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, with nine years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2019, following two years at JP Morgan Securities and JP Morgan Chase Bank, as well as a year with State Farm. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning, including written Recommendation Reports and ongoing advice on 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.

Prince Awuah is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has a background that includes service with the US Public Health Service and the Food & Drug Administration. Outside of his advisory role, he is involved in sales of home security and automation products through a co-located affiliate of his firm. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs largely model-based investment strategies and supports trade execution and custody through third-party providers.

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, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with Equitable Advisors since 2014, previously associated with Axa Advisors, LLC. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm provides financial planning, retirement plan consulting, and a range of asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory solutions.

Sawyer Link is a financial advisor at J.P. Morgan Securities in Fort Worth, TX, with credentials including Series 63 and Series 65. They have experience working at Goldman Sachs & Co. LLC, Stellantis, and Texas A&M University, among other roles. Additionally, Link is involved with Exotic Capital, LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

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 with LPL Financial in Fort Worth, TX, holding a Series 66 designation and 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, Jones serves as a minister at various churches and owns Active Pain Relief LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.

Andrew Lamis is a CFP®-designated financial advisor with Edward Jones in Ft Worth, TX, and has four years of industry experience. Before joining Edward Jones, he worked at Dew Wealth Management and held various roles including at Ridglea Country Club and pursuing full-time education. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

John Mickle is a financial advisor at Raymond James & Associates with 39 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James since 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, pension plans, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services with a variety of portfolio management styles and affiliated research support.

Melissa Self is a financial advisor at UBS Financial Services with 30 years of industry experience. She has held prior roles at Morgan Stanley and Wells Fargo Clearing before joining UBS in 2016. She holds Series 63 and Series 66 licenses. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and provides proprietary research and a range of capital markets services.

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 at LPL Financial in Fort Worth, TX, holding Series 63 and Series 65 licenses with 15 years of industry experience. He previously worked at First Command Advisory Services and its affiliated entities from 2012 to 2026. LPL Financial is a national broker‑dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by advanced operational tools.

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 Fort Worth, TX, holding a Series 66 designation and 24 years of industry experience. He has been with Equitable Advisors since 2002, including prior tenure with Axa Advisors. Outside of his advisory work, he operates a business under the name Seebeck & Associates and works as an Uber driver. Equitable Advisors serves individual and institutional clients, offering financial planning, retirement plan consulting, and various asset management programs. The firm utilizes a range of advisory models, including third-party TAMPs and LPL-sponsored programs, and provides ERISA fiduciary services to qualified plans through credentialed representatives.

Trevor Hoyt is a financial advisor at Ameriprise with nine years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Actum Wealth Advisors, Geneos Wealth Management, and The Prudential Insurance Company of America. Outside of his advisory work, he serves in a non-investment role within his local Church of Jesus Christ of Latter-day Saints congregation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

James Aghayere is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 16 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and Chase Investment Services Corp. 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 range of services including financial planning, model portfolio programs, and institutional platforms, supported by a broad network of investment adviser representatives.

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.