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 16 years of industry experience. She holds a Series 66 designation and has worked at several firms, including Fidelity Investments, Robinhood Markets, and Robinhood Asset Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning and institutional platforms, supported by advanced research tools and a large network of investment adviser representatives.

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.

Wendy Barnes is a financial advisor with Merrill in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has been with Merrill and its affiliate Bank of America, N.A. since 2012. 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 strategies for individuals, high-net-worth clients, and institutional investors.

Regan Hasley is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 65 licenses. Outside of her advisory role, she serves as a board member for the YMCA of Metropolitan Fort Worth. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized manager due diligence and an ESG eligibility framework.

Jordan Phillips is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. He previously worked at Edward Jones for five years before joining LPL Financial in 2013, where he spent 13 years, and more recently has been associated with Raymond James Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a wide range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports its advisors with access to model portfolios, third-party subadvisors, and various investment strategies, alongside a broad platform that includes insurance services and banking partnerships.

Jeremiah Mac Namara is a Series 66 credentialed financial advisor with 17 years of industry experience. He is currently with Morgan Stanley in Fort Worth, Texas, having previously worked at JPMorgan Chase Bank, N.A., JPMorgan Securities LLC, Bank of America, and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides a wide range of advisory programs and tailored financial planning using structured discovery processes and firm-approved tools.

Jeffery Atwell is a financial advisor with LPL Financial in Burleson, TX, holding the Series 66 designation and 16 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Sahar Shakeri is a financial advisor at Merrill with five years of industry experience. She holds the Series 66 designation and has worked at Merrill and RBC Capital Markets. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions (SPS) Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jessyca Miller is a financial advisor at LPL Financial with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with LPL Financial since 2015, following three years at PNC Managed Account Solutions, Inc. She is involved in insurance-related activities through several affiliated entities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and participant-level retirement advice.

James Lipari is a CFP® certified financial advisor with 35 years of industry experience. He has been with UBS Financial Services since 2015 and previously worked at Merrill and Osaic FA, Inc. Lipari serves on the Big Brother Big Sisters of Kansas City Alumni Board of Directors and advises a small family-run hydroponic farm. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, leveraging proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management and offers a wide range of capital markets services.

Judith Polak is a financial advisor at LPL Financial with 24 years of industry experience. She holds Series 63 and Series 66 designations and has worked at LPL Financial since 2020. Her prior experience includes roles at Prospera Financial Services and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management, supported by a large network of advisors and advanced operational tools.

Tyler Raben is Vice President and Branch Leader at Fidelity Investments, a position he has held since 2023. He leads a team of advisors focused on educating clients about various wealth planning strategies. Tyler works directly with clients to develop personalized plans that address their specific financial needs and goals, including asset growth and protection, income generation, and legacy planning. Tyler has been with Fidelity Investments since 2009, progressing through roles such as VP, Regional Planning Consultant; Vice President, Financial Consultant; Financial Consultant; Investment Consultant; Retirement Relationship Manager; Investment Solutions Representative; and Financial Representative. This extensive experience has provided him with a comprehensive understanding of financial consulting and retirement planning. No information regarding Tyler's education, credentials, personal interests, or community involvement was provided.

Randy Odom is a financial advisor at Wells Fargo Advisors in Fort Worth, TX, with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked within Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he has a majority ownership in Odom Private Wealth Management, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning and investment services tailored to clients who meet certain net-worth criteria, utilizing Wells Fargo research and tools to develop personalized recommendations.

Bo Lamar is a financial advisor with J.P. Morgan Securities in Fort Worth, TX. He holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2021, he worked in the energy sector with firms including Renegade Well Services, Diamondback Energy, Taurex Drill Bits, and FDL/Devon Energy. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in constructing investable universes and generally offers advice on a non-discretionary basis.

Ezra Caballero is a financial advisor at Edward Jones in Fort Worth, TX, holding a Series 66 designation with six years of industry experience. His prior work includes roles at JP Morgan Chase and Primerica. 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 and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Debra Faller is a financial advisor at Wells Fargo Clearing with 7 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2018, having worked at Wells Fargo Bank, N.A. since 2005. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Mary Severin is a financial advisor with Morgan Stanley in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She worked at Merrill for 20 years before joining her own practice briefly, then Morgan Stanley in 2026. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment models as part of its financial planning process.

Betsabet Romero is a financial advisor at UBS Financial Services in Fort Worth, TX, with 30 years of industry experience. She has been with UBS since 1994 and holds Series 63 and Series 65 credentials. Outside of her advisory role, Romero serves on the board of directors for the William Mann Community Development Corporation, a community development financial institution. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a range of capital markets and research resources to tailor client solutions.