Skye Vasquez is a Planning Consultant at Fidelity Investments, a role she has held since 2021. In this capacity, she focuses on developing comprehensive financial plans tailored to the unique circumstances of each client. Her professional approach emphasizes transparency and education, aiming to empower clients to make informed financial decisions. Skye is dedicated to building genuine and lasting relationships by understanding the individual aspirations, dreams, and concerns of those she advises. Her commitment to personalized client engagement supports her goal of delivering financial planning services that align closely with each client's specific needs and goals.

Christopher Beavers is a financial advisor with Raymond James & Associates in Fort Worth, TX, holding a Series 66 license and 16 years of industry experience. He previously worked at Bank of America and Merrill for 11 years. Outside of his advisory role, he co-owns and authors a finance book titled *The ABC of Finance* with his wife. Raymond James & Associates is a large firm serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, employing various portfolio management styles supported by extensive research and affiliated sub-advisers.

Peter Phan is a financial advisor at Osaic with 10 years of industry experience. He holds Series 66 and Series 63 credentials and previously worked at Lincoln Financial Advisors Corporation for 14 years. In addition to his advisory role, he also serves as an agent offering fixed insurance products and works with Denali Wealth Management as a financial planner. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning and retirement plan consulting. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization, supported by various tools and strategies, and is notable for its scale, complex affiliate network, and recent consolidation activities.

Edward Byrd is a CFP® certificant with 20 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He holds Series 63 and Series 66 licenses and is based in Fort Worth, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard.

Tiffany Smith is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds Series 63 and Series 66 designations and has been with J.P. Morgan firms since 2011. Outside of her advisory role, she serves as a director and treasurer for Cross Made Me Ministries, handling bookkeeping and annual tax filings. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence that incorporates both quantitative and qualitative research.

Aubrey Wolfe is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has been with Wells Fargo Clearing since 2016 and concurrently affiliated with Wells Fargo Bank, N.A. since 2005. Wolfe serves as an executor in a family-related fiduciary capacity. 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 utilizes research and analytics to support diversified investment approaches and offers both brokerage and advisory solutions.

Christopher Cheatheam is a financial advisor with Wells Fargo Clearing in Fort Worth, TX. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. Cheatheam has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank, N.A. since 2008. 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.

Francisco Zapata Fernandez 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 Citizens Securities Inc. and Bank of America N.A./Merrill Lynch. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their non-discretionary program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by a centralized due diligence process and a combination of quantitative and qualitative research.

Tristan Montgomery is a Financial Advisor at Merrill Lynch Wealth Management. He began his career in banking with JPMorgan Chase in 2008 and transitioned to wealth management in 2016, where he works closely with Michael Hasbach. His responsibilities include handling new account openings, managing client service requests, and connecting clients with other partners within Merrill for services such as lending and banking. Tristan holds the Personal Investment Advisor (PIA) designation. Tristan earned a bachelor's degree in Economics from Michigan State University. Originally from Detroit, Michigan, he relocated to Texas shortly after graduation and currently resides in Fort Worth with his wife and five children. His client focus areas include education planning, family wealth management strategies, liquidity management, retirement planning, philanthropic planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Outside of his professional role, Tristan enjoys spending time with his family, attending children's sporting events, participating in church activities, exploring new restaurants, and traveling. His personal interests also include basketball, bowling, football, pickleball, reading, table tennis, tennis, and watching movies. He applies a family-focused philosophy to his client relationships, aiming to help clients pursue their financial goals and live life to the fullest.

Jeremy Williams is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 designation and previously worked at Fidelity Investments for 16 years prior to joining Edward Jones in 2026. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a wide range of households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Heath Warren is an Investment Consultant at Fidelity Investments, a position he has held since 2026. In this role, he partners with clients to help plan, manage, and grow their wealth while providing service that includes building and establishing relationships. Prior to his current role, Heath held positions at Fidelity Investments as an Investment Solutions Representative from 2024 to 2025 and as a CRA from 2023 to 2024. Before joining Fidelity, he worked as an Associate Wealth Planner at Steward Wealth from 2021 to 2023. Heath's professional experience spans various roles in investment consulting and wealth planning, focusing on client partnership and wealth management. Outside of his professional life, Heath has personal interests that include fishing, fitness, pets, soccer, surfing, and tennis.

William Ellis Jr. is a financial advisor with Equitable Advisors in Fort Worth, TX, holding Series 63 and Series 65 credentials and over 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 or committee roles with several community organizations including Big Brothers Big Sisters Tarrant County, the Boy Scouts of America Longhorn Council, and Ducks Unlimited. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm’s approach includes matching clients to program models or discretionary managers, often through third-party asset managers and advisory programs, and offers a range of investment options including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Jenna Hill is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked in mortgage lending and operated a small custom gifts business, JhettSetter Creations LLC, which creates accessories and event signage. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a range of advisory strategies along with affiliated investment products and fiduciary services.

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 18 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Avantax Insurance Agency, Avantax Investment Services, and operates a CPA practice specializing in accounting and tax services. He serves as Treasurer on the Board of Directors for the Mayfield Condo Association. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management and consulting services, supporting discretionary and non-discretionary strategies across a range of program structures.

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 16 years of industry experience. She holds a Series 66 designation and has worked at several firms, including Fidelity Investments, Robinhood Markets, and Robinhood Asset Management. 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 broad range of advisory and brokerage services, including financial planning and institutional platforms, supported by advanced research tools and a large network of investment adviser representatives.

Jason Lind is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 24 years of industry experience and has previously worked at FSC Securities Corporation and Leo Brokerage, LLC. In addition to his advisory role, Lind is an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individual investors, pension plans, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management through multiple platforms and proprietary model strategies.

Wendy Barnes is a financial advisor with Merrill in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has been with Merrill and its affiliate Bank of America, N.A. since 2012. 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 strategies for individuals, high-net-worth clients, and institutional investors.