Richard Friend is a CFP® and ChFC® credentialed financial advisor with 39 years of industry experience. He is currently with OSAIC and has previously worked at Securities America Advisors, Inc., Investacorp Advisory Services, and MSI Financial Services, Inc. Outside of his advisory role, he serves as President of the Arapahoe Ridge Homeowners Association in Weatherford, TX, where he participates in managing community policies. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment approach with portfolio optimization tools and supports a range of strategies including discretionary managed accounts and third-party money managers.

Timothy Norman is a financial advisor with Merrill Lynch Wealth Management, specializing in family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, and retirement income. With over 15 years of experience, he offers a tailored approach to help families and individuals achieve their financial goals by creating personalized strategies that reflect their unique perspectives and priorities. Timothy holds a Bachelor's degree from the University of North Texas and professional designations including the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). His expertise encompasses financial strategies, retirement planning, investment management, and estate planning services. Outside of his professional work, Timothy enjoys cooking, fishing, golfing, and spending time with his family.

Diana V Butler is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds a Series 66 designation and has worked previously at Bank of America, Merrill, and JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program offers non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and combining quantitative and qualitative research.

Kailee Jensen is a financial advisor at Edward Jones in Ft Worth, TX, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2021, Jensen worked in healthcare-related roles at Facial Oral Surgeons, AOMS, Fairview Clinics, and Maple Grove Hospital from 2015 to 2021. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with diverse investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds. The firm operates under a fiduciary standard and maintains a large retail advisor and branch network, alongside affiliated services such as a trust company and securities-based lending.

Savannah Petronis is a financial advisor with Robert W. Baird & Co., holding a Series 66 credential and 12 years of industry experience. She has been with Robert W. Baird since 2018 and previously worked at Wells Fargo Clearing for two years. She serves as Treasurer and Board Member of the Fort Worth Delta Delta Delta Alumnae Charities. She is part of The DDK Group at Robert W. Baird, which serves individual, corporate, pension, and charitable clients through financial planning, portfolio management, and other wealth management services. The firm employs a variety of SMA strategies, tax management, and research tools, managing approximately $394 billion in assets as of December 31, 2025.

Rex Mason is a financial advisor at Edward Jones in Fort Worth, 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 Daffan Cooling and Heating, Lowe's Home Improvement, and Beau Rivage Hotel Casino. Mason is also the owner of Gadot Investments, LLC, a residential rental property business. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors. The firm provides discretionary and non-discretionary strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Joseph Sholden is a financial advisor at Robert Baird & Co. with 29 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing and Merrill. Outside of his advisory role, he holds mineral rights generating royalties through Total Energies E&P Barnett USA. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of financial planning, portfolio management, and custody services, utilizing both internal research and partnerships to support its advisory work.

Bruce Border is a CFP®-certified financial advisor with Edward Jones in Fort Worth, TX, and has 33 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1992. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports its services with a large nationwide network of financial advisors and branch offices.

Adam McDonald is the Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2018. He has over 20 years of experience in the financial services industry, having held several positions at Fidelity Investments including Financial Consultant, Relationship Manager, Financial Representative, Retirement Solutions Representative, Fixed Income Specialist, Investments Representative, and Trader since 2004. His extensive experience encompasses various aspects of financial consulting and investment management. Adam collaborates with clients to develop personalized wealth strategies tailored to their unique financial goals. He holds insurance licenses in Arkansas and California, enabling him to provide comprehensive financial planning services. Outside of his professional work, Adam's personal interests include baseball, camping, family activities, fishing, hiking, and traveling.

Chelsea Magby is a financial advisor with LPL Financial in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. Her prior roles include positions at Southside Bank, Raymond James Financial Services, and Chase Investment Services Corp. Outside of her advisory role, she is involved with CM Butterfly, a non-investment related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Gilbert Little is a financial advisor with LPL Financial based in Fort Worth, TX. He holds a Series 66 designation and has 10 years of industry experience. His career includes prior roles at Ameriprise, Raymond James Financial Services, and BBVA, among others. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning and investment management solutions.

Kenneth Hampton Sr. is a financial advisor at Edward Jones in Fort Worth, TX, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients and managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and maintaining a large national network of advisors and branch offices.

Yanely Garcia is a financial advisor with Robert W. Baird & Co., holding Series 63 and Series 66 licenses and with 10 years of industry experience. She has worked at Robert W. Baird & Co. since 2018 and previously at Fidelity Brokerage Services LLC from 2016 to 2018. The DDK Group, 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 offers a variety of financial planning and portfolio management services, incorporating manager-traded and model-traded strategies, tax management, and internal research, including the use of artificial intelligence, to support client advice.

Ashley Spangler Marquart is a CFP® and holds a Series 66 license with 15 years of industry experience. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, operating under a fiduciary standard.

Jimmy Griffith is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, operates under a fiduciary standard, and is notable for its extensive advisor and branch network as well as its affiliated capabilities beyond advisory services.

David Turner is a financial advisor with Raymond James & Associates in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 58 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he serves as one of five members overseeing the endowment fund for the Boys & Girls Clubs of Greater Fort Worth & Tarrant County. 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 and consulting services with a range of portfolio management styles and affiliated research.

Jeniree Sanchez is a financial advisor at Robert W. Baird & Co. with eight years of industry experience. She holds Series 63 and Series 66 designations and has worked at Robert W. Baird & Co. since 2018, following roles at TD Ameritrade and MarketSource Inc. She 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 charitable organizations. The group offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers, covering a wide range of investment strategies and account types.

Ozzy Caraveo is currently an Investment Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2018, progressing through various roles including Investment Solutions Representative III, Investment Solutions Representative II, Fixed Income Specialist, Investment Solutions Representative, and Customer Relationship Advocate. His experience covers a broad range of investment solutions and client relationship management. Ozzy focuses on building strong relationships with clients to understand their needs and concerns, partnering with them to develop financial plans aimed at achieving their short- and long-term goals. He holds an insurance license in Arkansas. Outside of his professional career, Ozzy has personal interests in baseball, comedy, social events with friends, golf, parenthood, and traveling.

J Chick is a CFP®-certified financial advisor with 27 years of industry experience, currently associated with Raymond James Financial in Fort Worth, TX. Prior to joining Raymond James, Chick spent 24 years at Edward D. Jones & Co., L.P. He is also the managing partner of Park Hill Financial Services, LLC and co-owner of a pet supply business in Aledo, TX. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools to model potential outcomes and supports a broad network of advisors and affiliated firms.

Brad Watts currently serves as a Planning Consultant at Fidelity Investments. In this role, he collaborates with wealth management teams to provide clients in the Fort Worth area and beyond with point-in-time guidance, financial planning, and strategies to pursue their financial goals. He emphasizes trustworthiness and expertise as the foundation of successful advising relationships. Brad's professional experience includes roles as an Investment Consultant at Fidelity Investments, Broker Associate at Charles Schwab & Co., Inc., Accounts Receivable Assistant at Whitley Penn LLC, and Senior Customer Account Representative at Honda Financial Services. This diverse background contributes to his expertise in financial planning and client service. Outside of his professional work, Brad's personal interests include family activities, movies, music, reading, and traveling.