Edward Byrd is a CFP® certificant with 20 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He holds Series 63 and Series 66 licenses and is based in Fort Worth, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard.

Tiffany Smith is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds Series 63 and Series 66 designations and has been with J.P. Morgan firms since 2011. Outside of her advisory role, she serves as a director and treasurer for Cross Made Me Ministries, handling bookkeeping and annual tax filings. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence that incorporates both quantitative and qualitative research.

David Bedford is a financial advisor with Fidelity in Westlake, TX, holding Series 63 and Series 66 licenses and having 20 years of industry experience. He has been with Fidelity Investments in various roles since 2005. Outside of his advisory work, he is self-employed in painting, selling his artwork on eBay, and creating how-to videos on YouTube. Fidelity’s Strategic Advisers LLC, a subsidiary of Fidelity Investments, provides investment management and advisory services to a diverse client base including retail and institutional investors, with offerings that include portfolio management, fund advisory, and model portfolio delivery using a combination of fundamental research and quantitative analysis.

Aubrey Wolfe is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has been with Wells Fargo Clearing since 2016 and concurrently affiliated with Wells Fargo Bank, N.A. since 2005. Wolfe serves as an executor in a family-related fiduciary capacity. 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 utilizes research and analytics to support diversified investment approaches and offers both brokerage and advisory solutions.

Christopher Cheatheam is a financial advisor with Wells Fargo Clearing in Fort Worth, TX. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. Cheatheam has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank, N.A. since 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.

Lincoln Hirsch is a Financial Consultant currently working at Fidelity Investments. He has been with Fidelity since 2019, progressing through various roles including Customer Relationship Advocate, Investment Solutions Representative, and Investment Consultant before assuming his current position. Prior to joining Fidelity, he worked as a Financial Advisor at Edward Jones from 2018 to 2019. Throughout his career, Lincoln has focused on understanding client preferences, needs, and goals to develop tailored financial strategies. His approach involves a structured process to guide clients toward their financial objectives, emphasizing trust, reliability, transparency, and value. He holds insurance licenses in Arkansas and California.

Francisco Zapata Fernandez is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has previously worked at Citizens Securities Inc. and Bank of America N.A./Merrill Lynch. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their non-discretionary program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by a centralized due diligence process and a combination of quantitative and qualitative research.

Tristan Montgomery is a Financial Advisor at Merrill Lynch Wealth Management. He began his career in banking with JPMorgan Chase in 2008 and transitioned to wealth management in 2016, where he works closely with Michael Hasbach. His responsibilities include handling new account openings, managing client service requests, and connecting clients with other partners within Merrill for services such as lending and banking. Tristan holds the Personal Investment Advisor (PIA) designation. Tristan earned a bachelor's degree in Economics from Michigan State University. Originally from Detroit, Michigan, he relocated to Texas shortly after graduation and currently resides in Fort Worth with his wife and five children. His client focus areas include education planning, family wealth management strategies, liquidity management, retirement planning, philanthropic planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Outside of his professional role, Tristan enjoys spending time with his family, attending children's sporting events, participating in church activities, exploring new restaurants, and traveling. His personal interests also include basketball, bowling, football, pickleball, reading, table tennis, tennis, and watching movies. He applies a family-focused philosophy to his client relationships, aiming to help clients pursue their financial goals and live life to the fullest.

Jeremy Williams is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 designation and previously worked at Fidelity Investments for 16 years prior to joining Edward Jones in 2026. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a wide range of households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joel Warren is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been affiliated with various Fidelity entities since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios. The firm is registered with the CFTC as a commodity pool operator and serves as an advisor to multiple registered investment companies and fund-of-funds.

Heath Warren is an Investment Consultant at Fidelity Investments, a position he has held since 2026. In this role, he partners with clients to help plan, manage, and grow their wealth while providing service that includes building and establishing relationships. Prior to his current role, Heath held positions at Fidelity Investments as an Investment Solutions Representative from 2024 to 2025 and as a CRA from 2023 to 2024. Before joining Fidelity, he worked as an Associate Wealth Planner at Steward Wealth from 2021 to 2023. Heath's professional experience spans various roles in investment consulting and wealth planning, focusing on client partnership and wealth management. Outside of his professional life, Heath has personal interests that include fishing, fitness, pets, soccer, surfing, and tennis.

Eric Moreno is a Planning Consultant at Fidelity Investments, a role he has held since 2026. In his current position, he partners with clients through a collaborative, client-directed approach to develop strategies that align with their goals and contribute to a high-quality client experience. Eric holds insurance licenses in Arkansas and California. His professional focus includes financial planning and client consultation within the insurance domain. Outside of his professional work, Eric enjoys activities such as football, social events with friends, hiking, music, and running.

Casey Bello is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, Casey held various roles including positions at Saint Charles Park District and Disney. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, leveraging a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of funds and model portfolios.

Erik Flores is a Planning Consultant at Fidelity Investments, where he has been serving since 2026. In this role, he assists clients and their families in planning for important financial decisions. Prior to his current position, he held the roles of Central Relationship Manager and Client Service Help Desk representative at Fidelity Investments from 2021 to 2026. Erik's professional experience encompasses client service and relationship management within the financial services sector. Outside of his professional career, Erik has interests in baseball, cooking and baking, football, movies, and pets.

William Ellis Jr. is a financial advisor with Equitable Advisors in Fort Worth, TX, holding Series 63 and Series 65 credentials and over 23 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 2002. Ellis serves as president of Fort Worth Business Professionals and holds board or committee roles with several community organizations including Big Brothers Big Sisters Tarrant County, the Boy Scouts of America Longhorn Council, and Ducks Unlimited. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm’s approach includes matching clients to program models or discretionary managers, often through third-party asset managers and advisory programs, and offers a range of investment options including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Jenna Hill is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked in mortgage lending and operated a small custom gifts business, JhettSetter Creations LLC, which creates accessories and event signage. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a range of advisory strategies along with affiliated investment products and fiduciary services.

Carolyn Rocha is a CFP® and holds a Series 66 license with 15 years of industry experience. She has been with Edward Jones since 2010. 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 wide range of advisory services, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds.

Amanda Fast is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, she worked in education with roles at Keller ISD, Ball State University, and Plainfield Community School Corporation. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios, and it operates distinctive advisory roles including commodity pool operations and the integration of AI methodologies in research.

Christopher Rogers is a Private Wealth Management (PWM) Investment Management Consultant at Fidelity Investments, a role he has held since 2022. In this position, he collaborates with clients and their Wealth Management Advisors to design, implement, and monitor investment strategies aimed at achieving long-term investment objectives. Christopher's career in financial services spans over two decades, with experience across various roles at Fidelity Investments since 2003. His previous positions include Investments Solutions Consultant for Managed Accounts, Financial Consultant, Retirement Sales Desk associate, and Investments Consultant. Prior to joining Fidelity, he worked as a Financial Advisor at Morgan Stanley from 2002 to 2003.

Olivia Lopez is a financial advisor at Fidelity with four years of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments since 2022. Her prior experience includes roles at Bridgecrest and various service industry positions. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm also manages multiple registered investment companies and delivers model portfolios through systematic methodologies.