Jason Fernandez is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes positions at Wells Fargo Clearing and Citigroup Global Markets. He is the owner and CEO of Fernandez Financial Planning. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes non-discretionary planning and uses analytical tools to tailor recommendations to client goals.

John Nash II is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding a Series 66 designation and having 22 years of industry experience. His prior roles include seven years at Wells Fargo Investments, LLC. 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.

David Cubbage is a CFP®-certified financial advisor with Edward Jones, where he has worked since 2009, accumulating 16 years of industry experience. Based in Pantego, TX, he also has involvement with United Production Partners related to mineral royalties. Edward Jones is a full-service wealth management firm serving a broad range of individual and institutional clients, offering a variety of investment strategies and affiliated financial services supported by a large network of advisors and branch offices nationwide.

Jeffrey Granger is a financial advisor with J.P. Morgan Securities in Colleyville, TX, holding a Series 66 designation and 21 years of industry experience. His career includes roles at Morgan Stanley, Merrill, UBS Financial Services, Ameriprise, and Chase Investment Services Corp. He was involved with the Bass Club of Fort Worth from 2013 to 2019. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of Wealth Advisors. Their non-discretionary program emphasizes written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and integrating ESG considerations in eligible strategies.

John Newton is a financial advisor affiliated with LPL Financial in Southlake, TX, holding a Series 66 designation and bringing eight years of industry experience. Prior to joining LPL Financial in 2026, he spent seven years at Edward Jones and twelve years with Schlumberger. 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 broad range of financial planning and investment management services through a large network of investment adviser representatives, utilizing various portfolio strategies and technology tools to support its advisory platform.

Heath Abernathy is a financial advisor at OSAIC with 30 years of industry experience. He holds the CFP® designation along with Series 65 and Series 63 licenses. Prior to joining OSAIC in 2023, Heath worked at Sagepoint Financial, Inc. and American General Securities Incorporated. He also owns Abernathy Financial Services, an insurance agency that provides quotes and coverage for life, disability, and long-term care insurance. OSAIC serves a diverse client base including retail and institutional investors, retirement plans, charities, and corporations. The firm offers a range of brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization.

Mikayla Martinets is a financial advisor at LPL Financial with a Series 66 designation and two years of industry experience. She previously worked at Western International Securities and Wis Advisors Inc. Outside of her advisory role, she is involved in direct sales through Amway. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with investment strategies that include both discretionary and non-discretionary options.

Samantha Porter is a financial advisor at Morgan Stanley with eight years of industry experience. She previously worked at Charles Schwab for six years and Wells Fargo for three years. Outside of her advisory role, she operates a personal resale business on Facebook Marketplace. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools but does not include individual security recommendations as part of standalone plans.

Michael Coody is a financial advisor with Merrill based in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His career includes roles at Bank of America, JP Morgan Chase Bank, and J.P. Morgan Securities. 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 investors.

Abigail Sheets is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. She previously held roles at Bank of America, N.A., and has been involved with BODYBAR Pilates as a fitness instructor. Sheets serves as board secretary for Treetops School International, a public charter school in 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 for individuals, institutions, and nonprofit organizations.

Natalie Richard is a financial advisor at Fidelity with four years of industry experience. She holds a Series 66 designation and has worked in various roles including a sales and marketing position as a Scentsy consultant. Prior to joining Fidelity, her career included positions in healthcare and hospitality sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs. The firm serves retail and institutional investors, offering services such as discretionary management, fund advisory, and model portfolio delivery.

Kayla Amason is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Morgan Stanley in Fort Worth, TX. Her career includes prior roles at Bank of America, Merrill, and Ernst & Young. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach centers on structured planning tools and analyses to support client financial goals.

Kolburn Conway is a CFP®-designated financial advisor with Edward Jones, based in Keller, TX, and has 27 years of industry experience. He has been with Edward Jones for 25 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is noted for its extensive retail advisor network and affiliated financial capabilities.

Jessica Rushing is a financial advisor with J.P. Morgan Securities in Southlake, TX, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She previously worked at Wells Fargo and has over a decade of experience with J.P. Morgan entities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to develop model asset allocations and includes the use of an ESG eligibility framework.

Adam Radich is a Financial Consultant currently working at Fidelity Investments since 2024. He collaborates with clients to develop personalized financial plans tailored to their unique situations by understanding what is important to them and implementing strategies aligned with their financial goals. Adam's professional experience includes roles as a Financial Consultant I and Investment Consultant at Fidelity Investments, spanning from 2022 to 2024. Prior to joining Fidelity, he worked as a Financial Consultant at Equitable Advisors from 2019 to 2022, and as a Financial Advisor at Northwestern Mutual Investment Services from 2018 to 2019. Outside of his professional work, Adam's personal interests include food, golf, pets, traveling, and volunteering.

Thomas Springer III is a CFP® professional with 24 years of industry experience. He is currently with Cetera and has held previous roles at Avantax and H.D. Vest throughout his career. Outside of his advisory work, he is president of Springer Financial Consulting, LLC, a business entity created primarily for health insurance purposes. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and third-party managers, with over 10,000 advisors and more than $256 billion in assets under management.

Tye Mc Clure is a Series 66-credentialed financial advisor with 10 years of industry experience, currently with J.P. Morgan Securities since 2023. His prior experience includes roles at Bank of America NA and Merrill. He serves on the finance committees of both a nonprofit law firm, Methodist Justice Ministry, and Colonial Country Club in Fort Worth, advising on financial planning and budgeting. 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. Their advisory process integrates quantitative and qualitative due diligence with forward-looking capital market assumptions, and includes capabilities in derivatives and commodities through affiliated entities.

Thomas Palmersheim is a financial advisor with Ameriprise in Southlake, TX, holding a Series 66 designation and six years of industry experience. Prior to joining Ameriprise in 2020, he worked as a self-employed consultant and spent six years with Amadeus IT Group. Outside of financial advising, he provides phone consultations on travel and technology as a personal consultant. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, noted for its specialized Premier Retirement Income service that offers tailored retirement planning advice based on proprietary research and third-party data. The firm’s approach includes a collaborative service model with clearly defined enrollment criteria and investment options influenced by affiliated product relationships.

Mike Guthals is a Financial Consultant at Fidelity Investments. He collaborates with clients to develop tailored financial plans that address their unique goals and needs, providing guidance and goal-based strategies aligned with individual situations. He has been with Fidelity Investments since 2015, progressing through roles including Workplace Planning Consultant, Investment Consultant, and currently Financial Consultant. His professional experience spans financial consulting and workplace planning. Mike holds insurance licenses in Arkansas and California. Outside of work, he enjoys biking, board games, family activities, puzzles, reading, and soccer.

William Stockum is a financial advisor at RBC Capital Markets in Fort Worth, TX, holding Series 63 and Series 66 designations with 39 years of industry experience. He previously worked at Hilltop Securities Inc. from 2008 to 2017 before joining RBC Capital Markets in 2017. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ risk profiles and utilizing both in-house and third-party investment managers.