Michael Sawyers is a financial advisor at Merrill with Series 63 and Series 66 credentials and one year of industry experience. He previously worked at Bank of America, Fidelity Investments, and has experience in the food and beverage industry, including a role at Waterproof, where he serves guests and processes transactions. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brandon Williams is a financial advisor with LPL Financial in Fort Worth, TX, holding a Series 66 designation and 18 years of industry experience. He previously worked at Cetera and American Airlines Federal Credit Union. Outside of his advisory role, Williams coaches youth baseball with the Arlington Southwest Little League. LPL Financial serves a broad client base including individuals, retirement plans, and institutions, offering a range of advisory programs and financial planning services supported by extensive research and technology resources.

Marcos Andujar is a financial advisor at Cetera with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms, including Securities America Advisors and Arbor Point Advisors. He is also the owner of Clarity Financial Group, a financial services business. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers.

Gary Willson is a financial advisor with Equitable Advisors in Fort Worth, TX, holding a Series 66 designation and over 26 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory role, Willson serves as a board member and deacon at Broadway Baptist Church and is an ordained minister performing weddings, funerals, and other ministerial functions. 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 various third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor financial solutions to client goals.

Michael Mallory is a financial advisor with Morgan Stanley in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He previously worked at JPMorgan Chase Bank and JPMorgan Securities from 2016 to 2021 before joining Morgan Stanley in 2021. Outside of his advisory role, he serves as a trustee related to a rental property venture. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and offers a broad range of retail and institutional investment solutions.

Ryan Merkel is a financial advisor at Merrill based in Fort Worth, TX, holding a Series 66 designation with 11 years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith, Incorporated since 2014 and is currently affiliated with Bank of America, N.A. since 2019. Outside of his advisory role, Merkel is managing member and general partner of Even Eye Enterprises, LLC, a company that creates and sells children's toys, and he is also involved in creating and selling art and written works. 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 investment strategies for individual, high-net-worth, pension, corporate, and charitable clients.

Brandon Ritchie is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in personal retirement planning, portfolio management services, tax minimization, and retirement income strategies. Brandon works to help clients develop personalized wealth management plans aligned with their financial goals and changing market conditions. He provides access to investment insights from Merrill and banking and lending solutions from Bank of America. Brandon holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from the Oklahoma State University System. Outside of his professional role, he enjoys cooking, fishing, football, and golfing. His approach focuses on uncovering what matters most to clients and their families to create tailored financial strategies.

Keith Burrus is a financial advisor with Thrivent Investment Management in Irving, TX, holding a Series 66 designation and one year of industry experience. His prior experience includes roles at Edward Jones, Ministry Brands, and Pray.com. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering goal-based, holistic analyses and planning without discretionary trading authority. The firm’s services include a combination of planning and managed-account programs under a consolidated billing option called “WealthPlan.”

Eric Charway is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 65 credentials and six years of industry experience. His prior roles include positions at Robinhood and TD Ameritrade, along with involvement in entrepreneurial and nonprofit activities such as Crepes n Things LLC and the Roby House Alumni Foundation Inc. J.P. Morgan Securities LLC primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services through a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Cheryl Lamb is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked with PFSI Investment Inc. since 2018 and has been affiliated with James Jamb, Inc. and Primerica Financial Services since 2005. Outside of advisory roles, she is involved in the sale of home-related products and services through Primerica Mortgage, LLC and Primerica Client Services, Inc. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and selectively managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for portfolio implementation, operating under a tiered wrap-fee structure rather than fixed fees.

William Brawley is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018 and was previously employed at IronPlanet for nine years. 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 in its recommendations.

Winston Trotter is a financial advisor at Ameriprise with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Ameriprise and its related entities since 2014, with brief periods outside the industry. Outside of advising, he is also a high school and college basketball referee. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its specialized Premier Retirement Income service that provides customized retirement planning and ongoing advice focused on income stability and tax-efficient withdrawal strategies.

Maxwell Landgraf is a financial advisor with Equitable Advisors, holding a Series 66 designation and over 22 years of industry experience. He has been with Equitable Advisors since 2003, including time with its predecessor, Axa Advisors. 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 various third-party programs. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to meet client needs.

Alexander Steele is a financial advisor with Fidelity, holding a Series 66 designation and nine years of industry experience. He has worked in various capacities within Fidelity since 2016, including roles at Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it is noted for its use of AI and formal advisory roles to multiple registered funds.

Tiffany Muirhead is a financial advisor at Cetera with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Cetera and Foresters Financial Services in various capacities since 2008. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Catherine McGrath is a financial advisor at Robert W. Baird & Co. with eight years of industry experience. She holds the Series 66 designation and has worked at Robert W. Baird since 2019, following prior roles at Wells Fargo Clearing Services LLC and UBS Financial Services. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals—including high net worth clients—corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm offers a range of services such as financial planning, portfolio management, separately managed accounts, and municipal advisory services, supported by internal research and strategic partnerships.

Jackson Norman is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. He has worked at Wells Fargo Clearing since 2023 and previously held positions at Hatfield Advisors, Colonial Country Club, the University of Oklahoma, and Trinity University. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research, analytics, and diversification principles in its investment approach.

George Mason is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he collaborates one-on-one with clients to develop personalized financial strategies aimed at supporting their long-term goals. He leverages Merrill’s investment insights alongside the banking and lending solutions provided by Bank of America to create flexible wealth management approaches tailored to clients’ evolving needs. George holds a Bachelor's Degree from the University of North Texas and carries the Personal Investment Advisor (PIA) designation. He is committed to community involvement, reflecting Merrill’s tradition of service by volunteering with local organizations. Outside of work, George enjoys a variety of activities including biking, boating, fishing, football, horseback riding, music, racquetball, running, surfing, and spending time with his family.

Rupesh Nepal is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 credentials and possessing eight years of industry experience. He has been with Wells Fargo Clearing since 2018 and also has a concurrent tenure at Wells Fargo Bank, nA dating back to 2015. Outside of his advisory role, he works as a Lyft driver in San Francisco. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Dominique Davis is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, Davis worked at DB Schenker, Globe Life-AIL, DHL, Wells Fargo, Full Sail University, and Bank of America. 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. The firm offers both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.