Shannon Norris is a financial advisor at Equitable Advisors with a Series 66 credential and one year of industry experience. Prior to joining Equitable Advisors, Norris worked at JP Morgan Chase and served in various roles including time spent in education with Frisco ISD. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, delivering advisory and brokerage solutions through program sponsors and endorsed third-party managers.

Danielle Schlech is a CFP®-certified financial advisor with nine years of industry experience, currently practicing at Ameriprise Financial Services, LLC in Hurst, TX. She has been with Ameriprise since 2018, following earlier roles at ProEquities, Inc. and Copelin Financial Advisors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Ian Tomkins is a financial advisor at Edward Jones with 12 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. His prior experience includes five years each at JPMorgan Chase Bank NA and UBS Financial Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies, operating under a fiduciary standard.

Elicka Oberdick is a financial advisor with Wells Fargo Clearing in Southlake, TX, holding Series 63 and Series 66 licenses and possessing 15 years of industry experience. Prior to joining Wells Fargo in 2018, she worked at JP Morgan Chase Bank and J.P. Morgan Securities from 2013 to 2018. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and leverages research from its investment institute and third parties, offering a range of financial products through affiliated bank and insurance entities.

James Stone is a Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill Lynch Wealth Management in January 2025, bringing over two decades of experience from the mortgage industry. He works closely with clients to define their financial goals and develop portfolio strategies tailored to their needs, providing ongoing advice and adapting strategies as clients' situations change. James holds a Bachelor's degree from the University of Arizona and holds the designation of Personal Investment Advisor (PIA). He emphasizes building lasting relationships based on trust and integrity, aiming to help clients manage competing financial priorities effectively. Outside of his professional role, James resides in Fort Worth with his wife Jackie, their daughter, and their two dogs. He is interested in antiquing, cooking, golfing, hiking, music, reading, spending time with family, and traveling.

Ellen Timberlake is a CFP® certificant with 30 years of experience in the financial services industry. She is currently affiliated with OSAIC and has previously worked at Royal Alliance Associates, Inc. and Signator Investors, Inc. In addition to her advisory work, Timberlake owns Timberlake Sales & Marketing, where she serves as a consultant and speaker for non-securities-related events, and operates a gift wrapping consulting business associated with 3M Scotch Brand. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a network of affiliated advisers. The firm provides integrated brokerage and advisory services with a focus on portfolio construction using firm-provided tools, multiple advisory platforms, and access to third-party money managers.

Ana Paulino is a financial advisor at Cetera with seven years of industry experience. She holds the Series 63 and Series 66 licenses and has previously worked at firms including Charles Schwab, TD Ameritrade, Avantax, and Wilshire Consultants. In addition to her advisory role, she serves as a Client Services Manager at Wilshire Consultants, where she manages operational functions and supports client service activities. Cetera Investment Advisers LLC is an SEC-registered firm that offers a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm provides a range of portfolio management and financial planning services, utilizing model portfolios, third-party managers, and customized strategies.

Randall Sloan is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 66 and Series 63 credentials and has previously worked at Bank of America/Merrill Lynch and Thrivent. Sloan is also associated with Thirteen Twenty-Two Advisors, a DBA linked to his LPL business activities. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through a non-discretionary approach. The firm utilizes quantitative asset-allocation modeling combined with centralized due diligence and an ESG eligibility framework when recommending investment strategies.

Garrett Smith is Vice President and Executive Planning Consultant at Fidelity Investments, where he has been serving since 2021. In this role, he partners with executives to develop personalized wealth plans that align with their personal and financial goals. Prior to this position, he was Regional Director of Executive Services at Fidelity Investments from 2016 to 2021. Garrett holds insurance licenses for both Arkansas and California. Outside of his professional work, he has interests in fitness, football, and traveling.

Thomas Decker Jr. is a CFP® professional with 28 years of industry experience, currently advising with LPL Financial since 2020. His prior experience includes roles at Cetera Investment Services and Space Coast Credit Union. Outside of his advisory work, he is involved with Drengr Axe Throwing in Bedford, TX, where he holds a part-time position. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by model portfolios and research from both internal and third-party sources.

Sarah Young is a financial advisor at OSAIC with 17 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Fsc Securities Corporation for 14 years and Merrill Financial Group for over 30 years. Outside of her advisory role, she serves as secretary for Arlington New Beginnings, a nonprofit focused on low-income housing for the elderly. OSAIC 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 advisers, utilizing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes.

Luis Mendiola is a financial advisor with Ameriprise in Hurst, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, delivering written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Kenneth Roberts is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Fidelity Investments since 2008, including roles at Fidelity Personal and Workplace Advisors since 2018. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios, and it maintains formal advisory roles for multiple registered investment companies and fund-of-funds.

Eduardo Uresti is a financial advisor with Merrill in Fort Worth, TX, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Bank of America, J.P. Morgan Securities, Wells Fargo, and Chase. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services primarily to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of individual and institutional investors.

Shanna Crunk is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she owns a retail business, Tru Moon LLC, and participates in mental health peer support activities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning using a written Recommendation Report and tax-aware withdrawal strategies, supported by a centralized service team and proprietary investment research.

Johnny Tran is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. In this role, he partners with executives to help them understand their employer benefits and develop solidified plans to work towards their financial goals. He employs a consultative approach to empower clients to feel confident in their plans and to build strong relationships with Fidelity. Johnny has worked as a Workplace Planning Consultant at Fidelity Investments from 2022 to 2025, gaining experience in planning and consulting within the workplace benefits sector. Outside of his professional responsibilities, Johnny has interests in fitness, food, football, music, and traveling.

Donald Reynolds is a financial advisor with Wells Fargo Clearing in Fort Worth, TX. He holds Series 63 and Series 65 designations and has 49 years of industry experience. His prior roles include positions at Ameriprise Financial Services Inc and RBC Capital Markets. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Audrey Hogan is a financial advisor at Edward Jones in Fort Worth, TX, holding a Series 66 designation with five years of industry experience. Before joining Edward Jones, she worked in various roles within the physical therapy and health services fields. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Delilah Taylor is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She has been with Fidelity in various capacities since 2009, including roles with Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, often delegating day-to-day management to sub-advisers.

Ryan Fisk is a financial advisor with Ameriprise based in Benbrook, TX, holding a Series 66 designation and one year of industry experience. His work history includes multiple engagements with Ameriprise and a consulting role at Fisk Consulting Group. He also has experience outside the financial industry, including roles at Tulane University and Trinity Valley School. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with a centralized consulting team to deliver personalized, algorithm-supported planning.