William Brown is a financial advisor at LPL Financial with 19 years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise, Cetera Advisor Networks, Sanctuary Advisors, and Sanctuary Securities. 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, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside research and model portfolios.

Dawn Urbanovsky is a financial advisor at Fidelity with 19 years of industry experience. She holds Series 63 and Series 65 designations and has worked with various Fidelity entities since 2013. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm combines fundamental research with quantitative and algorithmic portfolio construction, managing model portfolios that include mutual funds, ETFs, and ETPs.

Marco Gutierrez is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2020, progressing through various roles including Investment Management Consultant II and I, Managed Account Support Specialist, High Net Worth Associate, and Customer Relationship Advocate. His professional experience encompasses strategic financial planning and investment management, with a focus on building deep relationships with clients to support their financial goals. Marco is committed to collaborating with families and individuals to develop customized financial plans. Outside of his professional work, Marco has interests in cooking and baking, fishing, fitness, reading, running, and traveling.

Camila Fonseca Tavera is a financial advisor at Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 licenses. She has been working in the financial industry since 2021 with prior experience at State Farm and Wells Fargo Bank. Outside of finance, she has been involved with regional theater companies, including the Repertory Company Theatre and Garland Civic Theatre. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, leveraging research from the Wells Fargo Investment Institute and employing diversification principles and modern portfolio theory.

Terri Dirba is a CFP® professional with 26 years of experience, currently serving as a financial advisor at Edward Jones since 1999. She holds a Series 63 license and is based in Grand Prairie, TX. Outside of her advisory role, Dirba has worked seasonally as floor staff for TNT Fireworks. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of investment strategies and operates an SEC-registered advisory program with approximately $1.01 trillion in assets under management.

Michael Rodenbaugh is a financial advisor at Raymond James & Associates with 32 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at UBS Financial Services Inc. from 2010 to 2021. Outside of his advisory role, he owns a leased condominium property. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and institutional consulting, with specialized services in public finance and municipal work.

Zelos Willis is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Vanguard Group and Charles Schwab/TD Ameritrade. He also has experience outside finance, having worked with the YMCA and operated a business called The ArtofJozel. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm uses a combination of quantitative asset-allocation modeling and centralized due diligence, applying an ESG eligibility framework in its recommendations.

Carla Thompson is a financial advisor at UBS Financial Services with 42 years of industry experience. She has been with UBS since 1995 and has operated Carla Thompson Financial Services since 1986. Thompson serves as a member of the University of Texas at Austin College of Fine Arts Advisory Committee. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering a range of financial planning and portfolio management solutions supported by proprietary research and institutional trading capabilities.

David Adams is a financial advisor with Robert W. Baird & Co. in Fort Worth, TX, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has been with Robert W. Baird & Co. since 2011. Outside of his advisory role, Adams serves as a trustee for the Jacob Ratliff 2011 Revocable Trust. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers a combination of consulting and portfolio services tailored to client goals and risk tolerances, utilizing a variety of investment strategies and management approaches.

Amy Smith is a Senior Financial Advisor at Merrill Lynch Wealth Management. She focuses on family wealth management strategies, women and wealth, and retirement income. Amy works closely with clients to develop personalized financial strategies aimed at helping them pursue their long-term goals. She emphasizes a disciplined and diversified portfolio construction approach, detailed planning, and defined re-balancing targets rather than attempting to time the markets. Amy holds the designation of Personal Investment Advisor (PIA) and earned her High School Diploma from Burleson High School. She is also actively involved in her community, volunteering as a Johnson County Court Appointed Special Advocate (CASA). In her personal time, Amy enjoys boating, gardening, and horseback riding.

Kate Meyer is a financial advisor at Merrill with one year of industry experience and holds a Series 66 designation. Prior to joining Merrill, she worked at Bank of America and Charles Schwab. Outside of her advisory role, she works part-time as a licensed professional counselor at a small therapy practice. 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 wide range of clients including individuals, high-net-worth clients, pension plans, and charitable organizations.

Joel Risenhoover is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes eight years at Kestra Advisory and Kestra Investment Services, as well as 14 years at Neighborhood Credit Union. 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 various advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by in-house and third-party research.

Fritzie Connally Jr. is a financial advisor with Ameriprise Financial Services who holds Series 63 and Series 65 registrations and has 40 years of industry experience. He has worked with Ameriprise since 2009, including its Financial Services, Inc. and LLC divisions. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides a written recommendation report and ongoing annual retirement-income planning focused on reliable income sources and tax-aware withdrawal strategies.

Raymond Wilshire is a CFP®-certified financial advisor with 36 years of industry experience, currently serving at Cetera Wealth Services, LLC. Based in Fort Worth, TX, he has a longstanding career including roles in tax consulting and financial services dating back over five decades through Wilshire & Associates and related firms. Outside of his advisory work, he manages ranch operations and holds executive roles in several family-owned businesses and a nonprofit foundation. Cetera Investment Advisers LLC is an SEC-registered firm offering a multi-manager platform that serves a diverse client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm provides a range of portfolio management and financial planning services through a large network of advisors and employs various program structures and investment strategies.

Charlie Hernandez is a Series 66-licensed financial advisor with Merrill in Fort Worth, TX, bringing one year of industry experience. His prior roles include positions at Bank of America and Don Artemio, with earlier experience at Manny's. Outside of his advisory work, Hernandez assists with managing his parents' financial affairs through an LLC established for that purpose. Merrill provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, and institutional investors. The firm operates within Bank of America’s corporate platform, providing access to a wide range of financial products and services.

Mallory Wittkowske is a financial advisor with Robert W. Baird & Co. in Dallas, TX, holding a Series 66 designation and three years of industry experience. Prior to joining Baird in 2023, she worked at Goosehead Insurance and has held various roles associated with the University of Iowa and other organizations. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, institutions, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a range of strategies from traditional equity and fixed income to more complex and non-traditional investments.

Gregory Jones is a financial advisor with Mass Mutual Investors Services in Arlington, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and has been affiliated with Massachusetts Mutual Life Insurance Company since 2016. Jones is also involved in individual life, property/casualty, fixed annuity, and long-term care insurance as an agent and holds gaswell royalties. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, emphasizing collaborative, annual planning relationships using firm-approved analytical tools.

Sabrina Hurley is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding Series 63 and Series 66 licenses and having 10 years of industry experience. She has been with J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. since 2022 and previously operated a business called Perfect Piece By Saby from 2021 to 2024. 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 applying an ESG eligibility framework in its recommendations.

Lynn Bates Jr. is a financial advisor at Edward Jones with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors and 15,000 branch offices.

Lance Cobb is a financial advisor at Wells Fargo Clearing with 47 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing since 2016, following a four-year tenure at WELLS FARGO Advisors. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.