Tanner Lemaster is a CFP®-certified financial advisor with 14 years of industry experience. He is currently with Cetera and previously worked with Avantax Advisory Services, First Command Advisory Services, and LPL Financial. He is a partner and owner of Canopy Wealth Strategies, a financial planning business operating through Avantax. 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 a range of portfolio management and financial planning services delivered by over 10,000 advisors nationwide.

Anthony Hill is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan, he has worked in various roles including at JPMorgan Chase Bank and has been involved with Consumer Direct Care Network Texas since 2017, providing home-care services. He also serves on the finance committee of the Presbyterian Night Shelter as a board member. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in their recommendations.

Ryan Lands is a CFP® with nine years of industry experience, currently serving as a financial advisor at Charles Schwab in Fort Worth, TX. His career includes multiple roles at Fidelity Investments from 2016 to 2025 before joining Charles Schwab and Co., Inc. in 2025. Charles Schwab & Co., Inc. serves predominantly high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management services, supported by multi-asset model portfolios and a centralized operational structure.

Skye Vasquez is a Planning Consultant at Fidelity Investments, a role she has held since 2021. In this capacity, she focuses on developing comprehensive financial plans tailored to the unique circumstances of each client. Her professional approach emphasizes transparency and education, aiming to empower clients to make informed financial decisions. Skye is dedicated to building genuine and lasting relationships by understanding the individual aspirations, dreams, and concerns of those she advises. Her commitment to personalized client engagement supports her goal of delivering financial planning services that align closely with each client's specific needs and goals.

Christopher Beavers is a financial advisor with Raymond James & Associates in Fort Worth, TX, holding a Series 66 designation and 16 years of industry experience. He previously worked at Bank of America and Merrill for 11 years before joining Raymond James in 2021. Outside of his advisory role, he is co-owner and author of a forthcoming finance book called the ABC of Finance through Raising Tiny Tycoons. Raymond James & Associates provides financial planning and investment consulting to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, serving both retail and institutional clients with a focus that includes public finance and municipal work.

Jason Fortune is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He is based in Keller, TX. Outside of his advisory role, he is involved in purchasing and managing residential rental properties in Grapevine, TX. 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, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Edward Byrd is a CFP® certificant with 20 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He holds Series 63 and Series 66 licenses and is based in Fort Worth, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard.

Tiffany Smith is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding Series 63 and Series 66 licenses and 17 years of industry experience. She has been with J.P. Morgan Securities LLC and J.P. Morgan Chase Bank, N.A. since 2012. Outside of her advisory role, she serves as a director and treasurer for Cross Made Me Ministries, where she manages bookkeeping and annual tax filings. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Aubrey Wolfe is a financial advisor with Wells Fargo Clearing in Keller, TX, holding Series 63 and Series 65 designations and having 10 years of industry experience. Wolfe has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank, NA. Outside of his advisory role, he serves as an executor for his father's estate. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process 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.

Christopher Cheatheam is a financial advisor with Wells Fargo Clearing in Allen, TX, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank, NA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering a range of advisory services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s IPS-driven process incorporates modern portfolio theory and offers both discretionary and non-discretionary options, including insurance-related investment vehicles and bank deposit sweep programs.

Francisco Zapata Fernandez is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and two years of industry experience. His prior roles include positions at Citizens Securities Inc. and Bank of America N.A./Merrill Lynch. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Tristan Montgomery is a Financial Advisor at Merrill Lynch Wealth Management. He began his career in banking with JPMorgan Chase in 2008 and transitioned to wealth management in 2016, where he works closely with Michael Hasbach. His responsibilities include handling new account openings, managing client service requests, and connecting clients with other partners within Merrill for services such as lending and banking. Tristan holds the Personal Investment Advisor (PIA) designation. Tristan earned a bachelor's degree in Economics from Michigan State University. Originally from Detroit, Michigan, he relocated to Texas shortly after graduation and currently resides in Fort Worth with his wife and five children. His client focus areas include education planning, family wealth management strategies, liquidity management, retirement planning, philanthropic planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Outside of his professional role, Tristan enjoys spending time with his family, attending children's sporting events, participating in church activities, exploring new restaurants, and traveling. His personal interests also include basketball, bowling, football, pickleball, reading, table tennis, tennis, and watching movies. He applies a family-focused philosophy to his client relationships, aiming to help clients pursue their financial goals and live life to the fullest.

Jeremy Williams is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 designation and previously worked at Fidelity Investments for 16 years prior to joining Edward Jones in 2026. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a wide range of households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Heath Warren is an Investment Consultant at Fidelity Investments, a position he has held since 2026. In this role, he partners with clients to help plan, manage, and grow their wealth while providing service that includes building and establishing relationships. Prior to his current role, Heath held positions at Fidelity Investments as an Investment Solutions Representative from 2024 to 2025 and as a CRA from 2023 to 2024. Before joining Fidelity, he worked as an Associate Wealth Planner at Steward Wealth from 2021 to 2023. Heath's professional experience spans various roles in investment consulting and wealth planning, focusing on client partnership and wealth management. Outside of his professional life, Heath has personal interests that include fishing, fitness, pets, soccer, surfing, and tennis.

William Ellis Jr. is a financial advisor with Equitable Advisors in Fort Worth, TX, holding Series 63 and Series 65 designations and having 23 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 2002. Ellis serves as president of Fort Worth Business Professionals and holds board and committee positions with several community organizations, including Big Brothers Big Sisters Tarrant County and Ducks Unlimited. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid advisory and brokerage model with a focus on tailored client services and a variety of advisory program structures.

Jenna Hill is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked in mortgage lending and operated a small custom gifts business, JhettSetter Creations LLC, which creates accessories and event signage. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a range of advisory strategies along with affiliated investment products and fiduciary services.

Michael Hasbach is a Senior Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial strategies that align with their individual goals, utilizing investment insights from Merrill along with banking and lending solutions from Bank of America. Michael holds the Professional Investment Advisor (PIA) designation and earned a Bachelor's Degree from Saint Mary's University of San Antonio. He is committed to participating in his local community through volunteer activities, reflecting the longstanding Merrill tradition of community involvement.

Eugene Lamis is a CFP® professional with over 31 years of experience, currently serving as a financial advisor at Edward Jones since 1993. He participates in community activities including serving on the golf and house committees at Mira Vista Country Club and on the investment committee for United Way Fort Worth. Additionally, he owns and manages Glamis Castle Honeybee, a local honeybee hive maintenance business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with varied investment strategies and over $1 trillion in assets under management, supported by an extensive network of financial advisors and branch offices nationwide.

Lindsey Henry is a financial advisor at LPL Financial with 15 years of industry experience. She holds the Series 66 designation and has worked at firms including Robinhood Markets, Inc., and Fidelity Investments. Henry is based in Fort Worth, TX. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs and financial planning services, supported by model portfolios, research, and advanced technologies.

Jason Lind is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 24 years of industry experience. Prior to his current role since 2019, he worked for FSC Securities Corporation for 10 years. He is also an independent insurance agent. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers a variety of investment implementation options, including proprietary and third-party model strategies, with both discretionary and non-discretionary approaches tailored to client objectives.