Zachary Swain is a financial advisor with Ameriprise in Fort Worth, TX, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside his advisory role, he is the owner and president of Swain Resources LLC, a consulting business unrelated to investments. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

John Farrell is a financial advisor with UBS Financial Services in Fort Worth, TX, holding Series 63 and Series 66 credentials and bringing 15 years of industry experience. He previously worked for J.P. Morgan Securities and JPMorgan Chase Bank NA from 2011 to 2021. He is involved with the Texas Parks and Wildlife Foundation’s Stewards of the Wild program, participating in community service events focused on conservation education and outreach. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor financial plans to clients’ goals and risk tolerances.

Joel Mc Calister is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on developing personalized wealth management strategies tailored to clients' financial goals and changing market conditions. Joel works extensively in areas including family wealth management, managing new wealth, personal retirement planning, portfolio management services, sports and entertainment, and retirement income. He has a tenured career in the financial services industry and employs a collaborative approach to help clients and their families achieve optimal financial positioning at every stage of life. Joel holds a Master's Degree from Texas Christian University and a Bachelor's Degree from Texas AandM University System. His professional designations include Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Outside of his professional role, Joel enjoys basketball, football, golfing, and spending time with his family. He is also involved in his community through organizations such as First Christian Methodist Church and Habitat for Humanity.

Gabriel Ramirez Pantoja is a financial advisor at Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 licenses. He has been with Wells Fargo Clearing since 2026 and has prior experience at Wells Fargo Bank, N.A., Bank of America, and other roles dating back to 2015. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, retirement plan consulting, and brokerage services to individual, corporate, and institutional clients. The firm manages substantial assets and combines research from internal and third-party sources to guide investment decisions.

Richard Kelly II is a financial advisor with Edward Jones in Mansfield, TX, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he is a partner in a rental property business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a wide range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Reya Resendiz is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and is based in Fort Worth, TX. Prior to her current role, her background includes positions at JPMorgan Chase Bank, N.A. and involvement with community organizations such as Hume Christian Camps. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s program emphasizes non-discretionary, written asset allocation advice, investment manager and fund searches, and customized performance reporting.

Daniel Roark is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with Wells Fargo entities since 2005. He is based in Fort Worth, TX. 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.

Coulter Bostick is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and two years of industry experience. Prior to joining J.P. Morgan Securities, he worked at Caldwell and Ray Partners, Inc. Outside of his advisory role, he is involved as an employee and contractor with a local band. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research supported by a manager solutions team.

Luke Griffin is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, N.A., LPL Financial, Pine Cove Shores, and Baylor University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process combines quantitative and qualitative research to offer non-discretionary asset allocation advice, investment manager searches, and customized performance reporting.

Scott Abel is a financial advisor at Edward Jones in Ft Worth, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked in various educational institutions. Outside of his advisory role, he works part-time as a personal trainer and is a social media influencer for a nutrition product and energy drink. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

John Lee is a financial advisor with LPL Financial in Fort Worth, TX, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior experience includes roles at Cambridge Investment Research Advisors, Mass Mutual Investors Services, Northwestern Mutual, and Morgan Stanley. Outside of his advisory work, he has been involved with a local tanning business in Fort Worth. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through its extensive network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Eliza Ormuz is a financial advisor at Charles Schwab with a Series 66 designation and three years of industry experience. Her work history includes roles at Charles Schwab Bank, Charles Schwab & Co., Inc., Symmply Right Solutions, and Allegiance Bank. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment guidance using multi-asset model portfolios and provides integrated custody and brokerage services.

Jordan Burnett serves as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2011 in various roles including Financial Consultant, Investment Consultant, and Retirement Solutions Representative. Jordan works primarily with high net worth clients, focusing on investment strategies and retirement income strategies. Utilizing his CERTIFIED FINANCIAL PLANNER™ certification, he collaborates with clients to understand their goals, fears, and needs to develop tailored financial plans. Jordan holds an Arkansas Insurance License. Outside of his professional responsibilities, he enjoys baseball, beach activities, outdoor adventures, family activities, and parenthood.

Alexander Nelson is a Series 66-licensed financial advisor with 11 years of industry experience, currently serving at Merrill since 2024. His prior roles include positions at Fidelity Personal and Workplace Advisors and Texas Tech University. Outside of financial advising, he manages Flying D Cattle LLC, a ranching business focused on raising and caring for a family herd of beef cattle. 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 entities.

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.