Brendan Betsill is a financial advisor at OSAIC with two years of industry experience. He holds a Series 66 designation and has previously worked with Cox Financial Group, HistoryMaker Homes, Hooks Lincoln, and Oeste Ranch Golf Course. At Cox Financial Group, he performs financial advisory duties including client reviews and tailored financial planning. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of advisors and multiple advisory platforms. The firm employs a range of portfolio construction tools and offers integrated brokerage and advisory services, third-party managed accounts, and financial planning solutions.

Yair Garcia is a Financial Advisor at Merrill Lynch Wealth Management, serving as a Merrill Financial Solutions Advisor. In this role, he works closely with clients to understand their financial priorities and develop strategies aimed at achieving their short-, mid-, and long-term goals. His services range from general investing and retirement planning to preparing for unexpected expenses, with access to additional resources through Bank of America specialists. Garcia's approach involves one-on-one collaboration to define client goals and select portfolio strategies that align with those objectives. He provides ongoing advice to adapt financial plans as clients' circumstances evolve. He holds the Personal Investment Advisor (PIA) professional designation and earned a High School Diploma from Eastern Hills High School. Garcia communicates effectively in both English and Spanish. Outside of his professional responsibilities, Garcia enjoys activities such as camping, cooking, fishing, football, hiking, hunting, pickleball, racquetball, softball, and traveling.

Sumeet Jain is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked within various Wells Fargo entities since 2011. Outside of his advisory role, he is involved in managing rental properties. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-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.

Daniel Sanchez is a Financial Consultant I at Fidelity Investments, a position he has held since 2025. Prior to this role, he served as a Planning Consultant from 2024 to 2025 and as a Relationship Manager from 2023 to 2024 within the same organization. He holds an Arkansas Insurance License. In his role, Daniel partners with clients and their families to develop personalized financial plans that align with their unique goals and values. He emphasizes building lasting relationships through trust, open communication, and ongoing support as clients' needs evolve. Outside of his professional responsibilities, Daniel has personal interests that include fitness, football, golf, music, outdoor adventures, and pets.

Karla Barker is a financial advisor with LPL Financial based in Fort Worth, TX. She holds a Series 66 designation and has 18 years of industry experience, including 13 years with LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Evan Johnson is a Series 66 licensed financial advisor with J.P. Morgan Securities LLC, based in Fort Worth, Texas. He has two years of industry experience, including roles within JPMorgan Chase Bank and J.P. Morgan Securities. Prior to joining the financial industry, he held various positions at companies such as Kendra Scott, Site Centers, and Cameron Mitchell Restaurants. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm uses a combination of quantitative asset-allocation modeling and centralized due diligence, applying an ESG eligibility framework in its recommendations.

Macy Davis is a financial advisor at Equitable Advisors in Fort Worth, TX, holding Series 66 and Series 63 licenses with two years of industry experience. Prior to joining Equitable Advisors, she worked at Vogt RV and held various roles in the golf and country club industries. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, brokerage, insurance, and access to third-party asset management programs. The firm operates dual-registered as an SEC investment adviser and broker-dealer and utilizes LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Justine Elie is a financial advisor with LPL Financial in Fort Worth, TX, holding Series 63 and Series 66 credentials and 19 years of industry experience. Prior to joining LPL Financial in 2021, she worked at North Capital Private Securities Corporation and HD Vest Investment Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and technologies such as machine learning.

Jason Fisk is a financial advisor with Ameriprise, holding a Series 63 designation and 33 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Brittney De Luca is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various financial institutions including Principal Financial Services and LPL Financial. Since 2018, she has been affiliated with JPMorgan entities in multiple roles. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Charles Reddell is a financial advisor with Morgan Stanley in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He worked at UBS Financial Services from 2009 to 2019 before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2019. He serves as a board member for the American Heart Association, participating in fundraising activities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and a structured discovery process.

Drew Duncan is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 65 and Series 63 licenses and one year of industry experience. He has been affiliated with Wells Fargo entities since 2014. 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.

Mischelle Copeland is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 38 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Copeland co-owns a mineral rights lease under her primary residence in Arlington, Texas, from which she receives royalties. 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 range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Alisa Davis is a financial advisor at RBC Capital Markets based in Fort Worth, TX, holding Series 63 and Series 65 designations with 19 years of industry experience. She has been with RBC Capital Markets since 2012. RBC Wealth Management, a division of RBC Capital Markets, serves individual, institutional, corporate, and charitable clients, offering a range of advisory programs that include portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on clients’ risk profiles and utilizes a combination of in-house and third-party investment managers and model providers.

Nicholas Porter is a financial advisor at Merrill in Fort Worth, TX, with four years of industry experience. He holds Series 63 and Series 66 licenses and has prior work experience at Bank of America, TD Ameritrade, and several retail and entertainment companies. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, and institutional investors.

Angie Wohlhaefer is a financial advisor at Cetera with a Series 66 credential and five years of industry experience. She has worked extensively with Wilshire Consultants, Inc. since 2019 and has been affiliated with various Cetera entities since 2024. Wohlhaefer has also provided accounting and tax preparation support through her role at Wilshire Consultants. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse portfolio management options and operates a multi-manager platform with access to a range of investment strategies and third-party managers.

Meghan North is a CFP® with Raymond James Financial in Fort Worth, TX, and has two years of industry experience. Prior to joining Raymond James, she worked at the United States Census Bureau and has been involved with Moorea Media, LLC. She also provides occasional support to Warrior Investment Group. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations.

Paulina Barwise is a financial advisor with Morgan Stanley in Fort Worth, Texas, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Bank of America, Merrill Lynch, and Morgan Stanley Smith Barney. Outside of her advisory work, she is a partner in PL22 Asset Management LLC and is involved in sales and marketing at Autobahn Porsche. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, combining financial planning with access to investment strategies that include input from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and offers tailored planning services both directly and through corporate agreements.

Matthew Beavers is a financial advisor with Raymond James & Associates in Fort Worth, TX, holding Series 63 and Series 66 designations and 25 years of industry experience. His prior roles include positions at Bank of America and Merrill. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also provides institutional consulting and specializes in public finance and municipal services alongside its retail advisory offerings.

Michael Felker is a CFP®-certified financial advisor with Ameriprise, bringing 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Felker oversees and manages his Ameriprise financial planning practice through his business, MF2 LLC, and also serves as a team member of LifeBranch Wealth Partners, an Ameriprise Financial Team Practice. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.