James Lipari is a CFP®-credentialed financial advisor with 34 years of industry experience, currently serving clients at UBS Financial Services since 2015. He is based in Fort Worth, Texas. Outside of his advisory role, Lipari is involved with the Big Brother Big Sisters of Kansas City Alumni Board of Directors and serves as a board member and advisor for Urban Bounty Farms, a small hydroponic farm operated by his family. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary capital market assumptions and research to tailor investment plans and provides a broad range of financial products and services through its platform.

Judith Polak is a financial advisor with LPL Financial in Fort Worth, TX, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. She worked at Prospera Financial Services, Inc. for 11 years before joining LPL Financial in 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

Tyler Raben is Vice President and Branch Leader at Fidelity Investments, a position he has held since 2023. He leads a team of advisors focused on educating clients about various wealth planning strategies. Tyler works directly with clients to develop personalized plans that address their specific financial needs and goals, including asset growth and protection, income generation, and legacy planning. Tyler has been with Fidelity Investments since 2009, progressing through roles such as VP, Regional Planning Consultant; Vice President, Financial Consultant; Financial Consultant; Investment Consultant; Retirement Relationship Manager; Investment Solutions Representative; and Financial Representative. This extensive experience has provided him with a comprehensive understanding of financial consulting and retirement planning. No information regarding Tyler's education, credentials, personal interests, or community involvement was provided.

Randy Odom is a financial advisor at Wells Fargo Advisors in Fort Worth, TX, with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked within Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he has a majority ownership in Odom Private Wealth Management, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning and investment services tailored to clients who meet certain net-worth criteria, utilizing Wells Fargo research and tools to develop personalized recommendations.

Bo Lamar is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding Series 65 and Series 63 licenses. He has four years of industry experience, having worked previously with Renegade Well Services, Diamondback Energy, Taurex Drill Bits, and FDL/Devon Energy. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and offers non-discretionary advisory services through a select group of Wealth Advisors.

Ezra Caballero is a financial advisor at Edward Jones in Fort Worth, TX, holding a Series 66 designation with six years of industry experience. His prior work includes roles at JP Morgan Chase and Primerica. 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 and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Debra Faller is a financial advisor at Wells Fargo Clearing with 7 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2018, having worked at Wells Fargo Bank, N.A. since 2005. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Mary Severin is a financial advisor with Morgan Stanley in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She worked at Merrill for 20 years before joining her own practice briefly, then Morgan Stanley in 2026. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment models as part of its financial planning process.

Betsabet Romero is a financial advisor at UBS Financial Services in Fort Worth, TX, with 30 years of industry experience. She has been with UBS since 1994 and holds Series 63 and Series 65 credentials. Outside of her advisory role, Romero serves on the board of directors for the William Mann Community Development Corporation, a community development financial institution. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a range of capital markets and research resources to tailor client solutions.

Lance Brawner is a financial advisor with Edward Jones in Fort Worth, TX, holding a Series 66 designation. He has one year of industry experience, joining Edward Jones in 2024 after ten years at Fluor. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Jonathan Cummings is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and over 28 years of experience in the industry. He previously worked at InvestaCorp, Inc. and Securities America Advisors, Inc. He operates under multiple business entities related to investment activities. 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 of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from various sources to support diversified investment strategies.

Jonathan Medina is a financial advisor at Merrill based in Fort Worth, TX, holding a Series 66 designation with eight years of industry experience. He has been with both Bank of America, N.A. and Merrill since 2016. 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 serves individuals, high-net-worth clients, and various institutional clients using model-based and discretionary investment strategies developed by internal and third-party managers.

Blake Bumgardner is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2019. He works closely with clients to develop tailored financial strategies aimed at achieving their specific goals, emphasizing an educational approach to help clients understand the options available to them through Fidelity. Blake has been with Fidelity Investments since 2016, progressing from Financial Representative to Relationship Manager before his current position. He holds insurance licenses in Arkansas and California, supporting his ability to provide comprehensive financial advice. Outside of his professional responsibilities, Blake enjoys camping, cars, family activities, hiking, motorcycles, and outdoor adventures.

Abraham Zelenyak is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and five years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2021, and previously spent a year at Highland Wealth - Northwestern Mutual. 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 applying an ESG eligibility framework in its recommendations.

Gary Soben is a financial advisor with Raymond James & Associates in Fort Worth, TX, holding the CFP® and ChFC® designations and possessing 50 years of industry experience. His prior roles include long tenures at Merrill and Bank of America. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.

Johnathan Hawkins is a financial advisor with Primerica Advisors holding a Series 66 designation and two years of industry experience. His background includes roles at PFS Investments Inc., Thrivent Financial, and extensive experience with Primerica Financial Services since 2003. Outside of financial advising, he has been involved with Exquisite Dreams Realty. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors and employs model-based strategies managed by unaffiliated asset managers.

Timothy Schwarz is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior experience includes roles at Bank of America and several energy sector companies. He worked for Sulphur River Gathering for three years before entering the financial services field. 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 investment strategies for a range of clients including individuals, high-net-worth investors, and institutions.

Justin Burrow is a financial advisor with Charles Schwab & Co., Inc. in Arlington, Texas, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. Prior to joining Charles Schwab in 2024, he worked for TD Ameritrade from 2017 to 2024 and has experience in the retail sector with Total Wine and More. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management with multi-asset model portfolios, supported by centralized operational and custody services.

Michael Kwedar is a financial advisor at LPL Financial with 41 years of industry experience. He holds the Series 63 designation and has previously worked at Kovack Advisors, Inc. and Kovack Securities Inc. Since 1976, he has also been involved with his own firm, Michael J. Kwedar, CLU. Outside of advisory work, he manages a ranch through Camp Kwedar LLC and is involved in various business ventures including asset protection and estate planning entities. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a large national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios from LPL and third-party subadvisors.

William Campbell is a financial advisor with Ameriprise in Fort Worth, TX, holding a Series 66 designation and 25 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns Keystone Consulting, a non-investment-related consulting business. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, utilizing a centralized consulting team to deliver tailored, non-discretionary recommendations. The firm combines research, modeling, and tax-efficiency analysis in its approach and offers a broad range of advisory, brokerage, and insurance solutions.