Blayne Fugere is a financial advisor at Merrill with Series 65 and Series 63 licenses and five years of industry experience. Prior to joining Merrill and Bank of America in 2026, Blayne worked for six years at Fidelity Investments. Outside of finance, Blayne’s background includes roles in education with Cleburne ISD and Duncanville ISD, as well as involvement with the Spiral Diner and Rapides Symphony Orchestra. 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 wide range of clients including individuals, high-net-worth clients, and institutional investors.

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.

Mark Truvillion is a financial advisor with J.P. Morgan Securities in Southlake, TX, holding Series 66 and Series 63 licenses and six years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, ID Life, 24 Hour Fitness, and Advocare International. 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 due diligence and applying an ESG eligibility framework in its recommended strategies.

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.

Armando Iglesias is a financial advisor at Edward Jones with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Brokerage Services LLC for five years before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a large network of financial advisors and branch offices. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Sara Zuniga is a financial advisor with Primerica Advisors in Hurst, TX, holding Series 63 and Series 65 licenses and having seven years of industry experience. She has worked at Primerica Advisors since 2018 and previously at Primerica Financial Services starting in 2017. Prior to her financial services career, she spent 13 years with United Independent School District. Outside of advisory work, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure rather than fixed fees.

Daniel Green is a CFP®-designated financial advisor with Edward Jones in Ft Worth, TX, where he has worked since 2003. He holds Series 63 and Series 66 licenses and has 22 years of industry experience. 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, including managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and supported by a large nationwide network of advisors and branch offices.

Robert Neander is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding a Series 66 designation and 24 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. for a combined total of over 19 years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs as part of its broader financial product offerings.

Marcus Mainord is a CFA® charterholder with 20 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. He has worked with the firm since 2007 and is also involved with STMJ LLC, a recently formed entity that owns recreational real estate. J.P. Morgan Securities provides institutional consulting services to clients including corporations and foundations, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Hailey Thibodeaux is a financial advisor with Equitable Advisors in Fort Worth, TX, holding Series 65 and Series 63 licenses and four years of industry experience. Prior to joining Equitable Advisors in 2022, her work history includes roles at MMR Group, BBP Sales, and Posh Boutique. Hailey attended Louisiana State University from 2018 to 2022. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, relying heavily on programs sponsored by LPL Financial and other endorsed third-party managers.

Morgan Duvall is a Wealth Management Advisor with Merrill Lynch Wealth Management. Based in Fort Worth, Texas, Morgan oversees wealth planning activities for their team. Morgan holds a Bachelor's Degree in Information & Operations Management from Texas A&M University and joined Merrill in 2014 after a career in supply chain management consulting. In 2016, Morgan earned the CERTIFIED FINANCIAL PLANNER (CFP) certification and holds additional professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Morgan is qualified to provide traditional financial advice as well as build and manage custom investment strategies, including discretionary management through Merrill's Investment Advisory Program. Morgan's client focus areas include education planning, family wealth management strategies, services for endowments, foundations, and non-profits, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, socially responsible and ESG investing, and women and wealth. Outside of work, Morgan is involved with Christ Chapel Bible Church, Ducks Unlimited, and Westside Little League, and enjoys adventure sports, baseball, boating, camping, fishing, hunting, skiing, and spending time with family.

Amanda Schrama is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. She holds the Series 66 designation and has previously worked at New York Life Investments, Nuveen Asset Management, Nuveen Securities, Deutsche Asset Distributors, and Morgan Stanley. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.