Michael Hasbach is a Senior Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial strategies that align with their individual goals, utilizing investment insights from Merrill along with banking and lending solutions from Bank of America. Michael holds the Professional Investment Advisor (PIA) designation and earned a Bachelor's Degree from Saint Mary's University of San Antonio. He is committed to participating in his local community through volunteer activities, reflecting the longstanding Merrill tradition of community involvement.

Eugene Lamis is a CFP® professional with over 31 years of experience, currently serving as a financial advisor at Edward Jones since 1993. He participates in community activities including serving on the golf and house committees at Mira Vista Country Club and on the investment committee for United Way Fort Worth. Additionally, he owns and manages Glamis Castle Honeybee, a local honeybee hive maintenance business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with varied investment strategies and over $1 trillion in assets under management, supported by an extensive network of financial advisors and branch offices nationwide.

Alec Garza is a financial advisor with Fidelity in Westlake, TX, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, he worked in various customer service roles and currently also works as an independent contractor for a delivery service. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Lindsey Henry is a financial advisor at LPL Financial with 16 years of industry experience. She holds a Series 66 designation and has worked at several firms, including Fidelity Investments, Robinhood Markets, and Robinhood Asset Management. 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 a broad range of advisory and brokerage services, including financial planning and institutional platforms, supported by advanced research tools and a large network of investment adviser representatives.

John Cochran is a Series 66 licensed financial advisor with Fidelity Investments, based in Westlake, TX, and has two years of industry experience. Prior to joining Fidelity, he worked at Farrimond, Castillo & Bresnahan Attorneys at Law and has served as a brand ambassador for Bucked Up, a supplement and fitness company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction.

Michael Garcia is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop and maintain financial plans tailored to their individual family goals and visions. He has been with Fidelity Investments since 2012, holding various roles including Financial Representative, Workplace Planning Consultant III, and Benefits & Planning Consultant in Executive Services prior to his current position. He holds insurance licenses in Arkansas and California. Outside of his professional work, Michael enjoys attending concerts, social events with friends, watching movies, outdoor adventures, running, and spending time with pets.

Jason Lind is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 24 years of industry experience and has previously worked at FSC Securities Corporation and Leo Brokerage, LLC. In addition to his advisory role, Lind is an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individual investors, pension plans, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management through multiple platforms and proprietary model strategies.

Wendy Barnes is a financial advisor with Merrill in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has been with Merrill and its affiliate Bank of America, N.A. since 2012. 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 strategies for individuals, high-net-worth clients, and institutional investors.

Erick Miller is a financial advisor with Primerica Advisors in N Richland Hills, TX, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has worked at Primerica Advisors and Primerica Financial Services since 1994 and has held roles at Managed Health Network and Centene. Outside of his advisory work, he owns MPIRE Enterprises, Inc., a legal entity formed for Primerica business purposes. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options, operating as a wrap-fee solution rather than managing institutional pension or profit-sharing plans.

Antonio Acosta is a financial advisor at Fidelity with 13 years of industry experience. He holds the Series 66 designation and has worked with Fidelity and its affiliates since 2016, previously working at Securian Financial Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing proprietary fundamental research alongside quantitative and algorithmic portfolio construction methods. The firm manages discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery to intermediary platforms.

Regan Hasley is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. Prior to his current role, he has worked across several positions within the JPMorgan Chase organization and other companies. He serves on the board of the YMCA of Metropolitan Fort Worth. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research to deliver model asset allocations, incorporating ESG criteria and utilizing affiliated implementation services.

Madison Quattrochi is an Investment Management Consultant II at Fidelity Investments. She partners with Financial Consultants to collaborate with clients in creating financial plans, aiming to build long-lasting relationships and inspire dedication through commitment to Fidelity's core beliefs. Madison's professional experience includes roles as a Planning Consultant at Fidelity Investments since 2023, Relationship Manager from 2022 to 2023, and Financial Representative from 2021 to 2022. Prior to her tenure at Fidelity, she was a Branch Manager at First National Bank Texas from 2014 to 2021. She holds insurance licenses in Arkansas and California. Outside of her professional work, Madison has interests in baseball, cooking and baking, reading, theater, traveling, and volunteering.

Jordan Phillips is a financial advisor with Raymond James Financial Services Advisors Inc. in Fort Worth, TX, holding a Series 66 license and 18 years of industry experience. He previously worked at LPL Financial for 13 years and Edward Jones for 5 years. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports a wide advisor network with specialized municipal and public-finance services.

Jeremiah Mac Namara is a Series 66 credentialed financial advisor with 17 years of industry experience. He is currently with Morgan Stanley in Fort Worth, Texas, having previously worked at JPMorgan Chase Bank, N.A., JPMorgan Securities LLC, Bank of America, and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides a wide range of advisory programs and tailored financial planning using structured discovery processes and firm-approved tools.

Sahar Shakeri is a financial advisor at Merrill with five years of industry experience. She holds the Series 66 designation and has worked at Merrill and RBC Capital Markets. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions (SPS) Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jessyca Miller is a financial advisor at LPL Financial with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with LPL Financial since 2015, following three years at PNC Managed Account Solutions, Inc. She is involved in insurance-related activities through several affiliated entities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and participant-level retirement advice.

Christopher Sepe is a financial advisor with Fidelity in Westlake, TX, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Extended Travel, Tribe Transportation, and KLLM Transport Services. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that often involve multi-manager and fund-of-funds structures.

Luke Zaskoda is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Fidelity, he worked in real estate as a licensed realtor representing buyers and sellers in residential transactions. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its involvement with registered investment companies, use of systematic methodologies, and formal advisory role in model portfolio delivery.

Parker Smith is a Financial Consultant at Fidelity Investments, where they have been working since 2026. Parker collaborates with clients to provide comprehensive planning aimed at achieving financial independence through personalized wealth and retirement strategies. Parker has extensive experience within Fidelity Investments, having held various roles since 2016. These positions include Investment Management Consultant III, II, and I, Investment Solutions Representative, and Financial Representative. This progression highlights Parker's experience in investment management and client service within the financial sector. Outside of their professional work, Parker's personal interests include camping, family activities, golf, pets, and snowboarding.

James Lipari is a CFP® certified financial advisor with 35 years of industry experience. He has been with UBS Financial Services since 2015 and previously worked at Merrill and Osaic FA, Inc. Lipari serves on the Big Brother Big Sisters of Kansas City Alumni Board of Directors and advises a small family-run hydroponic farm. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, leveraging proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management and offers a wide range of capital markets services.