Jason Johnson is a financial advisor at Merrill with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America, Charles Schwab, and TD Ameritrade. Outside of his advisory role, he serves on the auction committee for Grace, a nonprofit focused on assisting low-income families in the community. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutions, offering managed account programs and discretionary portfolio management supported by a comprehensive platform integrated with Bank of America affiliates.

Katherine Rogers is a CFP®-certified financial advisor with 17 years of industry experience, currently practicing at Cambridge Investment Research Advisors since 2017. She previously worked at Securities America Advisors and Securities America Inc. In addition to her advisory role, she is an independent insurance agent with experience representing various insurance companies and owns a financial advisory trade name based in Fort Worth, TX. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple account platforms.

Debra Jones is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding a Series 66 designation and 21 years of industry experience. She has been with Wells Fargo in various capacities since 2004, including ten years at Wells Fargo Clearing. 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.

Anthony Hill is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding a Series 66 designation and one year of industry experience. He has been employed at J.P. Morgan Securities and JPMorgan Chase Bank since 2024. Outside of his advisory role, Hill serves on the finance committee of the Presbyterian Night Shelter, a nonprofit organization, and works with Consumer Direct Care Network Texas, providing home-care services. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative due diligence and may include ESG considerations in its recommendations.

Ryan Lands is a CFP® with nine years of industry experience, currently serving as a financial advisor at Charles Schwab in Fort Worth, TX. His career includes multiple roles at Fidelity Investments from 2016 to 2025 before joining Charles Schwab and Co., Inc. in 2025. Charles Schwab & Co., Inc. serves predominantly high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management services, supported by multi-asset model portfolios and a centralized operational structure.

Skye Vasquez is a Planning Consultant at Fidelity Investments, a role she has held since 2021. In this capacity, she focuses on developing comprehensive financial plans tailored to the unique circumstances of each client. Her professional approach emphasizes transparency and education, aiming to empower clients to make informed financial decisions. Skye is dedicated to building genuine and lasting relationships by understanding the individual aspirations, dreams, and concerns of those she advises. Her commitment to personalized client engagement supports her goal of delivering financial planning services that align closely with each client's specific needs and goals.

Kevin Hadawi is a financial advisor with Wells Fargo Clearing in Southlake, TX, holding a Series 66 designation and 27 years of industry experience. He previously worked at Merrill from 1999 to 2004 and has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a board member on the City of Rockwall Architectural Review Board and is the treasurer for the Children's Advocacy Center for Rockwall County. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement consulting services. The firm employs over 14,000 advisors and manages approximately $671 billion in assets, using research and analytics to support diversified investment solutions.

Jason Fortune is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He is based in Keller, TX. Outside of his advisory role, he is involved in purchasing and managing residential rental properties in Grapevine, TX. 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, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

William Schlabach is a financial advisor with Edward Jones in Southlake, TX, holding a Series 66 designation and eight years of industry experience. He has worked at Edward Jones since 2017 and previously spent 14 years at Hi-Line, Inc. His outside activities include receiving royalties from oil interests through TransOil Marketing, LLC. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors, with approximately $1.01 trillion in assets under management and a nationwide network of financial advisors and branch offices.

Bailey Bynum is a financial advisor with Morgan Stanley in Southlake, TX, holding a Series 66 designation and 15 years of industry experience. Bynum has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations in its financial planning process.

Jigar Raval is an Investment Consultant at Fidelity Investments, a role he has held since 2026. He began his career at Fidelity Investments in 2022, progressing through several positions including Customer Relationship Advocate, High Net Worth Service Associate, and Financial Representative. Prior to joining Fidelity, he worked as a Mortgage Processor at Intelty Inc from 2020 to 2022. With extensive experience in the financial industry, Jigar assists clients by educating them and helping develop personalized investment strategies tailored to their unique financial goals and needs. Outside of his professional role, Jigar has personal interests in cooking and baking, gardening, and reading.

Peter Phan is a financial advisor at Osaic with 10 years of industry experience. He holds Series 66 and Series 63 credentials and previously worked at Lincoln Financial Advisors Corporation for 14 years. In addition to his advisory role, he also serves as an agent offering fixed insurance products and works with Denali Wealth Management as a financial planner. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning and retirement plan consulting. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization, supported by various tools and strategies, and is notable for its scale, complex affiliate network, and recent consolidation activities.

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.

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.

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.

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.

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.

Sean Mckay is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Brokerage Services LLC since 2005, joining Fidelity Investments in 2025. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its registration with the CFTC as a commodity pool operator and its use of AI in research.

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.