Lindsey Henry is a financial advisor at LPL Financial with 15 years of industry experience. She holds the Series 66 designation and has worked at firms including Robinhood Markets, Inc., and Fidelity Investments. Henry is based in Fort Worth, TX. 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 wide range of advisory programs and financial planning services, supported by model portfolios, research, and advanced technologies.

Jason Lind is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 24 years of industry experience. Prior to his current role since 2019, he worked for FSC Securities Corporation for 10 years. He is also an independent insurance agent. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers a variety of investment implementation options, including proprietary and third-party model strategies, with both discretionary and non-discretionary approaches tailored to client objectives.

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.

Robyn Scott is a CFP®-designated financial advisor with Edward Jones in Grapevine, TX, and has 17 years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Erick Miller is a financial advisor with Primerica Advisors in N Richland Hills, TX, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has worked at Primerica Advisors and Primerica Financial Services since 1994 and has held roles at Managed Health Network and Centene. Outside of his advisory work, he owns MPIRE Enterprises, Inc., a legal entity formed for Primerica business purposes. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options, operating as a wrap-fee solution rather than managing institutional pension or profit-sharing plans.

Duran Allen is a financial advisor with LPL Financial in Fort Worth, TX, holding a Series 66 designation and bringing 23 years of industry experience. He has worked at LPL Financial in two separate periods totaling 11 years and held positions at Cetera and Valic Financial Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Hayden Holley is a Wealth Management Advisor with Holley & Associates, affiliated with Merrill Lynch Wealth Management. He works closely with individuals, families, and business owners to provide personalized wealth management strategies that align with each client's goals, values, and circumstances. Hayden focuses on building enduring relationships and helps clients navigate important financial and life transitions. Prior to joining Holley & Associates, Hayden gained experience at a Big Four accounting firm. He holds a Bachelor of Arts in Accounting from Southwestern University and a Master's degree in Accounting from Texas Christian University. His professional designations include CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Hayden's expertise covers areas such as college education planning, family wealth management strategies, legacy planning, personal retirement planning, and portfolio management services. Outside of his professional role, Hayden enjoys cooking, golfing, traveling, coaching youth baseball, and spending time with his family. He resides in Colleyville with his wife, Mackenzie, and their three children, Pierson, Grayson, and Payton. Hayden does not provide tax advice in his current role at Merrill Lynch.

Regan Hasley is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding Series 65 and Series 63 licenses with seven years of industry experience. She has been affiliated with various entities within JPMorgan Chase since 2018. Outside of her advisory role, she serves as a board member for the YMCA of Metropolitan Fort Worth. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through a combination of quantitative modeling and centralized due diligence.

Jordan Phillips is a financial advisor with LPL Financial in Fort Worth, TX, holding a Series 66 designation and 18 years of industry experience. He has been with LPL Financial since 2013. 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 services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Jeremiah Mac Namara is a Series 66 credentialed financial advisor with 17 years of industry experience. He is currently with Morgan Stanley in Fort Worth, Texas, having previously worked at JPMorgan Chase Bank, N.A., JPMorgan Securities LLC, Bank of America, and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides a wide range of advisory programs and tailored financial planning using structured discovery processes and firm-approved tools.

Sahar Shakeri is a financial advisor at Merrill with five years of industry experience. She holds the Series 66 designation and has worked at Merrill and RBC Capital Markets. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions (SPS) Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Dawn Nguyen is a financial advisor with Ameriprise in Colleyville, TX, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, emphasizing Ameriprise-managed accounts and utilizing algorithmic automation overseen by internal committees.

Jessyca Miller is a financial advisor with LPL Financial in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with LPL Financial since 2015. Miller is involved in multiple investment-related insurance activities and serves as a licensed agent with Liberty Bankers Insurance Group. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a wide range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios from internal and third-party sources.

Antonio Romero is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill, he held roles at Icon Logistics, Austin FC, Stonecrest Partners, and Consultame LLC. He also has experience working at Texas Tech University and Westlake High School. 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. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Amy Benoit is a financial advisor at Merrill with Series 66 and Series 63 credentials and three years of industry experience. Her prior roles include positions at Charles Schwab, TD Ameritrade, and Fidelity Investments. Outside of finance, she was self-employed with USA Travels from 2016 to 2019. 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

James Lipari is a CFP®-credentialed financial advisor with 34 years of industry experience, currently serving clients at UBS Financial Services since 2015. He is based in Fort Worth, Texas. Outside of his advisory role, Lipari is involved with the Big Brother Big Sisters of Kansas City Alumni Board of Directors and serves as a board member and advisor for Urban Bounty Farms, a small hydroponic farm operated by his family. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary capital market assumptions and research to tailor investment plans and provides a broad range of financial products and services through its platform.

Leonard Segal is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. He has worked at J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities LLC since 2020, following six years at Raymond James & Associates. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, combining large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Judith Polak is a financial advisor with LPL Financial in Fort Worth, TX, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. She worked at Prospera Financial Services, Inc. for 11 years before joining LPL Financial in 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

Tyler Raben is Vice President and Branch Leader at Fidelity Investments, a position he has held since 2023. He leads a team of advisors focused on educating clients about various wealth planning strategies. Tyler works directly with clients to develop personalized plans that address their specific financial needs and goals, including asset growth and protection, income generation, and legacy planning. Tyler has been with Fidelity Investments since 2009, progressing through roles such as VP, Regional Planning Consultant; Vice President, Financial Consultant; Financial Consultant; Investment Consultant; Retirement Relationship Manager; Investment Solutions Representative; and Financial Representative. This extensive experience has provided him with a comprehensive understanding of financial consulting and retirement planning. No information regarding Tyler's education, credentials, personal interests, or community involvement was provided.

Marisa Brazeel is a financial advisor at Morgan Stanley with six years of industry experience and holds a Series 66 designation. She previously worked at Merrill from 2019 to 2024 and has experience with Aerotek-TD Ameritrade and Oklahoma State University. Morgan Stanley Wealth Management serves individual and institutional clients, offering advisory programs that include tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides a range of investment and planning services without making individual security recommendations as part of standalone plans.