Jake Skiles is a financial advisor at Edward Jones in Ft Worth, TX, holding Series 63 and Series 66 credentials with 10 years of industry experience. His prior roles include positions at Charles Schwab Bank, Charles Schwab & Co., Inc., and TD Ameritrade Investment Management. Outside of his advisory work, he is the owner of a rental property managed by a third party. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive network of financial advisors and branch offices, as well as its affiliated trust company and securities-based lending services.

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. He previously served 22 years in the United States Air Force and is involved in entrepreneurial ventures including ownership of OnPoint Handyman Services LLC and OnPoint Cleaning Services LLC, as well as work as a home inspector with Overwatch Property Solutions. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, plans, corporations, and charitable organizations, utilizing a network of Investment Adviser Representatives and both proprietary and third-party investment programs.

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.

Eugene Loh is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been affiliated with Fidelity and its affiliates since 2011. Outside of his advisory work, he is a partner at TTL Holdings LLC, a business involved in boba tea and real estate, where he manages payroll and inventory. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe. The firm also supports model portfolio delivery and serves multiple registered investment companies, with distinctive involvement in commodity pool operations and advisory roles uncommon among large institutional peers.

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.

Ronnie Rushing is a financial advisor with LPL Financial in Mansfield, TX, holding CFP® and Series 66 credentials and over 25 years of industry experience. He previously worked at Hilltop Securities Inc. and Citigroup Global Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by both discretionary and non-discretionary account management.

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 Series 63 and Series 65 licenses and has worked with Primerica and its affiliated entities since 2016. In addition to advisory work, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services primarily through model-driven strategies overseen by unaffiliated asset managers.

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 with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 credentials and eight years of industry experience. He has been with Wells Fargo Clearing since 2018 and has worked at Wells Fargo Bank, NA since 2015. 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 offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Kim Campbell is a financial advisor at LPL Financial with 21 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at several firms including Wells Fargo Clearing and Edward Jones. Campbell is also an insurance agent with Brightstar Insurance Services. 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 range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Jason Daugherty is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding Series 63 and Series 66 designations and 22 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and previously at Chase Investment Services Corp. from 2009 to 2012. Outside of advising, he receives royalties from mineral rights related to oil and gas exploration with XTO Energy. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through a non-discretionary approach. The firm combines quantitative modeling with centralized due diligence and applies an ESG framework in its investment recommendations.