Lane Mcgowen is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 credentials. His prior work includes four years at the University of Dallas. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, fund advisory, and model portfolios.

Ryan Merkel is a financial advisor at Merrill based in Fort Worth, TX, holding a Series 66 designation with 11 years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith, Incorporated since 2014 and is currently affiliated with Bank of America, N.A. since 2019. Outside of his advisory role, Merkel is managing member and general partner of Even Eye Enterprises, LLC, a company that creates and sells children's toys, and he is also involved in creating and selling art and written works. 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 individual, high-net-worth, pension, corporate, and charitable clients.

Brandon Ritchie is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in personal retirement planning, portfolio management services, tax minimization, and retirement income strategies. Brandon works to help clients develop personalized wealth management plans aligned with their financial goals and changing market conditions. He provides access to investment insights from Merrill and banking and lending solutions from Bank of America. Brandon holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from the Oklahoma State University System. Outside of his professional role, he enjoys cooking, fishing, football, and golfing. His approach focuses on uncovering what matters most to clients and their families to create tailored financial strategies.

Adam Driggers is a financial advisor with Edward Jones in Azle, TX, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he owns a rental property managed by a third party. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and solutions, supported by a large nationwide network of financial advisors and branches.

Jacob Poindexter is a financial advisor at Charles Schwab with eight years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab Bank and Charles Schwab & Co., Inc. since 2020. His prior experience includes roles at Bank of America, Merrill Lynch, and community and medical centers. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 both non-discretionary advisory models and access to discretionary separately managed accounts, supported by multi-asset portfolios and a centralized operational structure.

Jennifer Kilby is a CFP® professional based in Westlake, TX, affiliated with Charles Schwab. She has 26 years of industry experience, including prior roles at The Vanguard Group, Fisher Asset Management, and various wealth management firms. She is also the author of a book on communication. Charles Schwab 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 advisory relationships and access to affiliated discretionary separate managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Armando Brunis is a Financial Consultant at Fidelity Investments, a role he has held since 2026. He has been with Fidelity Investments since 2021, progressing through various positions including Planning Consultant, Fixed Income Specialist, Investment Solutions Representative, High Net Worth Representative, and Customer Relationship Advocate. His experience spans client relationship management and investment planning, with a focus on creating financial plans aligned with client priorities. Armando holds insurance licenses in Arkansas and California. Outside of his professional work, Armando has interests in motorcycles, parenthood, snowboarding, soccer, and traveling.

Jackson Williams is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. He co-manages the Campanello Wealth Management Group, overseeing how the team serves clients. Jackson specializes in areas including executive compensation, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, tax minimization, and retirement income. He holds a Bachelor's Degree from the University of Alabama System and has earned several professional designations, including Chartered Advisor in Philanthropy (CAP), Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). Jackson is fluent in English and Spanish. Jackson is involved in the community as a Board Member of the Culverhouse College of Business Board of Visitors. Outside of work, he enjoys cooking, football, golfing, music, running, skiing, spending time with his family, traveling, watching movies, and yoga.

Eric Charway is a financial advisor with J.P. Morgan Securities in Richland Hills, TX, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at J.P. Morgan Securities since 2022 and previously held roles at Robinhood and TD Ameritrade. Outside of finance, he has been involved with the Roby House Alumni Foundation Inc. and operated Crepes n Things LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program offers written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence combining quantitative and qualitative research.

William Brawley is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2018. Prior to that, he was employed by IronPlanet for nine years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, delivering written asset allocation advice, investment manager and fund searches, and customized performance reporting through a non-discretionary program supported by centralized due diligence and both quantitative and qualitative research.

Alex Fehlinger is a financial advisor with Merrill, holding a Series 66 designation and six years of industry experience. His work history includes roles at Bank of America and Paul Stuart, as well as a period affiliated with Washington University in St. Louis. He is based in Fort Worth, TX. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Winston Trotter is a financial advisor with Ameriprise in Arlington, TX, holding Series 65 and Series 63 licenses and bringing ten years of industry experience. He has worked with Ameriprise since 2014, with intervals outside the firm, and manages his own advisory business under Valentine Britt LLC. Outside of financial advising, Winston serves as a referee for high school and college basketball games. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides structured retirement planning focused on dependable income and tax-aware withdrawal strategies, leveraging in-house research and external data.

Alan Soto is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Charles Schwab, he worked at TD Ameritrade and operated Soto Detailing for five years. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management with integrated custody and brokerage services.

James Lee is a Series 66 credentialed financial advisor with Fidelity Investments and has worked in the industry since 2023. Prior to joining Fidelity, his background includes roles in education and tutoring services. He is engaged in tutoring and educational activities, assisting students with various academic subjects and learning skills. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, as well as registered investment companies, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Austin Christian is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has progressed through various roles within the same firm, including Financial Consultant I, Planning Consultant, Central Relationship Manager, Investment Solutions Representative, and Customer Relationship Advocate from 2020 to 2025. Prior to joining Fidelity Investments, Austin worked as an Associate Transition Consultant at Cambridge Investment Solutions Inc. from 2018 to 2020. Austin holds insurance licenses for Arkansas and California. He emphasizes building lasting partnerships with clients and their families based on trust, commitment, and communication. He aims to assist clients in making important financial decisions throughout their lifetime and ensures they understand the overall plan for their wealth and any necessary adjustments along the way.

Kevin Lockaby is a financial advisor with Raymond James Financial in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked with Pinnacle Bank and Pinnacle Bank Wealth Advisors since 2020, and has been associated with Raymond James Financial Services Advisors and Southwest Bank Wealth Group since 2012. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm employs tailored, non-discretionary planning using analytical tools and supports advisory programs and institutional portfolio management across a large network of advisors.

James Lippy is a financial advisor at Charles Schwab with eight years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Charles Schwab Bank, Charles Schwab and Co., Inc., and TD Ameritrade. Outside of his advisory role, he co-owns a short-term rental property. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management with a multi-asset approach and integrated custody and brokerage services.

Maxwell Landgraf is a Series 66-licensed financial advisor with Equitable Advisors in Fort Worth, TX, where he has worked for 23 years. His career includes 17 years at Axa Advisors, LLC. He holds various outside insurance and brokerage contracts. Equitable Advisors serves individual and institutional clients with financial planning, retirement plan consulting, and asset management, utilizing a range of firm-offered programs and third-party asset managers.

Casey Spencer is a financial advisor at Fidelity with Series 63 and Series 66 designations and two years of industry experience. Prior to joining Fidelity, Spencer was involved in several roles including self-employment in nutrition and lawn care, as well as coaching and fitness. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver systematic, model-based investment solutions.

Krystal Rodriguez Rosa is a financial advisor at Morgan Stanley in Fort Worth, TX, holding a Series 66 designation with seven years of industry experience. She has worked at Morgan Stanley since 2019 and previously gained experience at TD Ameritrade and Starbucks. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced tools and methodologies.