Sandra Petersdorf is a financial advisor at Wells Fargo Clearing with five years of industry experience. She holds Series 65 and Series 63 credentials and has worked in various roles within Wells Fargo entities since 2016. Outside of her advisory work, she has partial ownership in Preferred Care at Home, a business focused on administration and payroll. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Kyle Hitchcock is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 66 licenses and bringing 18 years of industry experience. He has worked with J.P. Morgan Securities since 2011 and JPMorgan Chase Bank, NA since 2016. Based in Fort Worth, TX, he has spent his career within the J.P. Morgan organization. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, combining large institutional advisory operations with affiliated brokerage and investment management capabilities.

Jose Castillo is a financial advisor at Merrill with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Merrill, he worked at Charles Schwab and held roles in technology services and business schools at the University of Texas. 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 to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Charles Hall is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, personal retirement planning, and portfolio management services. He believes wealth is built through thoughtful planning, attention to detail, and decades of consistently making good decisions. Charles holds a Bachelor's Degree from the University of Texas System and has earned the Personal Investment Advisor (PIA) designation. His professional approach involves listening, understanding, and guiding clients by building trusted relationships and providing personalized advice and disciplined wealth management. Outside of work, Charles enjoys gardening, hiking, and spending time with his family.

Barbara Bodon is a financial advisor at UBS Financial Services with 25 years of industry experience. She has been with UBS since 2000 and holds the Series 66 designation. Based in Fort Worth, TX, Bodon's career has been centered at UBS throughout her professional tenure. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, leveraging proprietary research and a broad platform of capital markets services.

Jose Lopez is a financial advisor with Merrill based in Colleyville, TX. He holds Series 65 and Series 63 licenses and has three years of industry experience, including prior roles at Fidelity Investments and Bank of America. Before entering financial services, he worked in lawn care and education. 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 and profit-sharing plans, corporations, and charitable organizations.

William Taylor is a financial advisor at Edward Jones in Fort Worth, TX, holding Series 63 and Series 66 credentials with two years of industry experience. His prior roles include positions at Equitable Advisors, LLC and Bluecrest Financial Alliances/MML. He is also co-manager of Fool Creek, LLC, an oil and gas investment business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brian King is a financial advisor at Edward Jones in Fort Worth, TX, with three years of industry experience. Prior to joining Edward Jones, he worked at Travelex Insurance for six years and Medical Solutions for four years. He holds Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, with a fiduciary standard applied to its advisory services.

Betsy Rhone is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding a Series 66 designation and 19 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously held positions at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. Betsy also has experience with Target Corporation dating back to 1993. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Nathaniel Sizer is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2012, with prior experience at JPMorgan Chase Bank, N.A. since 2006. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan broker-dealer and banking organization and offers its services on a non-discretionary basis.

Ralph Walker is a financial advisor at Merrill with over 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 1995, concurrently serving with Bank of America since 2009. He is involved in an outside business, Ralph Walker Investment, based in Fort Worth, 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 investment strategies designed for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Deborah Johnson is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Investments and Fidelity Brokerage Services, as well as Axa Advisors, LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios and advisory services that include oversight of affiliated sub-advisers and a focus on addressing conflicts of interest.

Gabriel White is a financial advisor at Merrill with Series 63 and Series 66 credentials and four years of industry experience. His prior firms include Bank of America, Charles Schwab & Co., and TD Ameritrade. Outside of finance, he has experience working in moving and storage companies. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Marquart is a CFP® and holds a Series 66 license with 17 years of experience in the financial services industry, all of which have been spent at Edward Jones since 2009. He is based in Ft Worth, TX. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including wrap fee programs, separately managed accounts, and tax-efficient services, operating under a fiduciary standard.

Bobbi Jo Bass is the Branch Leader at Fidelity Investments, a position she has held since 2025. She leads a team of financial professionals committed to developing personalized financial plans tailored to each client's aspirations, focusing on securing the well-being of their families. Her experience at Fidelity Investments spans several roles, including Planning Consultant from 2023 to 2025, Client Services Team Leader from 2022 to 2023, and High Net Worth Representative from 2020 to 2022. Through these positions, she has gained expertise in financial planning and client services. Outside of her professional responsibilities, Bobbi Jo Bass has interests in baseball, beach activities, football, family activities, and spending time with pets.

Xavier Marquezdelaplata is a financial advisor with LPL Financial in Colleyville, TX, holding a Series 63 license and bringing 30 years of industry experience. His prior roles include positions at Chase Investment Services Corp. and Banc One Securities Corporation. Outside of advisory work, he is a partner in a fixed insurance business and involved in a home refurbishment venture. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing both proprietary and third-party investment strategies supported by operational technologies, and manages over $819 billion in discretionary assets through a large network of advisors.

Joseph D'agostino is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and seven years of industry experience. He previously worked at Bank of America and Merrill for ten years before joining J.P. Morgan in 2025. 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 a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Sharilynn Gates is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding a Series 66 designation and 18 years of industry experience. She has been with Wells Fargo in various capacities since 2012. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Rufus Roberts III is a financial advisor at Merrill with 34 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Morgan Stanley Smith Barney LLC for 11 years before joining Merrill. Outside of his advisory work, he serves as an executor in a non-investment-related capacity. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Charles White is a financial advisor with Osaic Wealth, Inc. in Arlington, TX. He holds the ChFC® and Series 63 designations and has 49 years of industry experience, primarily with Lincoln Financial Advisors Corporation before joining Osaic in 2025. In addition to his advisory role, he is an insurance agent offering fixed insurance products, including annuities and various types of life and health insurance. Osaic Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of affiliated advisors, employing various portfolio construction tools and offering access to multiple investment platforms and third-party money managers.