Evan Bloom is a financial advisor at Cetera with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Avantax Advisory Services and affiliated firms for over two decades. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that supports various investment strategies and program structures.

John Cochran is a Series 66 licensed financial advisor with Fidelity Investments, based in Westlake, TX, and has two years of industry experience. Prior to joining Fidelity, he worked at Farrimond, Castillo & Bresnahan Attorneys at Law and has served as a brand ambassador for Bucked Up, a supplement and fitness company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction.

Michael Garcia is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop and maintain financial plans tailored to their individual family goals and visions. He has been with Fidelity Investments since 2012, holding various roles including Financial Representative, Workplace Planning Consultant III, and Benefits & Planning Consultant in Executive Services prior to his current position. He holds insurance licenses in Arkansas and California. Outside of his professional work, Michael enjoys attending concerts, social events with friends, watching movies, outdoor adventures, running, and spending time with pets.

Jason Lind is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 24 years of industry experience. Prior to his current role since 2019, he worked for FSC Securities Corporation for 10 years. He is also an independent insurance agent. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers a variety of investment implementation options, including proprietary and third-party model strategies, with both discretionary and non-discretionary approaches tailored to client objectives.

Wendy Barnes is a financial advisor with Merrill in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has been with Merrill and its affiliate Bank of America, N.A. since 2012. 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 strategies for individuals, high-net-worth clients, and institutional investors.

John Jennings is a financial advisor with Cetera based in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior experience includes roles at Avantax Advisory Services, Charles Schwab & Co., Inc., and First Command Financial Planning. Outside of his advisory work, he owns FloorJackGarage, a YouTube channel focused on DIY auto mechanic content. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts through a multi-manager platform that offers discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Robyn Scott is a CFP® and holds a Series 66 designation, working with Edward Jones in Grapevine, TX. She has 18 years of industry experience, all with Edward Jones since 2008. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Erick Miller is a financial advisor with Primerica Advisors in N Richland Hills, TX, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has worked at Primerica Advisors and Primerica Financial Services since 1994 and has held roles at Managed Health Network and Centene. Outside of his advisory work, he owns MPIRE Enterprises, Inc., a legal entity formed for Primerica business purposes. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options, operating as a wrap-fee solution rather than managing institutional pension or profit-sharing plans.

Antonio Acosta is a financial advisor at Fidelity with 13 years of industry experience. He holds the Series 66 designation and has worked with Fidelity and its affiliates since 2016, previously working at Securian Financial Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing proprietary fundamental research alongside quantitative and algorithmic portfolio construction methods. The firm manages discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery to intermediary platforms.

Duran Allen is a financial advisor with LPL Financial based in Fort Worth, TX, holding a Series 66 designation and bringing 23 years of industry experience. His career includes prior roles at Cetera, Valic Financial Advisors, J.P. Morgan Securities, and Chase Investment Services Corp. Allen is also associated with American Airlines Federal Credit Union. 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 broad range of advisory and brokerage services, including financial planning and access to model portfolio programs and third-party asset management.

Hayden Holley is a Wealth Management Advisor with Holley & Associates, affiliated with Merrill Lynch Wealth Management. He works closely with individuals, families, and business owners to provide personalized wealth management strategies that align with each client's goals, values, and circumstances. Hayden focuses on building enduring relationships and helps clients navigate important financial and life transitions. Prior to joining Holley & Associates, Hayden gained experience at a Big Four accounting firm. He holds a Bachelor of Arts in Accounting from Southwestern University and a Master's degree in Accounting from Texas Christian University. His professional designations include CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Hayden's expertise covers areas such as college education planning, family wealth management strategies, legacy planning, personal retirement planning, and portfolio management services. Outside of his professional role, Hayden enjoys cooking, golfing, traveling, coaching youth baseball, and spending time with his family. He resides in Colleyville with his wife, Mackenzie, and their three children, Pierson, Grayson, and Payton. Hayden does not provide tax advice in his current role at Merrill Lynch.

Regan Hasley is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 65 licenses. Outside of her advisory role, she serves as a board member for the YMCA of Metropolitan Fort Worth. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized manager due diligence and an ESG eligibility framework.

Madison Quattrochi is an Investment Management Consultant II at Fidelity Investments. She partners with Financial Consultants to collaborate with clients in creating financial plans, aiming to build long-lasting relationships and inspire dedication through commitment to Fidelity's core beliefs. Madison's professional experience includes roles as a Planning Consultant at Fidelity Investments since 2023, Relationship Manager from 2022 to 2023, and Financial Representative from 2021 to 2022. Prior to her tenure at Fidelity, she was a Branch Manager at First National Bank Texas from 2014 to 2021. She holds insurance licenses in Arkansas and California. Outside of her professional work, Madison has interests in baseball, cooking and baking, reading, theater, traveling, and volunteering.

Jordan Phillips is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. He previously worked at Edward Jones for five years before joining LPL Financial in 2013, where he spent 13 years, and more recently has been associated with Raymond James Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a wide range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports its advisors with access to model portfolios, third-party subadvisors, and various investment strategies, alongside a broad platform that includes insurance services and banking partnerships.

Jeremiah Mac Namara is a Series 66 credentialed financial advisor with 17 years of industry experience. He is currently with Morgan Stanley in Fort Worth, Texas, having previously worked at JPMorgan Chase Bank, N.A., JPMorgan Securities LLC, Bank of America, and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides a wide range of advisory programs and tailored financial planning using structured discovery processes and firm-approved tools.

Sahar Shakeri is a financial advisor at Merrill with five years of industry experience. She holds the Series 66 designation and has worked at Merrill and RBC Capital Markets. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions (SPS) Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Dawn Nguyen is a financial advisor with Ameriprise in Colleyville, TX, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, emphasizing Ameriprise-managed accounts and utilizing algorithmic automation overseen by internal committees.

Jessyca Miller is a financial advisor at LPL Financial with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with LPL Financial since 2015, following three years at PNC Managed Account Solutions, Inc. She is involved in insurance-related activities through several affiliated entities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and participant-level retirement advice.

Antonio Romero is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill, he held roles at Icon Logistics, Austin FC, Stonecrest Partners, and Consultame LLC. He also has experience working at Texas Tech University and Westlake High School. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Christopher Sepe is a financial advisor with Fidelity in Westlake, TX, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Extended Travel, Tribe Transportation, and KLLM Transport Services. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that often involve multi-manager and fund-of-funds structures.