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.

Jacob Rios is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 66 licenses and with 21 years of industry experience. He has been with Wells Fargo Bank and Wells Fargo Clearing since 2002 and 2016, respectively. 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 brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Tod Siedell is a financial advisor at Cetera with 18 years of industry experience and holds a Series 66 designation. Prior to joining Cetera in 2025, he worked for Concourse Financial Group Securities Inc for 13 years. Siedell also serves as a councilman for Reno, Texas, where he participates in city budget meetings. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, corporate, charitable, retirement plan, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management solutions, including access to affiliated and third-party managers, and oversees more than $256 billion in assets across over 10,000 advisors.

Clinton Jones is a financial advisor with LPL Financial in Fort Worth, TX, holding Series 63 and Series 65 licenses and 29 years of industry experience. His prior roles include positions at AXA Advisors, LLC and BTJ Financial Services, Inc., where he has been active since 2002. Outside of his advisory work, he is involved in tax preparation and accounting through BTJ Financial Services Inc. 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 a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and participant-level retirement advice, supported by extensive research and technology tools.

Wesley Gillette is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Investments and its affiliates since 2012. In addition to his advisory role, he has been associated with Tarrant County College since 2006. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, as well as fund advisory services.

Jose Arevalo is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 65 and Series 63 licenses and 14 years of industry experience. His career includes nearly a decade at J.P. Morgan Securities and a four-year tenure with American Airlines prior to joining Wells Fargo. He has also been associated with the Mansfield Independent School District for over a decade. 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 roughly $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Aaron Gutierrez is a Resident Director at Merrill with 15 years of experience in the wealth management industry. He employs a wealth management strategy that begins with a holistic view of the economy, focusing on understanding the causes behind market movements. His approach emphasizes creating tailored financial strategies for clients, addressing areas such as retirement-income planning, education funding, tax minimization, and legacy planning. Aaron holds a bachelor's degree from the California State University System and a Master's degree in Finance from Harvard University. He has also earned the Certified Private Wealth Advisor® (CPWA®) designation from the Investments & Wealth Institute™, completed in conjunction with Yale University. His expertise includes educating clients about economic fundamentals and market volatility to support their financial goals. Outside of his professional responsibilities, Aaron and his wife Rebecca reside in Fort Worth with their four children. He is actively involved in his church community and coaches middle school baseball. In his leisure time, Aaron enjoys playing golf and traveling.

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.

Rayeann Ison is a financial advisor with Ameriprise in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She previously worked at Morgan Stanley Smith Barney LLC for 14 years before joining Ameriprise in 2023. Ameriprise provides a retirement-income planning service focused on individuals nearing or in retirement who meet certain asset criteria, delivering written recommendations that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies and employs a centralized team that combines research, modeling, and algorithmic tools to generate personalized retirement income recommendations.

Ryan Fiedorek is a financial advisor at Wells Fargo Clearing in Dallas, TX, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Mitsubishi UFJ Financial Group, Tudor, Pickering, Holt & Co., and 7th Harvest Investments. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

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.

Tate Lindsey III is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley Private Bank, National Association since 2015, following a tenure at Morgan Stanley Smith Barney starting in 2009. He is based in Fort Worth, TX. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools.

Francisco Cabello Ortega is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and one year of industry experience. His previous roles include positions at Wells Fargo Bank, American Meat Companies, Genpact, and several academic institutions. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and utilizes research and analytics based on diversification principles and modern portfolio theory.

Ashley Archer is a financial advisor with Cetera based in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has worked at various affiliated firms since 2014 and is a 100% owner of Olympus Financial Inc. She also serves as a board member of the Cowtown Clubhouse. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, offering portfolio management, financial planning, and retirement services through a multi-manager platform with access to both affiliated and third-party managers.

Kimberly Townes is a Series 66 licensed financial advisor with 26 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent 13 years with UBS Financial Services. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and external sources.

Linda Harris is a financial advisor at UBS Financial Services with 24 years of industry experience. She has been with UBS since 2007 and holds the Series 63 and Series 66 designations. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a broad range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor solutions for clients.

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.

Russell Baker Jr. is a financial advisor with LPL Financial in Fort Worth, TX, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Edward Jones, Capital One Investing, LLC, and Raymond James Financial. 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 access to model portfolios, third-party asset management, and institutional platforms.