Paige Waldron is a financial advisor at Morgan Stanley with three years of industry experience. She holds a Series 66 designation and has previous work experience at Raymond James & Associates, ACA Global, and DRMP. Outside of her financial advisory role, she operates a dog sitting business in her home. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, incorporating broad investment research and modeling techniques.

Wesley Roland is a financial advisor with OSAIC in Fort Worth, TX, holding a Series 66 designation and bringing 26 years of industry experience. He has been with OSAIC since 2016 and also operates Wesley A. Roland, P.C., a firm providing tax and accounting services, since 1997. Roland serves on the boards of multiple charitable foundations focused on education and community support. OSAIC Wealth serves a diverse client base including retail, high-net-worth, institutional, and corporate clients, offering a range of brokerage and advisory services. The firm employs a model-based investment approach with tools for asset allocation and portfolio optimization, and it is notable for its large scale, complex affiliate network, and private-equity ownership.

Christopher Roberts is a financial advisor with Equitable Advisors in Fort Worth, TX, holding a Series 66 credential and 22 years of industry experience. He has been with Equitable Advisors since 2003, including its predecessor Axa Advisors. Outside of his advisory work, he has participated as a movie and series extra. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing a range of proprietary and third-party investment models and solutions.

Madeline Prater is a financial advisor with Raymond James & Associates in Fort Worth, TX, holding a Series 66 credential and one year of industry experience. Before joining Raymond James in 2025, she worked in various roles with the City of Southlake from 2017 to 2025 and attended the University of Oklahoma from 2013 to 2017. She is also involved in political activity with the City of Euless. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipal entities—and offers a range of financial planning, investment consulting, and municipal advisory services.

Jarriet Bluitt is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Stifel Independent Advisors, Bank of America, Merrill, and Massachusetts Mutual Life Insurance Co. Bluitt serves as treasurer for the Bossier City Alumni Chapter of Kappa Alpha Psi, a nonprofit mentorship program. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Robert Landgraf is a financial advisor at Equitable Advisors with Series 66 credentials. He has been with Equitable Advisors since 2026 and has prior experience in education, having worked at multiple schools including Edward S. Marcus High School and Newman University. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm emphasizes personalized advice through a network of Investment Adviser Representatives and offers a variety of investment solutions including third-party advisory programs and ERISA fiduciary services.

Sergio Jaramillo is a financial advisor with Equitable Advisors in Fort Worth, TX, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 2016. Equitable Advisors serves a diverse client base including individual clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party managers.

Jennifer Parks is a financial advisor with Merrill in Fort Worth, TX, holding a Series 66 designation and 11 years of industry experience. She has worked at Merrill and Bank of America since 2017 and previously at SII Investments and Tulsa Community College. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Adel Moussa is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and two years of industry experience. He has been with Wells Fargo Bank since 2015 and joined Wells Fargo Clearing in 2023. Outside of his advisory work, he also works as a delivery driver for Amazon Flex and Uber Eats in Fort Worth, TX. 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 solutions grounded in modern portfolio theory. The firm acts as an ERISA fiduciary and offers a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Charles Green is a financial advisor with OSAIC in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has previously worked at Sagepoint Financial and operates his own practice, Charles R. Green, which he founded in 2007. Outside of advising, he is the managing partner of a family cattle and deer hunting ranch and serves on the board of the Aledo Alumni Ex Students Association. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plans, charities, and corporations. The firm provides a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools, with a platform noted for its scale, recent consolidation, and complex affiliate network.

William Ryan is a CFP® with 24 years of industry experience, currently advising at Robert W. Baird & Co. since 2011. He previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Ryan serves on the board of Casas por Cristo, where he is involved in operational oversight and fundraising to support short-term mission trips. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pension plans, and charitable organizations through a range of financial planning and portfolio management services. The firm combines manager-traded and model-traded strategies with tax management and customized fee arrangements, supported by internal research and ongoing manager oversight.

Paola Pacheco is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding a Series 66 designation and 17 years of industry experience. She has worked with Wells Fargo Bank, N.A. since 2009 and joined Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions.

Jairo Sotelo is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and has worked at several firms, including Merrill, Wells Fargo, and JPMorgan, before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a proprietary investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction across a diversified set of funds and ETFs.

Clinton Elledge is a financial advisor with Ameriprise in Fort Worth, TX, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Ameriprise in 2022, he worked at TD Ameritrade and has a diverse background including roles in media and education. Outside of finance, he serves on the board of the Grapevine Chamber of Commerce Young Professionals and has acting credits with occasional royalties from Showtime, Amazon Studios, and voice work for VOXX Studios. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement, combining research and modeling with tax-efficient strategies and asset management, supported by a centralized consulting team delivering tailored recommendation reports.

Di Cournan is a financial advisor with Morgan Stanley in Fort Worth, TX, holding a Series 66 designation and 11 years of industry experience. Prior to joining Morgan Stanley in 2019, Di worked at UBS Financial Services, Charles Schwab & Co., and Merrill. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and analysis techniques such as Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and delivers services directly to individuals as well as through employer-based corporate financial planning agreements.

Emily Silva is a Financial Consultant at Fidelity Investments, where she has been working since 2012 in various roles. Her experience at Fidelity includes positions as a Brokerage Services professional, Financial Representative, Relationship Manager, Senior Relationship Manager, Planning Consultant, and currently Financial Consultant. As a CERTIFIED FINANCIAL PLANNER™, Emily collaborates with individuals and families to develop tailored financial plans aimed at delivering peace of mind. She focuses on educating clients about their options to support impactful financial decisions and emphasizes partnerships in her client relationships. Emily is an alumna of Texas Christian University (TCU) and considers Fort Worth her home.

Kristopher Beaulieu is a CFP®-designated financial advisor with 24 years of industry experience, currently associated with Cetera. He is the principal owner of Clarity Financial Group, where he acts as a senior financial planner. Beaulieu also serves as the finance chair on the board of the Texas Civil Rights Project. Cetera Investment Advisers LLC is an SEC-registered advisory firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm operates a multi-manager platform that offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors.

Daniel Riecker is a CFP® with 12 years of industry experience, currently serving at Cambridge Investment Research Advisors. His prior experience includes roles at Fidelity Investments and Waddell & Reed. Riecker operates out of Fort Worth, TX. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, and retirement-plan advisory services across multiple platforms and custodians. The firm manages a multi-billion dollar asset base and provides both discretionary and non-discretionary management options.

Ava Tanner is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan, she worked at Snow Garrett Williams and has experience in athletic performance with Athletic Performance Volleyball. 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 combines quantitative screening and qualitative research to build model asset allocations that may include ESG considerations.

Ghazala Ahmed is a financial advisor at Wells Fargo Clearing with eight years of industry experience. She holds Series 63 and Series 66 registrations and has been with Wells Fargo Clearing Services, LLC since 2017. Prior to that, she worked at Wells Fargo Bank NA starting in 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 provides both brokerage and advisory solutions.