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.

Christine Edison is a financial advisor at Edward Jones with 17 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and provides a range of advisory services through its nationwide network of financial advisors and branch offices.

Kristin Campbell is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and with 22 years of industry experience. She has been with Wells Fargo entities since 2013, including her current role at Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Richard Mckinstry is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 66 licenses and six years of industry experience. He previously worked at Edward Jones and PFS Investments Inc, as well as Primerica Financial Services. Wells Fargo Clearing provides retirement plan consulting services 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 vehicles and bank deposit sweep options among its investment offerings.

John Orear Jr. is a financial advisor with OSAIC in Fort Worth, TX, holding a Series 66 designation and two years of industry experience. Prior to joining OSAIC, he worked at Osaic Wealth and has experience in family investment partnerships, assisting with investment direction and financial management. He is also involved as an interest owner and employee in a family limited partnership focused on investment management. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage, advisory, and financial planning services through a large network of advisers and multiple platforms. The firm employs a variety of investment tools and third-party solutions to build portfolios across asset classes and supports account management on both discretionary and non-discretionary bases.

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 worked across multiple Fidelity entities since 2000. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm serves a diverse client base and engages in advisory roles for registered investment companies, with a noted use of systematic methodologies and oversight to address conflicts of interest.

Russell Jeanis is a financial advisor with Fidelity in Westlake, Texas, holding a Series 66 designation and 18 years of industry experience. He has been with Fidelity Investments since 2011, including roles at Fidelity Personal and Workplace Advisors since 2018. Outside of his advisory work, he serves as a consultant for Aledo Pediatric Dentistry, his wife’s dental practice. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

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.

Robert Taylor is a financial advisor with Ameriprise in Hurst, Texas, holding a Series 63 designation and bringing 27 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory practice, he owns a collection company for collector cars and leases land for cattle grazing in Texas. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored, ongoing retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies.

Derick Ritenour is a financial advisor with Thrivent Investment Management in Fort Worth, TX, holding Series 66 and Series 63 licenses and with three years of industry experience. His background includes roles at several financial institutions, including U.S. Bank, Flagstar Bank, and Churchill Mortgage Company. He is the founder of STIX Inc., an LLC established for an outdoor outfitter and apparel company, though the business is not currently operational. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm focuses on holistic, goal-based planning across a range of financial topics and allows clients to combine planning with managed-account programs under a consolidated billing option known as “WealthPlan.”

Sean Leonard is a financial advisor with LPL Financial based in Hurst, TX. He holds the Series 66 designation and has four years of industry experience. Prior to joining LPL Financial in 2021, he worked at Rent-A-Center from 2015 to 2019. 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 provides a range of advisory and brokerage services utilizing a network of investment adviser representatives who implement various portfolio strategies and access institutional platforms.

Isabel Gonzalez is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Toby Pickett is a financial advisor with Fidelity Investments, holding a Series 66 designation and 19 years of industry experience. He has been with Fidelity since 2001. Outside of advising, he works as a package sorter at an Amazon facility in Fort Worth, Texas. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Kelsey Lindsey is a financial advisor with LPL Financial in Fort Worth, TX, holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining LPL Financial in 2021, she worked at Cetera and Foresters Financial Services. Outside of her advisory role, Lindsey is the owner and entertainer of a home-based business, Fort Worth Princess Parties. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Johnnie Mosley is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 12 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Advisors LLC and Wells Fargo Bank NA. Outside of his advisory role, he is an independent consultant for Scout and Cellar, a wine ordering service, and serves as co-trustee of his mother’s trust. 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 a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Scott Avery is a Managing Director and Wealth Management Advisor at Merrill Lynch Wealth Management in Abilene. He advises high net worth families and their legal and tax advisors in areas including investment and spending policies, traditional and alternative asset allocation, investment manager selection, liability management, and wealth transfer strategies. Scott's expertise encompasses taxable and tax-deferred portfolios, charitable remainder trusts, executive compensation, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, services for endowments, foundations, and non-profits, women and wealth, sports and entertainment, tax minimization, and retirement income. Scott holds multiple professional designations including Certified Exit Planning Advisor (CEPA), Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He maintains FINRA registrations Series 7 and 66, and earned his certifications through the Investments & Wealth Institute, with CIMA training conducted in conjunction with The Wharton School of Business. He also holds a bachelor's degree from Texas Tech University System. Outside of his professional career, Scott enjoys fishing, football, hunting, soccer, and spending time with his family. He has been married to his wife Kristin for more than twenty years, and together they have three children.

Andrew Roberts is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Fidelity Brokerage Services, Charles Schwab, and TD Ameritrade. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision authority.