Eliza Ormuz is a financial advisor at Charles Schwab with a Series 66 designation and three years of industry experience. She has worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2022, with prior experience at Symmply Right Solutions and Allegiance Bank. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 both non-discretionary and discretionary investment guidance using multi-asset model portfolios and provides centralized custody and order-routing services.

Jordan Burnett serves as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2011 in various roles including Financial Consultant, Investment Consultant, and Retirement Solutions Representative. Jordan works primarily with high net worth clients, focusing on investment strategies and retirement income strategies. Utilizing his CERTIFIED FINANCIAL PLANNER™ certification, he collaborates with clients to understand their goals, fears, and needs to develop tailored financial plans. Jordan holds an Arkansas Insurance License. Outside of his professional responsibilities, he enjoys baseball, beach activities, outdoor adventures, family activities, and parenthood.

Angela Lewis is a financial advisor at Merrill in Fort Worth, Texas, holding a Series 66 designation with 11 years at Merrill and three years of industry experience. Outside of her advisory role, she owns and operates a sole proprietorship teaching crafting classes and manages a family farm selling eggs and quail meat. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, and institutional investors.

Justin Guess is a CFP® with eight years of industry experience, currently serving as a financial advisor at OSAIC since 2023. His prior experience includes roles at FSC Securities Corporation, LPL Financial, and CX Institutional. Outside of his advisory work, he owns and operates Circle G Agriculture, an LLC involved in farm management. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm utilizes a range of tools and third-party services to construct diversified portfolios across various asset classes.

George Gamez is a financial advisor with Robert W. Baird & Co. in Fort Worth, TX, holding Series 63 and Series 66 credentials and having 25 years of industry experience. He has been with Robert W. Baird since 2011. Outside of his advisory role, he serves as a committee member for the Aledo Growth Committee and as treasurer for the AHHS class of 1985 reunion. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group provides customized financial planning and portfolio management services, utilizing a range of investment strategies and overlays tailored to client goals and risk tolerances.

Sandra Petersdorf is a financial advisor at Wells Fargo Clearing with five years of industry experience. She holds Series 65 and Series 63 credentials and has worked in various roles within Wells Fargo entities since 2016. Outside of her advisory work, she has partial ownership in Preferred Care at Home, a business focused on administration and payroll. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Kyle Hitchcock is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 66 licenses and bringing 18 years of industry experience. He has worked with J.P. Morgan Securities since 2011 and JPMorgan Chase Bank, NA since 2016. Based in Fort Worth, TX, he has spent his career within the J.P. Morgan organization. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, combining large institutional advisory operations with affiliated brokerage and investment management capabilities.

Charles Hall is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, personal retirement planning, and portfolio management services. He believes wealth is built through thoughtful planning, attention to detail, and decades of consistently making good decisions. Charles holds a Bachelor's Degree from the University of Texas System and has earned the Personal Investment Advisor (PIA) designation. His professional approach involves listening, understanding, and guiding clients by building trusted relationships and providing personalized advice and disciplined wealth management. Outside of work, Charles enjoys gardening, hiking, and spending time with his family.

Barbara Bodon is a financial advisor at UBS Financial Services with 25 years of industry experience. She has been with UBS since 2000 and holds the Series 66 designation. Based in Fort Worth, TX, Bodon's career has been centered at UBS throughout her professional tenure. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, leveraging proprietary research and a broad platform of capital markets services.

William Taylor is a financial advisor at Edward Jones in Fort Worth, TX, holding Series 63 and Series 66 credentials with two years of industry experience. His prior roles include positions at Equitable Advisors, LLC and Bluecrest Financial Alliances/MML. He is also co-manager of Fool Creek, LLC, an oil and gas investment business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Betsy Rhone is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding a Series 66 designation and 19 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously held positions at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. Betsy also has experience with Target Corporation dating back to 1993. 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 from Wells Fargo Investment Institute and third-party sources.

Ralph Walker is a financial advisor with Merrill in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Merrill since 1995 and has also been affiliated with Bank of America since 2009. In addition to his advisory work, he operates a separate investment-related business. Merrill 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 to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Deborah Johnson is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Investments and Fidelity Brokerage Services, as well as Axa Advisors, LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios and advisory services that include oversight of affiliated sub-advisers and a focus on addressing conflicts of interest.

John Marquart is a CFP® and holds a Series 66 license with 17 years of experience in the financial services industry, all of which have been spent at Edward Jones since 2009. He is based in Ft Worth, TX. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including wrap fee programs, separately managed accounts, and tax-efficient services, operating under a fiduciary standard.

Bobbi Jo Bass is the Branch Leader at Fidelity Investments, a position she has held since 2025. She leads a team of financial professionals committed to developing personalized financial plans tailored to each client's aspirations, focusing on securing the well-being of their families. Her experience at Fidelity Investments spans several roles, including Planning Consultant from 2023 to 2025, Client Services Team Leader from 2022 to 2023, and High Net Worth Representative from 2020 to 2022. Through these positions, she has gained expertise in financial planning and client services. Outside of her professional responsibilities, Bobbi Jo Bass has interests in baseball, beach activities, football, family activities, and spending time with pets.

Sharilynn Gates is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding a Series 66 designation and 17 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2012 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is driven by investment policy statements and modern portfolio theory, and it includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Rufus Roberts III is a financial advisor with Merrill in Fort Worth, Texas, holding Series 63 and Series 65 designations and over 34 years of industry experience. He has been with Merrill since 2023 and previously worked at Morgan Stanley Smith Barney LLC for 11 years. Outside of his advisory role, he serves as an executor in a non-investment-related capacity. Merrill 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 to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Charles White is a financial advisor with OSAIC, holding the ChFC® and Series 63 designations and bringing 48 years of industry experience. He worked at Lincoln Financial Advisors Corporation for 49 years before joining OSAIC in 2025. In addition to his advisory role, he is active as an insurance agent offering fixed insurance products including annuities and various types of life and health insurance. OSAIC serves a diverse client base across retail and institutional markets, providing integrated brokerage, advisory, and financial planning services through a large network of affiliated advisors. The firm utilizes a range of asset-allocation tools and third-party platforms to construct portfolios and manage accounts tailored to client preferences.

George Gandy is a financial advisor with Wells Fargo Clearing in Fort Worth, TX. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2025. His prior experience includes roles at Wells Fargo Bank, Simmons Bank, J.P. Morgan Securities LLC, JPMorgan Chase Bank, Bank of America, Woodforest National Bank, and TMX Finance Family of Companies. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, retirement plan consulting, and brokerage solutions to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and utilizes research from the Wells Fargo Investment Institute alongside third-party data to support its investment approach.

Clayton Gibson is a financial advisor with Edward Jones in Keller, TX, holding a Series 66 designation and eight years of industry experience. He worked at Valassis from 2016 to 2017 before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies and provides services under a fiduciary standard.