Andres Flores is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds the Series 66 designation and has been with J.P. Morgan Securities since 2012, following prior roles with Wamu Investments, Inc. and Washington Mutual Bank. Based in Fort Worth, TX, Flores’s career spans both investment and banking sectors. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm delivers services on a non-discretionary basis through a select group of Wealth Advisors.

Michael Brunn is a financial advisor with Ameriprise in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his advisory work, he is involved in thoroughbred racing as the manager of Sagacity Racing Stables, LLC. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides retirement planning with a focus on dependable income and tax-aware withdrawal strategies.

Brandon Stephenson is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding a Series 66 designation and five years of industry experience. His work history includes roles at JPMorgan Securities LLC, Jpmorgan Chase Bank NA, Grant Thornton LLP, and Catalyst Financial Group. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling and centralized due diligence with an ESG eligibility framework as part of its investment approach.

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.

Jay Brown is a financial advisor with Ameriprise in Arlington, TX, holding CFP®, Series 63, and Series 65 designations and bringing 40 years of industry experience. He previously worked at Wells Fargo Advisors LLC for 14 years before joining Ameriprise in 2025. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, algorithm-supported advice, primarily for clients maintaining assets in Ameriprise-managed accounts.

Steven Hanes is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at Cetera since 2019 and previously held roles at Foresters Advisory Services LLC and Foresters Financial. Outside of advisory work, Hanes is a part-owner of a grocery store through 3H Foods LLC and 3H Properties Groups LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options and manages over $256 billion in assets.

Kristin Campbell is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and with 22 years of industry experience. She has been with Wells Fargo entities since 2013, including her current role at Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Richard Mckinstry is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 66 licenses and six years of industry experience. He previously worked at Edward Jones and PFS Investments Inc, as well as Primerica Financial Services. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory 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 offerings.

Hanlu Ye is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2019. Prior to that, she held roles at Bbva Compass Insurance Agency, Bbva Wealth Solutions, Bbva Securities, and COMPASS Bank from 2014 to 2019. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Russell Jeanis is a financial advisor with Fidelity in Westlake, Texas, holding a Series 66 designation and 18 years of industry experience. He has been with Fidelity Investments since 2011, including roles at Fidelity Personal and Workplace Advisors since 2018. Outside of his advisory work, he serves as a consultant for Aledo Pediatric Dentistry, his wife’s dental practice. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Jimmie Simpson is a financial advisor with Raymond James Financial and holds a Series 66 designation. He has nine years of industry experience, including six years at Edward Jones and roles at Baylor University and Baylor Scott & White. He is also the president of White Buffalo Wealth LLC, a support company based in Willow Park, TX. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services for small businesses and maintains capabilities in municipal and public finance through its affiliate network.

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.

Derick Ritenour is a financial advisor with Thrivent Investment Management in Fort Worth, TX, holding Series 66 and Series 63 licenses and with three years of industry experience. His background includes roles at several financial institutions, including U.S. Bank, Flagstar Bank, and Churchill Mortgage Company. He is the founder of STIX Inc., an LLC established for an outdoor outfitter and apparel company, though the business is not currently operational. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm focuses on holistic, goal-based planning across a range of financial topics and allows clients to combine planning with managed-account programs under a consolidated billing option known as “WealthPlan.”

Isabel Gonzalez is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Kelsey Lindsey is a financial advisor with LPL Financial in Fort Worth, TX, holding Series 63 and Series 65 credentials and eight years of industry experience. Prior to joining LPL in 2021, Lindsey worked at Cetera and Foresters Financial Services. Outside of financial advising, Lindsey is the owner and entertainer for Fort Worth Princess Parties. 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 diversified advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management strategies supported by in-house and third-party research.

Johnnie Mosley is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 12 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Advisors LLC and Wells Fargo Bank NA. Outside of his advisory role, he is an independent consultant for Scout and Cellar, a wine ordering service, and serves as co-trustee of his mother’s trust. 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’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Scott Avery is a Managing Director and Wealth Management Advisor at Merrill Lynch Wealth Management in Abilene. He advises high net worth families and their legal and tax advisors in areas including investment and spending policies, traditional and alternative asset allocation, investment manager selection, liability management, and wealth transfer strategies. Scott's expertise encompasses taxable and tax-deferred portfolios, charitable remainder trusts, executive compensation, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, services for endowments, foundations, and non-profits, women and wealth, sports and entertainment, tax minimization, and retirement income. Scott holds multiple professional designations including Certified Exit Planning Advisor (CEPA), Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He maintains FINRA registrations Series 7 and 66, and earned his certifications through the Investments & Wealth Institute, with CIMA training conducted in conjunction with The Wharton School of Business. He also holds a bachelor's degree from Texas Tech University System. Outside of his professional career, Scott enjoys fishing, football, hunting, soccer, and spending time with his family. He has been married to his wife Kristin for more than twenty years, and together they have three children.

Walter Stucker is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 licenses and 34 years of industry experience. He previously worked at UBS Financial Services from 2008 to 2017. Outside of his advisory role, Stucker works as a patient care technician at St. Luke’s Hospital in St. Louis. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Their advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in their investment menus.

Michael Bessire is a financial advisor with Merrill, holding Series 63 and Series 65 designations and bringing 50 years of industry experience. He has been with Merrill since 1975 and also works with Bank of America, N.A. since 2011. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, and charitable organizations. The firm is integrated into Bank of America’s broader corporate platform, providing access to a wide set of products and services.

Kade Sanders is a financial advisor at Edward Jones in Springtown, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked in various roles including positions at South Plains Implement and Double Barrell Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.