Alta Bingham is a financial advisor at Wells Fargo Clearing with 9 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing Services LLC since 2016, having worked at Wells Fargo Bank NA since 2002. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering a range of services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, serving as an ERISA fiduciary and offering discretionary investment management options tailored to plan objectives.

Theresa Badgett is a financial advisor with Cetera in Grapevine, TX, holding Series 63 and Series 65 designations and 25 years of industry experience. She has worked at Cetera and its affiliates since 2025 and previously spent 11 years with Avantax Advisory Services and related entities. Outside of advisory services, she owns and operates Badgett Tax & Financial, offering accounting, tax preparation, bookkeeping, and payroll services, and also owns a shaved ice business. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services to a broad client base, including individuals, employer-sponsored plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to affiliated and third-party managers, supporting various program structures and investment strategies.

Michael Vatter is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise, Comerica Securities, Veritex Community Bank, and LPL Financial. Outside of his advisory role, he is involved in importing classic cars from Europe, primarily Germany. 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 offers both brokerage and advisory solutions and manages approximately $671 billion in assets through a network of over 14,000 financial advisors.

Brenda Jurado is a Planning Consultant at Fidelity Investments, where she assists clients in creating comprehensive financial plans tailored to their individual goals and aspirations. She focuses on understanding clients' priorities to develop personalized strategies that aim to build a stronger financial future. Brenda has been with Fidelity Investments since 2015, progressing through various roles including Investment Consultant, Financial Consultant, Regional Sales Consultant, Senior Representative in Money & Asset Movement, and Financial Associate for Tax Exempt accounts. This diverse experience has equipped her with extensive knowledge across financial planning and investment services. Outside of her professional role, Brenda enjoys spending time at the beach, engaging in fitness activities, exploring culinary interests, participating in social events with friends, hiking, and reading.

Todd Edelman is a Wealth Management Planning Consultant at Fidelity Investments, where he serves on the Private Wealth Management Team. In this role, he works with high net worth clients addressing complex and unique financial needs. Todd focuses on multi-generational planning and succession strategies tailored to each family's specific situation through relationship building and a broad range of financial products. He has been with Fidelity Investments since 2021, progressing through roles including Customer Relationship Advocate, High Net Worth Tier 1 and Tier II positions before his current consultant role beginning in 2025. Prior to joining Fidelity, Todd worked as a Life Insurance Agent at New York Life in 2021. Outside of his professional work, Todd's personal interests include concerts, fishing, hiking, music, parenthood, and running.

Chris Hammonds is a Financial Consultant at Fidelity Investments, where he collaborates with his wealth management team to develop financial plans tailored to clients' unique priorities and needs. He focuses on building long-term relationships to provide guidance throughout clients' financial journeys. Chris has held various roles at Fidelity Investments since 2019, including Planning Consultant, Active Trader VIP Specialist, Active Trader Services, High Net Worth Representative, and Customer Relationship Advocate. He holds insurance licenses in Arkansas and California. Outside of his professional work, Chris has interests in fitness, golf, outdoor adventures, parenthood, and traveling.

Kenny Diaz is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He has been with Merrill since 2020 and also has prior experience at Bank of America and Christy Alley State Farm. 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.

Kara Lebanik is a financial advisor at Edward Jones in Ft. Worth, TX, holding Series 63 and Series 66 licenses with nine years of industry experience. She worked at Fidelity Investments from 2015 to 2018 before joining Edward Jones, where she has been since 2018. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates a large nationwide network of advisors and branch offices and provides tax-efficient and fiduciary-standard advisory services.

Erika Maye is a financial advisor at Fidelity with seven years of industry experience. She holds the Series 66 designation and has worked with Fidelity Investments and Fidelity Brokerage Services since 2016. Outside of her advisory role, she serves as the treasurer for a homeowners association management company in Dallas, where she participates in quarterly meetings and assists with community activities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a diversified range of mutual funds, ETFs, and ETPs.

Kendra West is a financial advisor at Edward Jones with Series 66 credentials and four years of industry experience. She has worked at Edward Jones since 2017 and has prior experience at AFlac, Fort Worth Lighting, and Tarrant County Junior College. 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 strategies, supported by a nationwide network of over 23,000 advisors and 15,000 branch offices, with approximately $1.01 trillion in assets under management.

Lori Bradley is a financial advisor with Primerica Advisors in Fort Worth, TX, holding Series 63 and Series 65 licenses and 9 years of industry experience. Her prior work includes roles at PFS Investments Inc., Primerica Financial Services, HEI Hotels, Harvest Church, and Circle R Ranch. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable entities. The firm operates at scale with nearly 3,700 advisors and $15.5 billion in assets under management, relying on model-driven investment strategies and third-party portfolio managers.

James Doss is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 28 years of industry experience. His career includes roles at UBS Financial Services, Signator Financial Services, KMS Financial Services, and Arbor Point Advisors. He is also involved with Doss Asset Advisors LLC, an entity related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of solutions including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and advanced operational tools.

David Ryan is a financial advisor with Fidelity in Westlake, TX, holding Series 63 and Series 66 licenses and four years of industry experience. His prior experience includes roles at Ameriprise and the University of Oklahoma. Fidelity’s Strategic Advisers LLC, where he is based, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Jaime Kretschmer is a CFP® professional with 12 years of experience in the financial services industry. She currently works at Fidelity Investments and has held roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services, LLC. Kretschmer is based in Fort Worth, TX. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage multi-manager and fund-of-funds structures and deliver model portfolios.

Ladarrion Hills is a financial advisor at Primerica Advisors with Series 63 and Series 65 licenses and nine years of industry experience. He has been with Primerica Advisors since 2017 and has additional experience with Primerica Financial Services and AutoNation. Outside of investment advisory, he is involved in sales of loan products and home security and automation services through affiliates of his firm. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm manages approximately $15.5 billion in assets and delivers advisory services through model-based strategies supported by third-party asset managers and custodians.

Devin Pajeau is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 designations and has worked in various roles, including positions at Equitable Advisors and AXA Advisors, as well as involvements with hospitality businesses such as Innisfree Pub and The Creek Pub & Grill. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including serving as an adviser to multiple registered investment companies and utilizing AI-driven methods in its processes.

Hayden Winter is a financial advisor at Stifel with one year of industry experience. He holds the Series 66 designation and previously worked at Arthur J. Gallagher and has an academic background from Cornell University. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Joshua Sanders is a Series 66-credentialed advisor at J.P. Morgan Securities with one year of industry experience. His background includes roles at JPMorgan Chase Bank, Southside Bank, and Texas A&M. He was also affiliated with The Association of Former Students in 2026. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG framework and offers services on a non-discretionary basis, with clients retaining final decision-making authority.

Regina Partida is a financial advisor at Edward Jones in Arlington, TX, holding a Series 66 designation with six years of industry experience. She has worked at Edward Jones since 2019 and previously held roles at State National Insurance Company and Nolan Catholic High School. Outside of her advisory work, she serves as a bookkeeper for a manufacturing company and an interior design business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs, supported by a large nationwide network of financial advisors and branch offices.

Christopher Townson is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked within various Fidelity entities since 2014. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm serves a broad client base including registered investment companies and employs systematic methodologies and oversight controls in its management approach.