Keenan Levy is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Bank, N.A. since 2018. Prior to his current role, Levy was involved in event operations and held a position at M&M Beverages LLC. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Natalie Baires is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 14 years of industry experience. She previously worked at J.P. Morgan Securities and JP Morgan Chase Bank from 2011 to 2023. 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 supported by research from Wells Fargo Investment Institute and third-party databases.

Monica Ortiz is a financial advisor with Morgan Stanley in Fort Worth, TX, holding Series 63 and Series 65 licenses and with seven years of industry experience. Her prior work includes roles at Wells Fargo Clearing and Wells Fargo Bank, NA, where she spent several years before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management serves both individuals and institutional clients by providing a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and proprietary market estimates to assist clients in developing financial plans.

Christopher Dykstra is a financial advisor with Edward Jones in Fort Worth, TX, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2017 and previously worked with Heritage Capital Corp. and the Alliance Umpires Association. Outside of finance, he umpires high school and college baseball games. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, supported by a large nationwide network of advisors and branch offices.

Lindy Rangel is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 licenses and having seven years of industry experience. She has been with Wells Fargo Clearing since 2018 and has prior work experience with LYFT and UBER beginning in 2017, as well as Wells Fargo Bank since 2010. Outside of her advisory role, she is an independent consultant selling Scentsy and works as a runner for a food and grocery delivery service. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory approach incorporates modern portfolio theory and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Joel Morgan is a Certified Financial Planner (CFP®) with 14 years of industry experience. He has worked at Edward Jones for 10 years before joining Raymond James Financial Services Advisors, Inc. in 2023. Morgan is a 25% owner of Park Hill Financial Services, through which he operates as an independent contractor financial advisor. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored non-discretionary planning using analytical tools and supports municipal and public finance work through unique affiliations.

Andrea Gerbrand is a financial advisor with J.P. Morgan Securities based in Fort Worth, TX. She holds Series 63 and Series 66 licenses and has five years of industry experience. Outside of her advisory role, Gerbrand assists with a family-owned trucking company and contributes to a wedding planning business operated by a relative, in addition to being involved in an e-commerce fulfillment venture via Amazon. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, and endowments, offering non-discretionary, customized asset allocation advice and manager searches supported by centralized due diligence and a combination of quantitative and qualitative research.

Aaron Samuels is a financial advisor with Equitable Advisors in Fort Worth, TX, holding Series 63 and Series 65 licenses and with 18 years of industry experience. He has been with Equitable Advisors since 2016 and previously worked at AXA Advisors, LLC. Outside of his advisory role, he serves as Board Chair of the Burleson Area Chamber of Commerce. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm’s approach involves assessing client information and risk tolerance to match clients with advisory programs or discretionary managers, utilizing a mix of proprietary and third-party solutions.

Christopher Anderson is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 credentials and has 23 years of industry experience. Anderson previously worked at J.P. Morgan Securities LLC, LPL Financial, Waddell & Reed, and Edward Jones. He also serves as Vice President and Program Manager for a Raymond James program at Southside Bank. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm utilizes risk profiling, analytical modeling, and tailored advice to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Stuart Smith is a CFP® with 31 years of industry experience, currently affiliated with Wells Fargo Clearing. He previously worked at JPMorgan Securities LLC and was involved with Musicmaker Rockwall LLC d/b/a School Of Rock. Additionally, he serves as a FINRA arbitrator, hearing cases and rendering binding decisions. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from Wells Fargo Investment Institute and third-party sources to guide portfolio management while providing a broad range of financial products through bank and insurance affiliates.

Ronnell Hoeltje is a financial advisor with UBS Financial Services in Fort Worth, TX, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with UBS since 2016. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor plans to client goals.

Amber Mcintyre is a financial advisor with Ameriprise in Fort Worth, TX, holding Series 65 and Series 66 licenses and bringing 12 years of industry experience. She has been with Ameriprise since 2013, initially with Ameriprise Financial Services, Inc., and continuing with Ameriprise from 2020 onward. Outside of her advisory role, she volunteers with the Navy-Marine Corps Relief Society as a caseworker assisting military members with budget education. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides ongoing, tax-aware advice based on comprehensive investment research and proprietary tools.

Jose Torres is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 65 and Series 63 licenses and three years of industry experience. He previously worked at J.P. Morgan Securities LLC and Bank of America. 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 Chensky is a financial advisor with UBS Financial Services in Ft. Worth, TX, holding Series 63 and Series 66 designations and bringing 37 years of industry experience. He has been with UBS since 2013. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, employing proprietary research and model-based asset allocations to tailor investment strategies.

Benjamin Bowles is a financial advisor with Raymond James & Associates holding a Series 66 designation and five years of industry experience. His prior roles include positions at Arkadios Wealth Advisors, Arkadios Capital, and LPL Financial. Outside of finance, he has been involved with Major League Soccer since 2024. Raymond James & Associates, Inc. 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.

Michael Smith is a CFP®-designated financial advisor at Edward Jones with 14 years of industry experience, all with his current firm since 2012. Outside of his advisory role, he owns a small rental property business in Idaho Springs, Colorado. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and affiliated financial products supported by a large nationwide network of advisors and branch offices.

Randel Rix is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated with Cetera and its related entities since 2024. Prior to that, he worked at Avantax Advisory Services and Avantax Investment Services for nearly three decades. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors, employing a multi-manager platform with various program options and custodial relationships.

Alejandro Banuet is a Series 66-registered financial advisor with J.P. Morgan Securities, based in Saginaw, TX. He has four years of industry experience, including prior roles at Merrill Edge and Bank of America. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective Wealth Advisor program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations and incorporates an ESG eligibility framework in its recommendations.

Austin Montgomery is a financial advisor at Morgan Stanley in Fort Worth, TX, holding a Series 66 designation with three years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Merrill, Edward Jones, and several other firms. He also worked at Tarleton State University for seven years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Whitney King is a financial advisor at Wells Fargo Clearing based in Fort Worth, TX, holding Series 65 and Series 63 licenses. King began their financial services career in 2024 and has a background that includes roles in both banking and various customer service positions. 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 supported by research from Wells Fargo Investment Institute and third-party sources.