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 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.

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 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.

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.

Ruben Ascencio III is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. Outside of his advisory role, he works as an independent contractor serving as an ice hockey referee for a local hockey officials association in North Texas. His firm, Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

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.

Luke Palmer is a financial advisor with LPL Financial based in Keller, TX, holding CFP® and Series 66 designations and bringing 18 years of industry experience. Prior to joining LPL in 2026, he worked at Commonwealth Financial Network for seven years and Edward Jones for eleven years. He is also the owner of Palmer Wealth Group, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jacob Wright is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he worked at Abilene Country Club and has experience in customer service roles. 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.

Trevor Hoyt is a financial advisor with Ameriprise in Arlington, TX, holding Series 65 and Series 63 licenses and nine years of industry experience. His prior roles include positions at Actum Wealth Advisors, Geneos Wealth Management, Prudential Insurance, and the U.S. Senate. He is also involved in a church assignment with the Church of Jesus Christ of Latter-day Saints, where he assists with handling tithing contributions. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that provides customized retirement planning and tax-aware withdrawal strategies. The firm's approach integrates proprietary research and external data within a managed account framework tied to Ameriprise-affiliated investment options.

Mark Truvillion is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 66 and Series 63 licenses and has held roles at both J.P. Morgan Securities and JPMorgan Chase Bank, N.A. He has also worked for ID Life and spent 15 years at Advocare International prior to his current positions. 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 approach combines quantitative screening and qualitative research to offer written asset allocation advice and investment manager searches, with clients retaining final decision-making authority.

Bret Zimmerman is a financial advisor with LPL Financial in Colleyville, TX, holding Series 63 and Series 65 licenses and possessing 30 years of industry experience. He previously worked at UBS Financial Services from 2000 to 2005 and Linsco Private Ledger from 2005 to the present. Additionally, he is involved in a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of over 22,800 advisors.

James Aghayere is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 16 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and Chase Investment Services Corp. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, supported by a broad network of investment adviser representatives.

Deanna Andrews is a Series 66-licensed financial advisor with Ameriprise in Grapevine, TX, with two years of industry experience. Prior to joining Ameriprise in 2024, she worked at Aon, plc and Higginbotham. She is also active as a choral scholar at Broadway Baptist Church. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides tailored recommendations and ongoing advice focused on reliable income and tax-aware withdrawal strategies.

Joseph Way Sr. is a Series 66-licensed financial advisor at Edward Jones in Arlington, TX, with 18 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Joseph Vanyai is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2018, alongside a current role at Bank of America. His prior work includes positions at Northern Illinois University and Target Corporation. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for 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.