Alexander Stahl is a financial advisor at Merrill with the Series 66 designation and one year of industry experience. Prior to joining Merrill, he worked at PNC Bank and held various positions in the food service industry while attending the University of North Texas. 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. The firm offers model-based and discretionary strategies managed by internal teams and third-party managers for individuals, high-net-worth clients, and institutional investors.

Marcus Waller is a financial advisor with Fidelity and holds a Series 66 designation. He has five years of industry experience, including roles at Fidelity Investments and Chase Bank. His background also includes a brief period at Petco. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, as well as registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios, and it serves clients through discretionary and non-discretionary advisory services.

Shawn Bates is a financial advisor with J.P. Morgan Securities in Arlington, TX, holding Series 63 and Series 66 licenses and six years of industry experience. He has worked with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2014. Outside of his advisory role, he serves as a young adult pastor at Hill City Church, a position he has held since 2016. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Alexei Nechiporenko is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. His prior work includes positions at First Watch and UPS before joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company where he works, provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including multi-manager and fund-of-funds structures.

Jennifer Baumann is a financial advisor at Wells Fargo Advisors with 22 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing, Morgan Stanley & Co. LLC, and Morgan Stanley Dw Inc. prior to her current role since 2023. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm provides a broad range of investment and financial planning services, including specialized planning for business transitions, sports and entertainment, and special-needs analysis.

Nicholas Davila is a financial advisor at Equitable Advisors in Fort Worth, TX, with one year of industry experience. He holds the Series 66 designation and previously worked at Blaies & Hightower, LLP, Hiley Subaru, and Burford & Ryburn, LLP. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Ric Edgmon is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 licenses and possessing 37 years of industry experience. His career includes roles at Wells Fargo Investments, Citigroup Global Markets, Citicorp Investment Services, Chase Investment Services Corp., Banc One Securities Corporation, and Banc of America Investment Services. 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 offerings supported by research and analytics from the Wells Fargo Investment Institute.

Thomas Wilson is a Series 66 credentialed financial advisor with Edward Jones in Benbrook, TX. He has 10 years of industry experience, all with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and tax-efficient services.

Kevin Corkery is a financial advisor at Thrivent Investment Management with two years of industry experience. He previously worked at Fidelity Investments and has held roles supporting nonprofit organizations, including providing accounting services on weekends for Stonewall Group LLC. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial analyses and written recommendations across various planning topics. The firm emphasizes combining planning with managed-account services while maintaining separation between the two.

Alyssa Blassingame is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and bringing one year of industry experience. She previously worked at Fidelity Investments and has a varied background including roles in education and retail. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee‑based financial planning services to individuals, trusts, and institutional clients through a network of financial advisors. The firm offers a broad planning menu, including specialized services such as business-owner transition, sports and entertainment, special-needs analysis, and divorce planning.

Rodney Nalle is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at Leader One Financial Services and Loan Depo, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory options. The firm’s process is IPS-driven and incorporates modern portfolio theory, tailoring services to plan objectives and risk tolerances while acting as an ERISA fiduciary.

Laura Rodriguez is a financial advisor at LPL Financial with Series 63 and Series 66 licenses and one year of industry experience. Her prior roles include positions at American Airlines Credit Union, Charles Schwab, and Truist. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, using a range of discretionary and non-discretionary investment strategies supported by research and operational tools.

Eric Lee is Vice President and Financial Consultant at Fidelity Investments, where he has been serving clients since 2011. In his role, he partners with clients to develop, implement, and maintain financial plans tailored to their individual goals. Prior to his current position, Eric held various roles at Fidelity Investments, including Investment Consultant, Central Relationship Manager, Retirement Solutions Representative, and Financial Representative, gaining comprehensive experience in financial services over more than a decade. Eric's professional expertise encompasses financial planning and investment consulting. Outside of his work, he has interests in cooking and baking, fitness, golf, and traveling.

Jeffrey Rimer is a financial advisor with LPL Financial in Fort Worth, TX, holding Series 63 and Series 65 licenses and having 20 years of industry experience. His prior roles include positions at Osaic FS, Inc. and Cetera Wealth Services, LLC. He also facilitates the Dave Ramsey Financial Peace University course. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by technology tools and a broad non-advisory financial services network.

Ly Nguyen is a financial advisor at J.P. Morgan Securities with a Series 66 designation and four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., Nguyen worked at Bank of America and Merrill from 2017 to 2023. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Sarah Zimmerman is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials. She began her advisory career at Fidelity in 2024. Prior to this, she held various roles in education and community organizations, including positions at Irving ISD and Northwest ISD. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Ryan Ledet is a financial advisor at Edelman Financial Engines with 10 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Personal Capital Advisors Corporation, Empower Advisory Group, and TD Ameritrade. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and serves a large client base through both advisor-led and online platforms.

Cory McNulty is a financial advisor at Raymond James Financial with 19 years of industry experience. He holds a Series 66 designation and has been with Raymond James Financial Services, Inc. since 2007. In addition to his advisory role, he owns a CPA practice where he prepares tax returns and performs bookkeeping, and he serves as secretary/treasurer of his neighborhood homeowners association. 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, and institutional clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and consulting services aligned with client goals, supporting implementation through advisory programs or other providers.

Leigh Sneeringer is a financial advisor at Fidelity with 22 years of industry experience. She holds Series 63 and Series 66 designations and has been with various Fidelity entities since 2004. Outside of her advisory role, she serves as Treasurer on the Executive Leadership Team of St Peter Lutheran Church in Roanoke, Texas. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage a range of registered investment companies and funds.

Jakai Sherriff is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2021. Prior to his career in finance, he was associated with Moviehouse and Eatery and Tarrant County College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a combination of fundamental research and quantitative analysis, utilizing algorithmic portfolio construction and model portfolios across mutual funds, ETFs, and ETPs.