Francisco Zapata Fernandez is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and two years of industry experience. His prior roles include positions at Citizens Securities Inc. and Bank of America N.A./Merrill Lynch. 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 affiliated brokerage and investment management capabilities.

Tristan Montgomery is a Financial Advisor at Merrill Lynch Wealth Management. He began his career in banking with JPMorgan Chase in 2008 and transitioned to wealth management in 2016, where he works closely with Michael Hasbach. His responsibilities include handling new account openings, managing client service requests, and connecting clients with other partners within Merrill for services such as lending and banking. Tristan holds the Personal Investment Advisor (PIA) designation. Tristan earned a bachelor's degree in Economics from Michigan State University. Originally from Detroit, Michigan, he relocated to Texas shortly after graduation and currently resides in Fort Worth with his wife and five children. His client focus areas include education planning, family wealth management strategies, liquidity management, retirement planning, philanthropic planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Outside of his professional role, Tristan enjoys spending time with his family, attending children's sporting events, participating in church activities, exploring new restaurants, and traveling. His personal interests also include basketball, bowling, football, pickleball, reading, table tennis, tennis, and watching movies. He applies a family-focused philosophy to his client relationships, aiming to help clients pursue their financial goals and live life to the fullest.

Jeremy Williams is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 designation and previously worked at Fidelity Investments for 16 years prior to joining Edward Jones in 2026. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a wide range of households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joel Warren is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been affiliated with various Fidelity entities since 2012. 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 to manage diversified model portfolios. The firm is registered with the CFTC as a commodity pool operator and serves as an advisor to multiple registered investment companies and fund-of-funds.

Heath Warren is an Investment Consultant at Fidelity Investments, a position he has held since 2026. In this role, he partners with clients to help plan, manage, and grow their wealth while providing service that includes building and establishing relationships. Prior to his current role, Heath held positions at Fidelity Investments as an Investment Solutions Representative from 2024 to 2025 and as a CRA from 2023 to 2024. Before joining Fidelity, he worked as an Associate Wealth Planner at Steward Wealth from 2021 to 2023. Heath's professional experience spans various roles in investment consulting and wealth planning, focusing on client partnership and wealth management. Outside of his professional life, Heath has personal interests that include fishing, fitness, pets, soccer, surfing, and tennis.

Eric Moreno is a Planning Consultant at Fidelity Investments, a role he has held since 2026. In his current position, he partners with clients through a collaborative, client-directed approach to develop strategies that align with their goals and contribute to a high-quality client experience. Eric holds insurance licenses in Arkansas and California. His professional focus includes financial planning and client consultation within the insurance domain. Outside of his professional work, Eric enjoys activities such as football, social events with friends, hiking, music, and running.

Casey Bello is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity Investments, Casey held various roles including multiple positions with Saint Charles Park District and worked at Disney and Ecoshield Pest Control. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage multi-manager and fund-of-funds structures as well as model portfolios.

Sean Mckay is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Brokerage Services LLC since 2005, joining Fidelity Investments in 2025. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its registration with the CFTC as a commodity pool operator and its use of AI in research.

Erik Flores is a Planning Consultant at Fidelity Investments, where he has been serving since 2026. In this role, he assists clients and their families in planning for important financial decisions. Prior to his current position, he held the roles of Central Relationship Manager and Client Service Help Desk representative at Fidelity Investments from 2021 to 2026. Erik's professional experience encompasses client service and relationship management within the financial services sector. Outside of his professional career, Erik has interests in baseball, cooking and baking, football, movies, and pets.

William Ellis Jr. is a financial advisor with Equitable Advisors in Fort Worth, TX, holding Series 63 and Series 65 credentials and over 23 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 2002. Ellis serves as president of Fort Worth Business Professionals and holds board or committee roles with several community organizations including Big Brothers Big Sisters Tarrant County, the Boy Scouts of America Longhorn Council, and Ducks Unlimited. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm’s approach includes matching clients to program models or discretionary managers, often through third-party asset managers and advisory programs, and offers a range of investment options including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Sterling Piepgrass is a financial advisor at Cetera with 18 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Avantax Insurance Agency, Avantax Investment Services, and operates a CPA practice specializing in accounting and tax services. He serves as Treasurer on the Board of Directors for the Mayfield Condo Association. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management and consulting services, supporting discretionary and non-discretionary strategies across a range of program structures.

Brandon Melton is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 18 years of industry experience. His career includes roles at Avantax Investment Services and 1st Global Advisors prior to joining Cetera. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with more than 10,000 advisors and approximately $256 billion in assets under management.

Brandt Manns is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior work includes roles at AEP Ohio/Pike Engineering and Ace Hardware Corporation. 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 to individuals, high-net-worth clients, and various institutions.

Christopher Rogers is a Private Wealth Management (PWM) Investment Management Consultant at Fidelity Investments, a role he has held since 2022. In this position, he collaborates with clients and their Wealth Management Advisors to design, implement, and monitor investment strategies aimed at achieving long-term investment objectives. Christopher's career in financial services spans over two decades, with experience across various roles at Fidelity Investments since 2003. His previous positions include Investments Solutions Consultant for Managed Accounts, Financial Consultant, Retirement Sales Desk associate, and Investments Consultant. Prior to joining Fidelity, he worked as a Financial Advisor at Morgan Stanley from 2002 to 2003.

Olivia Lopez is a financial advisor at Fidelity with four years of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments since 2022. Her prior experience includes roles at Bridgecrest and various service industry positions. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm also manages multiple registered investment companies and delivers model portfolios through systematic methodologies.

Michael Hasbach is a Senior Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial strategies that align with their individual goals, utilizing investment insights from Merrill along with banking and lending solutions from Bank of America. Michael holds the Professional Investment Advisor (PIA) designation and earned a Bachelor's Degree from Saint Mary's University of San Antonio. He is committed to participating in his local community through volunteer activities, reflecting the longstanding Merrill tradition of community involvement.

Eugene Lamis is a CFP® professional with over 31 years of experience, currently serving as a financial advisor at Edward Jones since 1993. He participates in community activities including serving on the golf and house committees at Mira Vista Country Club and on the investment committee for United Way Fort Worth. Additionally, he owns and manages Glamis Castle Honeybee, a local honeybee hive maintenance business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with varied investment strategies and over $1 trillion in assets under management, supported by an extensive network of financial advisors and branch offices nationwide.

Joshua Hamilton is a financial advisor with Merrill in Southlake, TX, holding a Series 66 designation and three years of industry experience. His prior work includes positions at Bank of America, Seattle University, WinCo Foods, and Seattle Central Community College. 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 plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Alec Garza is a financial advisor with Fidelity in Westlake, TX, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, he worked in various customer service roles and currently also works as an independent contractor for a delivery service. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Lindsey Henry is a financial advisor at LPL Financial with 16 years of industry experience. She holds a Series 66 designation and has worked at several firms, including Fidelity Investments, Robinhood Markets, and Robinhood Asset Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning and institutional platforms, supported by advanced research tools and a large network of investment adviser representatives.