Russell Holley is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career in the financial services industry in 1984 as a Financial Advisor specializing in professionally managed assets. Russell joined Merrill Lynch in 1990 and has since become a Managing Director and Wealth Management Advisor, contributing to the expansion of Merrill's managed money program. Russell holds a Bachelor of Science in Finance from Louisiana State University. He is a CERTIFIED FINANCIAL PLANNER® (CFP), Certified Investment Management Analyst® (CIMA), Certified Plan Fiduciary Advisor® (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He studied at the Wharton School of Business to obtain his CIMA designation from the Investments & Wealth Institute™. Throughout his 42-year career, Russell has dedicated time and resources to various community organizations, including White's Chapel United Methodist Church, Southlake Baseball Association, Big Brothers/Sisters, Junior Achievement, Cook Children's Hospital, and others. He resides in Southlake, Texas, with his wife Lana and values being close to their two adult children and grandchildren.

Colin Fuller is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2022. He focuses on helping clients create comprehensive financial plans aimed at building, preserving, and transitioning wealth. Colin works to understand the financial and personal goals of his clients and collaborates with them to develop strategies that support their objectives both now and in the future. Colin has been with Fidelity Investments since 2016, progressing through roles including Investment Sales Associate, Regional Investment Consultant, and Investment Consultant before becoming a Financial Consultant. His experience spans client advisory and investment consulting within the firm. He holds an Arkansas Insurance License, which supports his work in providing financial consultation and planning.

Bryan Schmitke is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials. He has been with Wells Fargo since 2026 and has prior experience at J.P. Morgan Securities and Jpmorgan Chase Bank. His background also includes roles outside the financial industry, including positions at Heb Grocery Company and Zanzibar Cattle Co. Wells Fargo Advisors is a national securities firm that serves 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.

Michael Palmer is a financial advisor at Morgan Stanley in Fort Worth, TX, holding Series 63 and Series 65 licenses with 12 years of industry experience. His prior work includes roles at J.P. Morgan Securities and BBVA Securities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and market models.

Jesse Dax is a CFP® professional with 28 years of industry experience, currently serving at J.P. Morgan Securities since 2014. He holds Series 63 and Series 65 licenses and is based in Fort Worth, TX. 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 selection, and customized performance reporting. The firm’s process includes centralized due diligence with both quantitative and qualitative analysis and incorporates ESG considerations within its eligible strategies.

Amberly Thurston is a CFP® with eight years of industry experience, currently serving as a financial advisor at OSAIC in Fort Worth, TX. She has been with Royal Alliance Associates since 2016. In addition to her advisory role, she provides insurance solutions to clients through her position as an insurance producer at TRC Advisory & Wealth Management. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services that include comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization supported by various analytical tools and offers both discretionary and advisor-managed investment strategies.

Heather Chandler is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. Her career includes roles at Wells Fargo Clearing, Wells Fargo Investments, and First Command Bank. She is designated as the future executor of an estate, though she currently holds no active role in that capacity. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings guided by proprietary research and model-based asset allocations.

Bronwyn Cordiak is a Planning Consultant who focuses on creating successful financial plans by connecting with clients and understanding their unique experiences. She utilizes the tools and resources available through Fidelity to build lifelong relationships that align clients with their goals and dreams. Bronwyn's professional experience includes serving as a Financial Advisor at RBC Wealth Management from 2021 to 2025 and as an Associate Financial Advisor at the same firm from 2020 to 2021. She has developed expertise in financial planning during her tenure in these roles. Outside of her professional work, Bronwyn engages in family activities, fitness, horseback riding, and skiing.

Ian Salazar is a financial advisor with Fidelity in Fort Worth, Texas, holding Series 63 and Series 66 credentials and three years of industry experience. Prior to his advisory role, he sold vintage clothing on eBay as a sole proprietor. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and multi-manager fund structures.

Kyler Nielsen is a financial advisor at Ameriprise in Fort Worth, TX, with nine years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2019, following two years at JP Morgan Securities and JP Morgan Chase Bank, as well as a year with State Farm. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning, including written Recommendation Reports and ongoing advice on income sources and tax-aware withdrawal strategies.

Blaze Mc Mellian is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has previously worked at Ernst & Young LLP and Oklahoma State University. Outside of his advisory role, Mc Mellian is an influencer who writes articles and provides research on sports through his ownership of McBets, LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

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, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has worked at Equitable Advisors since 2014, including time under its predecessor Axa Advisors, LLC. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm provides financial planning, retirement consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party solutions without sponsoring its own wrap fee program.

Sergio Oporto is a financial advisor at Ameriprise Financial Services LLC with 25 years of industry experience. He holds Series 66 and Series 63 designations. His prior experience includes 11 years at Edward Jones and one year at Fidelity. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice.

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.

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.