a financial advisor with Fidelity Investments in Westlake, TX, holding Series 63 and Series 66 licenses and bringing two years of industry experience. Prior to joining Fidelity, he worked at Goosehead Insurance and has experience with the Dallas Cowboys and the University of North Texas. Fidelity’s Strategic Advisers LLC, where he is based, provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is known for its use of systematic methodologies, AI-driven research, and oversight in managing model portfolios and registered investment companies.

Zachary Buckingham is a financial advisor with Charles Schwab in Westlake, TX, holding Series 66 and Series 63 licenses and three years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2023 and Charles Schwab Bank since 2026. Outside of finance, he has held roles at several companies including McDonald's and Chick-fil-A. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary client advisory with access to discretionary separately managed accounts, supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.

Zachary Bonner is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Thomas Woods is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has previously worked at Total Quality Logistics, Jared, and Amazon. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work and fund management. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Parker Anderson is a financial advisor at Charles Schwab with 5 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab, Charles Schwab Bank, TD Ameritrade, NTX Couriers, and Moviehouse & Eatery. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a blend of non-discretionary advisory services and access to discretionary separately managed accounts, supported by strategic asset allocation and alternative investment options.

Joseph Najarian is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and eight years of industry experience. His work history includes multiple roles at Charles Schwab and its bank from 2016 to the present, with prior experience at Bank of America and Merrill. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, delivering investment guidance through multi-asset model portfolios and a centralized operational structure.

Kevin Hargrove is a Financial Consultant at Fidelity Investments, where he has been serving since 2023. He has extensive experience within Fidelity, having held roles such as Director Retirement Planner in the Tax-Exempt market from 2017 to 2023, and positions focused on retirement and investment solutions from 2013 onward. Kevin is a CERTIFIED FINANCIAL PLANNER™ who partners with clients and their families to develop and maintain financial plans that align with their priorities and values. He holds insurance licenses in Arkansas and California, supporting his ability to serve clients in these regions. Outside of his professional work, Kevin engages in activities including comedy, family activities, fitness, golf, and running.

Nancy Wallace Ruffin is a financial advisor with Ameriprise in Cedar Hill, TX, holding a Series 66 designation and 20 years of industry experience. She has been with Ameriprise and its affiliated entities since 2008. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendation reports. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

John Tiner is a financial advisor with Charles Schwab, holding Series 66 and Series 63 designations and bringing 11 years of industry experience. He has worked at Charles Schwab Bank, SSB, Charles Schwab and Co., Inc., and Td Ameritrade. Outside of his advisory work, he is a co-owner of an inactive company originally intended for organic vegetable farming. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by centralized operations and a multi-asset investment approach.

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.

Roberto Torres is a Planning Consultant at Fidelity Investments, a role he has held since 2025. In this position, he partners with clients and their families to develop customized financial plans tailored to their personal needs. He focuses on collaboration and building strong relationships to create strategies aligned with clients' financial goals. Roberto's experience at Fidelity Investments includes roles as an Investment Solutions Representative from 2022 to 2023 and as a Customer Relationship Advocate from 2019 to 2022. He holds insurance licenses in Arkansas and California. Outside of his professional work, Roberto's personal interests include cars, family activities, social events with friends, golf, horseback riding, and traveling.

Robert Allsup serves as Vice President and Financial Consultant at Fidelity Investments, where he has been since 2020. He brings extensive experience in the financial services industry, having held roles such as Senior Financial Consultant at TD Ameritrade from 2010 to 2020, Fixed Income Specialist at Fidelity Investments between 2008 and 2010, and Investment Consultant at Fidelity from 2006 to 2008. Earlier in his career, he worked as a Service Representative at Fidelity Investments and as a Financial Consultant at Northwestern Mutual. Robert holds an Arkansas Insurance License, supporting his expertise in financial consulting and client service. His approach focuses on simplifying investing and aligning clients' capital use with their values. Outside of his professional role, he enjoys baseball, family activities, fitness, music, pets, and reading.