Sergio Jaramillo is a financial advisor at Equitable Advisors in Fort Worth, TX, holding a Series 66 designation with 10 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 2016. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing a range of LPL-sponsored and endorsed third-party program platforms to deliver advisory and brokerage solutions.

David Rindal is a financial advisor with LPL Financial in Fort Worth, TX, holding a Series 66 designation and 20 years of industry experience. His prior work includes roles at American Airlines Federal Credit Union and Cetera. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Samuel Sheppard is a financial advisor at Merrill with Series 63 and Series 65 credentials and three years of industry experience. His prior experience includes roles at Bank of America N.A. and Equitable Advisors, LLC. He has also worked in camp and retreat services and at Texas A&M University. 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 plans, corporations, and charitable organizations.

Jennifer Parks is a financial advisor with Merrill in Fort Worth, TX, holding a Series 66 designation and 11 years of industry experience. She has worked at Merrill and Bank of America since 2017 and previously at SII Investments and Tulsa 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mark Mcleland is a Wealth Management Advisor with Merrill Lynch Wealth Management. He is part of an eight-person team focused on building strong client relationships to assist clients in making informed financial decisions tailored to their life goals. With forty years of experience, Mark specializes in areas including college education planning, family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, socially responsible and ESG investing, women and wealth, tax minimization, and retirement income. He holds multiple professional designations such as Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Mark earned his Bachelor's Degree from Baylor University. Mark's community involvement includes serving on the Investment Committee of the American Hospital Association and previous memberships on boards such as the Fort Worth Academy and Bridge Emergency Youth Services. In recognition of his contributions, he received the David Brady Community Service Award in 2020 and has been named to Forbes' "Best-in-State Wealth Advisors" list for nine consecutive years through 2026, as well as being part of Forbes' "Best-in-State Wealth Management Teams" in 2026. Outside of work, Mark enjoys golfing, reading, and traveling.

Adel Moussa is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and two years of industry experience. He has been with Wells Fargo Bank since 2015 and joined Wells Fargo Clearing in 2023. Outside of his advisory work, he also works as a delivery driver for Amazon Flex and Uber Eats in Fort Worth, TX. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment solutions grounded in modern portfolio theory. The firm acts as an ERISA fiduciary and offers a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Charles Green is a financial advisor at OSAIC with 38 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Sagepoint Financial, Inc. He is managing partner of a family cattle and deer hunting ranch and serves on the board of the Aledo Alumni Ex Students Association. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services along with access to third-party money managers and wrap programs.

Debra Fournerat is a financial advisor with Cetera and holds Series 63 and Series 65 licenses. She has 23 years of industry experience and has previously worked at Avantax Advisory Services and Avantax Insurance Agency. In addition to her advisory role, she manages her own tax and accounting firm, Debra J Fournerat, PC, where she serves as president. She also supervises tax preparation at Five Star Advisor Partners, LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and provides access to multiple investment strategies and third-party money managers.

William Ryan is a CFP® with 23 years of industry experience and has been with Robert W. Baird & Co. since 2011. He is based in Fort Worth, TX. Outside of his advisory role, Ryan serves on the board of Casas por Cristo, where he is involved in operational oversight and fundraising efforts. He is part of The DDK Group at Robert W. Baird & Co., which provides tailored wealth management and consulting services to individuals, families, institutions, and charitable organizations, utilizing a range of portfolio management strategies and overlays.

Paola Pacheco is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. She has worked at various Wells Fargo affiliates since 2009, including Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. Outside of her advisory role, she manages a rental property in Rowlett, Texas. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, and participant education. The firm’s advisory process is IPS-driven and includes both discretionary and non-discretionary services, with a broader set of financial product offerings than typical for large institutional advisers.

Jairo Sotelo is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and has worked at several firms, including Merrill, Wells Fargo, and JPMorgan, before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a proprietary investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction across a diversified set of funds and ETFs.

John Mc Donald is a financial advisor at Ameriprise with 33 years of industry experience. He holds a Series 63 designation and has been with Ameriprise since 1993. Outside of his advisory work, he is involved in writing and plans to publish a children’s book. Ameriprise is a large institutional firm offering retirement-income planning services to individuals typically with at least $1 million in net investable assets. The firm uses a combination of research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team.

Clinton Elledge is a financial advisor with Ameriprise in Fort Worth, TX, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Ameriprise in 2022, he worked at TD Ameritrade and has a diverse background including roles in media and education. Outside of finance, he serves on the board of the Grapevine Chamber of Commerce Young Professionals and has acting credits with occasional royalties from Showtime, Amazon Studios, and voice work for VOXX Studios. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement, combining research and modeling with tax-efficient strategies and asset management, supported by a centralized consulting team delivering tailored recommendation reports.

Di Cournan is a financial advisor with Morgan Stanley in Fort Worth, TX, holding a Series 66 designation and 11 years of industry experience. Prior to joining Morgan Stanley in 2019, Di worked at UBS Financial Services, Charles Schwab & Co., and Merrill. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and analysis techniques such as Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and delivers services directly to individuals as well as through employer-based corporate financial planning agreements.

Bradley Costiloe is a financial advisor with Edward Jones in Colleyville, TX, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at JP Morgan Securities LLC, JPMorgan Chase Bank NA, Axa Advisors LLC, and Citizens 1st Bank. 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 offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Emily Silva is a Financial Consultant at Fidelity Investments, where she has been working since 2012 in various roles. Her experience at Fidelity includes positions as a Brokerage Services professional, Financial Representative, Relationship Manager, Senior Relationship Manager, Planning Consultant, and currently Financial Consultant. As a CERTIFIED FINANCIAL PLANNER™, Emily collaborates with individuals and families to develop tailored financial plans aimed at delivering peace of mind. She focuses on educating clients about their options to support impactful financial decisions and emphasizes partnerships in her client relationships. Emily is an alumna of Texas Christian University (TCU) and considers Fort Worth her home.

Kristopher Beaulieu is a CFP®-designated financial advisor with 24 years of industry experience, currently associated with Cetera. He is the principal owner of Clarity Financial Group, where he acts as a senior financial planner. Beaulieu also serves as the finance chair on the board of the Texas Civil Rights Project. Cetera Investment Advisers LLC is an SEC-registered advisory firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm operates a multi-manager platform that offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors.

Lourdes Camacho is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 designations and three years of industry experience. Her prior roles include positions at Charles Schwab and TD Ameritrade. She has also worked in academic and retail environments, including the University of North Texas and Sam’s Club. 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 solutions grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Daniel Riecker is a CFP® with 12 years of industry experience and is currently affiliated with Cambridge Investment Research Advisors. His career includes roles at Fidelity Investments and Waddell & Reed, with over six years at Cambridge Investment Research firms. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.

Ava Tanner is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan, she worked at Snow Garrett Williams and has experience outside finance with Athletic Performance Volleyball and Truly Trendy Boutique. 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 due diligence and applying an ESG eligibility framework in its investment recommendations.