Stephanie Crago is a financial advisor with Edward Jones in Springtown, TX, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. She previously worked at Morgan Stanley DW, Inc. from 2005 to 2024 before joining Edward Jones. Outside of her advisory role, she is involved in a woodworking business, Cragos Creations, which she plans to formalize as an LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide presence. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mikaela Walker is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. She has been with Fidelity Investments since 2023 and has prior experience working with Fellowship Church, US Gold Gymnastics and Cheer Academy, and Varsity Tutors. Fidelity’s Strategic Advisers LLC division provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Robert Neander is a Series 66 licensed financial advisor with Wells Fargo Clearing in Fort Worth, TX, bringing 25 years of industry experience. His career includes roles at Merrill and various Wells Fargo entities since 2005. 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 through more than 14,000 advisors and offers both brokerage and advisory solutions.

Nicolas Albertini is a financial advisor at Fidelity with Series 63 and Series 66 credentials. He has been in the industry since 2024, holding prior roles at The Ranger Group and several other firms. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is notable for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and use of AI-driven research methods.

Marcus Mainord is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2007. Outside of his advisory role, he is a partner in STMJ LLC, a recreational real estate venture. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm uses a centralized due diligence process and offers access to derivatives and commodities capabilities through its broader regulatory registrations.

Kimberly Smay is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 designation. She has worked at Fidelity Investments since 2023 and has prior experience in diverse roles including positions at Gritr Sports and Starbucks. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage multiple registered investment companies.

Hailey Thibodeaux is a financial advisor with Equitable Advisors in Fort Worth, TX, holding Series 63 and Series 65 licenses and having four years of industry experience. Her work history includes roles at MMR Group, BBP Sales, and Posh Boutique. Equitable Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs through a broad network of Investment Adviser Representatives and third-party managers.

Morgan Duvall is a Wealth Management Advisor at Merrill Lynch Wealth Management based in Fort Worth, Texas. He is responsible for the wealth planning activities for his team and brings a background in Information & Operations Management from Texas A&M University. Morgan transitioned to financial advising after starting his career in supply chain management consulting, joining Merrill Lynch in 2014. Morgan earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2016 and holds additional credentials including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His client focus areas include education planning, family wealth management strategies, services for endowments, foundations and non-profits, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, socially responsible and ESG investing, as well as women and wealth. Outside of his professional work, Morgan enjoys adventure sports, baseball, boating, camping, fishing, hunting, skiing, and spending time with his family. He is involved in community organizations such as Christ Chapel Bible Church, Ducks Unlimited, and Westside Little League.

Samantha Ozminkowski is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Her background includes roles at Fidelity Investments as well as positions with Uber Eats, Salad and Go, RPM Living, Dunkin', and Facebook Marketplace. Prior to her financial career, she spent eight years in full-time education. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work for charitable funds and registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and oversees multiple sub-advisers, with a notable role in developing AI-driven research and formal governance procedures.

Amanda Schrama is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. She holds the Series 66 designation and has previously worked at New York Life Investments, Nuveen Asset Management, Nuveen Securities, Deutsche Asset Distributors, and Morgan Stanley. 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 services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Trevor Simms is a Financial Consultant at Fidelity Investments, a role he has held since 2025. Prior to this, he served as a Planning Consultant from 2024 to 2025 and as a Workplace Planning Consultant from 2020 to 2024 within the same company. His professional experience has been focused on financial planning and consulting. Trevor holds insurance licenses in Arkansas and California. He applies discipline and perseverance in his financial planning approach, drawing from his background in professional baseball. He emphasizes building authentic relationships with clients to guide them toward financial confidence. Outside of his professional work, Trevor enjoys camping, cars, fishing, outdoor adventures, traveling, and volunteering. He values family and outdoor activities, reflecting his personal interests in his approach to financial advising.

Jesus Saenz is a Financial Consultant at Fidelity Investments, a position he has held since 2024. In this role, he engages clients in financial planning conversations and works collaboratively to develop strategies that align with their future goals. His approach focuses on helping clients build, preserve, and transition wealth through comprehensive financial plans. Prior to his current role, Jesus held several positions at Fidelity Investments, including Planning Consultant from 2022 to 2024, Relationship Manager in 2022, and Financial Representative from 2021 to 2022. Before joining Fidelity, he worked as a Relationship Banker at Wells Fargo Bank, N.A. from 2016 to 2021. This experience has contributed to his expertise in financial planning and client relationship management.

Deana Butler is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 19 years of industry experience. She has worked at multiple firms, including SagePoint Financial and Charles R. Green & Associates, where she also serves as Vice President of Operations. OSAIC serves a diverse client base, including retail and institutional investors, offering a range of brokerage and advisory services through a multi-advisor platform that emphasizes model-based asset allocation and portfolio optimization.

John Thane is a financial advisor with Ameriprise in Southlake, TX, holding a Series 66 designation and 22 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2015. Outside of his advisory role, he serves on the Board of Directors and is a past president of the Board of Trustees for Metroport Meals on Wheels. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement, combining research, modeling, and tax-efficiency strategies to provide tailored, non-discretionary recommendations. The firm serves clients with significant investable assets and integrates advisory, brokerage, and insurance solutions through its institutional platform.

Vanessa Samples is a financial advisor with Fidelity Investments, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Fidelity, she worked in various roles at Staples, Goodtree Healthcare, Qualfon, and McDonald's. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a broad client base and is noted for its formal advisory role to registered investment companies and use of systematic methodologies in portfolio management.

Fernando DeGracia is a Financial Consultant at Fidelity Investments, a role he has held since 2017. He partners with clients to develop and maintain personalized financial plans aimed at growing, protecting, and managing their wealth over time. His experience within Fidelity Investments includes serving as Workplace Planning and Guidance Manager from 2015 to 2017, Guidance Support Specialist in 2015, and Workplace Planning and Guidance Consultant from 2014 to 2015. This progression reflects his comprehensive knowledge of financial planning and client guidance. Fernando holds insurance licenses for Arkansas and California, supporting his capacity to provide informed advice concerning insurance matters.

Brian Bolger is a financial advisor with Fidelity Investments in Westlake, TX, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at National Financial Services and various engagements related to the University of Texas at San Antonio and Utah Football. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment approach.

Vicki Russell is a financial advisor at Wells Fargo Clearing in Fort Worth, TX, with 10 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Wells Fargo Bank and its affiliated clearing firm since 1999. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets across a large network of advisors, providing both brokerage and advisory solutions with a focus on research-driven investment strategies.

Kasey Buckner is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2016 and has been associated with Granite Financial since 2000. Buckner serves as Vice President of Granite Benefits Inc., a corporation marketing fixed insurance products through independent vendors. Cambridge Investment Research Advisors serves a diverse client base that includes individual and institutional clients such as pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and supports discretionary and non-discretionary management through multiple platforms and proprietary model strategies.

Hillery Emms is a financial advisor with Robert W. Baird & Co. in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Robert W. Baird since 2013. The DDK Group, part of Robert W. Baird’s Private Wealth Management practice, serves individuals, families, pensions, corporations, and institutional clients by providing financial planning, portfolio management, and brokerage services. The team customizes strategies using a mix of in-house and third-party managers, offering a range of traditional and non-traditional investment approaches.