Jesse Dax is a CFP® professional with 27 years of industry experience, currently serving at J.P. Morgan Securities since 2014. He holds Series 63 and Series 65 licenses and is based in Fort Worth, TX. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Amberly Thurston is a CFP® professional with eight years of experience in financial advisory, currently practicing at OSAIC in Fort Worth, TX. She has been with Royal Alliance Associates since 2016. In addition to her advisory role, she provides insurance solutions through a related insurance agency. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with various investment platforms and tools, supporting both discretionary and non-discretionary portfolio management.

Ian Salazar is a financial advisor with Fidelity in Fort Worth, Texas, holding Series 63 and Series 66 credentials and three years of industry experience. Prior to his advisory role, he sold vintage clothing on eBay as a sole proprietor. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and multi-manager fund structures.

Kyler Nielsen is a financial advisor at Ameriprise in Fort Worth, TX, holding a Series 66 credential with nine years of industry experience. His prior roles include positions at JP Morgan Securities and JP Morgan Chase Bank. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Blaze Mc Mellian is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has previously worked at Ernst & Young LLP and Ausdal Financial Partners, Inc. Outside of his advisory role, Mc Mellian is an owner and influencer at McBets, LLC, where he writes articles and conducts research related to sports. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Antonio Massagli is a financial advisor with Fidelity Investments in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing six years of industry experience. His prior work includes roles at Carvana LLC and the Texas Department of Public Safety. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across a diverse range of investment vehicles.

Joshua Foster is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 25 years of experience in providing personalized financial guidance. Since beginning his career at A.G. Edwards in 1996, he has worked with affluent clients, retirees, business executives, and professionals, particularly in the oil and gas industry. He specializes in executive compensation, family wealth management strategies, small business strategies, tax minimization, and retirement income planning. Joshua earned a Bachelor's degree in English from Texas Wesleyan University and holds professional designations including Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). His approach emphasizes understanding clients’ unique financial situations, goals, and family dynamics to develop customized strategies. Joshua manages business development and investment management, focusing on thorough analysis and client-centered service. Outside of his professional role, Joshua lives in Fort Worth with his wife and son. He is a member of Colonial Country Club and enjoys golfing, running, hiking, skiing, reading, and cooking.

Scott Hernandez is a financial advisor with Equitable Advisors in Fort Worth, TX. He holds Series 65 and Series 63 licenses and has 12 years of industry experience, including six years with Axa Advisors, LLC. Hernandez has been with Equitable Advisors since 2014. Equitable Advisors serves a wide range of clients, including individuals, high-net-worth investors, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered advisory and brokerage model.

Sawyer Link is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding Series 65 and Series 63 credentials and one year of industry experience. His prior experience includes roles at Goldman Sachs & Co. LLC and Stellantis, as well as involvement with Exotic Capital, LLC. He has also worked in academic settings at Texas A&M University. 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 an ESG eligibility framework to support customized, non-discretionary advice.

James Moore is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked for the City of Aledo Fire Marshal Office and held roles in fire and security departments over more than two decades. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options supported by a nationwide network of more than 23,700 advisors. The firm manages approximately $1.01 trillion in assets and provides discretionary and non-discretionary strategies under a fiduciary standard.

Jason Jones is a financial advisor at LPL Financial in Fort Worth, TX, holding a Series 66 designation with 12 years of industry experience. He previously worked at Axa Advisors, LLC for five years before joining LPL Financial in 2019. Outside of his advisory role, he serves as a minister for various churches and owns Active Pain Relief LLC, a business based in Portland, Oregon. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, providing both discretionary and non-discretionary management supported by model portfolios and research.

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 with Raymond James & Associates in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Raymond James & Associates since 2016. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, along with institutional consulting and public finance services.

Melissa Self is a financial advisor with UBS Financial Services in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has been with UBS since 2016. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans aligned with clients' goals and risk tolerances.

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 with LPL Financial in Fort Worth, TX, holding Series 63 and Series 65 credentials and 14 years of industry experience. He previously worked at First Command Advisory Services, First Command Financial Planning, Inc., and First Command Financial Services for over a decade. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, and provides access to proprietary and third-party research and model portfolios.

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 Lewisville, TX, holding a Series 66 designation and over 23 years of industry experience. He has been with Equitable Advisors since 2002, including its predecessor Axa Advisors, and maintains a side business under the name Seebeck & Associates. Additionally, he works as an Uber driver. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Jennifer Curtis is a financial advisor at Morgan Stanley with eight years of industry experience. She holds the Series 66 designation and has worked at multiple firms, including Morgan Stanley Private Bank, Bank of America, Merrill, and Equinox. Curtis is based in Fort Worth, TX. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

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.