Richard Mcdaniel is a CFP®-designated financial advisor with 20 years of industry experience. He is currently with Wells Fargo Clearing and has held prior roles at J.P. Morgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he also acts as a power of attorney and guardian for a family member. 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 combines research-driven investment selection with both brokerage and advisory solutions.

Fernando Ruiz Puig is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. His prior roles include positions at The House Fort Worth and entrepreneurial work with Grow Plant Shop. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, leveraging proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage model portfolios. The firm is noted for its registration with the CFTC as a commodity pool operator, use of AI in research, and advisory role to multiple registered investment companies.

Jacqueline West is a financial advisor with Merrill in Fort Worth, TX, holding a Series 66 designation and bringing 20 years of industry experience. She has worked at Merrill since 2007. Outside of her advisory role, she is a co-owner of family rental properties in Texas. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Grant McGuire is a CFP® and CFA® with 11 years of industry experience. He is currently with Wells Fargo Clearing and previously worked at UBS Financial Services from 2016 to 2024. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm follows an IPS-driven advisory process based on modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Jennifer Shields is a financial advisor with Merrill in Fort Worth, TX, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. She has been with Merrill since 1991. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ryan Marquardt is a CFP® with 18 years of industry experience currently at Fidelity. He has held various roles within Fidelity Investments and its affiliates since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and serves as an adviser to multiple registered investment companies.

Robert Williams is a CFP® professional with 31 years of industry experience, currently serving as a Wealth Advisor at J.P. Morgan Securities in Fort Worth, TX. His career includes roles at JPMorgan Chase Bank, N.A. since 2003 and J.P. Morgan Securities since 2012. 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 integrates quantitative and qualitative research, and includes broader derivatives and commodities capabilities through affiliated entities.

Terri Lynn Singletary is a financial advisor with Wells Fargo Clearing in Midland, TX, holding Series 63 and Series 65 licenses and with seven years of industry experience. She has been with Wells Fargo Clearing since 2018 and has worked at Wells Fargo Bank, N.A. since 1994. 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 process incorporates modern portfolio theory and includes a broader range of financial products than many large institutional advisers, including insurance-related vehicles and bank deposit sweep options.

Rachel Florence is a financial advisor at Robert W. Baird & Co. based in Fort Worth, TX, with five years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Fidelity Investments and Fauxcades Inc. from 2016 to 2021. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm employs a combination of manager-traded and model-traded strategies, overlay management, and tax-management techniques, supported by internal research and tools including artificial intelligence, to deliver investment advice.

Betty Jo Hutton is a Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2023. She joined Fidelity in 2018 and has served in various capacities including Financial Consultant and Investment Solutions Representative. Prior to entering finance, she worked as a teacher at Mansfield Independent School District. In her current role, Betty Jo focuses on helping clients navigate important financial decisions by taking an educational approach to financial planning. She aims to simplify financial concepts and empower clients to create and implement confident financial plans. Betty Jo holds an Arkansas Insurance License. Outside of work, she enjoys reading and traveling.

Blake Baldwin is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding a Series 66 credential. He joined the firm in 2026 and has prior experience at JPMorgan Chase Bank, N.A. and Jones Lang LaSalle, as well as a background at Texas Christian University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program supported by centralized due diligence and research.

Christopher Alvarez is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds the Series 65 and Series 63 designations and has previously worked at JPMorgan Chase Bank, N.A., JPMORGAN Securities LLC, and COMERICA BANK. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Dan Wakin is a financial advisor at LPL Financial with 41 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at firms including Income Advisors, LLC, R & D Assets, LLC, and Dan Wakin Allstate. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across various asset classes.

Michael Gaetano is a financial advisor at Stifel with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at Wells Fargo Clearing, Charles Schwab, TD Ameritrade, and Nordic Security Services. Outside of his advisory work, he is the owner of Celtic Family Finance LLC and serves as a notary for Stifel, notarizing client documents. Stifel serves a diverse client base including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Bradley Jones is a financial advisor with Robert Baird & Co. in Fort Worth, TX, holding a Series 66 designation and 10 years of industry experience. He has been with Robert Baird & Co. since 2015. Outside of his advisory role, he serves as a substitute worship leader at University Baptist Church. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services using both in-house and third-party managers, with capabilities spanning traditional and non-traditional investment strategies.

Mark Elledge is a financial advisor with Ameriprise in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Ameriprise and its predecessor firm since 2011. Outside of his advisory work, he serves on the Board of Directors and as President of the Lone Star Region of the Plymouth Owners Club. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing annual advice focused on reliable income sources and tax-aware withdrawal strategies.

Micah Beth is a Planning Consultant at Fidelity Investments, a position held since 2025. In this role, Micah collaborates with clients to understand their financial goals and develop tailored financial plans aligned with their unique circumstances and objectives. Micah's experience at Fidelity Investments includes roles as an Investment Consultant from 2024 to 2025, Investment Solutions Representative 2 in 2024, Investment Solutions Representative 1 from 2023 to 2024, and Customer Relationship Advocate from 2022 to 2023. This progression reflects a broad range of experience within the company in client-facing and investment-related positions.

Ryan Odom is a financial advisor with Wells Fargo Advisors in Fort Worth, TX, holding a Series 66 credential and six years of industry experience. Prior to joining Wells Fargo Advisors in 2026, he worked at Wells Fargo Clearing for seven years and R&L Electric, Inc. for four years. He also has a minority ownership interest in Odom Private Wealth Management, PLLC. Wells Fargo Advisors provides investment and fee-based financial planning services to individuals, trusts, and institutions, offering a broad range of planning services supported by Wells Fargo research and tools.

John Aughinbaugh is a financial advisor at J.P. Morgan Securities in Fort Worth, TX, with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has held positions at J.P. Morgan Securities since 2009 and Jpmorgan Chase Bank, N.A. since 2006. Aughinbaugh serves on several nonprofit boards, including FWSSS Scholarships, Inc., Baylor Scott & White All Saints Health Foundation, the Southwestern Exposition & Livestock Show, and the University of North Texas Health Science Center Foundation, where his roles involve scholarship funding, philanthropic support, and strategic guidance. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on nondiscretionary written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and may include ESG considerations, supported by related investment-management affiliates.

Kurt Kerrigan is a financial advisor with LPL Financial in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with LPL Financial since 2003. In addition to his advisory role, Kerrigan is a CPA who prepares tax returns and is also a public notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, wrap and model portfolio programs, and institutional platforms, utilizing various investment strategies supported by research and advisor tools.