Marc Vasquez is a financial advisor at Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 credentials. He has less than one year of industry experience and has held roles across a variety of sectors including banking, automotive sales, education, and retail. 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 supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Randall Kirk is a financial advisor at Merrill with Series 63 and Series 66 credentials and one year of industry experience. His prior work includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, Citizens Bank, and Navy Federal Credit Union. 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 supported by internal and third-party managers for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Alexandria Williams is a financial advisor at Merrill with 15 years of industry experience. She holds a Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2012. 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.

Robert Magee III is a financial advisor with Merrill, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Bank of America, Orlando Utilities Commission, and educational institutions such as the University of Central Florida and Valencia College. 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 individuals, high-net-worth clients, and various institutional investors.

Patrick Nolan is a financial advisor with Mass Mutual Investors Services in Dallas, TX, holding the CFP® and ChFC® designations and bringing 26 years of industry experience. Prior to joining Mass Mutual in 2018, he worked at USAA Financial Advisors and USAA Investment Management Company. He is also a partner of Agility Financial Group LLC, a financial services firm. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning, asset management, and educational services to individuals, business owners, trusts, and nonprofit organizations. The firm’s financial planning process involves detailed client analysis using firm-approved tools and delivers written recommendations without investment discretion.

Rachel Boyda is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC for five years before joining Wells Fargo Clearing in 2019. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. Their 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 their investment offerings.

Nicholas Byars is a financial advisor with LPL Financial in Mansfield, TX, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Edward Jones, Charles Schwab, TD Ameritrade, Apex Clearing Corporation, and First United Bank. 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 portfolio programs, third-party asset management, and institutional platforms.

Jeffrey Benson is a financial advisor with Mass Mutual Investors Services in Dallas, TX. He holds Series 63 and Series 66 credentials and has nine years of industry experience. In addition to his advisory role, he is involved in college planning referrals and outside insurance sales, including life, disability, long-term care, and fixed annuities. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, goal-oriented planning engagements supported by firm-approved analytical tools, with implementation of recommendations requiring separate arrangements.

David Meade is a Series 66-credentialed financial advisor with 24 years of experience, currently serving at Thrivent Investment Management since 2002. He is a board member of Concordia University Austin and the Mission Leader Institute, participating in policy oversight for both organizations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering holistic, goal-based financial planning without discretionary trading authority and allowing clients to combine planning with managed-account services through a consolidated billing option.

Allen Dennis is a financial advisor at Merrill with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 1997 and Bank of America, N.A. since 2011. Based in Fort Worth, TX, his career spans nearly three decades in wealth management. 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 a range of model-based and discretionary investment strategies tailored to individuals, high-net-worth clients, and institutional investors.

Raymond Bold is a financial advisor with Raymond James Financial Services Advisors Inc. in Arlington, TX, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. He has operated Bold Financial Partners, LLC since 2012 as a non-investment-related support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional entities, utilizing tailored non-discretionary planning and analytical tools to support client goals.

Cheston Malone is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Stifel since 2023. His prior experience includes roles at Fidelity Investments and Morgan Stanley, as well as non-financial positions in hospitality and education. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach uses proprietary capital market assumptions and probabilistic modeling to provide analyses that support client decision-making.

Mark Connolly is a financial advisor with Wells Fargo Clearing based in Fort Worth, TX. He holds Series 63 and Series 66 designations and has 25 years of industry experience, including prior work at A. G. Edwards & Sons, Inc. from 2006 to 2008. 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.

Ampelio Villa is a Series 66-credentialed financial advisor with seven years of industry experience, currently with J.P. Morgan Securities in Arlington, TX. His prior experience includes roles at Bank of America, Merrill, and Fidelis Elite Systems. 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 manager solutions team.

Jerry Horton is a financial advisor at Mass Mutual Investors Services with 25 years of industry experience. He holds the Series 65 and Series 66 designations and has worked previously at Metlife Securities Inc. and Cetera. Horton also maintains a licensed role as an agent in individual and group life and health insurance, fixed annuities, disability insurance, and long-term care. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides comprehensive financial planning, asset management, and educational seminars, with a focus on collaborative, goal-driven planning engagements.

Jeffrey Bouchard is a financial advisor with Cetera in Ft Worth, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes roles at firms such as D.A. Davidson, B. Riley Wealth Management, Ameriprise Financial Services, Kestra Private Wealth Services, and Morgan Stanley. Cetera Investment Advisers LLC is a large SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management and financial planning services. The firm supports a broad range of program options and investment strategies with over $256 billion in assets under management.

Michael Sawyers is a financial advisor at Merrill with Series 63 and Series 66 credentials and one year of industry experience. He previously worked at Bank of America, Fidelity Investments, and has experience in the food and beverage industry, including a role at Waterproof, where he serves guests and processes transactions. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brandon Williams is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. Prior to joining LPL Financial in 2020, he worked at Cetera and Cetera Investment Services LLC from 2010 to 2020. Outside of his advisory work, he coaches for the Arlington Southwest Little League Baseball. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management, with an emphasis on both discretionary and non-discretionary strategies.

Marcos Andujar is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at firms including Securities America Advisors, Arbor Point Advisors, and OSAIC. He is also the owner of Clarity Financial Group, a financial services business. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party model portfolios.

Gary Willson is a financial advisor with Equitable Advisors in Fort Worth, TX, holding a Series 66 designation and 26 years of industry experience. He has been with Equitable Advisors and its predecessor entity, Axa Advisors, since 1999. Outside of his advisory role, Willson serves as a board member and deacon at Broadway Baptist Church and is an ordained minister performing weddings, funerals, and other ministerial functions. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory models.