Kate Meyer is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. She previously worked at Bank of America and Charles Schwab. Outside of finance, she works part-time as a licensed professional counselor at a small therapy practice in Keller, 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Fritzie Connally Jr. is a financial advisor with Ameriprise Financial Services who holds Series 63 and Series 65 registrations and has 40 years of industry experience. He has worked with Ameriprise since 2009, including its Financial Services, Inc. and LLC divisions. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides a written recommendation report and ongoing annual retirement-income planning focused on reliable income sources and tax-aware withdrawal strategies.

Raymond Wilshire is a CFP®-certified financial advisor with 36 years of industry experience, currently serving at Cetera Wealth Services, LLC. Based in Fort Worth, TX, he has a longstanding career including roles in tax consulting and financial services dating back over five decades through Wilshire & Associates and related firms. Outside of his advisory work, he manages ranch operations and holds executive roles in several family-owned businesses and a nonprofit foundation. Cetera Investment Advisers LLC is an SEC-registered firm offering a multi-manager platform that serves a diverse client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm provides a range of portfolio management and financial planning services through a large network of advisors and employs various program structures and investment strategies.

Charlie Hernandez is a financial advisor at Merrill in Fort Worth, TX, holding a Series 66 designation with one year of industry experience. He previously worked at Bank of America and has seven years of experience at Manny's. Outside of his advisory role, he assists with managing his parents' financial affairs through a family LLC. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Alejandro Regalado Cruz is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 66 designations and seven years of industry experience. His career includes roles at J.P. Morgan Securities LLC and Forza Lux LLC, where he was involved in exotic car rental coaching and rentals. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, utilizing research and analytics to support diversification and modern portfolio theory.

Emily Hall is a CFP® and Series 66 credentialed financial advisor with five years of industry experience. She has worked at Edward Jones since 2021 and previously held roles at Fidelity Investments, Texas A&M University, Joseph Lang Lasalle (JLL), and Whole Earth Provisions Company. From 2016 to 2018, she participated in Rotary Exchange's extended travel program. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated mutual funds, operating under a fiduciary standard.

Jacob Brawner is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2023, with prior experience at BTC and Epic Supply. Charles Schwab serves a large client base, 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 both non-discretionary and discretionary investment options, leveraging multi-asset model portfolios and providing integrated brokerage, custody, and advisory services.

Mallory Wittkowske is a financial advisor with Robert W. Baird & Co. in Dallas, TX, holding a Series 66 designation and three years of industry experience. Prior to joining Baird in 2023, she worked at Goosehead Insurance and has held various roles associated with the University of Iowa and other organizations. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, institutions, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a range of strategies from traditional equity and fixed income to more complex and non-traditional investments.

Gregory Jones is a financial advisor with Mass Mutual Investors Services in Arlington, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and has been affiliated with Massachusetts Mutual Life Insurance Company since 2016. Jones is also involved in individual life, property/casualty, fixed annuity, and long-term care insurance as an agent and holds gaswell royalties. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, emphasizing collaborative, annual planning relationships using firm-approved analytical tools.

Sabrina Hurley is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2012, with a period outside the industry from 2016 to 2021. Outside of finance, she operated a business called Perfect Piece By Saby from 2021 to 2024. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. The program incorporates quantitative and qualitative research with forward-looking capital market assumptions and offers access to derivatives and commodities capabilities through affiliated entities.

Victor Price is Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2017, progressing from Investment Consultant to Financial Consultant, and currently serves in his Vice President role since 2021. Victor works with clients to address their unique financial goals through a consultative planning process, aiming to provide responsive and relevant guidance tailored to their needs. His experience spans various aspects of financial consulting within the highly regulated financial services industry. Victor holds an Arkansas Insurance License, supporting his ability to advise clients on insurance-related matters. Victor emphasizes understanding the story behind the numbers to help clients achieve peace of mind. Further details about his education, credentials beyond his insurance license, personal interests, or community involvement have not been provided.

Rodney Hall is a CFP®-certified financial advisor with Edward Jones in Southlake, TX, with 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated capabilities under a fiduciary standard.

Michael Brown is a CFP®-certified financial advisor with Edward Jones, based in North Richland Hills, TX. He has 28 years of industry experience, including 16 years with Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

William Kellogg Jr. is a CFP® with 30 years of industry experience currently with Ameriprise Financial Services LLC. His prior experience includes roles at Hilltop Securities Inc, BANK of AMERICA, N.A., Merrill, and Equitable Advisors. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and ongoing advice.

David Scott is a financial advisor at LPL Financial with 43 years of industry experience and holds a Series 63 designation. His prior roles include positions at Cambridge Investment Research, MSI Financial Services, and MetLife Investment Fund Services. Outside of his advisory role, he is involved with DALS Financial LLC, an entity related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by both discretionary and non-discretionary investment strategies.

Lance Cobb is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 66 credentials and 48 years of industry experience. His prior work includes over two decades at Morgan Stanley in various capacities from 1987 to 2012. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services including investment advisory, financial planning, and retirement plan consulting. The firm uses research and analytics to evaluate investment options and offers both brokerage and advisory solutions through a large network of advisors.

Brandon Hamilton serves as a Resident Director with Merrill, where he focuses on delivering personalized wealth management strategies tailored to clients' individual financial goals. He specializes in areas including divorce transition planning, employee benefits planning, family wealth management strategies, services for endowments, foundations, and non-profits, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, individual and corporate investment strategy, and retirement income. Brandon holds a Bachelor's Degree from Texas Tech University System. He has earned multiple professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His approach involves working one-on-one with clients to develop flexible financial strategies aligned with changing market conditions. Outside of his professional responsibilities, Brandon participates in community volunteer activities consistent with Merrill’s tradition of local engagement. He enjoys baseball, basketball, football, running, and spending time with his family.

Madison Phillips is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and has previously worked at San Luis Resort - Grotto and Stephen F. Austin State University. Prior to his advisory career, he spent over a decade with the Dallas Independent School District. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm employs a research-driven, algorithm-supported approach to deliver non-discretionary, tax-efficient retirement income recommendations in partnership with its advisors.

Robert Knutzen is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. He has worked at Wells Fargo Clearing since 2021 and has been with Wells Fargo Bank, N.A. since 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Zachary Hancock is a financial advisor with Merrill in Southlake, TX, holding a Series 66 credential and 13 years of industry experience. He has been with Merrill and Bank of America since 2013. Outside of his advisory role, he is a 50% owner and limited partner in ASZH Group, a massage therapy franchise business where he contributes to strategy and vision. 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.