David Plumberg Jr. is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and previously worked at Merrill for nine years before joining Edward Jones. 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, and manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

Melanie Obura is a financial advisor with LPL Financial in Burleson, TX. She holds a Series 66 designation and has six years of industry experience. Prior to joining LPL Financial in 2021, she worked at Wells Fargo Advisors and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a variety of services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and a range of investment strategies.

Sonny Patterson is a financial advisor with Wells Fargo Clearing in McKinney, TX, holding Series 63 and Series 66 licenses and seven years of industry experience. He has been with Wells Fargo Clearing since 2018 and has worked at Wells Fargo Bank, N.A. since 2009. Outside of his advisory role, he owns and operates POPZ Gold Jewelry, an online jewelry business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory options. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment vehicles and bank deposit sweep options among its offerings.

Andres Flores is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding a Series 66 designation and 20 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has also been affiliated with Wamu Investments, Inc. and Washington Mutual Bank since 2008. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Michael Brunn is a financial advisor with Ameriprise in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his advisory work, he is involved in thoroughbred racing as the manager of Sagacity Racing Stables, LLC. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides retirement planning with a focus on dependable income and tax-aware withdrawal strategies.

Ricky Estes II is a financial advisor with Edward Jones in Burleson, TX, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2019 and previously worked in roles outside finance, including positions at Crestmont Baptist Church and Smoothie King. 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 and offers a range of advisory programs and investment solutions through a nationwide network of more than 23,700 financial advisors.

Ryan Walton is a financial advisor with LPL Financial who holds a Series 66 designation and has 26 years of industry experience. His prior work includes roles at Cetera, Walton Lourcey Wealth Advisors, Ameriprise Financial Services, Advisor Resource Council, First Western Securities, and VOYA Financial Advisors. 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, model portfolio programs, third-party asset management, and institutional platforms.

Brandon Stephenson is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Grant Thornton LLP, Catalyst Financial Group, and Karsten Creek Golf Course. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process integrates centralized due diligence and combines quantitative and qualitative research to develop model asset allocations, incorporating an ESG eligibility framework.

Peter Philpott is a financial advisor with Robert W. Baird & Co. Inc. in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Robert W. Baird since 2010. Outside of his advisory role, he is a passive joint owner of Industrial Refractory Services, Inc., a company involved in building furnaces and temperature controls. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services that range from traditional equity and fixed-income strategies to more complex and non-traditional investments.

Gunnar Rogers is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to develop financial strategies aimed at achieving their short-, mid-, and long-term goals. His services include general investing, retirement planning, and financial preparedness. He also facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Gunnar specializes in advising business owners on managing cash flow and assets by applying sound wealth management principles. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Texas A&M University. Beyond his professional role, Gunnar values his roles as a husband and father and strives to model humility and diligence in his life.

Holly Burns is a financial advisor with Wells Fargo Advisors in Fort Worth, TX, holding a Series 66 designation and 22 years of industry experience. She has been with Wells Fargo Advisors since 2011. Outside of her advisory role, she serves as a notary public. 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 tailored to clients meeting certain net-worth thresholds, covering diverse areas such as retirement, education, business-owner transition, and special-needs planning.

Jay Brown is a financial advisor with Ameriprise in Arlington, TX, holding CFP®, Series 63, and Series 65 designations and bringing 40 years of industry experience. He previously worked at Wells Fargo Advisors LLC for 14 years before joining Ameriprise in 2025. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, algorithm-supported advice, primarily for clients maintaining assets in Ameriprise-managed accounts.

Audra King is a financial advisor with Mass Mutual Investors Services in Fort Worth, TX, holding a Series 66 designation and two years of industry experience. She has been with Mass Mutual Investors Services since 2021 and has worked with MassMutual Life Insurance Co. since 2019. Outside of her advisory role, she serves on multiple boards, including educational and hospital foundations, the Odessa Chamber of Commerce, and a community counseling center, in addition to participating in local government planning and zoning activities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs, including wrap and money-manager options, and educational seminars, emphasizing collaborative, goal-based financial planning.

Steven Hanes is a financial advisor with Cetera in Ft Worth, TX, holding Series 63 and Series 65 licenses and with 17 years of industry experience. He previously worked at Foresters Advisory Services LLC and Foresters Financial before joining Cetera in 2019. Outside of his advisory role, he is a part-owner of a grocery store business and operates Hanes Wealth Management as a DBA for his Cetera practice. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. It offers a range of portfolio management and financial planning services through a multi-manager platform with various program structures and access to third-party money managers.

Kristin Campbell is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. She holds Series 63 and Series 65 registrations and has worked at various firms including PNC Managed Account Solutions, St Johns Wealth Management, and BBVA Compass Investment Solutions. She has been with Wells Fargo Clearing since 2016. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

John Orear Jr. is a financial advisor at OSAIC with a Series 66 credential and two years of industry experience. Prior to joining OSAIC, he worked at Osaic Wealth and has experience in other business ventures, including a family limited partnership where he assists with investment direction and tax preparation. OSAIC serves a broad mix of retail and institutional clients, offering a range of brokerage and advisory services through a multi-advisor platform that emphasizes model-based asset allocation and portfolio optimization. The firm is notable for its scale, recent consolidation activity, and a complex affiliate network.

Hanlu Ye is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2019. Prior to that, she held roles at Bbva Compass Insurance Agency, Bbva Wealth Solutions, Bbva Securities, and COMPASS Bank from 2014 to 2019. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Tim Ryon is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 designations and has been associated with various Fidelity entities since 2000. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves registered investment companies and offers model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Russell Jeanis is a financial advisor at Fidelity with 18 years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments and its affiliates since 2011, as well as at Peak American Investment Advisors and Cambridge Investment Research Advisors. Outside of his advisory role, he is a consultant to a pediatric dental practice and a partner in a real estate investing firm. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm’s investment approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction across a broad investable universe.

Jimmie Simpson is a financial advisor with Raymond James Financial, holding a Series 66 credential and nine years of industry experience. Prior to joining Raymond James in 2023, he worked at Edward Jones for six years and has held positions at Baylor Scott & White and Baylor University. He is also the president and owner of White Buffalo Wealth LLC, a support company based in Willow Park, TX. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.