Jigar Raval is an Investment Consultant at Fidelity Investments, a role he has held since 2026. He began his career at Fidelity Investments in 2022, progressing through several positions including Customer Relationship Advocate, High Net Worth Service Associate, and Financial Representative. Prior to joining Fidelity, he worked as a Mortgage Processor at Intelty Inc from 2020 to 2022. With extensive experience in the financial industry, Jigar assists clients by educating them and helping develop personalized investment strategies tailored to their unique financial goals and needs. Outside of his professional role, Jigar has personal interests in cooking and baking, gardening, and reading.

Alan Marshall is a financial advisor with Raymond James & Associates in Dallas, TX, holding Series 63 and Series 66 licenses and 18 years of industry experience. He previously worked at Wells Fargo Clearing for three years before joining Raymond James in 2019. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.

Matthew Goodrich is a financial advisor with Mass Mutual Investors Services in Dallas, TX, holding a Series 66 designation and with eight years of industry experience. He has been associated with MML Investors Services, LLC since 2018 and with MassMutual/Spectrum Financial Group since 2017. Goodrich also has a history of involvement in financial education through the University of Texas at Dallas and UT Dallas Comet Cents. Additionally, he is active as an insurance broker specializing in individual life and long-term care insurance. 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 financial planning, asset management, and educational programs, utilizing firm-approved software for goal analysis and recommending investment strategies without discretionary authority.

Peter Phan is a financial advisor at Osaic with 10 years of industry experience. He holds Series 66 and Series 63 credentials and previously worked at Lincoln Financial Advisors Corporation for 14 years. In addition to his advisory role, he also serves as an agent offering fixed insurance products and works with Denali Wealth Management as a financial planner. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning and retirement plan consulting. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization, supported by various tools and strategies, and is notable for its scale, complex affiliate network, and recent consolidation activities.

Tiffany Smith is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds Series 63 and Series 66 designations and has been with J.P. Morgan firms since 2011. Outside of her advisory role, she serves as a director and treasurer for Cross Made Me Ministries, handling bookkeeping and annual tax filings. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence that incorporates both quantitative and qualitative research.

Aubrey Wolfe is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has been with Wells Fargo Clearing since 2016 and concurrently affiliated with Wells Fargo Bank, N.A. since 2005. Wolfe serves as an executor in a family-related fiduciary capacity. 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 utilizes research and analytics to support diversified investment approaches and offers both brokerage and advisory solutions.

Christopher Cheatheam is a financial advisor with Wells Fargo Clearing in Fort Worth, TX. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. Cheatheam has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank, N.A. since 2008. 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.

Francisco Zapata Fernandez is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has previously worked at Citizens Securities Inc. and Bank of America N.A./Merrill Lynch. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their non-discretionary program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by a centralized due diligence process and a combination of quantitative and qualitative research.

Jeremy Williams is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 designation and previously worked at Fidelity Investments for 16 years prior to joining Edward Jones in 2026. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a wide range of households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Connor Ambrose is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Cetera. He has previously worked at Summit Financial Group Inc and Cetera Wealth Services, LLC. Outside of his advisory role, he is principal of Ambrose Capital Management, LLC, an investment-related business. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors, serving individual, corporate, charitable, and institutional clients with a variety of portfolio management and financial planning services. The firm operates a multi-manager platform offering discretionary and non-discretionary solutions across multiple program structures and custodial relationships.

Heath Warren is an Investment Consultant at Fidelity Investments, a position he has held since 2026. In this role, he partners with clients to help plan, manage, and grow their wealth while providing service that includes building and establishing relationships. Prior to his current role, Heath held positions at Fidelity Investments as an Investment Solutions Representative from 2024 to 2025 and as a CRA from 2023 to 2024. Before joining Fidelity, he worked as an Associate Wealth Planner at Steward Wealth from 2021 to 2023. Heath's professional experience spans various roles in investment consulting and wealth planning, focusing on client partnership and wealth management. Outside of his professional life, Heath has personal interests that include fishing, fitness, pets, soccer, surfing, and tennis.

William Ellis Jr. is a financial advisor with Equitable Advisors in Fort Worth, TX, holding Series 63 and Series 65 credentials and over 23 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 2002. Ellis serves as president of Fort Worth Business Professionals and holds board or committee roles with several community organizations including Big Brothers Big Sisters Tarrant County, the Boy Scouts of America Longhorn Council, and Ducks Unlimited. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm’s approach includes matching clients to program models or discretionary managers, often through third-party asset managers and advisory programs, and offers a range of investment options including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Sterling Piepgrass is a financial advisor at Cetera with 18 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Avantax Insurance Agency, Avantax Investment Services, and operates a CPA practice specializing in accounting and tax services. He serves as Treasurer on the Board of Directors for the Mayfield Condo Association. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management and consulting services, supporting discretionary and non-discretionary strategies across a range of program structures.

Robert La Grace is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and 24 years of industry experience. Prior to joining Ameriprise in 2021, he worked at J.P. Morgan Securities for nine years. Outside of finance, he co-owns a franchise in the national sub sandwich industry with his spouse. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, offering tailored written recommendations on income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver its services, emphasizing the use of Ameriprise-managed accounts and incorporating algorithmic automation in its advisory process.

Brandt Manns is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior work includes roles at AEP Ohio/Pike Engineering and Ace Hardware Corporation. 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 to individuals, high-net-worth clients, and various institutions.

Anna Buckhalter is a Series 66-licensed financial advisor with Raymond James & Associates in Dallas, TX, bringing 20 years of industry experience. She has worked at Raymond James since 2018 and previously spent two years with Wells Fargo Clearing. Outside of her advisory role, she owns B Kind Design Co, a business selling handmade craft items and potentially offering craft classes. 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 diverse client base including individuals, institutions, pension plans, and municipal entities, offering financial planning, advisory programs, and institutional consulting with a range of portfolio management styles and affiliated research resources.

Ye Su is a financial advisor with Cetera in Dallas, TX, holding a Series 66 designation and 20 years of industry experience. Prior to joining Cetera in 2026, Ye Su worked at LPL Financial for 19 years and briefly at Morgan Stanley. Outside of advisory roles, Ye Su has been involved in a real estate rental activity in Jacksonville, FL. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm operates a multi-manager platform offering a variety of portfolio management options and financial planning services through a large nationwide network of independent advisors.

Lindsey Henry is a financial advisor at LPL Financial with 16 years of industry experience. She holds a Series 66 designation and has worked at several firms, including Fidelity Investments, Robinhood Markets, and Robinhood Asset Management. 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 broad range of advisory and brokerage services, including financial planning and institutional platforms, supported by advanced research tools and a large network of investment adviser representatives.

Jason Lind is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 24 years of industry experience and has previously worked at FSC Securities Corporation and Leo Brokerage, LLC. In addition to his advisory role, Lind is an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individual investors, pension plans, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management through multiple platforms and proprietary model strategies.

Wendy Barnes is a financial advisor with Merrill in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has been with Merrill and its affiliate Bank of America, N.A. since 2012. Merrill, together 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 strategies for individuals, high-net-worth clients, and institutional investors.