Arash Ahmadi Tehrani is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and Chase Investment Services Corp., with a tenure at J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

William Ryan is a financial advisor at Merrill Lynch Wealth Management, holding the position of FSA. He serves clients as a Personal Investment Advisor (PIA), focusing on developing strategies to help individuals and families pursue their financial goals. William's approach centers on understanding what matters most to his clients to tailor financial plans accordingly. He earned his Bachelor's Degree from the Texas AandM University System. William's work at Merrill Lynch Wealth Management involves applying his expertise to provide personalized investment advice and wealth management solutions.

Kayla Lippert is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Brinker International, Inc. CHILI's. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in managing a broad range of investment products.

Cody Hernandez is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has previously worked at Supreme Lending and Caliber Home Loans. Outside of advisory work, he is the sole proprietor of a sales business focused on setting up internet services for new residents on weekends. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing proprietary research and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is notable for its use of systematic methodologies, advisory roles to multiple registered investment companies, and integration of AI-driven research techniques.

James Crouch is a financial advisor with Primerica Advisors in Hurst, Texas, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been affiliated with Primerica Advisors, Primerica Financial Services, and Christ Church Irving since 2019. Outside of his advisory role, he is the sole proprietor of A1 Handgun Training, LLC, a business unrelated to investments. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with approximately 3,700 advisors and $15.5 billion in assets under management, delivering advisory services primarily through model-based investment strategies managed by unaffiliated asset managers.

David Gillette is a financial advisor at Fidelity with 40 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior work includes nine years at Ameriprise Financial Services and eight years with Fidelity Brokerage Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Elizabeth Beck is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and five years of industry experience. She has worked at Fidelity since 2020 and previously held positions at Encompass Health, Red7 Creative, Dex Media, and Vita Coco. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs, and it employs oversight controls and sub-advisers as part of its investment process.

Mark Ramirez is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on helping clients develop personalized wealth management strategies that are responsive to changing market conditions and aligned with their financial goals. Mark holds a Bachelor's Degree from the University of Texas System and has earned the Professional Investment Advisor (PIA) designation. He emphasizes building strong client relationships to provide tailored financial advice that supports long-term success. Outside of his professional work, Mark enjoys a variety of activities including baseball, fishing, football, golfing, hunting, pickleball, skiing, tennis, traveling, and spending time with his family.

Lauren Hutchins is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Fidelity, she worked in various roles within school districts and educational institutions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Bryan Urbach is a financial advisor with Ameriprise in Grapevine, TX, holding Series 63 and Series 66 licenses and six years of industry experience. He has previously worked at Fidelity Brokerage Services, State Farm Insurance, and MonkeySports, Inc. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Rebecca Martin is a financial advisor at Cetera with seven years of industry experience. She holds a Series 66 designation and has worked at Cetera Wealth Services, Avantax Insurance Agency, and Intuit TurboTax Live. Martin is the president of the Dallas-Fort Worth chapter of the Texas Society of Enrolled Agents, where she oversees chapter operations and advocacy initiatives. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Richard Johnson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding the designations ChFC® and PFS™ and bringing 30 years of industry experience. He has worked at Raymond James since 2013 and has also served as CEO of R. Barry Johnson & Company PC, an accounting and CPA firm, since 1990. In addition to his advisory role, he manages client relations and service at his accounting firm. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and investment consulting using various analytical tools and supports municipal and public finance work through its affiliation with a municipal advisor.

Harrison Record is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he worked at Dynamic SLR for three years and has held various roles including as a DoorDash driver and in retail positions. Fidelity, through its Strategic Advisers LLC subsidiary, provides investment management and advisory services to retail and institutional investors, offering discretionary and non-discretionary portfolio management as well as fund advisory services. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Adesola Adebayo is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2020, following prior roles at Edward Jones, Thrivent Financial, and FSDH Merchant Bank. Outside of his advisory role, he serves as President of a local Home Owners Association and works as an independent delivery driver for Amazon on weekends. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a systematic investment process that integrates proprietary research, quantitative analysis, and algorithmic portfolio construction.

Sydney Skrobot is a financial advisor at Charles Schwab with one year of industry experience. She holds a Series 66 designation and previously spent ten years in full-time education. Before joining Schwab, she also worked at Culver Academies for two years. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment options, supported by multi-asset model portfolios, centralized operations, and a formal process for alternative investment offerings.

Trent Lujin is a financial advisor at Cetera with 27 years of industry experience. He holds the Series 63 and Series 65 designations. His career includes long tenures at Avantax Advisory Services and 1st Global Capital Corp before joining Cetera. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers a range of portfolio management and consulting services, operating a multi-manager platform with over $256 billion in assets under management.

Guy Thompson Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior roles include positions at RBC Capital Markets for 22 years and at Waddell & Reed, INC. for one year. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a broad range of investment strategies through a large network of advisors.

Stephanie Bell is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 credential. Her prior work includes roles at Go Health, California Baptist University, Door Dash, and Brenner Fiedler and Associates. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a range of clients, including retail and institutional investors, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, multi-manager fund structures, and formal advisory roles to registered investment companies.

Ryan Sanders is a Series 66-licensed financial advisor with Edward Jones in Colleyville, TX, where he has worked since 2014. He has 12 years of industry experience. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Steven Dunn is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Bank of America. Based in Fort Worth, TX, he has been with J.P. Morgan Securities since 2025. J.P. Morgan Securities LLC 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.