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 with OSAIC in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has previously worked at Sagepoint Financial and operates his own practice, Charles R. Green, which he founded in 2007. Outside of advising, he is the managing partner of a family cattle and deer hunting ranch and serves on the board of the Aledo Alumni Ex Students Association. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plans, charities, and corporations. The firm provides a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools, with a platform noted for its scale, recent consolidation, and complex affiliate network.

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 24 years of industry experience, currently advising at Robert W. Baird & Co. since 2011. He previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Ryan serves on the board of Casas por Cristo, where he is involved in operational oversight and fundraising to support short-term mission trips. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pension plans, and charitable organizations through a range of financial planning and portfolio management services. The firm combines manager-traded and model-traded strategies with tax management and customized fee arrangements, supported by internal research and ongoing manager oversight.

Paola Pacheco is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding a Series 66 designation and 17 years of industry experience. She has worked with Wells Fargo Bank, N.A. since 2009 and joined Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions.

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.

Daniel Riecker is a CFP® with 12 years of industry experience, currently serving at Cambridge Investment Research Advisors. His prior experience includes roles at Fidelity Investments and Waddell & Reed. Riecker operates out of Fort Worth, TX. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, and retirement-plan advisory services across multiple platforms and custodians. The firm manages a multi-billion dollar asset base and provides both discretionary and non-discretionary management options.

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 in athletic performance with Athletic Performance Volleyball. 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. Their advisory process combines quantitative screening and qualitative research to build model asset allocations that may include ESG considerations.

Ghazala Ahmed is a financial advisor at Wells Fargo Clearing with eight years of industry experience. She holds Series 63 and Series 66 registrations and has been with Wells Fargo Clearing Services, LLC since 2017. Prior to that, she worked at Wells Fargo Bank NA starting in 2016. 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 provides both brokerage and advisory solutions.

Stephen Pfeffer is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his financial services career in 1995 after earning a finance degree from Texas A&M University. Stephen holds several professional designations including CERTIFIED FINANCIAL PLANNER® and Retirement Benefits Consultant, a special internal title for advisors focusing on Corporate and Institutional retirement plans. He is recognized as a frequent speaker on investment planning and employer sponsored retirement plans. Stephen takes a comprehensive approach to managing wealth, focusing on listening to his clients' needs and developing strategies tailored to their goals. His areas of expertise include Corporate Executive Services, Family Wealth Management Strategies, Personal Retirement Planning, Investment Consulting for Defined Contribution Plans, and Special Needs Planning Strategies among others. Active in the Fort Worth community, Stephen has served as President of Trinity Habitat for Humanity and as President of the Fort Worth/Tarrant County Texas A&M Club. He and his wife, Mary, have three children and are members of Christ Chapel Bible Church. They have been residents of Fort Worth since 1995.

Joseph Burwell is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory role, he is involved in catering through Manifesto BBQ and owns a local podcast called The Do Better Podcast based in Granbury, TX. 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 approach is IPS-driven and incorporates modern portfolio theory, with a broader range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Christopher Sozio is a financial advisor with Raymond James & Associates in Fort Worth, TX, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Raymond James & Associates since 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions with access to a range of portfolio management styles and affiliated research.

Jeffrey Moore is a financial advisor with Ameriprise in Burleson, TX, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has been with Ameriprise and its affiliate since 2012. Outside of his advisory role, he is involved in horse racing. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Amanda Shook is a financial advisor with Morgan Stanley in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers planning services both directly and through corporate financial planning agreements.