Mark Ramirez is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on helping clients develop personalized wealth management strategies that are responsive to changing market conditions and aligned with their financial goals. Mark holds a Bachelor's Degree from the University of Texas System and has earned the Professional Investment Advisor (PIA) designation. He emphasizes building strong client relationships to provide tailored financial advice that supports long-term success. Outside of his professional work, Mark enjoys a variety of activities including baseball, fishing, football, golfing, hunting, pickleball, skiing, tennis, traveling, and spending time with his family.

Bryan Urbach is a financial advisor with Ameriprise in Grapevine, TX, holding Series 63 and Series 66 licenses and six years of industry experience. He has previously worked at Fidelity Brokerage Services, State Farm Insurance, and MonkeySports, Inc. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Rebecca Martin is a financial advisor at Cetera with seven years of industry experience. She holds a Series 66 designation and has worked at Cetera Wealth Services, Avantax Insurance Agency, and Intuit TurboTax Live. Martin is the president of the Dallas-Fort Worth chapter of the Texas Society of Enrolled Agents, where she oversees chapter operations and advocacy initiatives. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Richard Johnson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding the designations ChFC® and PFS™ and bringing 30 years of industry experience. He has worked at Raymond James since 2013 and has also served as CEO of R. Barry Johnson & Company PC, an accounting and CPA firm, since 1990. In addition to his advisory role, he manages client relations and service at his accounting firm. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and investment consulting using various analytical tools and supports municipal and public finance work through its affiliation with a municipal advisor.

Sydney Skrobot is a financial advisor at Charles Schwab with one year of industry experience. She holds a Series 66 designation and previously spent ten years in full-time education. Before joining Schwab, she also worked at Culver Academies for two years. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment options, supported by multi-asset model portfolios, centralized operations, and a formal process for alternative investment offerings.

Ryan Sanders is a Series 66-licensed financial advisor with Edward Jones in Colleyville, TX, where he has worked since 2014. He has 12 years of industry experience. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Steven Dunn is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Bank of America. Based in Fort Worth, TX, he has been with J.P. Morgan Securities since 2025. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

John Storer is a financial advisor at Merrill with a Series 66 credential. He has held positions at multiple firms including Northwestern Mutual and Bank of America. He has also worked in educational environments at Texas Christian University and secondary schools. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

Ricardo Lira is a CFP® professional with eight years of industry experience. He has worked at Edward Jones since 2017 and was previously employed at TMX Finance for five years. Lira 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, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Bryan Yach is a CFP® professional with 15 years of industry experience. He is currently affiliated with Cetera and its related entities, having previously worked at Fidelity Investments for over a decade. His background includes roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and operates through a large nationwide network of independent advisors.

Paul Brewer is a financial advisor at Edward Jones holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked in various roles including positions at Texas Card House and Poker House of Dallas. 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 strategies and operates a nationwide network of financial advisors and branch offices.

James Stevenson is the Market Leader at Fidelity Investments, where he leads a team of financial professionals and branch leaders. In this role, he oversees the implementation of resources and strategies provided by Fidelity to deliver a comprehensive experience for clients. He has held several leadership positions at Fidelity Investments, including Vice President Market Leader since 2017. Prior to this, he served as Vice President Senior Branch Leader from 2011 to 2017, Vice President Branch Leader from 2005 to 2011, Assistant Branch Leader in 2005, and Proactive Sales Leader from 2001 to 2005. Outside of his professional responsibilities, James has interests in cooking and baking, fitness, food, football, movies, and scuba diving.

Jimmy Pannell is a financial advisor at LPL Financial with 17 years of industry experience. He holds the Series 66 credential and has previously worked at Wells Fargo Advisors Financial Network and Edward Jones. In addition to his advisory role, he owns an event planning and venue business, Royal Arrival, and serves on the Corsicana City Council. 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 institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by technology tools for operational and research assistance.

Paul Linville is a financial advisor with J.P. Morgan Securities in Ft. Worth, TX, holding Series 63 and Series 66 designations and 14 years of industry experience. He has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC offers investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, which includes asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm integrates quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Amy Norman is a CFP® and holds a Series 66 license, with 14 years of industry experience. She has been with Edward Jones in Fort Worth, TX since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers various advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Elsie Bohn is a financial advisor at Raymond James Financial with a Series 66 designation and no prior industry experience. Before entering finance, she worked in education at several schools and was employed at Sumo Sushi from 2020 to 2022. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers non-discretionary planning tailored to client goals using various analytical tools and supports advisory programs through a large network of affiliated advisors.

Israel Anderson is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2016, progressing through several positions including Financial Associate I and II, Workplace Planning Associate and Consultant at various levels, and Financial Consultant 1 prior to his current role. His professional experience is centered on helping clients build sustainable financial plans by simplifying complex financial concepts. He holds insurance licenses in Arkansas and California. Outside of his professional work, Israel enjoys activities such as baseball, spending time at the beach, family activities, hiking, and running.

Jason Johnson is a financial advisor at Merrill with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America, Charles Schwab, and TD Ameritrade. Outside of his advisory role, he serves on the auction committee for Grace, a nonprofit focused on assisting low-income families in the community. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutions, offering managed account programs and discretionary portfolio management supported by a comprehensive platform integrated with Bank of America affiliates.

Katherine Rogers is a CFP®-certified financial advisor with 17 years of industry experience, currently with Cambridge Investment Research Advisors since 2017. She previously worked at Securities America in various capacities from 2010 to 2017. In addition to her advisory role, she operates as an independent insurance agent through multiple entities in Fort Worth, TX. Cambridge Investment Research Advisors serves a broad client base, including individuals across wealth levels, retirement plans, and charitable organizations, offering a range of financial planning and investment management services. The firm provides multiple portfolio management approaches via a large network of independent Financial Professionals, with offerings that include proprietary and third-party model strategies.

Debra Jones is a financial advisor with Wells Fargo Clearing in Arlington, TX, holding a Series 66 designation and 20 years of industry experience. She has been with Wells Fargo in various capacities since 2004, including her current role at Wells Fargo Clearing since 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.