Byron Freeman is a Financial Advisor at Merrill Lynch Wealth Management. He collaborates with clients to develop strategies aligned with their financial goals and values, leveraging the resources of Merrill and Bank of America to support investment, credit, lending, and banking needs. Freeman holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Dallas Baptist University. He emphasizes connecting all aspects of a client's financial life to prioritize and pursue meaningful objectives. Outside of his professional role, Freeman is involved with Habitat for Humanity.

Benjamin Chambers is a financial advisor at Fidelity with 9 years of industry experience. He holds a Series 66 designation and has worked at various Fidelity entities since 2015. Outside of his advisory role, he serves as an independent contractor overseeing front of house production for a local church in Texas. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Daniel Aguirre is a financial advisor at Merrill with Series 66 and Series 63 credentials and one year of industry experience. His prior roles include positions at Bank of America, Fidelity Investments, FedEx, and several years at T-Mobile. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nicholas Phillips is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. He previously worked at Edward Jones and has a diverse background that includes roles in the restaurant industry. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm utilizes research and analytics to support its investment approach and offers a broad range of brokerage and advisory solutions.

Janei Ankton is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 65 and Series 63 credentials and three years of industry experience. She has worked at Wells Fargo Clearing since 2022 and has also been employed at Wells Fargo Bank since 2015. Outside of finance, she works as a bartender at Urban Crust in Plano, TX. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Steven Allison is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at AXA Advisors, LLC for 15 years. Outside of his advisory work, he owns a plastics manufacturing business and is involved in aviation through aircraft ownership. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, institutions, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, retirement consulting, and brokerage services supported by both discretionary and non-discretionary management options.

Andrew Pickett is a financial advisor with RBC Capital Markets in Fort Worth, TX. He holds Series 63 and Series 65 licenses and has 37 years of industry experience, including 17 years with RBC Capital Markets. Outside of his advisory role, he is the owner of a real estate business. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors, offering various advisory programs with discretionary and non-discretionary portfolio management. The firm utilizes a range of investment managers and strategies tailored to clients' risk profiles and provides integrated financial planning, custody, and brokerage services.

Jamie Ford Saalfeld is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020. Prior to that, he was employed at Bank of America and Merrill. Outside of advising, he serves as president of Idaho Contractors, a real estate business based in Hayden, Idaho. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and estate strategies, managing approximately $2.74 trillion in client assets.

Cynthia Timmons is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. She holds Series 63 and Series 66 designations and has been with Wells Fargo entities since 2011. 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 options. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menus.

Jarrod Jordan is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. He has three years of industry experience, including time at Merrill and Bank of America before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. He previously operated a photography business, Melanie June Photography, LLC. 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 recommendations. The firm offers non-discretionary advisory services delivered by a select group of Wealth Advisors.

Stephanie Addison is a financial advisor with Merrill in Fort Worth, TX, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. She has been with Merrill since 2011. 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 individuals, high-net-worth clients, and institutional investors.

Nicholas Giorgio is a financial advisor with Wells Fargo Clearing in Southlake, TX, holding Series 63 and Series 65 credentials and 20 years of industry experience. He worked at Ameriprise Financial Services, Inc. from 2011 to 2019 before joining Wells Fargo Clearing in 2019. 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 grounded in modern portfolio theory and tailored to plan objectives and risk tolerances.

William Brown is a financial advisor at LPL Financial with 19 years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise, Cetera Advisor Networks, Sanctuary Advisors, and Sanctuary Securities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside research and model portfolios.

Dawn Urbanovsky is a financial advisor at Fidelity with 19 years of industry experience. She holds Series 63 and Series 65 designations and has worked with various Fidelity entities since 2013. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm combines fundamental research with quantitative and algorithmic portfolio construction, managing model portfolios that include mutual funds, ETFs, and ETPs.

Marco Gutierrez is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2020, progressing through various roles including Investment Management Consultant II and I, Managed Account Support Specialist, High Net Worth Associate, and Customer Relationship Advocate. His professional experience encompasses strategic financial planning and investment management, with a focus on building deep relationships with clients to support their financial goals. Marco is committed to collaborating with families and individuals to develop customized financial plans. Outside of his professional work, Marco has interests in cooking and baking, fishing, fitness, reading, running, and traveling.

Camila Fonseca Tavera is a financial advisor at Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 licenses. She has been working in the financial industry since 2021 with prior experience at State Farm and Wells Fargo Bank. Outside of finance, she has been involved with regional theater companies, including the Repertory Company Theatre and Garland Civic Theatre. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, leveraging research from the Wells Fargo Investment Institute and employing diversification principles and modern portfolio theory.

Joseph Martinez Jr. is a financial advisor with Merrill in Hurst, TX, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Bank of America and TD Ameritrade, among others. 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 individuals, high-net-worth clients, and various institutional investors.

Terri Dirba is a CFP® professional with 26 years of experience, currently serving as a financial advisor at Edward Jones since 1999. She holds a Series 63 license and is based in Grand Prairie, TX. Outside of her advisory role, Dirba has worked seasonally as floor staff for TNT Fireworks. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of investment strategies and operates an SEC-registered advisory program with approximately $1.01 trillion in assets under management.

Michael Rodenbaugh is a financial advisor with Raymond James & Associates in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He previously worked at UBS Financial Services Inc. for 11 years before joining Raymond James in 2021. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting services through various advisory programs.

Armando Garcia is a Financial Consultant at Fidelity Investments, a position he has held since 2017. Prior to this role, he served as an Investment Consultant from 2015 to 2017 and as a Portfolio Specialist from 2013 to 2015, all with Fidelity Investments. His professional experience spans various areas within the financial sector, enabling him to build long-lasting relationships with clients by developing and implementing financial plans tailored to their goals. Armando holds an Arkansas Insurance License. Outside of his professional life, Armando enjoys biking, family activities, exploring food, football, hiking, and outdoor adventures.