William Davis is a financial advisor with Robert W. Baird & Co. in Aledo, Texas, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Robert W. Baird since 2010. Outside of his advisory role, he serves as a board member for CPX in Dallas. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group provides a range of consulting and portfolio services tailored to client goals, employing both traditional and non-traditional investment strategies.

Tarannum Shams is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 designations and seven years of industry experience. She has been with Wells Fargo Clearing since 2019 and has worked at Wells Fargo Bank, N.A. since 2015. 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, utilizing research and analytics to support its investment approach.

Brad Davis is the Vice President Private Wealth Management Advisor at Fidelity Investments. In this role, he focuses on developing long-term relationships with clients and their families to understand their unique situations and priorities. He works to help clients create long-term wealth plans that align with their goals. Brad has been with Fidelity Investments since 1996, holding various positions including Wealth Management Advisor, Wealth Planner, Financial Consultant, Investment Representative, Private Client Service Specialist, Premium Services Representative, Service Trading Representative, and Retirement Distribution Representative. His extensive experience spans multiple facets of financial services and wealth management. Outside of his professional responsibilities, Brad enjoys baseball, boating, spending time at the lake, and traveling.

Bryce Danley is a CFP®-designated financial advisor with Ameriprise, bringing 29 years of industry experience. He has been with Ameriprise since 2005, including six years in his current role. Outside of his advisory work, Danley is involved in several business ventures, including ownership in Beez3, LLC, a home media systems franchise, and serves on the boards of multiple nonprofit organizations such as Academy 4, Armlynk International, and Uncharted Ministries. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficient strategies to deliver tailored recommendations and provides a broad range of advisory, brokerage, and insurance solutions.

Darren Lewis is a financial advisor with Morgan Stanley in Fort Worth, TX, holding a Series 66 designation and 18 years of industry experience. His prior work includes roles at J.P. Morgan Securities and Comerica Securities. Outside of his advisory work, he is an officer at Tride Investments, Inc., a real estate investment business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery and firm-approved tools.

Andrew Ash is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds a Series 66 designation and has worked previously at Avantax Advisory Services and Wells Fargo Investments, LLC. He is based in Fort Worth, TX. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Nicholas Tessmer is a financial advisor with Primerica Advisors in Fort Worth, TX, holding Series 63 and Series 65 licenses and two years of industry experience. He previously served 11 years in the US Navy before joining Primerica Financial Services in 2021. Outside of advising, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and selectively offered separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure, offering investment models implemented by BNY Mellon Advisors.

Joshua Peterson is a financial advisor with J.P. Morgan Securities based in Fort Worth, TX. He holds a Series 66 designation and has eight years of industry experience. His prior work includes roles at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied. Outside of finance, he has experience running a business called Peterson Golf LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of wealth advisors. Their approach combines quantitative and qualitative research to offer written asset allocation advice and customized performance reporting, with clients retaining final decision-making authority.

Joan Goodman is a financial advisor with Fidelity in Fort Worth, TX, holding Series 63 and Series 66 designations and 26 years of industry experience. She has been with Fidelity Investments since 2001, including seven years at Fidelity Personal and Workplace Advisors and one year at Fidelity. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad universe of mutual funds, ETFs, and ETPs.

Nathanael Eden is a financial advisor with J.P. Morgan Securities in Ft. Worth, TX, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also has a long tenure with JPMorgan Chase Bank, N.A. beginning in 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research supported by a centralized manager solutions team.

Qurat Ul Ain Bana is a financial advisor at Wells Fargo Clearing with six years of industry experience. She holds Series 63 and Series 65 designations. Her work background includes roles at Wells Fargo Clearing, Bank of America/Merrill Lynch, and Wells Fargo Bank, nA. Outside of her advisory work, she has worked as a sandwich artist at Subway. 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.

Matthew Ruppe Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at LPL Financial since 2012 and previously held positions at BMO Harris Financial Advisors and Uvest Financial Services Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management access, and institutional platforms, with advisory services delivered through a large network of investment adviser representatives.

Arash Ahmadi Tehrani is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012, following four years at Chase Investment Services Corp. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to develop model asset allocations and incorporates broader derivatives and commodities capabilities.

Mark Ramirez is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on helping clients develop personalized wealth management strategies that are responsive to changing market conditions and aligned with their financial goals. Mark holds a Bachelor's Degree from the University of Texas System and has earned the Professional Investment Advisor (PIA) designation. He emphasizes building strong client relationships to provide tailored financial advice that supports long-term success. Outside of his professional work, Mark enjoys a variety of activities including baseball, fishing, football, golfing, hunting, pickleball, skiing, tennis, traveling, and spending time with his family.

Timothy Hutton is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he held roles at HomeTown Media and is also the owner of Purely Pristine, a separate business venture. He has experience in both financial services and small business ownership. 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 broad range of financial planning and investment management solutions delivered through a large network of advisors and supported by advanced operational tools.

Michael Barron is a financial advisor at LPL Financial with 23 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Commonwealth Financial Network, Premier Business Consultants, and Raymond James Financial. Barron is also the owner of Texas Financial Divorce Solutions, LLC, which specializes in divorce planning. 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 advisory and brokerage services, including financial planning and model portfolio programs, with advice delivered through a large network of investment adviser representatives.

Sydney Skrobot is a financial advisor at Charles Schwab with one year of industry experience. She holds a Series 66 designation and previously spent ten years in full-time education. Before joining Schwab, she also worked at Culver Academies for two years. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment options, supported by multi-asset model portfolios, centralized operations, and a formal process for alternative investment offerings.

Steven Dunn is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and Bank of America. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm integrates quantitative and qualitative research in its advisory process and offers broader derivatives and commodities capabilities compared to many institutional advisory programs.

Ricardo Lira is a CFP® professional with eight years of industry experience. He has worked at Edward Jones since 2017 and was previously employed at TMX Finance for five years. Lira is based in Fort Worth, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

James Stevenson is the Market Leader at Fidelity Investments, where he leads a team of financial professionals and branch leaders. In this role, he oversees the implementation of resources and strategies provided by Fidelity to deliver a comprehensive experience for clients. He has held several leadership positions at Fidelity Investments, including Vice President Market Leader since 2017. Prior to this, he served as Vice President Senior Branch Leader from 2011 to 2017, Vice President Branch Leader from 2005 to 2011, Assistant Branch Leader in 2005, and Proactive Sales Leader from 2001 to 2005. Outside of his professional responsibilities, James has interests in cooking and baking, fitness, food, football, movies, and scuba diving.