Angela Lewis is a financial advisor with Merrill, holding a Series 66 designation and over four years of industry experience. She has been with Merrill since 2015. Outside of her advisory role, Lewis owns two small businesses in Benbrook, Texas: Angela Crafts, where she teaches crafting classes, and Lewis Family Farm, which sells eggs and quail meat. 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 investment strategies for a range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

George Gamez is a financial advisor with Robert W. Baird & Co. in Fort Worth, TX, holding Series 63 and Series 66 credentials and having 25 years of industry experience. He has been with Robert W. Baird since 2011. Outside of his advisory role, he serves as a committee member for the Aledo Growth Committee and as treasurer for the AHHS class of 1985 reunion. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group provides customized financial planning and portfolio management services, utilizing a range of investment strategies and overlays tailored to client goals and risk tolerances.

Bruno Hernandez is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Lubbock County, Airtite Products LLC, and Oasis/World of Beer. Hernandez also attended Texas Tech University from 2019 to 2023. 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 along with trading, account administration, and custody support for a variety of client types.

Brendan Jorgensen is a financial advisor at Merrill with a Series 66 designation and has been with the firm since 2025. Prior to joining Merrill, he worked in various roles including at Wizards Sports Cafe and the University of North Texas. 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 strategies for individuals, high-net-worth clients, and institutional investors.

Sandra Petersdorf is a financial advisor at Wells Fargo Clearing with five years of industry experience. She holds Series 65 and Series 63 licenses and has worked in various roles within Wells Fargo and Preferred Care at Home. Outside of her advisory work, she has a 50% ownership stake in Preferred Care at Home, where she contributes to administration and payroll. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory, financial planning, and retirement plan consulting services, utilizing research and analytics to evaluate investment options within custodial platforms.

Kyle Hitchcock is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 66 licenses and 18 years of industry experience. He has worked at J.P. Morgan Securities since 2011 and JPMorgan Chase Bank since 2016, with prior experience at UBS Financial Services from 2009 to 2011. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. Their advisory approach combines quantitative and qualitative due diligence, and they offer specialized regulatory capabilities in derivatives and commodities.

Jose Castillo is a financial advisor at Merrill with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Merrill, he worked at Charles Schwab and held roles in technology services and business schools at the University of Texas. 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 to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Charles Hall is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, personal retirement planning, and portfolio management services. He believes wealth is built through thoughtful planning, attention to detail, and decades of consistently making good decisions. Charles holds a Bachelor's Degree from the University of Texas System and has earned the Personal Investment Advisor (PIA) designation. His professional approach involves listening, understanding, and guiding clients by building trusted relationships and providing personalized advice and disciplined wealth management. Outside of work, Charles enjoys gardening, hiking, and spending time with his family.

William Taylor is a financial advisor at Edward Jones in Fort Worth, TX with two years of industry experience. He holds Series 66 and Series 63 designations and previously worked at Equitable Advisors, LLC and Bluecrest Financial Alliances/MML. Outside of his advisory work, he is co-manager of Fool Creek, LLC, an oil and gas investment firm. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and managed strategies, supported by a large network of financial advisors and branch offices nationwide.

Brian King is a financial advisor at Edward Jones in Fort Worth, TX, with three years of industry experience. Prior to joining Edward Jones, he worked at Travelex Insurance for six years and Medical Solutions for four years. He holds Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, with a fiduciary standard applied to its advisory services.

Betsy Rhone is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding a Series 66 credential and 19 years of industry experience. She has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank, N.A. since 2008. She also has prior experience with Target Corporation dating back to 1993. 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 provides both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party sources.

Nathaniel Sizer is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and 17 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also has tenure at JPMorgan Chase Bank, N.A. dating back to 2006. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, manager searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Ralph Walker is a financial advisor at Merrill with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Merrill since 1995, also serving at Bank of America, NA since 2009. He maintains a separate investment-related business based in Fort Worth, Texas. 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 a range of client types including individuals, high-net-worth clients, and institutional accounts.

Gabriel White is a financial advisor at Merrill with Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Merrill, he worked at Bank of America, Charles Schwab & Co., Inc., and TD Ameritrade. Outside of financial services, he was involved with Firefighting Finest Moving Storage for three years. 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 accounts.

John Marquart is a CFP® and holds a Series 66 license with 17 years of experience in the financial services industry, all of which have been spent at Edward Jones since 2009. He is based in Ft Worth, TX. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including wrap fee programs, separately managed accounts, and tax-efficient services, operating under a fiduciary standard.

Bobbi Jo Bass is the Branch Leader at Fidelity Investments, a position she has held since 2025. She leads a team of financial professionals committed to developing personalized financial plans tailored to each client's aspirations, focusing on securing the well-being of their families. Her experience at Fidelity Investments spans several roles, including Planning Consultant from 2023 to 2025, Client Services Team Leader from 2022 to 2023, and High Net Worth Representative from 2020 to 2022. Through these positions, she has gained expertise in financial planning and client services. Outside of her professional responsibilities, Bobbi Jo Bass has interests in baseball, beach activities, football, family activities, and spending time with pets.

Joseph D'agostino is a Series 66-credentialed advisor with eight years of industry experience. He currently works at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A., having previously spent ten years at Bank of America and Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s approach integrates systematic due diligence with qualitative research and includes broader derivatives and commodities capabilities.

Sharilynn Gates is a financial advisor at Wells Fargo Clearing with 18 years of industry experience and holds the Series 66 designation. She has been with Wells Fargo Clearing since 2008, with a brief gap, totaling 11 years at the firm. 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.

Rufus Roberts III is a financial advisor at Merrill with 34 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Morgan Stanley Smith Barney LLC for 11 years before joining Merrill. Outside of his advisory work, he serves as an executor in a non-investment-related capacity. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Charles White is a ChFC® and holds a Series 63 license, with 49 years of industry experience. He worked at Lincoln Financial Advisors Corporation from 1976 to 2025 before joining OSAIC in 2025. He is also licensed as an insurance agent offering fixed insurance products including annuities and life insurance. OSAIC serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients, providing brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process with portfolio optimization and offers various managed account options supported by third-party managers and proprietary strategies.