Christopher Anderson is a financial advisor with Raymond James Financial in Fort Worth, TX, holding Series 63 and Series 66 designations and 22 years of industry experience. His work history includes roles at J.P. Morgan Securities, Edward Jones, and LPL Financial. Anderson also serves as Vice President and Program Manager for a Raymond James program affiliated with Southside Bank. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and institutional clients, including high-net-worth investors and public entities. The firm offers tailored, typically non-discretionary solutions and supports a dedicated SIMPLE IRA Employer Advisory & Consulting Services program for small businesses.

Stuart Smith is a CFP® professional with 30 years of industry experience, currently affiliated with Wells Fargo Clearing. His prior roles include positions at JPMorgan Securities LLC and Prudential Annuities Distributors, Inc. Outside of finance, he was involved with Musicmaker Rockwall LLC, operating as School Of Rock. He also serves as a FINRA arbitrator, hearing cases and rendering final decisions. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering investment policy development, performance reporting, participant education, and both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broader range of financial products, including insurance-related vehicles and bank deposit sweep options.

Ronnell Hoeltje is a financial advisor with UBS Financial Services in Fort Worth, TX, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with UBS since 2016. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor plans to client goals.

Amber Mcintyre is a financial advisor with Ameriprise in Fort Worth, TX, holding Series 65 and Series 66 licenses and possessing 12 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Outside of her advisory role, she volunteers with the Navy-Marine Corps Relief Society, assisting military members with budgeting and paystub education. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides personalized retirement planning recommendations focused on dependable income sources and tax-aware withdrawal strategies.

Paul Dorsey is a financial advisor with Merrill in Fort Worth, TX, holding a Series 66 designation and 17 years of industry experience. He has worked at Merrill and Bank of America since 2009, including roles spanning both firms. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, pension plans, and charitable organizations.

Macario El Zacuhra is a Series 66-credentialed advisor at Merrill based in Fort Worth, TX, with one year of industry experience. Prior to joining Merrill, he held roles at T-Mobile and Chipotle, and spent seven years at Instituto Juan XXIII. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, and institutional investors.

Steven Chensky is a financial advisor with UBS Financial Services in Ft. Worth, TX, holding Series 63 and Series 66 designations and bringing 37 years of industry experience. He has been with UBS since 2013. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, employing proprietary research and model-based asset allocations to tailor investment strategies.

Benjamin Bowles is a financial advisor at Raymond James & Associates with four years of industry experience. He holds the Series 66 designation and previously worked at Arkadios Wealth Advisors, Arkadios Capital, and LPL Financial. Outside of his advisory roles, he has been involved with Major League Soccer since 2024. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and maintains a notable presence in public finance and municipal advisory services.

Rachel Malone is a financial advisor with Merrill based in Fort Worth, TX, holding a Series 66 designation and 19 years of industry experience. She has worked at Merrill since 2006 and at Bank of America, N.A. since 2009. Outside of her advisory role, she serves as a board member of the Fort Worth Lecture Society, where she participates in selecting speakers for educational events. 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 to individuals, high-net-worth clients, and institutional investors.

Joseph James III is a CFP®-certified financial advisor with 29 years of industry experience, currently affiliated with LPL Financial in Arlington, TX. His prior roles include positions at Greater Texas Federal Credit Union, MML Investors Services, MassMutual Life Insurance Company, Financial Planning Services, and USAA Financial Advisors. He serves as Vice President Investment Services Program Manager at Greater Texas | Aggieland Credit Union. LPL Financial is a registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services with both discretionary and non-discretionary management supported by model portfolios and research.

Randel Rix is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated with Cetera and its related entities since 2024. Prior to that, he worked at Avantax Advisory Services and Avantax Investment Services for nearly three decades. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors, employing a multi-manager platform with various program options and custodial relationships.

Glenn Wake is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has operated Wake Financial Group Inc. since 1983 and was affiliated with Sagepoint Financial, Inc. for 17 years. Outside of his advisory role, he serves as president of a homeowners association, managing community meetings and vendor selections. OSAIC serves a diverse client base, including individual and institutional investors, through a large network of advisers and multiple advisory platforms. The firm integrates brokerage, advisory, and financial planning services, utilizing proprietary tools and third-party solutions to construct customized portfolios across a range of asset classes.

Robert Packer is a financial advisor with UBS Financial Services in Fort Worth, TX, holding the Series 65 and Series 66 credentials and possessing 28 years of industry experience. He has been with UBS since 2016. Outside of his advisory work, Packer serves on the board of directors for the Healing Shepherd Clinic and is involved in education through prior roles with Fort Worth Country Day School, including chairing its annual fund committee. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, portfolio management, and access to proprietary research and capital markets services through a large network of financial advisors.

Austin Montgomery is a financial advisor at Morgan Stanley in Fort Worth, TX, holding a Series 66 designation with three years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Merrill, Edward Jones, and several other firms. He also worked at Tarleton State University for seven years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Philip Streib is a financial advisor with Primerica Advisors in Ft Worth, TX, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has been with Primerica Advisors since 1985 and Primerica Financial Services since 1991. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies and operates Streib Enterprises, Inc. for Primerica business purposes. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and selectively managed accounts to individual and high-net-worth clients, operating as a wrap-fee solution rather than managing institutional pension or profit-sharing plans.

Whitney King is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and less than one year of industry experience. Prior to joining Wells Fargo, Whitney worked in various service and retail roles including at Starbucks and Wingstop. 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.

John Parker is a financial advisor with Wells Fargo Advisors in Fort Worth, TX, holding a Series 63 license and bringing 41 years of industry experience. He has been with Wells Fargo Advisors since 2011. 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 and integrates advisory services with other financial products, serving clients through a network of more than 3,700 advisors.

Naomi Rhodes is a CFP® professional with 18 years of industry experience, currently serving at Wells Fargo Clearing since 2016. She previously worked at WELLS FARGO Advisors from 2012 to 2016. Rhodes holds Series 63 and Series 66 licenses and is based in Rowlett, TX. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Alex Permenter is a financial advisor with Edward Jones in Pantego, TX, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2014. 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, supported by a large network of financial advisors and branch offices nationwide.

Daniel Blanchflower is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and 11 years of industry experience. He has worked at Charles Schwab Bank, Schwab, and Fidelity in various advisory and brokerage roles since 2014. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, combining brokerage, custody, and advisory services. Schwab's client model features mostly non-discretionary relationships supported by multi-asset model portfolios and access to discretionary separately managed accounts.