Kyler Nielsen is a financial advisor at Ameriprise in Fort Worth, TX, holding a Series 66 credential with nine years of industry experience. His prior roles include positions at JP Morgan Securities and JP Morgan Chase Bank. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Blaze Mc Mellian 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 Ernst & Young LLP and Ausdal Financial Partners, Inc. Outside of his advisory role, Mc Mellian is an owner and influencer at McBets, LLC, where he writes articles and conducts research related to sports. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Haley King is a financial advisor at Merrill with 13 years of industry experience. She holds Series 63 and Series 66 credentials and has worked with both Merrill and Bank of America since 2012 and 2015, respectively. Outside of her advisory role, she serves as a co-trustee for a family trust. 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 for individuals, high-net-worth clients, and institutional investors.

Antonio Massagli is a financial advisor with Fidelity Investments in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing six years of industry experience. His prior work includes roles at Carvana LLC and the Texas Department of Public Safety. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across a diverse range of investment vehicles.

Joshua Foster is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 25 years of experience in providing personalized financial guidance. Since beginning his career at A.G. Edwards in 1996, he has worked with affluent clients, retirees, business executives, and professionals, particularly in the oil and gas industry. He specializes in executive compensation, family wealth management strategies, small business strategies, tax minimization, and retirement income planning. Joshua earned a Bachelor's degree in English from Texas Wesleyan University and holds professional designations including Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). His approach emphasizes understanding clients’ unique financial situations, goals, and family dynamics to develop customized strategies. Joshua manages business development and investment management, focusing on thorough analysis and client-centered service. Outside of his professional role, Joshua lives in Fort Worth with his wife and son. He is a member of Colonial Country Club and enjoys golfing, running, hiking, skiing, reading, and cooking.

Peter McMahon is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2016. He has been with Fidelity Investments since 2000, progressing through roles including Financial Consultant, Investment Consultant, and Financial Representative. Over this time, he has developed expertise in helping clients create customized financial plans tailored to their individual needs. Throughout his career at Fidelity, Peter has worked closely with clients to understand their financial goals and deliver appropriate investment and insurance solutions. He holds an insurance license in Arkansas, supporting his ability to provide comprehensive financial advice. Peter is committed to collaborating with clients and their families to develop financial strategies that align with their objectives.

Scott Hernandez is a financial advisor with Equitable Advisors in Fort Worth, TX. He holds Series 65 and Series 63 licenses and has 12 years of industry experience, including six years with Axa Advisors, LLC. Hernandez has been with Equitable Advisors since 2014. Equitable Advisors serves a wide range of clients, including individuals, high-net-worth investors, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered advisory and brokerage model.

Sergio Oporto is a financial advisor with Ameriprise Financial Services LLC in Southlake, TX, holding Series 66 and Series 63 licenses and bringing 25 years of industry experience. He previously worked at Edward Jones for 11 years before joining Ameriprise in 2026. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement-income planning through a written Recommendation Report and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Sawyer Link is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding Series 65 and Series 63 credentials and one year of industry experience. His prior experience includes roles at Goldman Sachs & Co. LLC and Stellantis, as well as involvement with Exotic Capital, LLC. He has also worked in academic settings at Texas A&M University. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support customized, non-discretionary advice.

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, N.A., Fugere worked at Fidelity Investments for six years and has experience in education and nonprofit settings, including roles with Cleburne ISD, Duncanville ISD, Spiral Diner, and 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 and serves 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.

Jason Jones is a financial advisor at LPL Financial in Fort Worth, TX, holding a Series 66 designation with 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, he serves as a minister for various churches and owns Active Pain Relief LLC, a business based in Portland, Oregon. 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. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, providing both discretionary and non-discretionary management supported by model portfolios and research.

Andrew Lamis is a CFP®-designated financial advisor at Edward Jones with three years of industry experience. Before joining Edward Jones in 2022, he worked at Dew Wealth Management and has a background that includes education roles and employment at Ridglea Country Club. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

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.

Melissa Self is a financial advisor with UBS Financial Services in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has been with UBS since 2016. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans aligned with clients' goals and risk tolerances.

Daniel Hancock is a financial advisor with J.P. Morgan Securities. He holds a Series 66 designation and has industry experience beginning in 2025. His background includes service in the United States Army from 2019 to 2024 and education at Cornell University from 2024 to 2026. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Aaron Dunda is a financial advisor with LPL Financial in Fort Worth, TX, holding Series 63 and Series 65 credentials and 14 years of industry experience. He previously worked at First Command Advisory Services, First Command Financial Planning, Inc., and First Command Financial Services for over a decade. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, and provides access to proprietary and third-party research and model portfolios.

Alan Voskuil is a financial advisor with Fidelity Investments based in Southlake, TX, holding Series 63 and Series 66 licenses and having five years of industry experience. His career includes multiple roles within Fidelity since 2020 and prior work with Randers Basket, Bakery Basket, Blu Basket, and Viola Basket. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified charitable funds and registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios constructed from mutual funds, ETFs, and ETPs, with distinct capabilities such as registration as a commodity pool operator and advisory roles to multiple registered investment companies.

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.