William Toomey is a financial advisor with Cambridge Investment Research Advisors in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Fred Alger & Company, ClearBridge Investments, BV Securities, and Legg Mason Investor Services. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals. The firm provides both proprietary and unaffiliated model strategies and supports multiple custody and platform arrangements with discretionary and non-discretionary options tailored to client objectives.

Damon Heitland is a financial advisor with Merrill in Fort Worth, TX, holding Series 63 and Series 66 credentials and nine years of industry experience. He has been with Merrill and its affiliate Bank of America since 2011. Merrill, together with 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 Tovar is a financial advisor with Charles Schwab who holds Series 63 and Series 65 licenses and has 34 years of industry experience. Prior to joining Schwab in 2022, he worked at TD Ameritrade Inc. for 12 years. 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 a combination of non-discretionary and discretionary investment guidance, leveraging multi-asset model portfolios and centralized operational support.

Gene Johnson is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 66 credentials. Previously, he worked at TD Ameritrade and Grubbs Infiniti. Outside of his advisory role, he operates an online retail sales business primarily through eBay. Charles Schwab serves a broad client base, focusing on high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm combines a primarily non-discretionary advisory model with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by centralized operational infrastructure.

Myranda Crawford is a financial advisor at Edward Jones with a Series 66 designation and 11 years of industry experience. She previously worked at Mason Joseph LLC from 2015 to 2025 before joining Edward Jones. Outside of her advisory role, she owns Crawford Creek Quails, an agricultural business that raises and sells bobwhite quail to ranches and hunting operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

William Smith is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked across multiple Fidelity entities since 2011, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, as well as fund advisory services.

Michael Lewis is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He previously worked at TD Ameritrade for nine years before joining Schwab in 2022. Outside of his advisory role, he works as an independent contractor for a business called A Closer Look, where he visits and reviews locations. 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 affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence from Schwab Center for Financial Research.

Alexandra Griffis is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 designations and six years of industry experience. She has worked at Charles Schwab since 2019 and has prior experience with Emerald Media Group and the University of Oregon. Charles Schwab & Co., Inc. serves a large client base, 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 and offers a broad range of integrated investment, custody, and brokerage services.

Jonathan Black is a Wealth Management Advisor with Merrill Lynch Wealth Management based in the downtown Fort Worth, Texas office. He began his career in the investment industry in 2005 and has been with Merrill Lynch since 2007. Jonathan's approach involves connecting all aspects of his clients' financial lives to help prioritize and pursue their most important goals, focusing on wealth management planning and financial strategies. He holds a Bachelor of Science degree in Communication Studies from Texas Christian University and has earned several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor™ (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Jonathan's areas of expertise cover a range of services such as college education planning, divorce transition planning, family wealth management, legacy planning, philanthropic planning, socially responsible investing, and services for endowments and non-profits. Beyond his professional responsibilities, Jonathan and his wife are active members of the Fort Worth community. He has served on the Board of Governors for the Fort Worth Club and on the Board of the Fort Worth Chamber of Commerce. They dedicate time to various charitable organizations including the Ronald McDonald House of Fort Worth and are members of Doxology Church in Fort Worth, Texas.

Joshua Evers is a financial advisor with Fidelity in Westlake, TX, holding Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, he worked at the University of Texas at Dallas and was involved with Karate for Kids for nine years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its roles as a commodity pool operator, advisor to registered investment companies, and developer of model portfolios incorporating algorithmic and AI-based methods.

Alexandria Secreast is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Her prior roles include positions at Prime Meridian Bank and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs.

Jared Escamilla is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Fisher Investments, Fidelity Investments, and Morgan Stanley. Outside of his advisory work, he has been involved with Save A Shield Inc and BowKay Designs. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework when recommending strategies and operates within the broader J.P. Morgan broker-dealer and banking organization.

Maximus Panday is a Financial Consultant at Fidelity Investments. In his role, he works with clients to co-create and implement tailored, comprehensive plans aimed at progressing toward their financial goals. Maximus has held various positions within Fidelity Investments since 2013, including Investment Management Consultant II and Workplace Planning Consultant III. He holds insurance licenses for Arkansas and California.

Bernard Havey is a financial advisor with Ameriprise in Fort Worth, TX, holding a Series 66 designation and nine years of industry experience. He previously worked at Edward Jones for eight years and at CVSHealth for eleven years. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies. The firm’s approach involves a centralized team and proprietary tools to deliver customized recommendations within a defined investment framework.

Alexandria Hughes is a financial advisor at Equitable Advisors in Fort Worth, TX, with 10 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Equitable Advisors since 2016, including time when the firm operated as Axa Advisors. Outside of her advisory role, she is a property owner. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, brokerage, insurance, and access to third-party asset management programs. The firm works extensively with program sponsors and managers, offering both discretionary and non-discretionary advisory services.

Diana Sisk is a CFP®-certified financial advisor with 12 years of industry experience, currently working at Fidelity Investments since 2013. She holds a Series 63 license and is a partner in BRD I Partnership, Ltd. located in Waco, Texas. Fidelity’s Strategic Advisers LLC delivers investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of portfolios including multi-manager structures and registered investment companies.

Cody Hambrick is a financial advisor at Edward Jones in Fort Worth, TX, with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Kelsey Bunner is a financial advisor with Charles Schwab, holding a Series 66 designation and three years of industry experience. Her background includes roles at Charles Schwab Bank SSB and Charles Schwab, as well as prior work in retail and municipal positions. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering a combination of non-discretionary advisory and discretionary separately managed accounts.

Meagan Laux is a financial advisor with RBC Capital Markets in Fort Worth, TX, holding a Series 66 designation and 6 years of industry experience. She has been with RBC Capital Markets since 2015 and has concurrently worked as an independent consultant for Mary Kay, focusing on cosmetic sales. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, and charitable organizations, offering a range of advisory programs with tailored investment strategies and integrated portfolio management solutions.

Kianna Farrar is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. Her prior work includes roles at Uber Eats and multiple positions at the University of North Texas. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction using proprietary research, quantitative analysis, and algorithmic methods. The firm is notable for its advisory roles to registered investment companies and use of advanced technology in portfolio management.