Joseph Mentesana is a financial advisor at Edward Jones with 22 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2004. Outside of his advisory role, he founded Sound Mind Ministry, a charity involved in fundraising and product distribution to charities and the homeless. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Laura High is a financial advisor at RBC Capital Markets with 27 years of industry experience. She holds the Series 66 designation and has been with RBC Capital Markets since 2009. Outside of her advisory role, she serves as an officer for the Women's Health Council at Baylor All Saints Medical Center and holds leadership positions on several local boards, including the Fort Worth Club and the National Charity League, Trailblazers Chapter. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual, institutional, and charitable organizations. The firm offers tailored investment advisory programs that combine discretionary and non-discretionary portfolio management with financial planning and brokerage services.

John Orear is an advisor at OSAIC in Fort Worth, TX, holding Series 63 and Series 66 licenses with 36 years of industry experience. He previously worked at Sagepoint Financial Advisors, Gravity Capital Management LLC, and American General Securities Incorporated. Outside of his advisory role, he serves as a board member and vice president of his local homeowners association and volunteers on the house committee of a private country club. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. Its investment process focuses on model-based asset allocation and portfolio optimization, providing discretionary management, third-party manager options, and alternative investments across a variety of programs.

Spencer Thompson is a CFP®-certified financial advisor with Edward Jones in Fort Worth, TX, where he has worked for 14 years. He holds a Series 66 license and has experience managing residential rental property in Cleburne, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a variety of investment advisory programs, discretionary and non-discretionary strategies, and affiliated financial products supported by a nationwide network of more than 23,700 advisors.

Jessie Sheridan is a Financial Consultant at Fidelity Investments, a position held since 2023. Jessie has been with Fidelity since 2017, serving in various roles including Planning Consultant, Relationship Manager, Investment Solutions Representative, and High Net Worth Service. Prior to joining Fidelity, Jessie worked as an Office Manager at Allstate Insurance from 2011 to 2017. Jessie is a Certified Financial Planner (CFP®) with over a decade of experience in the financial services industry, focusing on personalized financial planning to assist clients in achieving their financial goals. Outside of work, Jessie enjoys activities such as baseball, spending time at the beach, parenthood, caring for pets, and running.

Susan Fettig is a financial advisor with Robert W. Baird & Co. in Fort Worth, TX, holding a Series 66 designation and 19 years of industry experience. She has worked at Robert W. Baird since 2010, following roles at Morgan Stanley and Citigroup Global Markets. Outside of her advisory work, she is involved as an LLC property owner. Baird’s DDK Group serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations, offering a variety of financial planning and portfolio management services. The firm employs a combination of manager-traded and model-traded strategies, tax-management, and internal research, including the use of artificial intelligence, to deliver client advice.

Jacob Vandercook is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Brokerage Services LLC since 2015. Located in Fort Worth, TX, he joined Fidelity Investments in 2025. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios built from mutual funds, ETFs, and ETPs using systematic methodologies and long-term asset allocation benchmarks.

Erik Severson is a financial advisor at Thrivent Investment Management with 19 years of industry experience. He holds a Series 66 designation and has worked with Thrivent Financial and its affiliates since 2017. He also spent time at Weatherford College in 2016. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based analyses and planning across retirement, tax, estate, and other areas, with options to combine planning and managed-account services under a consolidated program called “WealthPlan.”

Timothy Crow serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. He has dedicated his entire career to Merrill Lynch since 2000, focusing on helping families achieve long-term financial goals and aspirations. Tim works closely with clients to develop personalized financial strategies tailored to their unique objectives, with expertise in areas such as education planning, equity compensation services, family wealth management, legacy planning, liquidity management, personal retirement planning, philanthropic planning, portfolio management, tax minimization, and retirement income. Tim holds a Bachelor's degree from Chapman University's School of Business and is a CERTIFIED FINANCIAL PLANNER™ (CFP®). He also earned the Certified Investment Management Analyst® (CIMA®) designation from the Investments & Wealth Institute™, having completed associated coursework in conjunction with The Wharton School of Business at the University of Pennsylvania. In addition to his professional work, Tim is active in his community as a youth basketball and baseball coach. He resides in Texas with his wife and two sons.

Ryan Williamson is a financial advisor with Thrivent Investment Management in Fort Worth, TX. He holds a Series 66 designation and has been with Thrivent since 2025. Prior to his current role, he spent several years working in education with Village Tech Schools and Burleson ISD. Outside of advisory services, Ryan manages a family LLC related to a rental property. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides goal-based planning on various financial topics without discretionary trading authority and allows clients to combine planning with managed-account programs under a consolidated billing option.

Brad Payton is a financial advisor at Edward Jones with five years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Bank, NA, U.S. Bank, Bb&T Bank, BBVA Compass Bank, and Southside Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Rizer is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. His prior roles include positions at Fidelity Investments, Hillstone Restaurant, and the Baltimore Orioles Organization. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and proprietary mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Rebecca Turner is a financial advisor with Cambridge Investment Research Advisors in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She previously worked for Equitable Advisors for 25 years before joining Cambridge Investment Research Advisors in 2014. Outside of advisory work, she is the owner and author of a publishing business that writes and sells books. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals. The firm provides both discretionary and non-discretionary management across multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Dewey Isom is a financial advisor at Raymond James & Associates with 40 years of industry experience. He has been with Raymond James since 2003 and holds a Series 63 designation. 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 diverse client base including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Travis Kirby is a financial advisor at Raymond James & Associates with 14 years of industry experience. He holds a Series 66 designation and previously worked at Merrill for nine years. Kirby has a background in law enforcement, having served with the Mart Police Department for six years, and has been affiliated with the University of Texas - Permian Basin for 14 years. 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 diverse client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

Addison Conley is a financial advisor at Raymond James & Associates with seven years of industry experience. He holds the Series 66 designation and previously worked for the City of Fort Worth and the North Texas Community Foundation. 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 diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, consulting, and institutional advisory services.

Drake Steers is a financial advisor at Charles Schwab with Series 63 and Series 66 registrations and three years of industry experience. He has worked at Charles Schwab since 2024 and previously at TD Ameritrade from 2022 to 2024. Prior to his financial services career, he held positions in various roles including Firefighter Moving Company and retail. Charles Schwab & Co., Inc. serves a large client base primarily composed of high-net-worth and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and provides investment guidance using multi-asset model portfolios and due diligence on alternative investments.

Matthew Rodger is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in Education Planning, Small Business Strategies, and supporting clients in the Sports & Entertainment sectors. He focuses on assisting professionals undergoing job transitions, providing guidance on retirement assets, benefits, employer stock, and long-term financial plans. He holds a Bachelor's Degree from Texas Tech University System, where he was President of Sigma Alpha Epsilon. Matthew holds the professional designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA). His expertise covers 401(k) rollover evaluations, IRA planning, retirement income strategies, concentrated stock position planning, benefits analysis, and comprehensive wealth management. Outside of his professional work, Matthew participates in the Mira Vista Country Club community. He is personally interested in activities such as camping, dancing, golfing, hunting, music, and skiing.

Nicolas Perez III is a financial advisor at Merrill in Fort Worth, TX, holding a Series 66 designation with nine years of industry experience. He has worked at Merrill and Bank of America since 2018 and spent one year at Edward Jones prior to that. Before entering finance, he worked in the television industry. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors. The firm supports strategic asset allocation and tax-aware investment options as part of its portfolio management approach.

Jake Skiles is a financial advisor with Edward Jones in Ft Worth, TX, holding Series 66 and Series 63 licenses and bringing 10 years of industry experience. His prior roles include positions at Charles Schwab Bank, Charles Schwab & Co., Inc., and TD Ameritrade Investment Management. Outside of his advisory work, he is an owner of a rental property managed by a third party. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies supported by a large national network of financial advisors and branch offices.