Adam McDonald is the Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2018. He has over 20 years of experience in the financial services industry, having held several positions at Fidelity Investments including Financial Consultant, Relationship Manager, Financial Representative, Retirement Solutions Representative, Fixed Income Specialist, Investments Representative, and Trader since 2004. His extensive experience encompasses various aspects of financial consulting and investment management. Adam collaborates with clients to develop personalized wealth strategies tailored to their unique financial goals. He holds insurance licenses in Arkansas and California, enabling him to provide comprehensive financial planning services. Outside of his professional work, Adam's personal interests include baseball, camping, family activities, fishing, hiking, and traveling.

Chelsea Magby is a financial advisor with LPL Financial in Fort Worth, TX, holding Series 63 and Series 66 licenses and having 27 years of industry experience. Her prior work includes roles at Southside Bank and Raymond James Financial Services. Outside of her advisory work, she operates CM Butterfly, a business entity unrelated to investments. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm provides financial planning, various advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by internal and third-party research.

Michael Hyatt is a financial advisor with UBS Financial Services in Fort Worth, TX, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has been with UBS since 1992. His other activities include overseeing scholarship allocations for the Iron Phi Foundation, serving on the board and executive committee of the Fort Worth Zoo Association as treasurer, and participating in charitable oversight for Sister Cities International Foundation and investment review for Pacific Retirement Services, Inc. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings that include financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment strategies to clients’ goals and risk tolerances.

Gilbert Little is a financial advisor with LPL Financial in Fort Worth, TX, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Ameriprise, Raymond James Financial Services, and BBVA Compass Insurance Agency. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios and research.

Kristi Traylor is a financial advisor at Morgan Stanley with 42 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Morgan Stanley and UBS Financial Services. Traylor is a co-owner of a rental property business in Granbury, Texas. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with comprehensive financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside various investment and private fund activities.

James Taylor is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Equitable Advisors since 1999, previously affiliated with Axa Advisors, LLC during the same period. 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 multiple third-party asset managers and LPL programs. The firm operates a hybrid referral and implementation model that includes advisory and brokerage channels, tailoring services based on client goals, risk tolerance, and time horizon.

Krystal Lopez is a financial advisor at UBS Financial Services with eight years of industry experience. She holds a Series 66 designation and has worked previously at Morgan Stanley, JPMorgan, and Wells Fargo. Krystal also has professional experience outside finance, including a two-year period at Lululemon. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor financial plans and investment strategies to clients' goals and risk tolerances.

Wade Grimes is a financial advisor at Cetera with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Foresters Advisory Services LLC and Foresters Financial. Outside of his advisory role, he is a board member of Brothers Keepers, an organization that helps injured veterans. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

John Dull Jr. is a financial advisor with UBS Financial Services in Ft. Worth, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with UBS since 2001. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Matthew Lindsey is a financial advisor at LPL Financial in Fort Worth, TX, with nine years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Cetera and Foresters Financial Services. Lindsey also served for five years at the Amon Carter Museum of American Art. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm provides a broad range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Meredith Campbell is a financial advisor at Stifel with five years of industry experience. She previously worked at UBS Financial Services, Fidelity Brokerage Services, and Mr. Cooper. Outside of her advisory role, she serves as President of a sub-club within the Junior Women's Club of Fort Worth, where she leads monthly programs and social events. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment guidance is based on proprietary methodologies developed by its Investment Strategy Group, which utilizes forward-looking capital market assumptions and probabilistic modeling.

Douglas Amyett is a financial advisor with UBS Financial Services in Ft. Worth, TX, holding Series 63 and Series 65 licenses and having 32 years of industry experience. He has been with UBS since 2006. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and affiliated banking and lending programs.

Nathan Richards is a financial advisor at Merrill with 25 years of industry experience. He previously worked at Stephens Inc. and RBC Capital Markets. Richards holds Series 63 and Series 65 licenses. Merrill, along 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

Kenneth Hampton Sr. is a financial advisor at Edward Jones in Fort Worth, TX, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2016, following a brief retirement period in 2015-2016. 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, supported by a large network of financial advisors and branch offices, and operates under a fiduciary standard.

Le Thuy Nguyen is a CFP® credentialed financial advisor at UBS Financial Services with 30 years of industry experience. She has been with UBS since 2011. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client solutions.

Jared Herbert is a financial advisor at Charles Schwab with 15 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at Charles Schwab and its affiliated entities since 2010, including seven years with Schwab Wealth Advisory. Based in Fort Worth, TX, Herbert’s career includes roles at Charles Schwab Bank and Schwab Wealth Advisory. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering non-discretionary investment guidance alongside access to discretionary separately managed accounts. The firm’s integrated model combines advisory, brokerage, custody, and cash-sweep services supported by centralized operations and a multi-asset investment approach.

Ethan Shook is a financial advisor at Morgan Stanley in Fort Worth, TX, holding Series 63 and Series 66 credentials with two years of industry experience. His prior roles include positions at Fidelity Investments and Benchmark, as well as diverse experience across several other sectors. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Ted Kelly Smith is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing 35 years of experience in financial and wealth management advice and services. Since joining Merrill in 2009 from Banc of America Investments, he has provided high-net-worth clients with expertise in family wealth management strategies, legacy planning, portfolio management, wealth transfer and preservation, business services, retirement strategies, estate planning, and private money management. Kelly takes a disciplined approach to each client relationship, focusing on understanding individual client situations, goals, and needs to develop personalized wealth management strategies. Kelly holds a Bachelor of Business Administration in Finance from Texas Tech University, earned in 1986. He has earned professional designations as an Accredited Asset Management Specialist (AAMS) and a Personal Investment Advisor (PIA). His client work is informed by his deep knowledge of multi-generational wealth planning, asset allocation, portfolio management, and capital markets. Beyond his professional role, Kelly is active in his community and serves on the board of Furnished by Grace. He coaches boys’ and girls’ recreational and select basketball teams and is involved with the organization Embrace Grace. He is married to Michele and has two children. His personal interests include basketball, football, ice hockey, skiing, and spending time with his family.

Will Harris is a Series 66 licensed financial advisor with three years of experience, currently affiliated with J.P. Morgan Securities in Fort Worth, Texas. His prior work includes roles at Jpmorgan Chase Bank, N.A., the Texas A&M Foundation, and Zweiacker & Associates. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support its recommendations.

Yanely Garcia is a financial advisor with Robert W. Baird & Co., holding Series 63 and Series 66 licenses and with 10 years of industry experience. She has worked at Robert W. Baird & Co. since 2018 and previously at Fidelity Brokerage Services LLC from 2016 to 2018. The DDK Group, within Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning and portfolio management services, incorporating manager-traded and model-traded strategies, tax management, and internal research, including the use of artificial intelligence, to support client advice.