Dodge Brown is a CFP® professional with three years of industry experience, currently with Wells Fargo Clearing in Fort Worth, TX. He has worked previously at Edward Jones and Fidelity Investments. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Martin Durbin is a financial advisor with Cetera, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He has held roles at Avantax Investment Services and 1st Global Advisors and is president of several related entities, including Aperture Wealth Management and a CPA firm. He is also involved in agricultural and ranching operations through Stag Horn Ranch LLC and Durbin Enterprises, Inc., and serves as a board member for the Envision Mineral Wells Foundation, a nonprofit focused on community and economic development. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with access to affiliated and third-party money managers, providing a range of investment options and program structures.

Juliann Vidaurri is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2013. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a combination of fundamental research and quantitative analysis in its investment process and serves as an advisor to multiple registered investment companies and fund-of-funds.

Daniel Stratton is a financial advisor with Merrill in Fort Worth, TX, holding a Series 66 designation and three years of industry experience. His work history includes roles at Bank of America, N.A., Merrill, and previous positions outside the financial sector. Merrill, along 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 investment strategies tailored to individuals, high-net-worth clients, and institutional investors.

John Ryan is a financial advisor with Merrill in Fort Worth, TX, holding Series 63 and Series 65 credentials and over 41 years of industry experience. He has been with Merrill since 1989 and also has experience at Bank of America, N.A. since 2011. Outside of his advisory role, he is involved in a family-held LLC that owns a second home in Telluride. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage execution and custody services. The firm utilizes multiple program strategies with a focus on manager selection and tax-efficient implementation, supported by its affiliation with Bank of America and a broad capital markets platform.

Kirsten Sedino is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity, she was involved in the restaurant industry as an officer responsible for marketing at Meat U Anywhere Management LLC for ten years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and consulting for retail and institutional investors.

Vincent Bowery is a financial advisor at Fidelity with 8 years of industry experience. He holds the Series 63 and Series 66 designations. His background includes service in the United States Navy from 2013 to 2017 and roles at Fidelity Brokerage Services LLC since 2017. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm employs proprietary research combined with quantitative and algorithmic methods, and serves as an advisor to multiple registered investment companies.

Fabrice Onomo is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill, Best Buy, Heliana's Pharmacy, and the Department of Public Health Cameroon. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Kelly Bevis is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 credentials and 30 years of industry experience. Prior to joining Wells Fargo in 2016, Bevis worked for Prudential Equity Group, LLC for seven years. Outside of work, Bevis serves on the finance committee of United Community Centers and is the treasurer for the National Charity League Fort Worth Chapter. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting with a broad range of brokerage and advisory solutions.

Richard Hammond is a financial advisor with LPL Financial in Fort Worth, TX, holding Series 63 and Series 65 credentials and having 30 years of industry experience. He has previously worked at Symonds Wealth Management, Principal Securities Inc., Principal Life Insurance Company, Moloney Securities Co., Inc., Alexander Capital LP, and EDI Financial, Inc. Outside the advisory field, he is associated with Hammond Asset Management, Inc. and Pine Bark Timberland, LLC, which are business entities for tax and investment purposes. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced research and operational tools.

John Bator is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021 and previously spent 15 years at Century Management. He holds Series 63 and Series 66 credentials. J.P. Morgan Securities LLC 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 strategies.

Anthony Niehaus is a financial advisor with Fidelity in Westlake, TX, holding Series 63 and Series 66 credentials and two years of industry experience. His prior work includes a decade at Nationstar Mortgage LLC and a year with Garland Independent School District. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

William Beckworth is a financial advisor at Merrill in Fort Worth, TX, holding a Series 66 designation and with 10 years of industry experience. He previously worked at UBS Financial Services from 2015 to 2017 and has been with Merrill and Bank of America since 2017. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John Adeniji is a CFP®-credentialed financial advisor with J.P. Morgan Securities in Fort Worth, TX, and has 24 years of industry experience. He has worked with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2008. Outside of finance, he has been involved with Be Legend Gaming, LLC from 2020 to 2025. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm’s approach integrates quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Nicholas Yocum is a Financial Consultant with experience in financial planning and client relationship management. His professional background includes roles such as Planning Consultant and Central Relationship Manager at Fidelity Investments from 2023 to 2026, and Pinnacle Consultant at Charles Schwab from 2020 to 2022. He holds insurance licenses in Arkansas and California. Nicholas works with clients to develop financial plans and navigate complex financial landscapes aimed at achieving long-term goals. Outside of his professional work, Nicholas has interests in art, fitness, museums, pets, puzzles, and traveling.

Michael Bruno is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and in real estate with Mark Spain Real Estate and Stewar Realty Group. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various investment vehicles.

Gage Gwin is an Executive Planning Consultant at Fidelity Investments, where he assists executives in working toward their financial goals through benefits utilization and wealth planning. His role involves building relationships with clients, understanding their priorities, and identifying strategies to support a secure financial future. Gage's experience at Fidelity Investments spans several roles since 2020, including Benefits & Planning Consultant, Workplace Planning Consultant, and Workplace Planning Associate. This progression reflects his involvement in various aspects of financial planning and benefits consulting. He holds a California Insurance License.

Jamie Yanez is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 18 years of industry experience. Prior to joining J.P. Morgan Securities in 2020, Yanez worked at BBVA Securities Inc. and Compass Bank. 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. The firm delivers these services alongside affiliated brokerage and investment management capabilities.

Jared Quillin is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at Everon LLC, Wal-mart, and various other positions outside the financial industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and model solutions.

Samuel Rouse is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing six years of industry experience. He has worked at JPMorgan Chase Bank NA since 2015 and has held advisory roles at JPMorgan Securities LLC during multiple periods totaling seven years. 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 delivers these services alongside affiliated brokerage, distribution, and investment management capabilities.