David Ducre is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity in 2023, he held various roles including positions in education and nonprofit organizations such as Cedar Hill ISD and the Lawton Salvation Army Boys & Girls Club. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers a range of services including discretionary portfolio management and fund advisory, and it utilizes AI and algorithmic methods in its research and portfolio development.

Emily Pace is a financial advisor with RBC Capital Markets in Fort Worth, TX, holding Series 63 and Series 65 licenses and eight years of industry experience. Her prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and Wells Fargo. She has also worked in the restaurant industry. RBC Wealth Management serves a diverse client base, including individual and institutional investors, through various advisory programs that offer portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Jennifer Addison is a financial advisor with Ameriprise in Fort Worth, TX, holding a Series 66 designation and 18 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce written recommendations in partnership with advisors like Addison. The firm provides a wide range of advisory, brokerage, and insurance solutions through its affiliated entities.

Erin Lucik is a financial advisor at Merrill with 20 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2009. She also has a concurrent affiliation with Bank of America, N.A. since 2008. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christopher Berzon is a CFP® with 21 years of industry experience, currently serving at Wells Fargo Clearing since 2026. He has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2020 to 2026, and had multiple prior roles with Wells Fargo entities between 2006 and 2020. Outside of his advisory work, he is involved in business development and growth activities through Bercom LLC. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Marcela Becerra is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. She has been with Wells Fargo Clearing since 2016 and has also worked with Wells Fargo Bank, N.A. since 2005. 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 combines research from its Investment Institute with third-party analytics to support a diversified investment approach.

Erin Champlin is a CFP®-certified financial advisor with Raymond James Financial in Irving, TX, bringing four years of industry experience. Her prior roles include positions at Chessman Wealth Strategies, First Bank of Manhattan, and the Ron Blue Institute. Outside of advising, she is affiliated with Cadent Capital LLC as a Registered Client Service Associate. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consults using analytical tools and risk profiling, supporting clients through advisory programs and maintaining specialized services such as municipal and public finance advisory.

Nathan Utley is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2024. Prior to this role, he held positions as a Planning Consultant from 2023 to 2024 and as a Workplace Planning Consultant from 2020 to 2022 at the same firm. Before joining Fidelity Investments, Nathan worked as a Commercial Lending Officer at Citizens National Bank from 2016 to 2020. In his financial planning practice, Nathan focuses on helping clients work toward their goals, maintain plans through market volatility, and strive for financial security. He emphasizes trust, integrity, and a strong commitment to clients' interests, acting as an advocate and planning partner throughout all stages of their financial lives. Outside of his professional work, Nathan has interests that include baseball, fitness, football, golf, music, and traveling.

Britton Schiavone is an Investment Consultant at Fidelity Investments, where they have been serving since 2025. Prior to this role, Britton held positions as a Central Relationship Manager from 2024 to 2025 and as a Customer Relationship Advocate from 2023 to 2024 within the same company. In their current role, Britton collaborates with clients through a disciplined and thoughtful process to create personalized financial plans that reflect unique goals, values, and circumstances. They focus on turning financial complexity into clarity and promoting strong financial habits to empower individuals and families to pursue their goals with intention and purpose. Outside of work, Britton enjoys fitness, exploring food, playing golf, outdoor adventures, and traveling.

Vu Chung is a financial advisor at UBS Financial Services with four years of industry experience. He holds a Series 66 designation and has been with UBS since 2021, following a 15-year tenure at Prosek Partners. Based in Fort Worth, TX, Chung has focused his career on providing financial advisory services within institutional and individual client segments. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Brittany Thompson is a Series 66 licensed financial advisor with Edward Jones in Farmers Branch, TX, where she has worked since 2010, accumulating 16 years of industry experience. She is involved in managing rental properties outside of her advisory role. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.

Gene Serrell is a Series 66 licensed advisor with 20 years of experience, currently with J.P. Morgan Securities. His prior experience includes roles at Bank of America, Merrill, and Edward Jones. He is based in North Richland Hills, 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, manager searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and offers broader derivatives and commodities capabilities compared with many institutional advisory programs.

Carlos Arteaga Espinoza is a financial advisor at Merrill with a Series 66 designation. He has been in the industry since 2024, with prior experience at Bank of America. 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 a broad range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Thomas Hermann is a financial advisor with Edward Jones in Ft Worth, TX, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Fidelity Investments, First Command Financial, Kestra Investment Services, and self-employment. He has been involved with several entrepreneurial ventures, including Attractively Different, LLC and Valiant Trader, LLC. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated investment products. The firm operates under a fiduciary standard and maintains a large network of advisors and branch offices nationwide.

Stephen Namy is a financial advisor at Ameriprise with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Ameriprise since 2018, including prior experience at Investment Professionals Inc. Outside of advising, he is involved in family oil drilling businesses and commercial real estate activities. Ameriprise provides retirement-income planning services targeting individuals nearing or in retirement with specific asset thresholds, offering tailored written recommendations on income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis through a centralized consulting team, delivering automated yet customizable retirement income advice.

Stacy Slawnikowski is a financial advisor with Cetera, holding a Series 65 credential and two years of industry experience. She previously worked at Edward Jones for seven years and Avantax Investment Services Inc. for one year. Outside of her advisory roles, she has been involved with What's on Tap since 2023. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and combines discretionary and non-discretionary services across multiple program structures.

Waymon Little Jr. is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 51 years of industry experience. He has been with MML Investors Services, Inc. since 1996. Outside of his advisory role, he receives gas royalties from a lease on his long-term personal residence. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved tools and structured planning engagements.

Brayden Cook is a financial advisor at Cetera with two years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Charles Schwab & Co., Inc. and Highpoint Financial Group, LLC. Cetera is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, supporting both discretionary and non-discretionary strategies across multiple program structures.

Jonathan Wong is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2012. Outside of his advisory role, he is a signer for a family-owned retail clothing business in Honolulu. 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 and profit-sharing plans, corporations, and charitable organizations.

Alijah Wood is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he was involved in digital marketing and consulting through Chappell Digital Marketing and AD Wood Consulting LLC. He also has experience working at World Financial Group and held roles at Texas Christian University and West Ottawa High School. 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 and profit-sharing plans, corporations, and charitable organizations.