Andrew Lamis is a CFP®-designated financial advisor at Edward Jones with three years of industry experience. Before joining Edward Jones in 2022, he worked at Dew Wealth Management and has a background that includes education roles and employment at Ridglea Country Club. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

John Mickle is a financial advisor at Raymond James & Associates with 39 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James since 2016. 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 wide range of clients, including individuals, institutions, pension plans, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services with a variety of portfolio management styles and affiliated research support.

Melissa Self is a financial advisor at UBS Financial Services with 30 years of industry experience. She has held prior roles at Morgan Stanley and Wells Fargo Clearing before joining UBS in 2016. She holds Series 63 and Series 66 licenses. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and provides proprietary research and a range of capital markets services.

Daniel Hancock is a financial advisor with J.P. Morgan Securities. He holds a Series 66 designation and has industry experience beginning in 2025. His background includes service in the United States Army from 2019 to 2024 and education at Cornell University from 2024 to 2026. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Aaron Dunda is a financial advisor at LPL Financial in Fort Worth, TX, holding Series 63 and Series 65 licenses with 15 years of industry experience. He previously worked at First Command Advisory Services and its affiliated entities from 2012 to 2026. LPL Financial is a national broker‑dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by advanced operational tools.

Chelsea Alexander is a financial advisor with Ameriprise in Aledo, TX, holding a Series 66 designation and 17 years of industry experience. She previously worked at Bank of America and Merrill before joining Ameriprise in 2019. Alexander serves on the Board of Directors at Texas Christian University. Ameriprise offers a retirement-income planning service focused on clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Ronald Heath is a financial advisor with Equitable Advisors in Fort Worth, TX, holding a Series 66 designation and 24 years of industry experience. He has been with Equitable Advisors since 2002, including prior tenure with Axa Advisors. Outside of his advisory work, he operates a business under the name Seebeck & Associates and works as an Uber driver. Equitable Advisors serves individual and institutional clients, offering financial planning, retirement plan consulting, and various asset management programs. The firm utilizes a range of advisory models, including third-party TAMPs and LPL-sponsored programs, and provides ERISA fiduciary services to qualified plans through credentialed representatives.

Trevor Hoyt is a financial advisor with Ameriprise in Arlington, TX, holding Series 65 and Series 63 licenses and nine years of industry experience. His prior work includes roles at Actum Wealth Advisors, Geneos Wealth Management, Advanced Financial Planning, and Prudential Insurance. Outside of his advisory work, he has a church assignment within the Church of Jesus Christ of Latter-day Saints involving the handling of tithing envelopes. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Deanna Andrews is a financial advisor with Ameriprise in Granbury, TX, holding a Series 66 designation and bringing one year of industry experience. She previously worked at Aon, plc and Higginbotham. Outside of her advisory role, she serves as a choral scholar at Broadway Baptist Church, participating in rehearsals and worship services. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports through a centralized consulting team.

Daniel Green is a CFP®-designated financial advisor with Edward Jones in Ft Worth, TX, where he has worked since 2003. He holds Series 63 and Series 66 licenses and has 22 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and supported by a large nationwide network of advisors and branch offices.

Robert Neander is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding a Series 66 designation and 24 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. for a combined total of over 19 years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs as part of its broader financial product offerings.

Marcus Mainord is a CFA® charterholder with 20 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. He has worked with the firm since 2007 and is also involved with STMJ LLC, a recently formed entity that owns recreational real estate. J.P. Morgan Securities provides institutional consulting services to clients including corporations and foundations, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Hailey Thibodeaux is a financial advisor with Equitable Advisors in Fort Worth, TX, holding Series 65 and Series 63 licenses and four years of industry experience. Her prior roles include positions at MMR Group and BBP Sales, as well as experience in retail and fitness settings. Equitable Advisors serves individual and institutional clients, offering financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm emphasizes matching clients to appropriate program models or discretionary managers, utilizing both proprietary and third-party solutions.

Morgan Duvall is a Wealth Management Advisor with Merrill Lynch Wealth Management. Based in Fort Worth, Texas, Morgan oversees wealth planning activities for their team. Morgan holds a Bachelor's Degree in Information & Operations Management from Texas A&M University and joined Merrill in 2014 after a career in supply chain management consulting. In 2016, Morgan earned the CERTIFIED FINANCIAL PLANNER (CFP) certification and holds additional professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Morgan is qualified to provide traditional financial advice as well as build and manage custom investment strategies, including discretionary management through Merrill's Investment Advisory Program. Morgan's client focus areas include education planning, family wealth management strategies, services for endowments, foundations, and non-profits, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, socially responsible and ESG investing, and women and wealth. Outside of work, Morgan is involved with Christ Chapel Bible Church, Ducks Unlimited, and Westside Little League, and enjoys adventure sports, baseball, boating, camping, fishing, hunting, skiing, and spending time with family.

Amanda Schrama is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. She holds the Series 66 designation and has previously worked at New York Life Investments, Nuveen Asset Management, Nuveen Securities, Deutsche Asset Distributors, and Morgan Stanley. 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 services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Jesus Saenz is a Financial Consultant at Fidelity Investments, a position he has held since 2024. In this role, he engages clients in financial planning conversations and works collaboratively to develop strategies that align with their future goals. His approach focuses on helping clients build, preserve, and transition wealth through comprehensive financial plans. Prior to his current role, Jesus held several positions at Fidelity Investments, including Planning Consultant from 2022 to 2024, Relationship Manager in 2022, and Financial Representative from 2021 to 2022. Before joining Fidelity, he worked as a Relationship Banker at Wells Fargo Bank, N.A. from 2016 to 2021. This experience has contributed to his expertise in financial planning and client relationship management.

Deana Butler is a financial advisor at OSAIC with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has held roles at several firms, including Charles R. Green & Associates and SagePoint Financial. Butler also serves as Vice President of Operations at Charles R. Green & Associates, where she oversees client account maintenance and operational functions. OSAIC serves a diverse client base ranging from individual investors to institutional entities, offering integrated brokerage and advisory services with a focus on asset allocation, risk management, and access to multiple investment platforms and third-party managers.

Vicki Russell is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 10 years of industry experience. She has been with Wells Fargo Clearing since 2016 and has over 27 years of tenure with Wells Fargo Bank, NA. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Hillery Emms is a financial advisor with Robert W. Baird & Co. in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Robert W. Baird since 2013. The DDK Group, part of Robert W. Baird’s Private Wealth Management practice, serves individuals, families, pensions, corporations, and institutional clients by providing financial planning, portfolio management, and brokerage services. The team customizes strategies using a mix of in-house and third-party managers, offering a range of traditional and non-traditional investment approaches.

Tyler Grant is an advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 licenses. He began his career in the financial industry in 2023 and joined Wells Fargo Clearing in 2025. Outside of his advisory role, he has experience working with BeeHive Homes of McKinney and previously worked in the food service and education sectors. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.