Ian Salazar is a financial advisor with Fidelity in Fort Worth, Texas, holding Series 63 and Series 66 credentials and three years of industry experience. Prior to his advisory role, he sold vintage clothing on eBay as a sole proprietor. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and multi-manager fund structures.

Kyler Nielsen is a financial advisor at Ameriprise in Fort Worth, TX, with nine years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2019, following two years at JP Morgan Securities and JP Morgan Chase Bank, as well as a year with State Farm. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning, including written Recommendation Reports and ongoing advice on income sources and tax-aware withdrawal strategies.

Blaze Mc Mellian is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has previously worked at Ernst & Young LLP and Oklahoma State University. Outside of his advisory role, Mc Mellian is an influencer who writes articles and provides research on sports through his ownership of McBets, LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Prince Awuah is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has a background that includes service with the US Public Health Service and the Food & Drug Administration. Outside of his advisory role, he is involved in sales of home security and automation products through a co-located affiliate of his firm. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs largely model-based investment strategies and supports trade execution and custody through third-party providers.

Antonio Massagli is a financial advisor with Fidelity Investments in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing six years of industry experience. His prior work includes roles at Carvana LLC and the Texas Department of Public Safety. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across a diverse range of investment vehicles.

Joshua Foster is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 25 years of experience in providing personalized financial guidance. Since beginning his career at A.G. Edwards in 1996, he has worked with affluent clients, retirees, business executives, and professionals, particularly in the oil and gas industry. He specializes in executive compensation, family wealth management strategies, small business strategies, tax minimization, and retirement income planning. Joshua earned a Bachelor's degree in English from Texas Wesleyan University and holds professional designations including Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). His approach emphasizes understanding clients’ unique financial situations, goals, and family dynamics to develop customized strategies. Joshua manages business development and investment management, focusing on thorough analysis and client-centered service. Outside of his professional role, Joshua lives in Fort Worth with his wife and son. He is a member of Colonial Country Club and enjoys golfing, running, hiking, skiing, reading, and cooking.

Scott Hernandez is a financial advisor with Equitable Advisors in Fort Worth, TX, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has worked at Equitable Advisors since 2014, including time under its predecessor Axa Advisors, LLC. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm provides financial planning, retirement consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party solutions without sponsoring its own wrap fee program.

Sawyer Link is a financial advisor at J.P. Morgan Securities in Fort Worth, TX, holding Series 63 and Series 65 licenses with approximately one year of experience at the firm. His prior roles include positions at Goldman Sachs & Co. LLC and Stellantis, as well as academic experience at Texas A&M University. He is also involved with Exotic Capital, LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence with both quantitative and qualitative research and incorporates ESG considerations within a broader derivatives and commodities framework.

James Moore is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked for the City of Aledo Fire Marshal Office and held roles in fire and security departments over more than two decades. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options supported by a nationwide network of more than 23,700 advisors. The firm manages approximately $1.01 trillion in assets and provides discretionary and non-discretionary strategies under a fiduciary standard.

Jason Jones is a financial advisor with LPL Financial in Fort Worth, TX, holding a Series 66 designation and 12 years of industry experience. He previously worked at Axa Advisors, LLC for five years before joining LPL Financial in 2019. Outside of his advisory role, Jones serves as a minister at various churches and owns Active Pain Relief LLC. 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 other institutions. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.

Andrew Lamis is a CFP®-designated financial advisor with Edward Jones in Ft Worth, TX, and has four years of industry experience. Before joining Edward Jones, he worked at Dew Wealth Management and held various roles including at Ridglea Country Club and pursuing full-time education. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

John Mickle is a financial advisor at Raymond James & Associates with 39 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James since 2016. 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 wide range of clients, including individuals, institutions, pension plans, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services with a variety of portfolio management styles and affiliated research support.

Melissa Self is a financial advisor at UBS Financial Services with 30 years of industry experience. She has held prior roles at Morgan Stanley and Wells Fargo Clearing before joining UBS in 2016. She holds Series 63 and Series 66 licenses. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and provides proprietary research and a range of capital markets services.

Daniel Hancock is a financial advisor at J.P. Morgan Securities in Fort Worth, TX, holding a Series 66 designation with one year of industry experience. His background includes service in the United States Army and education at the United States Military Academy and Cornell University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a centralized manager solutions team and includes capabilities in derivatives and commodities.

Aaron Dunda is a financial advisor at LPL Financial in Fort Worth, TX, holding Series 63 and Series 65 licenses with 15 years of industry experience. He previously worked at First Command Advisory Services and its affiliated entities from 2012 to 2026. 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 other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by advanced operational tools.

Chelsea Alexander is a financial advisor with Ameriprise in Aledo, TX, holding a Series 66 designation and 17 years of industry experience. She previously worked at Bank of America and Merrill before joining Ameriprise in 2019. Alexander serves on the Board of Directors at Texas Christian University. Ameriprise offers a retirement-income planning service focused on clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Ronald Heath is a financial advisor with Equitable Advisors in Fort Worth, TX, holding a Series 66 designation and 24 years of industry experience. He has been with Equitable Advisors since 2002, including prior tenure with Axa Advisors. Outside of his advisory work, he operates a business under the name Seebeck & Associates and works as an Uber driver. Equitable Advisors serves individual and institutional clients, offering financial planning, retirement plan consulting, and various asset management programs. The firm utilizes a range of advisory models, including third-party TAMPs and LPL-sponsored programs, and provides ERISA fiduciary services to qualified plans through credentialed representatives.

Trevor Hoyt is a financial advisor with Ameriprise in Arlington, TX, holding Series 65 and Series 63 licenses and nine years of industry experience. His prior roles include positions at Actum Wealth Advisors, Geneos Wealth Management, Prudential Insurance, and the U.S. Senate. He is also involved in a church assignment with the Church of Jesus Christ of Latter-day Saints, where he assists with handling tithing contributions. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that provides customized retirement planning and tax-aware withdrawal strategies. The firm's approach integrates proprietary research and external data within a managed account framework tied to Ameriprise-affiliated investment options.

Bret Zimmerman is a financial advisor with LPL Financial in Colleyville, TX, holding Series 63 and Series 65 licenses and possessing 30 years of industry experience. He previously worked at UBS Financial Services from 2000 to 2005 and Linsco Private Ledger from 2005 to the present. Additionally, he is involved in a non-variable insurance business. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of over 22,800 advisors.

James Aghayere is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 16 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and Chase Investment Services Corp. 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 services including financial planning, model portfolio programs, and institutional platforms, supported by a broad network of investment adviser representatives.