Scott Abel is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has previously worked in various educational roles before joining Edward Jones. Outside of his advisory role, he works part-time as a personal trainer and serves as a nutrition product influencer. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and maintaining a large retail advisor network nationwide.

John Lee is a financial advisor with LPL Financial in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked for Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Outside of his advisory role, he has involvement with a local tanning business in Fort Worth. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm offers various advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and advanced technologies.

Eliza Ormuz is a financial advisor at Charles Schwab with a Series 66 designation and three years of industry experience. She has worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2022, with prior experience at Symmply Right Solutions and Allegiance Bank. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment guidance using multi-asset model portfolios and provides centralized custody and order-routing services.

Jordan Burnett serves as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2011 in various roles including Financial Consultant, Investment Consultant, and Retirement Solutions Representative. Jordan works primarily with high net worth clients, focusing on investment strategies and retirement income strategies. Utilizing his CERTIFIED FINANCIAL PLANNER™ certification, he collaborates with clients to understand their goals, fears, and needs to develop tailored financial plans. Jordan holds an Arkansas Insurance License. Outside of his professional responsibilities, he enjoys baseball, beach activities, outdoor adventures, family activities, and parenthood.

Alexander Nelson is a Series 66–licensed financial advisor with Merrill, based in Fort Worth, TX, and has 11 years of industry experience. He previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. Outside of his financial advisory role, he manages Flying D Cattle LLC, a ranching business focused on raising and selling beef cattle to friends and family. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a variety of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, and charitable organizations.

Angela Lewis is a financial advisor at Merrill in Fort Worth, Texas, holding a Series 66 designation with 11 years at Merrill and three years of industry experience. Outside of her advisory role, she owns and operates a sole proprietorship teaching crafting classes and manages a family farm selling eggs and quail meat. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, and institutional investors.

George Gamez is a financial advisor with Robert W. Baird & Co. in Fort Worth, TX, holding Series 63 and Series 66 credentials and having 25 years of industry experience. He has been with Robert W. Baird since 2011. Outside of his advisory role, he serves as a committee member for the Aledo Growth Committee and as treasurer for the AHHS class of 1985 reunion. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group provides customized financial planning and portfolio management services, utilizing a range of investment strategies and overlays tailored to client goals and risk tolerances.

Bruno Hernandez is a financial advisor with Merrill in Fort Worth, TX, holding a Series 66 designation. He has less than one year of industry experience, having joined Merrill in 2025. Prior to this, his work background includes roles in several companies across different sectors, including Airtite Products LLC and Oasis/World of Beer. Merrill offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, providing model-based and discretionary investment strategies to a wide range of clients including individuals, high-net-worth clients, pension plans, and charitable organizations.

Brendan Jorgensen is a financial advisor with Merrill in Fort Worth, TX, holding a Series 66 designation. He joined Merrill in 2025 and has prior work experience in various industries including hospitality and retail, as well as a background in education at the University of North Texas. Merrill offers managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, providing a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors. The firm leverages its integration with Bank of America to offer access to a broad set of financial products and services.

Sandra Petersdorf is a financial advisor at Wells Fargo Clearing with five years of industry experience. She holds Series 65 and Series 63 credentials and has worked in various roles within Wells Fargo entities since 2016. Outside of her advisory work, she has partial ownership in Preferred Care at Home, a business focused on administration and payroll. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Kyle Hitchcock is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 66 licenses and bringing 18 years of industry experience. He has worked with J.P. Morgan Securities since 2011 and JPMorgan Chase Bank, NA since 2016. Based in Fort Worth, TX, he has spent his career within the J.P. Morgan organization. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, combining large institutional advisory operations with affiliated brokerage and investment management capabilities.

Jose Castillo is a financial advisor with Merrill in Fort Worth, TX, holding Series 63 and Series 66 licenses and two years of industry experience. His prior work includes roles at Charles Schwab and technology services at the University of Texas at Dallas. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a variety of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Charles Hall is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, personal retirement planning, and portfolio management services. He believes wealth is built through thoughtful planning, attention to detail, and decades of consistently making good decisions. Charles holds a Bachelor's Degree from the University of Texas System and has earned the Personal Investment Advisor (PIA) designation. His professional approach involves listening, understanding, and guiding clients by building trusted relationships and providing personalized advice and disciplined wealth management. Outside of work, Charles enjoys gardening, hiking, and spending time with his family.

Barbara Bodon is a financial advisor at UBS Financial Services with 25 years of industry experience. She has been with UBS since 2000 and holds the Series 66 designation. Based in Fort Worth, TX, Bodon's career has been centered at UBS throughout her professional tenure. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, leveraging proprietary research and a broad platform of capital markets services.

William Taylor is a financial advisor at Edward Jones in Fort Worth, TX, holding Series 63 and Series 66 credentials with two years of industry experience. His prior roles include positions at Equitable Advisors, LLC and Bluecrest Financial Alliances/MML. He is also co-manager of Fool Creek, LLC, an oil and gas investment business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Betsy Rhone is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding a Series 66 designation and 19 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously held positions at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. Betsy also has experience with Target Corporation dating back to 1993. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Nathaniel Sizer is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2012, with prior experience at JPMorgan Chase Bank, N.A. since 2006. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan broker-dealer and banking organization and offers its services on a non-discretionary basis.

Ralph Walker is a financial advisor with Merrill in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Merrill since 1995 and has also been affiliated with Bank of America since 2009. In addition to his advisory work, he operates a separate investment-related business. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Gabriel White is a financial advisor at Merrill with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Merrill and Bank of America in 2025, he worked at Charles Schwab and TD Ameritrade. Outside of finance, he has experience working with Firefighting Finest Moving Storage. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm operates within Bank of America’s broader corporate platform, which includes access to a wide set of products and services.

John Marquart is a CFP® and holds a Series 66 license with 17 years of experience in the financial services industry, all of which have been spent at Edward Jones since 2009. He is based in Ft Worth, TX. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including wrap fee programs, separately managed accounts, and tax-efficient services, operating under a fiduciary standard.