Paul Linville is a financial advisor with J.P. Morgan Securities in Ft. Worth, TX, holding Series 63 and Series 66 designations and 14 years of industry experience. He has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC offers investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, which includes asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm integrates quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Amy Norman is a CFP® and holds a Series 66 license, with 14 years of industry experience. She has been with Edward Jones in Fort Worth, TX since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers various advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Elsie Bohn is a financial advisor at Raymond James Financial with a Series 66 designation and no prior industry experience. Before entering finance, she worked in education at several schools and was employed at Sumo Sushi from 2020 to 2022. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers non-discretionary planning tailored to client goals using various analytical tools and supports advisory programs through a large network of affiliated advisors.

Erin Kazmer is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes a role at American Airlines Credit Union before joining Fidelity Brokerage Services LLC, where she has worked since 2017. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage fund advisory roles.

Nicole Pugsley is a CFP®-designated financial advisor with Edward Jones, based in Southlake, TX, and has nine years of industry experience. She has been with Edward Jones since 2017 and previously held positions at Texas A&M University-Corpus Christi. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, emphasizing a fiduciary standard in its advisory services.

Derek Land is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2021. He has been with Fidelity since 2013, progressing through various roles including Financial Consultant, Investment Consultant, Guidance Support Specialist, Workplace Guidance Consultant, and Defined Contribution Representative. Derek works closely with clients to develop and maintain customized financial plans tailored to their unique situations and values. He focuses on understanding his clients' concerns and goals to provide guidance that supports their financial confidence and peace of mind. He holds an Arkansas Insurance License. Outside of his professional work, Derek has interests in baseball, football, music, outdoor adventures, and family activities.

Brandon Tabor is a financial advisor at Fidelity with eight years of industry experience and holds the Series 66 designation. His prior work includes roles at Merrill for 15 years and J.P. Morgan Chase. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm supports a range of advisory activities including discretionary portfolio management and fund advisory, with a focus on systematic methodologies and long-term asset allocation.

Taryn Maafala Maiava is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, Maiava worked in education and delivery services. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a variety of clients including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Scott Matthews is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 25 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 14 years before joining Wells Fargo Clearing in 2019. Outside of his advisory role, he owns and manages rental property in Fort Worth, TX. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s investment approach 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.

Israel Anderson is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2016, progressing through several positions including Financial Associate I and II, Workplace Planning Associate and Consultant at various levels, and Financial Consultant 1 prior to his current role. His professional experience is centered on helping clients build sustainable financial plans by simplifying complex financial concepts. He holds insurance licenses in Arkansas and California. Outside of his professional work, Israel enjoys activities such as baseball, spending time at the beach, family activities, hiking, and running.

Dominic Young is a financial advisor at Merrill with 12 years of industry experience. He holds a Series 66 designation and has been with both Bank of America, N.A., and Merrill since 2014. He is based in Fort Worth, 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jason Johnson is a financial advisor at Merrill with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America, Charles Schwab, and TD Ameritrade. Outside of his advisory role, he serves on the auction committee for Grace, a nonprofit focused on assisting low-income families in the community. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutions, offering managed account programs and discretionary portfolio management supported by a comprehensive platform integrated with Bank of America affiliates.

Katherine Rogers is a CFP®-certified financial advisor with 17 years of industry experience, currently with Cambridge Investment Research Advisors since 2017. She previously worked at Securities America in various capacities from 2010 to 2017. In addition to her advisory role, she operates as an independent insurance agent through multiple entities in Fort Worth, TX. Cambridge Investment Research Advisors serves a broad client base, including individuals across wealth levels, retirement plans, and charitable organizations, offering a range of financial planning and investment management services. The firm provides multiple portfolio management approaches via a large network of independent Financial Professionals, with offerings that include proprietary and third-party model strategies.

Jeffrey Burkholder is a Planning Consultant at Fidelity Investments, a role he has held since 2023. He has previously worked as a Central Relationship Manager at Fidelity Investments from 2022 to 2023, and as a Financial Advisor at Eureka Tree Financial from 2021 to 2022 and at First Command Brokerage Services from 2018 to 2020. Jeffrey focuses on coaching his clients and helping them navigate the complexities of building a financial plan, emphasizing strong connections with clients and their families to maintain trust, reliability, and professionalism. His professional experience spans various facets of financial advising and client relationship management. Jeffrey holds insurance licenses in Arkansas and California, supporting his ability to serve clients in these regions. Outside of his professional life, Jeffrey's personal interests include art, board games, comedy, museums, theater, and traveling.

Debra Jones is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding a Series 66 designation and 21 years of industry experience. She has been with Wells Fargo in various capacities since 2004, including ten years at Wells Fargo Clearing. 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.

Tanner Lemaster is a CFP®-certified financial advisor with 14 years of industry experience. He is currently with Cetera and previously worked with Avantax Advisory Services, First Command Advisory Services, and LPL Financial. He is a partner and owner of Canopy Wealth Strategies, a financial planning business operating through Avantax. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services delivered by over 10,000 advisors nationwide.

Shahdad Djavaherian is an advisor at Fidelity with a Series 66 designation and industry experience beginning in 2025. His prior roles include positions at Clearpath Lending and LINC Commercial Realty. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and comprehensive fund advisory services.

Antara Mohsin is a Series 66 licensed financial advisor with Fidelity in Dallas, TX, with one year of industry experience. Prior to joining Fidelity Investments, Antara worked at Gartner and held roles at several organizations including the Stephen Stagner Sales Excellence Institute and Adidas. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and advisory services, with oversight controls and use of AI in its investment process.

Anthony Hill is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan, he has worked in various roles including at JPMorgan Chase Bank and has been involved with Consumer Direct Care Network Texas since 2017, providing home-care services. He also serves on the finance committee of the Presbyterian Night Shelter as a board member. 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 their recommendations.

Ryan Lands is a CFP® with nine years of industry experience, currently serving as a financial advisor at Charles Schwab in Fort Worth, TX. His career includes multiple roles at Fidelity Investments from 2016 to 2025 before joining Charles Schwab and Co., Inc. in 2025. Charles Schwab & Co., Inc. serves predominantly high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management services, supported by multi-asset model portfolios and a centralized operational structure.