Nicolas Perez III is a financial advisor at Merrill in Fort Worth, TX, holding a Series 66 designation with nine years of industry experience. He has worked at Merrill and Bank of America since 2018 and spent one year at Edward Jones prior to that. Before entering finance, he worked in the television industry. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors. The firm supports strategic asset allocation and tax-aware investment options as part of its portfolio management approach.

Jason Miller is a financial advisor at Charles Schwab with eight years of industry experience. His prior roles include positions at TD Ameritrade and Charles Schwab bank. Outside of his advisory work, he has been involved in retail sales through a local business in Fort Worth, Texas. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering wealth advisory, managed accounts, and financial planning services. The firm provides both non-discretionary and discretionary investment management through multi-asset model portfolios and integrates brokerage, custody, and advisory services within its Schwab Wealth Advisory program.

Jake Skiles is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 and Series 63 designations and has worked at firms including Charles Schwab Bank, Charles Schwab & Co., and TD Ameritrade. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a range of wealth levels. The firm offers a variety of advisory programs and investment solutions, supported by a nationwide network of financial advisors and branch offices.

Nathan Maroney is a Wealth Management Advisor at Merrill Lynch Wealth Management in Fort Worth, Texas. He began his career with Merrill Lynch in 2000 and focuses on providing individually tailored wealth management services to affluent individuals and business owners. Nathan works closely with clients and their other advisors, such as attorneys and accountants, to develop comprehensive strategies addressing total financial needs and goals. His expertise includes stock option analysis, retirement planning, life insurance analysis and funding, estate services and wealth transfer strategies, portfolio management, and planning for higher education. Nathan earned a Bachelor of Business Administration degree from the University of Texas at Arlington. He holds the Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA) designations. By maintaining a disciplined process that allows him to serve a limited number of clients, Nathan delivers a consistent and personalized service model tailored to each client's needs and expectations. He lives in Fort Worth with his wife, Stephanie, their two sons, Aiden and Adley, and two step-children, Ella and Aidan. In his personal time, Nathan enjoys spending time with his family and playing soccer with friends.

Justin Gentry is a financial advisor with Equitable Advisors in Fort Worth, TX, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Equitable Advisors, he served 22 years in the United States Air Force and has ownership roles in OnPoint Handyman Services LLC and OnPoint Cleaning Services LLC. He also worked as a home inspector for Overwatch Property Solutions. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model and offers tailored advisory services based on client goals, risk tolerance, and time horizon.

Audrey Abergel is a Financial Advisor with Merrill Lynch Wealth Management. She began her career with Merrill in 2019 and is currently part of the Foster Treger team. Audrey focuses on building long-lasting client relationships and delivering a fully integrated approach to wealth management that extends beyond investment advice. Her services include personalized financial planning, retirement strategies, tax mitigation, and customized portfolio management, tailored to individual client goals and risk profiles. Audrey holds a Bachelor's Degree from Universite d'Aix en Provence, a Master's Degree from Ecole Superieure de Journalisme, and a Master of Business Administration with a Finance concentration from Texas Wesleyan University. She is a Personal Investment Advisor (PIA) and is fluent in English, French, and Hebrew. Audrey participates in professional and community organizations such as The Network Society with The Jewish Federation of Fort Worth and Tarrant County. Originally from Marseille, France, Audrey moved to Fort Worth, Texas in 2013. She balances her professional career with family life and has personal interests that include boating, cooking, fishing, horseback riding, music, running, singing, swimming, tennis, and traveling.

Charles Snow is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Cambridge since 2013 and is also the owner of Snow Tax Consulting, an accounting business he has operated since 1986. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services delivered through independent Financial Professionals using a range of portfolio management and model-based strategies.

Marshall Humphrey is a financial advisor with Edward Jones in Fort Worth, TX, holding Series 63 and Series 66 designations and 33 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1992. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.

Albert Pattillo III is a financial advisor with Ameriprise in Fort Worth, TX, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2022, he served in various roles within the U.S. Army, including the 2nd Battalion of the 11th, 35th, and 47th Infantry Regiments. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies.

George Marlow Jr. is a financial advisor at UBS Financial Services with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Freehouse Capital Partners, Citigroup, and Atlas Sand. Outside of advising, he owns and operates Marlow Mining LLC, which runs bitcoin mining equipment. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines wealth management with institutional trading capabilities and provides a broad range of capital markets services.

Thomas Hubbell is a financial advisor with Cambridge Investment Research Advisors in Burleson, TX, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Kestra Advisory Services, Advisor Resource Council, and LPL Financial. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement advisory services through independent Financial Professionals using a variety of portfolio management approaches and platform arrangements.

Alexa De Moss is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has previously worked in various roles during her time at Texas Christian University and its Campus Recreation Center. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program.

Nicholas Olivarri is a financial advisor with Raymond James & Associates in Fort Worth, TX, holding a Series 66 designation and 11 years of industry experience. He previously worked at Merrill and Bank of America, N.A. before joining his current firm. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutions, and municipalities, offering tailored financial planning and consulting services through various portfolio management styles and affiliated research.

Lisa Stout is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at multiple JPMorgan entities from 2014 to 2023. 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 services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Kenshel Hills is a financial advisor at Primerica Advisors with six years of industry experience. He holds the Series 65 and Series 63 designations and has worked at Primerica Advisors since 2020. Hills is also employed by Dallas ISD. In addition to his advisory role, he is involved in the sale of home security and automation products through related affiliate companies. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program relying largely on model-delivery strategies managed by third parties and supported by custodial and trade execution services.

Michael Rodriguez is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Merrill and Bank of America. Outside of his advisory role, he works as an Uber driver in San Francisco. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Alexandra Dooley is a financial advisor at Wells Fargo Clearing in Fort Worth, TX, with 13 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo since 2016, including time at Wells Fargo Advisors LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by extensive research and analytics.

Fady Hanna is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses and eight years of industry experience. He has been with Wells Fargo Bank and its clearing division since 2015 and 2018, respectively. 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 operates on a large scale with over 14,000 financial advisors and approximately $671 billion in assets under management, offering both brokerage and advisory solutions.

Jason Daugherty is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has interests in oil and gas exploration through royalties from mineral rights at XTO Energy. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a non-discretionary program supported by an in-house manager solutions team and centralized due diligence.

Wade Jewett is a Senior Financial Advisor with Merrill Lynch Wealth Management in Fort Worth, TX. He works closely with clients to help them make informed decisions about protecting and growing their wealth through personalized strategies. Wade’s client focus includes college education planning, family wealth management, personal retirement planning, and special needs planning. Wade graduated from the University of Oklahoma in 2002 and holds the Personal Investment Advisor (PIA) designation. Prior to joining Merrill in 2014, he had a career in the medical device industry. Outside of his professional work, Wade is active in his community, coaching Fort Worth Youth Soccer and serving on the elder board of Trinity Presbyterian Church. He also volunteers with local schools, including Arlington Heights High School Fine Arts and Covenant Classical School. Wade lives in Fort Worth with his wife and their five children.