Morgan Gross is the Vice President and Branch Leader at Fidelity Investments, where they lead a team of financial professionals dedicated to providing wealth planning and financial services assistance to clients. In this role, Morgan oversees branch operations and ensures the delivery of comprehensive financial advice. Prior to their current position, Morgan served as a Team Leader for Workplace Planning and Advice at Fidelity Investments from 2018 to 2023. This experience provided them with expertise in managing teams focused on workplace financial planning and advisory services. Morgan's professional background is centered around leadership within Fidelity Investments, with a focus on wealth planning and financial services. No additional information about education, credentials, personal interests, or community involvement has been provided.

Matthew Hieber is a financial advisor with Wells Fargo Clearing in Southlake, TX, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Prudential Equity Group, LLC. 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.

Macario El Zacuhra is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America and T-Mobile, as well as experience with Instituto Juan XXIII. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and charitable organizations.

Denise Allen is a financial advisor at Morgan Stanley with 36 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Merrill from 2014 to 2022. Outside of her advisory role, she owns Kennelbusters, a customer service business focused on recreation in Dallas, Texas. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning using structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services that include broad investment offerings as well as specialized planning strategies.

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 with Raymond James & Associates holding a Series 66 designation and five years of industry experience. His prior roles include positions at Arkadios Wealth Advisors, Arkadios Capital, and LPL Financial. Outside of finance, he has been involved with Major League Soccer since 2024. Raymond James & Associates, Inc. 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 institutional fiduciary solutions through a range of portfolio management styles and affiliated research.

Joseph James III is a CFP® professional with 29 years of experience in financial advisory. He currently works with LPL Financial in Arlington, TX and has held roles at Greater Texas Federal Credit Union, MML Investors Services, and MassMutual Life Insurance Company. He also serves as Vice President and Investment Services Program Manager at Greater Texas | Aggieland Credit Union. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational and research tools.

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 Wealth, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Osaic since 2023 and has prior experience at Sagepoint Financial, Inc. and his own firm, Wake Financial Group Inc. Outside of his advisory role, Wake serves as president of the Villas of Rustic Meadows homeowners association, where he helps manage community activities. Osaic Wealth serves a diverse client base, including retail and institutional investors, retirement plan sponsors, and charities, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach utilizes model-based asset allocation and portfolio optimization with various managed account options and third-party money manager programs.

Zachary Allen is a financial advisor with Cetera, holding a Series 66 designation and over 20 years of industry experience. His work history includes roles at First Financial Equity Corporation and multiple capacities within Cetera-affiliated entities. Outside of traditional advisory activities, he manages BuffChili, a business that refers clients and banks to FDIC-insured programs. Cetera Investment Advisers LLC is a large, SEC-registered firm serving a wide range of clients, including individuals, retirement plans, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management through a multi-manager platform, combining affiliated and third-party strategies with various program structures.

Jeffrey Shaw is a financial advisor with LPL Financial in Southlake, TX. He holds Series 63 and Series 65 credentials and has 33 years of industry experience, including over two decades at LPL Financial and two years at RBC Capital Markets. 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 portfolio programs, third-party asset management, and institutional platforms.

Robert Packer is a financial advisor with UBS Financial Services in Fort Worth, TX, holding Series 65 and Series 66 licenses and bringing 28 years of industry experience. He previously worked at Merrill and currently serves on the boards of the Fort Worth Country Day School and the Tarrant County Healing Shepherd Clinic in leadership roles. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, using proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and operates through a broad platform that includes capital markets and bank-affiliated lending programs.

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.

David Sanders is a financial advisor at Ameriprise with 25 years of industry experience. He has held roles at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC since 2005. Outside of his advisory work, he owns a travel-related business called 7 Continents 4 Seasons. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies. Its approach integrates proprietary investment research, third-party data, and algorithmic tools to deliver personalized recommendations within a defined investment framework.

Helen Devito is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 33 years of industry experience. She has worked at Wells Fargo Clearing since 2019 and previously at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2012 to 2019. 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.

Ryan Majors is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 credential and has previously worked at Bank of America, B&R Dental Laboratory, and several educational institutions including the University of Texas Health Science Center Houston and Baylor University. Outside of his advisory role, he owns and operates ReadyCare Wellness LLC, an online retailer of pre- and post-operative surgical recovery kits. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Whitney King is a financial advisor at Wells Fargo Clearing based in Fort Worth, TX, holding Series 65 and Series 63 licenses. King began their financial services career in 2024 and has a background that includes roles in both banking and various customer service positions. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Leah Mead is a financial advisor at Cetera with 15 years of industry experience. She holds Series 63 and Series 66 designations and has worked in various capacities at Cetera and affiliated entities since 2024. Prior to that, she was employed at Avantax and HealthEquity. Outside of her advisory role, she has been involved with Valet Living, a service focused on trash and recycling collection. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, employing a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.

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.