Sawyer Link is a financial advisor at J.P. Morgan Securities in Fort Worth, TX, holding Series 63 and Series 65 licenses with approximately one year of experience at the firm. His prior roles include positions at Goldman Sachs & Co. LLC and Stellantis, as well as academic experience at Texas A&M University. He is also involved with Exotic Capital, LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence with both quantitative and qualitative research and incorporates ESG considerations within a broader derivatives and commodities framework.

Timothy Forrester is a financial advisor at Charles Schwab with eight years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab & Co., Inc. since 2018, following three years at Wells Fargo Bank. Outside of his advisory role, he is the managing member of Villatic Holdings LLC, a dormant entity focused on future residential properties. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by centralized custody and operational infrastructure.

James Moore is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked for the City of Aledo Fire Marshal Office and held roles in fire and security departments over more than two decades. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options supported by a nationwide network of more than 23,700 advisors. The firm manages approximately $1.01 trillion in assets and provides discretionary and non-discretionary strategies under a fiduciary standard.

Blayne Fugere is a financial advisor at Merrill with Series 65 and Series 63 licenses and five years of industry experience. Prior to joining Merrill and Bank of America in 2026, Fugere worked at Fidelity Investments for six years. Outside of finance, Fugere has experience in education with Cleburne and Duncanville Independent School Districts and involvement with the Rapides Symphony Orchestra. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brenda Devore is a financial advisor at Wells Fargo Advisors with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Advisors since 2017, following 15 years at Edward Jones. Outside of her advisory role, she co-owns Excellent Dealer Services with her spouse and serves as a legal guardian. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad planning menu that includes retirement, education, risk, and wealth-transfer planning. The firm’s advisors develop tailored recommendations using proprietary research and planning tools, delivering them through meetings and written summaries with optional implementation.

Kathryn Buiel is a financial advisor at Charles Schwab with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Ryan, LLC, Pruco Securities, LLC, and Prudential Insurance Company of America. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by centralized custody and operational infrastructure.

Douglas Kennedy is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Charles Schwab since 2018. In addition to his advisory role, he serves in the Oklahoma National Guard and is affiliated with the University of North Texas. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by research and centralized operational infrastructure.

Jason Jones is a financial advisor with LPL Financial in Fort Worth, TX, holding a Series 66 designation and 12 years of industry experience. He previously worked at Axa Advisors, LLC for five years before joining LPL Financial in 2019. Outside of his advisory role, Jones serves as a minister at various churches and owns Active Pain Relief LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.

Andrew Lamis is a CFP®-designated financial advisor with Edward Jones in Ft Worth, TX, and has four years of industry experience. Before joining Edward Jones, he worked at Dew Wealth Management and held various roles including at Ridglea Country Club and pursuing full-time education. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Lilly Le is a financial advisor at Charles Schwab with one year of industry experience. She holds a Series 66 designation and has worked in various roles including positions at Charles Schwab, TD Ameritrade, and Bath & Body Works. Prior to her advisory career, she was involved in small business ventures such as Mr. Hibachi LLC and Crab Station. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment options with centralized custody and operational support.

John Mickle is a financial advisor at Raymond James & Associates with 39 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James since 2016. 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 wide range of clients, including individuals, institutions, pension plans, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services with a variety of portfolio management styles and affiliated research support.

James Ceman is a financial advisor with Charles Schwab in Westlake, TX, holding the ChFC® designation along with Series 63 and 66 licenses. He has eight years of industry experience, including five years at TDAmeritrade and four years at Charles Schwab. Prior to his financial services career, he held positions with Door Dasher, Lyft, and Hadaway Towing. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a mix of non-discretionary advice and access to discretionary separately managed accounts. The firm’s scale and integrated structure provide centralized custody and trading with a client relationship model combining written guidance and optional discretionary management.

Melissa Self is a financial advisor at UBS Financial Services with 30 years of industry experience. She has held prior roles at Morgan Stanley and Wells Fargo Clearing before joining UBS in 2016. She holds Series 63 and Series 66 licenses. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and provides proprietary research and a range of capital markets services.

Daniel Hancock is a financial advisor at J.P. Morgan Securities in Fort Worth, TX, holding a Series 66 designation with one year of industry experience. His background includes service in the United States Army and education at the United States Military Academy and Cornell University. 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’s advisory process combines quantitative and qualitative research supported by a centralized manager solutions team and includes capabilities in derivatives and commodities.

Aaron Dunda is a financial advisor at LPL Financial in Fort Worth, TX, holding Series 63 and Series 65 licenses with 15 years of industry experience. He previously worked at First Command Advisory Services and its affiliated entities from 2012 to 2026. LPL Financial is a national broker‑dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by advanced operational tools.

Estevan Troche is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab Bank and Charles Schwab & Co., Inc. since 2020, following prior roles at TD Ameritrade, Inc., Thyssenkrupp Elevators, and Usaa. Outside of finance, he provides part-time DJ services for weddings and private events. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment solutions supported by centralized custody and research resources.

Mark Pedersen is a financial advisor with Charles Schwab in Westlake, TX, holding Series 65 and Series 66 licenses and bringing 21 years of industry experience. He previously worked at TD Ameritrade for 12 years before joining Charles Schwab in 2021. Outside of finance, he coordinates shipping operations for an aerosol mold release product through a chemical manufacturing and logistics business. Charles Schwab serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment guidance, leveraging multi-asset model portfolios and a centralized operational structure.

Chelsea Alexander is a financial advisor with Ameriprise in Aledo, TX, holding a Series 66 designation and 17 years of industry experience. She previously worked at Bank of America and Merrill before joining Ameriprise in 2019. Alexander serves on the Board of Directors at Texas Christian University. Ameriprise offers a retirement-income planning service focused on clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Ronald Heath is a financial advisor with Equitable Advisors in Fort Worth, TX, holding a Series 66 designation and 24 years of industry experience. He has been with Equitable Advisors since 2002, including prior tenure with Axa Advisors. Outside of his advisory work, he operates a business under the name Seebeck & Associates and works as an Uber driver. Equitable Advisors serves individual and institutional clients, offering financial planning, retirement plan consulting, and various asset management programs. The firm utilizes a range of advisory models, including third-party TAMPs and LPL-sponsored programs, and provides ERISA fiduciary services to qualified plans through credentialed representatives.

Jason Dittfurth is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Charles Schwab. His prior roles include positions at USAA financial planning services and Usaa Investment Management Company. Outside of finance, he owns Aggressive Threads, a clothing and textile manufacturing business specializing in screenprinting. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment management, using multi-asset model portfolios and providing centralized supervisory and custody services.