Roxanna Rodriguez Calabrese is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials. She has been with Wells Fargo in various roles since 2022. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Nicolas Perez III is a financial advisor at Merrill in Fort Worth, TX, holding a Series 66 designation with nine years of industry experience. He has worked at Merrill and Bank of America since 2018 and spent one year at Edward Jones prior to that. Before entering finance, he worked in the television industry. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors. The firm supports strategic asset allocation and tax-aware investment options as part of its portfolio management approach.

Jason Miller is a financial advisor at Charles Schwab with eight years of industry experience. His prior roles include positions at TD Ameritrade and Charles Schwab bank. Outside of his advisory work, he has been involved in retail sales through a local business in Fort Worth, Texas. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering wealth advisory, managed accounts, and financial planning services. The firm provides both non-discretionary and discretionary investment management through multi-asset model portfolios and integrates brokerage, custody, and advisory services within its Schwab Wealth Advisory program.

Elias Muludiki Jr. is a financial advisor with Merrill in Fort Worth, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Merrill in 2025, he worked at the University of Texas at Arlington and held various roles in marketing and education. In addition to his advisory role, he works as a sales representative for a natural juice company. 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 plans, corporations, and charitable organizations.

Jake Skiles is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 and Series 63 designations and has worked at firms including Charles Schwab Bank, Charles Schwab & Co., and TD Ameritrade. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a range of wealth levels. The firm offers a variety of advisory programs and investment solutions, supported by a nationwide network of financial advisors and branch offices.

Clayton Edwards is a financial advisor with Edward Jones in Keller, TX. He holds the Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he held roles with the Dallas Cowboys Football Club and the Miami Dolphins. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Eric Hammond is a financial advisor with J.P. Morgan Securities in Bedford, TX, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with J.P. Morgan Securities since 2012 and is also involved as a passive investor in an equipment leasing company, Origin Quest Solutions, LLC. 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 access to a distinctive range of products, including security-based swaps and futures commission merchant services.

Nathan Maroney is a Wealth Management Advisor at Merrill Lynch Wealth Management in Fort Worth, Texas. He began his career with Merrill Lynch in 2000 and focuses on providing individually tailored wealth management services to affluent individuals and business owners. Nathan works closely with clients and their other advisors, such as attorneys and accountants, to develop comprehensive strategies addressing total financial needs and goals. His expertise includes stock option analysis, retirement planning, life insurance analysis and funding, estate services and wealth transfer strategies, portfolio management, and planning for higher education. Nathan earned a Bachelor of Business Administration degree from the University of Texas at Arlington. He holds the Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA) designations. By maintaining a disciplined process that allows him to serve a limited number of clients, Nathan delivers a consistent and personalized service model tailored to each client's needs and expectations. He lives in Fort Worth with his wife, Stephanie, their two sons, Aiden and Adley, and two step-children, Ella and Aidan. In his personal time, Nathan enjoys spending time with his family and playing soccer with friends.

Justin Gentry is a financial advisor with Equitable Advisors in Fort Worth, TX, holding a Series 66 designation and beginning his advisory career in 2026. He previously served 22 years in the United States Air Force and is involved in entrepreneurial ventures including ownership of OnPoint Handyman Services LLC and OnPoint Cleaning Services LLC, as well as work as a home inspector with Overwatch Property Solutions. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, plans, corporations, and charitable organizations, utilizing a network of Investment Adviser Representatives and both proprietary and third-party investment programs.

Audrey Abergel is a Financial Advisor with Merrill Lynch Wealth Management. She began her career with Merrill in 2019 and is currently part of the Foster Treger team. Audrey focuses on building long-lasting client relationships and delivering a fully integrated approach to wealth management that extends beyond investment advice. Her services include personalized financial planning, retirement strategies, tax mitigation, and customized portfolio management, tailored to individual client goals and risk profiles. Audrey holds a Bachelor's Degree from Universite d'Aix en Provence, a Master's Degree from Ecole Superieure de Journalisme, and a Master of Business Administration with a Finance concentration from Texas Wesleyan University. She is a Personal Investment Advisor (PIA) and is fluent in English, French, and Hebrew. Audrey participates in professional and community organizations such as The Network Society with The Jewish Federation of Fort Worth and Tarrant County. Originally from Marseille, France, Audrey moved to Fort Worth, Texas in 2013. She balances her professional career with family life and has personal interests that include boating, cooking, fishing, horseback riding, music, running, singing, swimming, tennis, and traveling.

Judd Jenkins II is a Series 66-licensed financial advisor at Merrill in Fort Worth, TX, with one year of industry experience. His prior experience includes roles at LEO Technologies, Sky Senderos LLC, and several educational institutions including the University of Texas at Austin. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Guy Church is a financial advisor with Ameriprise in Colleyville, TX, holding a Series 63 designation and 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he serves on the Board of Directors for Foundations Life Church and has acted in the film One Heart Movie. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement advice within a large institutional framework.

Charles Snow is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Cambridge since 2013 and is also the owner of Snow Tax Consulting, an accounting business he has operated since 1986. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services delivered through independent Financial Professionals using a range of portfolio management and model-based strategies.

Marshall Humphrey is a financial advisor with Edward Jones in Fort Worth, TX, holding Series 63 and Series 66 designations and 33 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1992. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.

James Schooler is a financial advisor with Osaic Wealth, Inc. based in North Richland Hills, Texas. He holds the ChFC® designation and Series 63 license, with 33 years of industry experience. Prior to joining Osaic in 2024, he worked at Woodbury Financial Services for 17 years. Outside of advisory work, he is involved in fixed annuities and fixed life insurance sales and owns an LLC related to insurance business. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of advisers. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessment, and automated rebalancing to manage portfolios that may include stocks, bonds, mutual funds, and alternative investments.

Albert Pattillo III is a financial advisor with Ameriprise in Fort Worth, TX, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2022, he served in various roles within the U.S. Army, including the 2nd Battalion of the 11th, 35th, and 47th Infantry Regiments. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies.

George Marlow Jr. is a financial advisor at UBS Financial Services with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Freehouse Capital Partners, Citigroup, and Atlas Sand. Outside of advising, he owns and operates Marlow Mining LLC, which runs bitcoin mining equipment. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines wealth management with institutional trading capabilities and provides a broad range of capital markets services.

Kristin Chevalier is a financial advisor at Edward Jones in Colleyville, TX, holding a Series 66 designation with four years of industry experience. Before joining Edward Jones in 2021, she worked at Bell Flight from 2012 to 2017. She also has experience as an office technician with Instructional Media Services at Texas A&M University. 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 and investment strategies, supported by a large national network of financial advisors and branch offices.

Anastasia Contreras is a financial advisor at Merrill with a Series 66 credential and no prior industry experience. Before joining Merrill, she worked at Truist Bank, WinterGreen Synthetic Grass, Liberty Tax, Conquest Healthcare Management, Quality Milk Services, Paycom, and Wells Fargo. 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.

Ellen Mc Kay is a financial advisor at Merrill with Series 66 and Series 63 credentials and two years of industry experience. She has held roles at Merrill, The Vanguard Group, and JOANN Stores, among others. Outside of advising, she works at Marshalls helping with merchandising and cashier duties. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services for 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.