Ryan Ewing is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity since 2012, including roles at Fidelity Personal and Workplace Advisors. Outside of his advisory work, he coaches competitive youth soccer for the Dallas Texans Soccer Club. 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 across mutual funds, ETFs, and ETPs. The firm also serves as an advisor to multiple registered investment companies and employs systematic methodologies and oversight controls in its investment process.

Adam Radich is a Financial Consultant currently working at Fidelity Investments since 2024. He collaborates with clients to develop personalized financial plans tailored to their unique situations by understanding what is important to them and implementing strategies aligned with their financial goals. Adam's professional experience includes roles as a Financial Consultant I and Investment Consultant at Fidelity Investments, spanning from 2022 to 2024. Prior to joining Fidelity, he worked as a Financial Consultant at Equitable Advisors from 2019 to 2022, and as a Financial Advisor at Northwestern Mutual Investment Services from 2018 to 2019. Outside of his professional work, Adam's personal interests include food, golf, pets, traveling, and volunteering.

Thomas Springer III is a CFP® professional with 24 years of industry experience. He is currently with Cetera and has held previous roles at Avantax and H.D. Vest throughout his career. Outside of his advisory work, he is president of Springer Financial Consulting, LLC, a business entity created primarily for health insurance purposes. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and third-party managers, with over 10,000 advisors and more than $256 billion in assets under management.

Tye Mc Clure is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 10 years of industry experience. He has previously worked at Merrill and Bank of America NA. Mc Clure serves as a board member on the finance committee of Methodist Justice Ministry, a nonprofit law firm providing services to those who cannot afford them, and as an advisor on the finance committee for Colonial Country Club in Fort Worth. 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 an ESG eligibility framework to support client decision-making.

Thomas Palmersheim is a financial advisor at Ameriprise with five years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2020. Prior to joining Ameriprise, he was a self-employed consultant and worked at Amadeus IT Group. Outside of his advisory role, he provides phone consultations on travel and technology. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement who meet certain asset thresholds. The firm provides written recommendation reports combining research, modeling, and tax-efficiency analysis, with a focus on assets managed within Ameriprise accounts.

Mike Guthals is a Financial Consultant at Fidelity Investments. He collaborates with clients to develop tailored financial plans that address their unique goals and needs, providing guidance and goal-based strategies aligned with individual situations. He has been with Fidelity Investments since 2015, progressing through roles including Workplace Planning Consultant, Investment Consultant, and currently Financial Consultant. His professional experience spans financial consulting and workplace planning. Mike holds insurance licenses in Arkansas and California. Outside of work, he enjoys biking, board games, family activities, puzzles, reading, and soccer.

William Stockum is a financial advisor at RBC Capital Markets in Fort Worth, TX, holding Series 63 and Series 66 designations with 39 years of industry experience. He previously worked at Hilltop Securities Inc. from 2008 to 2017 before joining RBC Capital Markets in 2017. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ risk profiles and utilizing both in-house and third-party investment managers.

Giovanni Blanchette is a financial advisor at LPL Financial in Fort Worth, TX, holding a Series 66 credential. He has one year of industry experience, having previously worked at Anchor Wealth Strategies prior to joining LPL Financial. Giovanni completed twelve years as a full-time student before entering the advisory profession. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by research and model portfolios.

Ryan Mandell is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and based in Fort Worth, TX. He has been with the firm since 2026 and has prior experience at JPMorgan Chase Bank, N.A. and Pharos Capital Group. Before his current role, he worked at Moraga Country Club from 2020 to 2023. 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 an ESG eligibility framework.

Stacey Holifield is a financial advisor at Edward Jones in Fort Worth, TX, holding Series 63 and Series 66 designations with 26 years of industry experience. She has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm is known for its extensive network of advisors and branches, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

Veronica Batiste is a financial advisor with Thrivent Investment Management in Coppell, TX, holding Series 63 and Series 66 credentials and 10 years of industry experience. Her prior roles include positions at Fidelity Investments and TIAA, spanning from 2015 to the present. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning on a range of topics and allows clients to integrate planning with managed-account services under a consolidated billing option called WealthPlan.

Angel Adame is a financial advisor at Charles Schwab with Series 65 and Series 63 licenses and four years of industry experience. His prior work includes roles at Fidelity Brokerage Services LLC and Fidelity Investments, as well as experience outside finance in photography and food service. 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, offering a combination of non-discretionary and discretionary investment options supported by centralized custody and research resources.

Warren Waters is a financial advisor at LPL Financial with 28 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Cetera Advisors LLC, SageView Advisory Group, and First Allied Advisory Services among others. Outside of his advisory work, Waters is involved in family coaching through Blended Kingdom Families Ministries. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Taylor Brooks is a financial advisor at Merrill with eight years of industry experience, holding a Series 66 designation. He previously worked at Compass Pointe Financial before joining Merrill in 2018. Merrill, along 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, retirement plans, corporations, and charitable organizations.

Kyle Eager is a financial advisor at LPL Financial with 10 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Charles Schwab & Co., Inc., Morgan Stanley, UBS, Fidelity Investments, and The Vanguard Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and model portfolios, supported by proprietary research and third-party subadvisors.

Barton Bonney serves as Resident Director at Merrill Lynch Wealth Management. He brings over 22 years of experience in finance and investment to his role, having previously held the position of Executive Director at JP Morgan Private Bank. There, he concentrated on endowments and foundations, private equity managers and firms, and high net worth families. Before this, Barton spent 16 years in institutional equities, supporting portfolio managers and analysts at hedge funds, investment advisors, and state pension funds with their investment decisions. He managed the institutional desk in Dallas for Lehman Brothers and subsequently for Barclays Capital. Barton earned a Bachelor of Arts degree from Southern Methodist University. Beyond his professional work, Barton served 12 years on the Board of Directors of Capital For Kids, an organization dedicated to supporting North Texas children. He resides in Southlake, Texas, with his wife, Andrea, and they have one son, Harrison. His personal interests include camping, fishing, golfing, hiking, and hunting.

Kyle Appling is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. He previously worked at Ameriprise for three years and Comerica Securities for 28 years. Outside of his advisory role, he is the owner of Appling Properties LLC, a real estate business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services. The firm offers a broad range of planning options tailored to clients meeting a net-worth threshold, utilizing proprietary research and tools, with flexible implementation through brokerage or advisory programs.

Joe Harris is a CFP®-certified financial advisor with Edward Jones in Ft. Worth, TX, with 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,000 advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Ben Stewart Jr. is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding Series 63 and Series 66 credentials and over 12 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Tailwind Ventures, LLC. He serves on the board of the Fort Worth Museum of Science and History, participating on both the finance committee and the board of directors. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Zach Atkinson is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2016, progressing through roles including Financial Consultant, Investment Consultant, Relationship Manager, Central Relationship Manager, and Investment Solutions. In his current role, Zach focuses on empowering individuals and families to plan for and save toward their retirement goals and financial future. Zach holds insurance licenses in Arkansas and California. His approach is informed by his life experiences, which enhance his ability to communicate effectively and support clients in pursuing their financial objectives. He is passionate about the financial services industry and the role it plays in helping people plan for their futures. Outside of his professional work, Zach is engaged in family activities, fitness, outdoor adventures, parenthood, and volunteering.