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.

Mark Fitz Gibbon is a Series 66 registered advisor with Edward Jones in Burleson, TX, where he has worked since 2018. He has eight years of industry experience, including prior service in the US Army and Texas Army National Guard from 2013 to 2021. Outside of advisory work, he owns and manages a real estate rental business in Fort Worth, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Sterling Piepgrass is a financial advisor at Cetera with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Avantax Insurance Agency, LLC, and Avantax Investment Services, Inc. In addition to his advisory work, he serves as Treasurer on the Board of Directors for the Mayfield Condo Association and operates a CPA practice that provides accounting and tax services for small to mid-size businesses. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of investment management and financial planning services through a multi-manager platform featuring both affiliated and third-party managers, with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Brandt Manns is a financial advisor with Merrill in Fort Worth, TX. He holds a Series 66 designation and began his advisory career in 2026. His prior work experience includes roles at AEP Ohio/Pike Engineering, Ace Hardware Corporation, and The Ohio State University. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm integrates services across Bank of America’s platform, providing access to a wide range of products and investment options.

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.

Wendy Barnes is a financial advisor at Merrill based in Fort Worth, TX, holding Series 63 and Series 66 licenses with 18 years of industry experience. She has been with Merrill and its affiliate, Bank of America, since 2012. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm’s integration with Bank of America allows access to a wide range of products and services beyond typical managed accounts.

Regan Hasley is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding Series 65 and Series 63 licenses with seven years of industry experience. She has been affiliated with various entities within JPMorgan Chase since 2018. 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, offering asset-allocation advice, investment manager searches, and customized performance reporting through a combination of quantitative modeling and centralized due diligence.

Jordan Phillips is a financial advisor with LPL Financial in Fort Worth, TX, holding a Series 66 designation and 18 years of industry experience. He has been with LPL Financial since 2013. 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 of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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 a Series 66 designation and 16 years of industry experience. He previously worked at Wells Fargo Advisors and Edward Jones before joining LPL Financial in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs and consulting services, utilizing model portfolios, research, and various investment strategies across discretionary and non-discretionary management.

Sahar Shakeri is a financial advisor at Merrill with Series 66 credentials and five years of industry experience. She previously worked at RBC Capital Markets and has held multiple roles at Merrill since 2016. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, and institutional fiduciaries. The firm integrates investment management with Bank of America’s broader financial services platform.

Jessyca Miller is a financial advisor with LPL Financial in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with LPL Financial since 2015. Miller is involved in multiple investment-related insurance activities and serves as a licensed agent with Liberty Bankers Insurance Group. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a wide range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios from internal and third-party sources.

Antonio Romero is a Series 66-licensed advisor with Merrill in Fort Worth, TX, where he has worked since 2025. He has one year of industry experience and previously held roles at Icon Logistics, Austin FC, Stonecrest Partners, Consultame LLC, and Texas Tech University. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Amy Benoit is a financial advisor at Merrill in Fort Worth, TX, with three years of industry experience. She holds Series 66 and Series 63 licenses and has prior experience with firms including Charles Schwab, TD Ameritrade, and Fidelity Investments. Outside of her advisory roles, she was self-employed with USA Travels for three years. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, and institutional investors.

James Lipari is a CFP®-credentialed financial advisor with 34 years of industry experience, currently serving clients at UBS Financial Services since 2015. He is based in Fort Worth, Texas. Outside of his advisory role, Lipari is involved with the Big Brother Big Sisters of Kansas City Alumni Board of Directors and serves as a board member and advisor for Urban Bounty Farms, a small hydroponic farm operated by his family. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary capital market assumptions and research to tailor investment plans and provides a broad range of financial products and services through its platform.

Judith Polak is a financial advisor with LPL Financial in Fort Worth, TX, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. She worked at Prospera Financial Services, Inc. for 11 years before joining LPL Financial in 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

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.