Peter Philpott is a financial advisor with Robert W. Baird & Co. Inc. in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Robert W. Baird since 2010. Outside of his advisory role, he is a passive joint owner of Industrial Refractory Services, Inc., a company involved in building furnaces and temperature controls. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services that range from traditional equity and fixed-income strategies to more complex and non-traditional investments.

Gunnar Rogers is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to develop financial strategies aimed at achieving their short-, mid-, and long-term goals. His services include general investing, retirement planning, and financial preparedness. He also facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Gunnar specializes in advising business owners on managing cash flow and assets by applying sound wealth management principles. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Texas A&M University. Beyond his professional role, Gunnar values his roles as a husband and father and strives to model humility and diligence in his life.

Holly Burns is a financial advisor with Wells Fargo Advisors in Fort Worth, TX, holding a Series 66 designation and 22 years of industry experience. She has been with Wells Fargo Advisors since 2011. Outside of her advisory role, she serves as a notary public. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu tailored to clients meeting certain net-worth thresholds, covering diverse areas such as retirement, education, business-owner transition, and special-needs planning.

Audra King is a financial advisor with Mass Mutual Investors Services in Fort Worth, TX, holding a Series 66 designation and two years of industry experience. She has been with Mass Mutual Investors Services since 2021 and has worked with MassMutual Life Insurance Co. since 2019. Outside of her advisory role, she serves on multiple boards, including educational and hospital foundations, the Odessa Chamber of Commerce, and a community counseling center, in addition to participating in local government planning and zoning activities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs, including wrap and money-manager options, and educational seminars, emphasizing collaborative, goal-based financial planning.

John Orear Jr. is a financial advisor at OSAIC with a Series 66 credential and two years of industry experience. Prior to joining OSAIC, he worked at Osaic Wealth and has experience in other business ventures, including a family limited partnership where he assists with investment direction and tax preparation. OSAIC serves a broad mix of retail and institutional clients, offering a range of brokerage and advisory services through a multi-advisor platform that emphasizes model-based asset allocation and portfolio optimization. The firm is notable for its scale, recent consolidation activity, and a complex affiliate network.

Jimmie Simpson is a financial advisor with Raymond James Financial, holding a Series 66 credential and nine years of industry experience. Prior to joining Raymond James in 2023, he worked at Edward Jones for six years and has held positions at Baylor Scott & White and Baylor University. He is also the president and owner of White Buffalo Wealth LLC, a support company based in Willow Park, TX. 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, pension plans, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Shannon Clemons is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, Clemons worked at All Care Professional Home Health and was self-employed for 18 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Kate Buttarazzi is an advisor at Robert Baird & Co. in Fort Worth, TX, holding a Series 66 designation. She joined Baird in 2025 and has prior experience across various roles including positions at Miracle Mama, KCD, and HerStory. Outside of financial services, she has been involved in several other business activities, such as work with Miracle Mama and BrainCharge. Kate is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a wide range of financial planning and portfolio management services supported by internal research and technology, including artificial intelligence, and had approximately $394 billion in regulatory assets under management as of December 31, 2025.

Derick Ritenour is a financial advisor with Thrivent Investment Management in Fort Worth, TX, holding Series 63 and Series 66 licenses and three years of industry experience. His work history includes multiple roles at Thrivent Financial and affiliated entities, as well as prior experience in the banking and mortgage sectors. Outside of financial advising, he is the founder of an outdoor outfitter and apparel LLC, although the business is not currently operational. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial analyses and written recommendations across a broad range of planning topics. The firm combines these planning services with managed accounts under a consolidated billing option while keeping the two service types separate.

Ryan Finglass is a financial advisor at Raymond James & Associates with four years of industry experience. He holds a Series 66 designation and has previous experience at Bank of America and Texas A&M University. Outside of finance, he is involved with Cheerleader Lady, LLC. 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 wide range of clients, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services with a focus on tailored, non-discretionary advice supported by firm research and diverse portfolio management strategies.

Melinda Johnston is a financial advisor with Raymond James & Associates, holding a Series 63 designation and bringing 40 years of industry experience. Her prior roles include positions at Bank of America, N.A., and Merrill. She also has involvement in a personal lending business outside of her advisory work. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutional investors, and municipal entities. The firm offers financial planning and consulting services with a focus on non-discretionary advisory relationships supported by comprehensive research, multiple portfolio management styles, and specialized municipal advisory services.

Melissa Harris is a CFP® and Series 66 registered financial advisor with Edward Jones in Fort Worth, TX, where she has worked for eight years. Prior to joining Edward Jones, she spent six years at Catholic Charities Diocese of Fort Worth, Inc. Harris serves as Board Chair of the YMCA of Metropolitan Fort Worth and is a director for the Burchell Youth Development Foundation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard through a nationwide network of more than 23,000 advisors.

Brenda Jurado is a Planning Consultant at Fidelity Investments, where she assists clients in creating comprehensive financial plans tailored to their individual goals and aspirations. She focuses on understanding clients' priorities to develop personalized strategies that aim to build a stronger financial future. Brenda has been with Fidelity Investments since 2015, progressing through various roles including Investment Consultant, Financial Consultant, Regional Sales Consultant, Senior Representative in Money & Asset Movement, and Financial Associate for Tax Exempt accounts. This diverse experience has equipped her with extensive knowledge across financial planning and investment services. Outside of her professional role, Brenda enjoys spending time at the beach, engaging in fitness activities, exploring culinary interests, participating in social events with friends, hiking, and reading.

Kara Lebanik is a financial advisor at Edward Jones in Ft. Worth, TX, holding Series 63 and Series 66 licenses with nine years of industry experience. She worked at Fidelity Investments from 2015 to 2018 before joining Edward Jones, where she has been since 2018. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates a large nationwide network of advisors and branch offices and provides tax-efficient and fiduciary-standard advisory services.

James Doss is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 28 years of industry experience. His career includes roles at UBS Financial Services, Signator Financial Services, KMS Financial Services, and Arbor Point Advisors. He is also involved with Doss Asset Advisors LLC, an entity related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of solutions including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Jaime Kretschmer is a financial advisor at Fidelity with 12 years of industry experience. She holds the CFP® designation as well as Series 66 and Series 63 licenses. She has worked at various Fidelity entities since 2014, including Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad range of mutual funds, ETFs, and ETPs.

Ladarrion Hills is a financial advisor at Primerica Advisors in Ft Worth, TX, holding Series 65 and Series 63 licenses with nine years of industry experience. He has been with Primerica Advisors since 2017 and has additional experience with Primerica Financial Services and AutoNation. Outside of advisory services, Hills is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors is a large-scale firm primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm offers a wrap-fee asset management program based on model-delivery strategies managed by third-party asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Ally Moti is a Financial Advisor at Merrill Lynch Wealth Management, where he works closely with individuals and business owners to develop financial planning strategies tailored to their unique goals. His areas of expertise include retirement planning, risk management, asset growth, and preparing for future financial needs. Ally takes a personalized approach, focusing on understanding what matters most to each client to help them pursue their financial objectives with clarity and confidence throughout every stage of life. Ally holds a Bachelor's Degree from the University of Texas System and has earned the Personal Investment Advisor (PIA) designation. He provides ongoing advice and guidance, assisting clients with a range of services including education planning, family wealth management, legacy planning, managing new wealth, personal retirement planning, portfolio management, and retirement income strategies. He is also fluent in English and Urdu. Outside of his professional role, Ally enjoys a variety of activities such as billiards, bowling, chess, golfing, painting, pickleball, spending time with his family, table tennis, tennis, and woodworking. These interests complement his commitment to helping families create financial foundations that support their goals.

Paul Robinson is a financial advisor with Robert W. Baird & Co. in Fort Worth, TX, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with Robert W. Baird & Co. since 2010. Outside of his advisory role, he is an owner/member of a real estate LLC. Robinson is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides tailored financial planning and portfolio management services through a combination of in-house and third-party managers, offering a range of investment strategies including traditional and non-traditional allocations.

Sam Myers is an Investment Consultant at Fidelity Investments. In this role, Sam supports clients in building and implementing personalized financial plans that align with their unique goals and values. Sam's experience at Fidelity Investments includes positions as an Investment Consultant since 2025, Relationship Manager from 2024 to 2025, and Investment Solutions Representative from 2023 to 2024. Outside of work, Sam's personal interests include fitness, reading, skiing, and traveling.