Sara Song is a financial advisor with Wells Fargo Clearing in Fort Worth, TX. She holds a Series 66 designation and has four years of industry experience. Her prior work includes roles at Wells Fargo Bank, nA and KEY BANK. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions.

Derrick Reaves is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various J.P. Morgan entities since 2009. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, offering recommendations on a non-discretionary basis supported by centralized due diligence and an ESG eligibility process.

Zachary Swain is a financial advisor with Ameriprise in Fort Worth, TX, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside his advisory role, he is the owner and president of Swain Resources LLC, a consulting business unrelated to investments. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

John Farrell is a financial advisor with UBS Financial Services in Fort Worth, TX, holding Series 63 and Series 66 credentials and bringing 15 years of industry experience. He previously worked for J.P. Morgan Securities and JPMorgan Chase Bank NA from 2011 to 2021. He is involved with the Texas Parks and Wildlife Foundation’s Stewards of the Wild program, participating in community service events focused on conservation education and outreach. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor financial plans to clients’ goals and risk tolerances.

Joel Mc Calister is a Financial Advisor currently working with Merrill Lynch Wealth Management. He specializes in family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, sports and entertainment, and retirement income. With a tenured career in the financial services industry, Joel employs a collaborative approach to help clients and their loved ones achieve optimal financial positioning at every stage of life. He holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Joel earned a Master's Degree from Texas Christian University and a Bachelor's Degree from Texas AandM University System. Outside of his professional role, Joel enjoys basketball, football, golfing, and spending time with his family. He is also involved in community organizations such as First Christian Methodist Church and Habitat for Humanity.

Reya Resendiz is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan Securities, she held roles at JPMORGAN Chase Bank, N.A., and worked at various other organizations including The Barrel and Hume Christian Camps. 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. As a subsidiary of J.P. Morgan, the firm delivers these advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Daniel Roark is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. 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 based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Coulter Bostick is a financial advisor at J.P. Morgan Securities with Series 66 credentials and two years of industry experience. He previously worked at Caldwell and Ray Partners, Inc. Outside of his advisory role, he is involved with a local band as an employee and contractor. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Luke Griffin is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., LPL Financial, and previously held a role at Baylor University. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Scott Abel is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has previously worked in various educational roles before joining Edward Jones. Outside of his advisory role, he works part-time as a personal trainer and serves as a nutrition product influencer. 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 and investment solutions, operating under a fiduciary standard and maintaining a large retail advisor network nationwide.

John Lee 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. He previously worked for Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Outside of his advisory role, he has involvement with a local tanning business in Fort Worth. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm offers various advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and advanced technologies.

Eliza Ormuz is a financial advisor at Charles Schwab with a Series 66 designation and three years of industry experience. She has worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2022, with prior experience at Symmply Right Solutions and Allegiance Bank. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 both non-discretionary and discretionary investment guidance using multi-asset model portfolios and provides centralized custody and order-routing services.

Jordan Burnett serves as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2011 in various roles including Financial Consultant, Investment Consultant, and Retirement Solutions Representative. Jordan works primarily with high net worth clients, focusing on investment strategies and retirement income strategies. Utilizing his CERTIFIED FINANCIAL PLANNER™ certification, he collaborates with clients to understand their goals, fears, and needs to develop tailored financial plans. Jordan holds an Arkansas Insurance License. Outside of his professional responsibilities, he enjoys baseball, beach activities, outdoor adventures, family activities, and parenthood.

Angela Lewis is a financial advisor at Merrill in Fort Worth, Texas, holding a Series 66 designation with 11 years at Merrill and three years of industry experience. Outside of her advisory role, she owns and operates a sole proprietorship teaching crafting classes and manages a family farm selling eggs and quail meat. 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 investors.

Justin Guess is a CFP® with eight years of industry experience, currently serving as a financial advisor at OSAIC since 2023. His prior experience includes roles at FSC Securities Corporation, LPL Financial, and CX Institutional. Outside of his advisory work, he owns and operates Circle G Agriculture, an LLC involved in farm management. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm utilizes a range of tools and third-party services to construct diversified portfolios across various asset classes.

George Gamez is a financial advisor with Robert W. Baird & Co. in Fort Worth, TX, holding Series 63 and Series 66 credentials and having 25 years of industry experience. He has been with Robert W. Baird since 2011. Outside of his advisory role, he serves as a committee member for the Aledo Growth Committee and as treasurer for the AHHS class of 1985 reunion. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group provides customized financial planning and portfolio management services, utilizing a range of investment strategies and overlays tailored to client goals and risk tolerances.

Sandra Petersdorf is a financial advisor at Wells Fargo Clearing with five years of industry experience. She holds Series 65 and Series 63 credentials and has worked in various roles within Wells Fargo entities since 2016. Outside of her advisory work, she has partial ownership in Preferred Care at Home, a business focused on administration and payroll. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Kyle Hitchcock is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 66 licenses and bringing 18 years of industry experience. He has worked with J.P. Morgan Securities since 2011 and JPMorgan Chase Bank, NA since 2016. Based in Fort Worth, TX, he has spent his career within the J.P. Morgan organization. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, combining large institutional advisory operations with affiliated brokerage and investment management capabilities.

Charles Hall is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, personal retirement planning, and portfolio management services. He believes wealth is built through thoughtful planning, attention to detail, and decades of consistently making good decisions. Charles holds a Bachelor's Degree from the University of Texas System and has earned the Personal Investment Advisor (PIA) designation. His professional approach involves listening, understanding, and guiding clients by building trusted relationships and providing personalized advice and disciplined wealth management. Outside of work, Charles enjoys gardening, hiking, and spending time with his family.

Barbara Bodon is a financial advisor at UBS Financial Services with 25 years of industry experience. She has been with UBS since 2000 and holds the Series 66 designation. Based in Fort Worth, TX, Bodon's career has been centered at UBS throughout her professional tenure. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, leveraging proprietary research and a broad platform of capital markets services.