Nathan Maroney is a Wealth Management Advisor at Merrill Lynch Wealth Management in Fort Worth, Texas. He began his career with Merrill Lynch in 2000 and focuses on providing individually tailored wealth management services to affluent individuals and business owners. Nathan works closely with clients and their other advisors, such as attorneys and accountants, to develop comprehensive strategies addressing total financial needs and goals. His expertise includes stock option analysis, retirement planning, life insurance analysis and funding, estate services and wealth transfer strategies, portfolio management, and planning for higher education. Nathan earned a Bachelor of Business Administration degree from the University of Texas at Arlington. He holds the Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA) designations. By maintaining a disciplined process that allows him to serve a limited number of clients, Nathan delivers a consistent and personalized service model tailored to each client's needs and expectations. He lives in Fort Worth with his wife, Stephanie, their two sons, Aiden and Adley, and two step-children, Ella and Aidan. In his personal time, Nathan enjoys spending time with his family and playing soccer with friends.

Justin Gentry is a financial advisor with Equitable Advisors in Fort Worth, TX, holding a Series 66 designation and beginning his advisory career in 2026. He previously served 22 years in the United States Air Force and is involved in entrepreneurial ventures including ownership of OnPoint Handyman Services LLC and OnPoint Cleaning Services LLC, as well as work as a home inspector with Overwatch Property Solutions. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, plans, corporations, and charitable organizations, utilizing a network of Investment Adviser Representatives and both proprietary and third-party investment programs.

Audrey Abergel is a Financial Advisor with Merrill Lynch Wealth Management. She began her career with Merrill in 2019 and is currently part of the Foster Treger team. Audrey focuses on building long-lasting client relationships and delivering a fully integrated approach to wealth management that extends beyond investment advice. Her services include personalized financial planning, retirement strategies, tax mitigation, and customized portfolio management, tailored to individual client goals and risk profiles. Audrey holds a Bachelor's Degree from Universite d'Aix en Provence, a Master's Degree from Ecole Superieure de Journalisme, and a Master of Business Administration with a Finance concentration from Texas Wesleyan University. She is a Personal Investment Advisor (PIA) and is fluent in English, French, and Hebrew. Audrey participates in professional and community organizations such as The Network Society with The Jewish Federation of Fort Worth and Tarrant County. Originally from Marseille, France, Audrey moved to Fort Worth, Texas in 2013. She balances her professional career with family life and has personal interests that include boating, cooking, fishing, horseback riding, music, running, singing, swimming, tennis, and traveling.

Judd Jenkins II is a Series 66-licensed financial advisor at Merrill in Fort Worth, TX, with one year of industry experience. His prior experience includes roles at LEO Technologies, Sky Senderos LLC, and several educational institutions including the University of Texas at Austin. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Guy Church is a financial advisor with Ameriprise in Colleyville, TX, holding a Series 63 designation and 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he serves on the Board of Directors for Foundations Life Church and has acted in the film One Heart Movie. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement advice within a large institutional framework.

Charles Snow is a financial advisor at Cambridge Investment Research Advisors with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Cambridge since 2013. Outside of his advisory role, he owns and operates Snow Tax Consulting, providing accounting services. Cambridge Investment Research Advisors serves a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and utilizes multiple platforms and proprietary model strategies.

Marshall Humphrey is a financial advisor with Edward Jones in Fort Worth, TX, holding Series 63 and Series 66 designations and 33 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1992. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.

James Schooler is a financial advisor at OSAIC with the designations ChFC® and Series 63, and 33 years of industry experience. He has previously worked at Woodbury Financial Services, LPL Financial, and Advanced Planning, Inc. Outside of his advisory role, he owns an insurance business LLC and is involved in sales of fixed annuities and fixed life insurance. He also owns the building where his office is located and manages leasing activities. OSAIC Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and advisor-managed portfolios. The firm utilizes a model-based investment process emphasizing asset allocation and portfolio optimization, and it is notable for its large scale, affiliate network, and recent consolidation activity.

Albert Pattillo III is a financial advisor with Ameriprise in Fort Worth, TX, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2022, he served in various roles within the U.S. Army, including the 2nd Battalion of the 11th, 35th, and 47th Infantry Regiments. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies.

Kristin Chevalier is a financial advisor at Edward Jones with five years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2021. Prior to her advisory career, she was employed at Bell Flight for five years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and operates under a fiduciary standard, supported by a large nationwide network of financial advisors and branch offices.

Anastasia Contreras is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her prior work includes positions at Truist Bank and Wells Fargo, among others. Outside of finance, she has experience working with WinterGreen Synthetic Grass. 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 both model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutional accounts.

Ellen Mc Kay is a financial advisor at Merrill with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Merrill in 2025, she held positions at The Vanguard Group and JOANN Stores. Outside of finance, she works at Marshalls assisting with merchandising and cashiering. 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 for a range of clients including individuals, high-net-worth investors, and institutions.

Bradford Storm is a financial advisor with Edward Jones in Grapevine, TX, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Alexa De Moss is a financial advisor with J.P. Morgan Securities in Fort Worth, Texas, holding a Series 66 designation and one year of industry experience. Prior to her current role, she worked at JPMorgan Chase Bank, N.A., and has experience with DMB Clubs and Texas Christian University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Gloria Homans is a financial advisor at OSAIC with 47 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Sagepoint Financial, Inc. for 14 years. She is also the owner of Homans & Associates, a tax preparation sole proprietorship, and serves as president of Homans & Associates Wealth Management LLC. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services with an investment approach centered on model-based asset allocation and portfolio optimization.

Ronnie Rushing is a financial advisor with LPL Financial in Mansfield, TX, holding CFP® and Series 66 credentials and over 25 years of industry experience. He previously worked at Hilltop Securities Inc. and Citigroup Global Markets. 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 both discretionary and non-discretionary account management.

Christopher Bolisay is a CFP® and holds a Series 66 license, with 21 years of experience in the financial services industry. He is currently with Fidelity and has prior experience at USAA financial planning and investment management firms. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, delegation to sub-advisers, and its advisory role to multiple registered investment companies.

Tony Seery is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He owns and operates a chiropractic franchise business, having acquired three HealthSource Chiropractic locations, with an operator hired to manage day-to-day activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and maintaining one of the largest financial advisor and branch networks in the industry. The firm provides discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Nicholas Olivarri is a financial advisor with Raymond James & Associates in Fort Worth, TX, holding a Series 66 designation and 11 years of industry experience. He previously worked at Merrill and Bank of America, N.A. before joining his current firm. 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 broad client base including individuals, institutions, and municipalities, offering tailored financial planning and consulting services through various portfolio management styles and affiliated research.

Lisa Stout is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at multiple JPMorgan entities from 2014 to 2023. 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 advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings that include insurance-related vehicles and bank deposit sweep options.