Sharon Redmond is a financial advisor with Raymond James & Associates in Fort Worth, TX, holding a Series 66 designation and 21 years of industry experience. She previously worked at Merrill for 16 years before joining Raymond James in 2018. Outside of her advisory role, she manages a part-time short-term rental property in Fort Worth. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on a range of portfolio management styles and affiliated research.

Melissa Kuan is a Benefits & Planning Consultant within the Executive Services at Fidelity Investments, a role she has held since 2026. She collaborates with executives to understand their financial goals, integrate employer benefits, and develop personalized financial strategies. Her approach focuses on education, thoughtful guidance, and ongoing partnership to help clients navigate complex decisions with confidence. Prior to her current position, Melissa served as a Benefits Relationship Manager from 2024 to 2026 and as a Workplace Planning Consultant from 2022 to 2024, both also at Fidelity Investments. Her professional experience reflects a commitment to supporting workplace benefits and financial planning for clients. Outside of her professional work, Melissa enjoys attending concerts, engaging in outdoor adventures, running, scuba diving, swimming, and traveling.

Roxanna Rodriguez Calabrese is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials. She has been with Wells Fargo in various roles since 2022. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Jason Miller is a financial advisor with Charles Schwab in Fort Worth, TX, holding Series 63 and Series 66 designations and having nine years of industry experience. He previously worked at TD Ameritrade for six years and has been with Charles Schwab since 2023. Outside of his advisory role, he works part-time as a cashier at a retail business in Fort Worth. Charles Schwab & Co., Inc. serves a large client base, primarily 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 a combination of non-discretionary and discretionary investment management, using multi-asset model portfolios and a formal due diligence process for alternative investments.

Elias Muludiki Jr. is a financial advisor with Merrill in Fort Worth, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Merrill in 2025, he worked at the University of Texas at Arlington and held various roles in marketing and education. In addition to his advisory role, he works as a sales representative for a natural juice company. 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.

Nathan Maroney is a Wealth Management Advisor at Merrill Lynch Wealth Management in Fort Worth, Texas. He began his career with Merrill Lynch in 2000 and focuses on providing individually tailored wealth management services to affluent individuals and business owners. Nathan works closely with clients and their other advisors, such as attorneys and accountants, to develop comprehensive strategies addressing total financial needs and goals. His expertise includes stock option analysis, retirement planning, life insurance analysis and funding, estate services and wealth transfer strategies, portfolio management, and planning for higher education. Nathan earned a Bachelor of Business Administration degree from the University of Texas at Arlington. He holds the Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA) designations. By maintaining a disciplined process that allows him to serve a limited number of clients, Nathan delivers a consistent and personalized service model tailored to each client's needs and expectations. He lives in Fort Worth with his wife, Stephanie, their two sons, Aiden and Adley, and two step-children, Ella and Aidan. In his personal time, Nathan enjoys spending time with his family and playing soccer with friends.

Justin Gentry is a financial advisor with Equitable Advisors in Fort Worth, TX, holding a Series 66 designation and beginning his advisory career in 2026. He previously served 22 years in the United States Air Force and is involved in entrepreneurial ventures including ownership of OnPoint Handyman Services LLC and OnPoint Cleaning Services LLC, as well as work as a home inspector with Overwatch Property Solutions. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, plans, corporations, and charitable organizations, utilizing a network of Investment Adviser Representatives and both proprietary and third-party investment programs.

Audrey Abergel is a Financial Advisor with Merrill Lynch Wealth Management. She began her career with Merrill in 2019 and is currently part of the Foster Treger team. Audrey focuses on building long-lasting client relationships and delivering a fully integrated approach to wealth management that extends beyond investment advice. Her services include personalized financial planning, retirement strategies, tax mitigation, and customized portfolio management, tailored to individual client goals and risk profiles. Audrey holds a Bachelor's Degree from Universite d'Aix en Provence, a Master's Degree from Ecole Superieure de Journalisme, and a Master of Business Administration with a Finance concentration from Texas Wesleyan University. She is a Personal Investment Advisor (PIA) and is fluent in English, French, and Hebrew. Audrey participates in professional and community organizations such as The Network Society with The Jewish Federation of Fort Worth and Tarrant County. Originally from Marseille, France, Audrey moved to Fort Worth, Texas in 2013. She balances her professional career with family life and has personal interests that include boating, cooking, fishing, horseback riding, music, running, singing, swimming, tennis, and traveling.

Judd Jenkins II is a Series 66-licensed financial advisor at Merrill in Fort Worth, TX, with one year of industry experience. His prior experience includes roles at LEO Technologies, Sky Senderos LLC, and several educational institutions including the University of Texas at Austin. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Guy Church is a financial advisor with Ameriprise in Colleyville, TX, holding a Series 63 designation and 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he serves on the Board of Directors for Foundations Life Church and has acted in the film One Heart Movie. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement advice within a large institutional framework.

Charles Snow is a financial advisor at Cambridge Investment Research Advisors with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Cambridge since 2013. Outside of his advisory role, he owns and operates Snow Tax Consulting, providing accounting services. Cambridge Investment Research Advisors serves a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and utilizes multiple platforms and proprietary model strategies.

Marshall Humphrey is a financial advisor with Edward Jones in Fort Worth, TX, holding Series 63 and Series 66 designations and 33 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1992. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.

Albert Pattillo III is a financial advisor with Ameriprise in Fort Worth, TX, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2022, he served in various roles within the U.S. Army, including the 2nd Battalion of the 11th, 35th, and 47th Infantry Regiments. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies.

Eugene Loh is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been affiliated with Fidelity and its affiliates since 2011. Outside of his advisory work, he is a partner at TTL Holdings LLC, a business involved in boba tea and real estate, where he manages payroll and inventory. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe. The firm also supports model portfolio delivery and serves multiple registered investment companies, with distinctive involvement in commodity pool operations and advisory roles uncommon among large institutional peers.

Anastasia Contreras is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her prior work includes positions at Truist Bank and Wells Fargo, among others. Outside of finance, she has experience working with WinterGreen Synthetic Grass. 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 both model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutional accounts.

Thomas Hubbell is a financial advisor at Cambridge Investment Research Advisors with 26 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior experience includes roles at Kestra Advisory Services, Advisor Resource Council, LPL Financial, Ameriprise, and Edward Jones. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a network of financial professionals.

Ellen Mc Kay is a financial advisor at Merrill with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Merrill in 2025, she held positions at The Vanguard Group and JOANN Stores. Outside of finance, she works at Marshalls assisting with merchandising and cashiering. 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 model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and institutions.

Alexa De Moss is a financial advisor with J.P. Morgan Securities in Fort Worth, Texas, holding a Series 66 designation and one year of industry experience. Prior to her current role, she worked at JPMorgan Chase Bank, N.A., and has experience with DMB Clubs and Texas Christian 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 supported by centralized due diligence and a combination of quantitative and qualitative research.

Ronnie Rushing is a financial advisor with LPL Financial in Mansfield, TX, holding CFP® and Series 66 credentials and over 25 years of industry experience. He previously worked at Hilltop Securities Inc. and Citigroup Global Markets. 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 portfolios, third-party asset management, and institutional platforms, supported by both discretionary and non-discretionary account management.

Tony Seery is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He owns and operates a chiropractic franchise business, having acquired three HealthSource Chiropractic locations, with an operator hired to manage day-to-day activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and maintaining one of the largest financial advisor and branch networks in the industry. The firm provides discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.