Amber Mcintyre is a financial advisor with Ameriprise in Fort Worth, TX, holding Series 65 and Series 66 licenses and bringing 12 years of industry experience. She has been with Ameriprise and its affiliated entities since 2013. Outside of her advisory role, she volunteers with the Navy-Marine Corps Relief Society, assisting military members with budget education. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm’s approach includes written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Jose Torres is a financial advisor at Wells Fargo Clearing in Fort Worth, TX, with three years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Wells Fargo, Torres worked at J.P. Morgan Securities LLC and BOK Financial Securities, Inc. among other firms. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Aaron Lowy is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2018. He has been with Fidelity Investments since 2007, progressing through various roles including Assistant Branch Manager, Vice President and Financial Consultant, Branch Service Manager, Senior Investment Specialist, Senior Financial Specialist, and Financial Representative. Throughout his career at Fidelity, Aaron has developed expertise in financial consulting and branch leadership. He emphasizes building impactful relationships based on trust and partnership, believing that strong internal relationships facilitate strong client relationships. No information regarding his education, credentials, personal interests, or community involvement was provided.

Paul Dorsey is a financial advisor at Merrill based in Fort Worth, TX, with 17 years of industry experience. He holds the Series 66 designation and has worked at Merrill and Bank of America since 2009, including overlapping roles at both firms. 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 a range of model-based and discretionary investment strategies supported by internal and third-party managers for individuals, high-net-worth clients, and institutions.

Morgan Gross is the Vice President and Branch Leader at Fidelity Investments, where they lead a team of financial professionals dedicated to providing wealth planning and financial services assistance to clients. In this role, Morgan oversees branch operations and ensures the delivery of comprehensive financial advice. Prior to their current position, Morgan served as a Team Leader for Workplace Planning and Advice at Fidelity Investments from 2018 to 2023. This experience provided them with expertise in managing teams focused on workplace financial planning and advisory services. Morgan's professional background is centered around leadership within Fidelity Investments, with a focus on wealth planning and financial services. No additional information about education, credentials, personal interests, or community involvement has been provided.

Matthew Hieber is a financial advisor with Wells Fargo Clearing in Southlake, TX, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Prudential Equity Group, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Zachary Bowen is a financial advisor at Fidelity with two years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Fidelity, Zachary worked in various roles across industries including technology and retail. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage diversified model portfolios.

Macario El Zacuhra is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America and T-Mobile, as well as experience with Instituto Juan XXIII. 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 charitable organizations.

Hunter Wilder is Vice President and Financial Consultant at Fidelity Brokerage Services LLC, a position he has held since 2014. His role involves developing long-term relationships with clients and their families, focusing on trust and personalized financial strategies supported by Fidelity's resources. Prior to this, he served in various capacities at Fidelity, including Regional Planning Consultant, Income Planning Consultant, Senior Retirement Specialist, and Senior Investment Consultant II, accumulating extensive experience since 2000. Hunter holds insurance licenses in Arkansas and California, which complement his expertise in financial planning and investment consulting. His professional background reflects a sustained commitment to serving clients' financial needs through diverse roles within Fidelity. Outside of his professional duties, Hunter has interests in fitness and music, including instrumental performance and singing.

Denise Allen is a financial advisor at Morgan Stanley with 36 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Merrill from 2014 to 2022. Outside of her advisory role, she owns Kennelbusters, a customer service business focused on recreation in Dallas, Texas. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning using structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services that include broad investment offerings as well as specialized planning strategies.

Steven Chensky is a financial advisor with UBS Financial Services in Ft. Worth, TX, holding Series 63 and Series 66 designations and bringing 37 years of industry experience. He has been with UBS since 2013. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, employing proprietary research and model-based asset allocations to tailor investment strategies.

Hannah Smith is a Planning Consultant specializing in helping individuals and families manage their financial futures through clear and personalized strategies. She emphasizes aligning financial goals with clients' values and life aspirations to provide tailored advice. Hannah has gained extensive experience through her roles at Fidelity Investments, including positions as Central Relationship Manager from 2024 to 2025, Transition Services Specialist from 2023 to 2024, and Central Relationship Advocate from 2021 to 2023. She holds insurance licenses in Arkansas and California. Outside of her professional work, Hannah's personal interests include attending concerts, engaging in family activities, parenthood, and photography.

Benjamin Bowles is a financial advisor with Raymond James & Associates holding a Series 66 designation and five years of industry experience. His prior roles include positions at Arkadios Wealth Advisors, Arkadios Capital, and LPL Financial. Outside of finance, he has been involved with Major League Soccer since 2024. Raymond James & Associates, Inc. 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.

Rachel Malone is a financial advisor with Merrill, holding a Series 66 designation and 19 years of industry experience. She has been with Merrill since 2006 and has worked at Bank of America, N.A. since 2009. Malone serves as a board member of the Fort Worth Lecture Society, where she helps select speakers to educate members on various topics. 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 plans, corporations, and charitable organizations.

Joseph James III is a CFP® professional with 29 years of experience in financial advisory. He currently works with LPL Financial in Arlington, TX and has held roles at Greater Texas Federal Credit Union, MML Investors Services, and MassMutual Life Insurance Company. He also serves as Vice President and Investment Services Program Manager at Greater Texas | Aggieland Credit Union. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational and research tools.

Preston Laine is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His prior work includes roles at DHL Supply Chain and Coca-Cola Bottling Co. Consolidated. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing proprietary research combined with quantitative analysis and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Karina Yilmaz is a financial advisor at Fidelity with a Series 66 license and one year of industry experience. Prior to joining Fidelity, she held positions at several companies including ESS South Central, Homeaglow, Uber, DoorDash, and Amazon. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, employing a process that integrates proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and offers model portfolios through systematic methodologies.

Randel Rix is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated with Cetera and its related entities since 2024. Prior to that, he worked at Avantax Advisory Services and Avantax Investment Services for nearly three decades. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors, employing a multi-manager platform with various program options and custodial relationships.

Jeremy Lucas is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and has worked at Fidelity Brokerage Services LLC since 2018, including his current role at Fidelity Investments. Prior to his finance career, he held positions at Bank of America, Indiana Wesleyan University, and AT&T Mobility. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, and manages model portfolios using a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as a registered commodity pool operator and advises multiple registered investment companies.

Alejandro Banuet is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. He previously worked at Merrill Edge and Bank of America, accumulating over a decade of experience in the financial services sector. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services focused on asset allocation, manager selection, and customized performance reporting through its Institutional Consulting Services program. The firm integrates quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.