Marco Gutierrez is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2020, progressing through various roles including Investment Management Consultant II and I, Managed Account Support Specialist, High Net Worth Associate, and Customer Relationship Advocate. His professional experience encompasses strategic financial planning and investment management, with a focus on building deep relationships with clients to support their financial goals. Marco is committed to collaborating with families and individuals to develop customized financial plans. Outside of his professional work, Marco has interests in cooking and baking, fishing, fitness, reading, running, and traveling.

Camila Fonseca Tavera is a financial advisor at Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 licenses. She has been working in the financial industry since 2021 with prior experience at State Farm and Wells Fargo Bank. Outside of finance, she has been involved with regional theater companies, including the Repertory Company Theatre and Garland Civic Theatre. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, leveraging research from the Wells Fargo Investment Institute and employing diversification principles and modern portfolio theory.

Michael Rodenbaugh is a financial advisor at Raymond James & Associates with 32 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at UBS Financial Services Inc. from 2010 to 2021. Outside of his advisory role, he owns a leased condominium property. 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 institutional consulting, with specialized services in public finance and municipal work.

Carla Thompson is a financial advisor at UBS Financial Services with 42 years of industry experience. She has been with UBS since 1995 and has operated Carla Thompson Financial Services since 1986. Thompson serves as a member of the University of Texas at Austin College of Fine Arts Advisory Committee. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering a range of financial planning and portfolio management solutions supported by proprietary research and institutional trading capabilities.

David Adams is a financial advisor with Robert W. Baird & Co. in Fort Worth, TX, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has been with Robert W. Baird & Co. since 2011. Outside of his advisory role, Adams serves as a trustee for the Jacob Ratliff 2011 Revocable Trust. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers a combination of consulting and portfolio services tailored to client goals and risk tolerances, utilizing a variety of investment strategies and management approaches.

Amy Smith is a Senior Financial Advisor at Merrill Lynch Wealth Management. She focuses on family wealth management strategies, women and wealth, and retirement income. Amy works closely with clients to develop personalized financial strategies aimed at helping them pursue their long-term goals. She emphasizes a disciplined and diversified portfolio construction approach, detailed planning, and defined re-balancing targets rather than attempting to time the markets. Amy holds the designation of Personal Investment Advisor (PIA) and earned her High School Diploma from Burleson High School. She is also actively involved in her community, volunteering as a Johnson County Court Appointed Special Advocate (CASA). In her personal time, Amy enjoys boating, gardening, and horseback riding.

Fritzie Connally Jr. is a financial advisor with Ameriprise Financial Services who holds Series 63 and Series 65 registrations and has 40 years of industry experience. He has worked with Ameriprise since 2009, including its Financial Services, Inc. and LLC divisions. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides a written recommendation report and ongoing annual retirement-income planning focused on reliable income sources and tax-aware withdrawal strategies.

Raymond Wilshire is a CFP®-certified financial advisor with 36 years of industry experience, currently serving at Cetera Wealth Services, LLC. Based in Fort Worth, TX, he has a longstanding career including roles in tax consulting and financial services dating back over five decades through Wilshire & Associates and related firms. Outside of his advisory work, he manages ranch operations and holds executive roles in several family-owned businesses and a nonprofit foundation. Cetera Investment Advisers LLC is an SEC-registered firm offering a multi-manager platform that serves a diverse client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm provides a range of portfolio management and financial planning services through a large network of advisors and employs various program structures and investment strategies.

Michael Pacheco is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Thrivent and held healthcare roles at Providence Portland Hospital, JPS Hospital, and Texas Health Resources. Outside of advising, he is involved in patient chart auditing for Texas Health Resources. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and operates a large nationwide network of advisors and branch offices, offering a range of advisory services including discretionary and non-discretionary strategies, tax-efficient solutions, and affiliated investment products.

Mallory Wittkowske is a financial advisor with Robert W. Baird & Co. in Dallas, TX, holding a Series 66 designation and three years of industry experience. Prior to joining Baird in 2023, she worked at Goosehead Insurance and has held various roles associated with the University of Iowa and other organizations. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, institutions, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a range of strategies from traditional equity and fixed income to more complex and non-traditional investments.

Sabrina Hurley is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding Series 63 and Series 66 licenses and having 10 years of industry experience. She has been with J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. since 2022 and previously operated a business called Perfect Piece By Saby from 2021 to 2024. 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 applying an ESG eligibility framework in its recommendations.

Lance Cobb is a financial advisor at Wells Fargo Clearing with 47 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing since 2016, following a four-year tenure at WELLS FARGO Advisors. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s 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.

Robert Knutzen is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. He has worked at Wells Fargo Clearing since 2021 and has been with Wells Fargo Bank, N.A. since 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Blake Georg is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 66 designation and previously worked at JPMorgan Chase Bank, Texas A&M University, Cargill, and Lockheed Martin. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan financial organization.

Bobby DOYAL is a Wealth Management Planning Consultant at Fidelity Investments, a role he has held since 2022. In this position, he collaborates with clients and their Wealth Management Advisors to develop tailored comprehensive plans addressing the unique and complex needs of individuals and families. His focus is on providing high-level service and support to foster strong, meaningful, and long-lasting relationships with clients and their families. Prior to his current role, Bobby served as a High Net Worth Service Associate at Fidelity Investments from 2021 to 2022. Before joining Fidelity, he worked at Wells Fargo Bank N.A., where he held positions as a Licensed Relationship Banker from 2018 to 2021 and as a Service Manager from 2017 to 2018. Outside of his professional responsibilities, Bobby has personal interests that include baseball, cooking and baking, family activities, fishing, music, and outdoor adventures.

Brenda Quintero is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and six years of industry experience. She has worked with Wells Fargo Bank, N.A. since 2015 and has been with Wells Fargo Clearing since 2019. 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 modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Grace Wynne is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Prior to joining UBS in 2025, she worked at Prosperity Bank for three years and BOK Financial - Bank of Texas for eight years. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, utilizing proprietary research and capital market assumptions to tailor financial plans and portfolio management to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers additional capital markets and banking-related solutions.

Yosr El Gharbi Valle is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Wells Fargo, Yosr worked for Qatar National Bank in Tunisia for seven years. Wells Fargo Advisors provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients across the United States, managing approximately $671 billion in assets and offering both brokerage and advisory solutions.

Jeffrey Bridges is a financial advisor with Morgan Stanley in Fort Worth, TX, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He has been associated with various Morgan Stanley entities since 2009, including Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs for individuals and institutions, with a focus on tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and provides advisory services without individual security recommendations in standalone plans.

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.