Randy Odom is a financial advisor at Wells Fargo Advisors in Fort Worth, TX, with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked within Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he has a majority ownership in Odom Private Wealth Management, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning and investment services tailored to clients who meet certain net-worth criteria, utilizing Wells Fargo research and tools to develop personalized recommendations.

Bo Lamar is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding Series 65 and Series 63 licenses. He has four years of industry experience, having worked previously with Renegade Well Services, Diamondback Energy, Taurex Drill Bits, and FDL/Devon Energy. 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. The firm operates within the broader J.P. Morgan organization and offers non-discretionary advisory services through a select group of Wealth Advisors.

Debra Faller is a financial advisor at Wells Fargo Clearing with 7 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2018, having worked at Wells Fargo Bank, N.A. since 2005. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Mary Severin is a financial advisor with Morgan Stanley in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She worked at Merrill for 20 years before joining her own practice briefly, then Morgan Stanley in 2026. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment models as part of its financial planning process.

Olivia Daley is a financial advisor at Fidelity with a Series 66 credential and four years of industry experience. Her prior work includes roles at Peloton, Chipotle, DoorDash, Buffalo Wild Wings, Victoria's Secret, Target, and Panera Bread. Strategic Advisers LLC, a Fidelity Investments company where she is employed, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe, and it offers model portfolios through intermediary platforms.

Brandon Schifferdecker is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior work includes nine years at TD Ameritrade before joining Charles Schwab and Charles Schwab Bank in 2021. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management options supported by multi-asset model portfolios and alternative investment due diligence.

Trevor Lucky is a financial advisor at Fidelity with six years of industry experience. He holds Series 66 and Series 63 licenses. His career includes roles at Fidelity Brokerage Services LLC and Fidelity Investments, along with previous experience at the University of Texas at Austin and Liberty Tax Service. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and deliver model portfolios across multiple platforms.

Robert Towns is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 designations. In addition to his advisory role, he is the CEO of The Towns Group, an advertising and marketing business operating remotely. 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 combines proprietary fundamental research with quantitative and algorithmic portfolio construction, delivering model portfolios and managing funds with oversight and systematic methodologies.

Betsabet Romero is a financial advisor at UBS Financial Services in Fort Worth, TX, with 30 years of industry experience. She has been with UBS since 1994 and holds Series 63 and Series 65 credentials. Outside of her advisory role, Romero serves on the board of directors for the William Mann Community Development Corporation, a community development financial institution. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a range of capital markets and research resources to tailor client solutions.

Jonathan Cummings is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and over 28 years of experience in the industry. He previously worked at InvestaCorp, Inc. and Securities America Advisors, Inc. He operates under multiple business entities related to investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from various sources to support diversified investment strategies.

Daniel Cea Oliva is a financial advisor at Charles Schwab with Series 63 and 66 licenses and one year of industry experience. His prior work includes roles at Liberty Mutual and several positions outside the financial industry. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, using multi-asset model portfolios and alternative investments, supported by a centralized operational structure.

Alexander Tower is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. He previously worked for Secure Net Lease and Bluffview Properties LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional investors, including discretionary portfolio management and fund advisory. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an adviser to multiple registered investment companies and fund-of-funds.

Jonathan Medina is a financial advisor at Merrill based in Fort Worth, TX, holding a Series 66 designation with eight years of industry experience. He has been with both Bank of America, N.A. and Merrill since 2016. 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. The firm serves individuals, high-net-worth clients, and various institutional clients using model-based and discretionary investment strategies developed by internal and third-party managers.

Juliana Akor is a Series 66-licensed financial advisor at Fidelity with five years of industry experience. She has worked at Fidelity Investments since 2020 and previously held positions at Jewish Family & Community Services Pittsburgh, Apex Life Sciences, and the Ohio State House of Representatives. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research and quantitative analysis to construct model portfolios that include mutual funds, ETFs, and ETPs.

Raphael Robert is a CFP®-credentialed financial advisor at Charles Schwab with seven years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2018 and previously held positions at Fidelity Investments, Crown Capital Management, Superior Seafood, and the University of San Francisco. 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 options, combining multi-asset model portfolios, alternative investment due diligence, and centralized operational support.

Blake Bumgardner is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2019. He works closely with clients to develop tailored financial strategies aimed at achieving their specific goals, emphasizing an educational approach to help clients understand the options available to them through Fidelity. Blake has been with Fidelity Investments since 2016, progressing from Financial Representative to Relationship Manager before his current position. He holds insurance licenses in Arkansas and California, supporting his ability to provide comprehensive financial advice. Outside of his professional responsibilities, Blake enjoys camping, cars, family activities, hiking, motorcycles, and outdoor adventures.

Michael Klasel is a financial advisor at Charles Schwab with Series 66 and Series 63 credentials and three years of industry experience. Prior to joining Schwab in 2022, he held positions at Surespire, Ventura Foods, Ajilon Staffing, and Prima Title Group. Outside of his advisory role, he serves as the head judge for regional trading card game tournaments. Charles Schwab & Co., Inc. serves primarily 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 combines non-discretionary client advisory with access to discretionary separately managed accounts, using multi-asset model portfolios and a distinctive operational structure.

Daniel Hemenway is Vice President and Financial Consultant with Fidelity Investments' Private Client Group. In his role, he partners with families to evaluate complex decisions across a wide range of financial planning topics. He works to understand his clients' overall financial goals and objectives and presents various strategies and services to help pursue those objectives. Daniel joined Fidelity Investments in 2006, initially working in Workplace Planning and Advice. He was promoted to Senior Portfolio Specialist in 2010 and then to Vice President, Financial Consultant in 2014. He holds insurance licenses in Arkansas and California.

Zack Dowell is a Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2002 and currently partners with families to help build, preserve, and transfer their wealth. He focuses on challenging assumptions to assist clients in developing improved lifetime financial plans. Zack's experience at Fidelity includes roles as PAS Account Executive, Relationship Officer, Client Management Representative, Senior Retirement Investment Specialist, Retirement Investment Specialist, and Customer Service Associate. His tenure at the company spans over two decades, reflecting a broad range of expertise in financial consulting and client management. He holds insurance licenses in Arkansas and California.

Abraham Zelenyak is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and five years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2021, and previously spent a year at Highland Wealth - Northwestern Mutual. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.