Lance Brawner is a financial advisor with Edward Jones in Fort Worth, TX, holding a Series 66 designation. He has one year of industry experience, joining Edward Jones in 2024 after ten years at Fluor. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Jonathan Cummings is a financial advisor with LPL Financial in Hurst, Texas, holding Series 63, 65, and 66 credentials and 28 years of industry experience. His prior roles include positions at InvestaCorp, Securities America Advisors, Equitable Advisors, and Prudential Equity Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Alexander Tower is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. His prior experience includes over a decade at Secure Net Lease (formerly Trivanta, eXp Realty) and a year with Bluffview Properties LLC. 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 combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios, overseeing sub-advisers and employing systematic methodologies and long-term asset allocation benchmarks.

Daniel Mehari is a financial advisor at Merrill in Fort Worth, TX, holding a Series 66 designation with less than one year of industry experience. His prior work includes roles at Bank of America and Shawmut Services, along with various positions outside the financial industry. 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 entities.

Jonathan Medina is a financial advisor at Merrill based in Fort Worth, TX, holding a Series 66 designation with eight years of industry experience. He has been with both Bank of America, N.A. and Merrill since 2016. 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. The firm serves individuals, high-net-worth clients, and various institutional clients using model-based and discretionary investment strategies developed by internal and third-party managers.

Juliana Akor is a financial advisor at Fidelity with a Series 66 designation and five years of industry experience. Her career includes roles at Fidelity Investments and Jewish Family & Community Services Pittsburgh. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Blake Bumgardner is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2019. He works closely with clients to develop tailored financial strategies aimed at achieving their specific goals, emphasizing an educational approach to help clients understand the options available to them through Fidelity. Blake has been with Fidelity Investments since 2016, progressing from Financial Representative to Relationship Manager before his current position. He holds insurance licenses in Arkansas and California, supporting his ability to provide comprehensive financial advice. Outside of his professional responsibilities, Blake enjoys camping, cars, family activities, hiking, motorcycles, and outdoor adventures.

Daniel Hemenway is Vice President and Financial Consultant with Fidelity Investments' Private Client Group. In his role, he partners with families to evaluate complex decisions across a wide range of financial planning topics. He works to understand his clients' overall financial goals and objectives and presents various strategies and services to help pursue those objectives. Daniel joined Fidelity Investments in 2006, initially working in Workplace Planning and Advice. He was promoted to Senior Portfolio Specialist in 2010 and then to Vice President, Financial Consultant in 2014. He holds insurance licenses in Arkansas and California.

Zack Dowell is a Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2002 and currently partners with families to help build, preserve, and transfer their wealth. He focuses on challenging assumptions to assist clients in developing improved lifetime financial plans. Zack's experience at Fidelity includes roles as PAS Account Executive, Relationship Officer, Client Management Representative, Senior Retirement Investment Specialist, Retirement Investment Specialist, and Customer Service Associate. His tenure at the company spans over two decades, reflecting a broad range of expertise in financial consulting and client management. He holds insurance licenses in Arkansas and California.

Abraham Zelenyak is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and five years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2021, and previously spent a year at Highland Wealth - Northwestern Mutual. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Rebecca Perry is a financial advisor at Fidelity with five years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Fidelity, she worked at TD Ameritrade and AIM Solutions Inc., and spent 20 years at AstraZeneca. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various platforms.

Gary Soben is a financial advisor with Raymond James & Associates in Fort Worth, TX, holding the CFP® and ChFC® designations and possessing 50 years of industry experience. His prior roles include long tenures at Merrill and Bank of America. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.

Timothy Schwarz is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior experience includes roles at Bank of America and several energy sector companies. He worked for Sulphur River Gathering for three years before entering the financial services field. 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 a range of clients including individuals, high-net-worth investors, and institutions.

Justin Burrow is a financial advisor with Charles Schwab & Co., Inc. in Arlington, Texas, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. Prior to joining Charles Schwab in 2024, he worked for TD Ameritrade from 2017 to 2024 and has experience in the retail sector with Total Wine and More. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management with multi-asset model portfolios, supported by centralized operational and custody services.

Landon Redding is a financial advisor at Fidelity with nine years of industry experience. He holds a Series 66 designation and has been associated with several Fidelity entities since 2016. In addition to his advisory role, he has been affiliated with Tarrant County College since 2013. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management, with distinctive features such as CFTC registration and formal advisory roles for multiple funds.

Madison Harris is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, Harris worked at ASI Gymnastics for eight years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as a registered commodity pool operator and acts as an advisor to multiple registered investment companies and fund-of-funds.

John Schlotz is a financial advisor at Cetera with 26 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at various Cetera entities since 2024, following earlier roles at Avantax and other firms. Outside of his advisory work, he serves as a power of attorney handling his father's financial and medical affairs. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with access to proprietary and third-party models and program options ranging from automated allocations to bespoke strategies.

Michael Kwedar is a financial advisor with LPL Financial in Fort Worth, TX, holding a Series 63 designation and over 41 years of industry experience. He previously worked at Kovack Advisors, Inc. and Kovack Securities Inc. for 12 years and has operated his own advisory and insurance businesses since 1976. Outside of advisory work, he manages a ranch through Camp Kwedar LLC where he is involved in wildlife management. 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 advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive advisor-facing technology and a broad non-advisory financial services platform.

William Campbell is a financial advisor with Ameriprise in Fort Worth, TX, holding a Series 66 designation and 25 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns Keystone Consulting, a non-investment-related consulting business. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, utilizing a centralized consulting team to deliver tailored, non-discretionary recommendations. The firm combines research, modeling, and tax-efficiency analysis in its approach and offers a broad range of advisory, brokerage, and insurance solutions.

Jack Thornton is a Financial Consultant at Fidelity Investments, where he specializes in holistic, comprehensive financial planning for higher net worth individuals and families. He focuses on understanding his clients and their families to provide tailored financial strategies that support their long-term goals. Prior to his current role, Jack worked as a Financial Advisor at Equitable Advisors from 2018 to 2023. He holds insurance licenses in Arkansas and California, enabling him to offer a range of insurance solutions as part of his financial planning services. Outside of his professional work, Jack's personal interests include board games, family activities, music, parenthood, reading, and soccer.