Ingrid Anderson is a financial advisor with Merrill in Fort Worth, TX, holding the Series 63 and Series 66 designations and seven years of industry experience. Her career includes roles at Merrill and Fidelity Investments, as well as earlier positions outside finance. She is a managing member of Meharg Creative LLC, a side business related to renovation and creative work associated with her husband. Merrill provides managed account services to a diverse client base including individuals, high-net-worth clients, pension plans, and charitable organizations through its Select Portfolio Solutions program. The firm offers a range of model-based and discretionary investment strategies integrated with Bank of America’s broader financial platform.

Casey Fung is a financial advisor with Merrill in Fort Worth, TX, holding a Series 66 credential and one year of industry experience. Prior to joining Merrill and Bank of America, Fung worked in the hospitality industry and has a background that includes positions at McBride's Steakhouse and DJ Bentley Rose. Outside of his advisory role, he performs as a DJ at various events, a side activity he began in college. 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 diverse client base that includes individuals, high-net-worth clients, and institutional investors.

Roderick Wilson is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. He attended Texas Christian University from 2021 to 2023. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Jasmine Benyshek is a financial advisor at Raymond James Financial with a Series 66 designation and two years of industry experience. She previously worked at Edward Jones and Blue Wealth Management. Outside of her advisory role, she works as a group workout instructor at Pure Barre. Raymond James Financial Services Advisors, Inc. serves a wide range of clients including individual investors, high-net-worth and non-HNW clients, pension plans, charitable organizations, corporations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, providing tailored recommendations supported by firm research and a broad affiliate network.

Jim Brito is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 66 licenses and seven years of industry experience. His career includes roles at Wells Fargo Bank, PEOPLES UNITED BANK, JP Morgan Securities, JP Morgan Chase Bank, and Citibank. 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 uses research and analytics to guide investment decisions and offers both brokerage and advisory solutions.

Letitia Ruelas is a financial advisor with Merrill in Fort Worth, TX, holding Series 63 and Series 66 designations and possessing 27 years of industry experience. She has been with Merrill since 2009. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Delia Mendoza Perez is a financial advisor at Ameriprise with one year of industry experience. She holds a Series 66 designation and previously worked at Geneos Wealth Management, Inc. for seven years. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing tailored Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary planning through a centralized consulting team.

Jared George is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds the Series 66 designation and has worked at firms including PNC Investments LLC, Verterent Capital, Morgan Stanley Private Bank, and Herring Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Brandon Vu is a financial advisor at Merrill with a Series 66 credential and no prior industry experience. Before joining Merrill in 2025, he worked in various roles including at Crowe LLP and White Tiger Taekwondo. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, and institutional fiduciaries.

David Nieto is a financial advisor with Merrill in Fort Worth, TX, holding a Series 66 designation and one year of industry experience. He has worked at Bank of America and Euro United LLC and has academic experience from the University of Texas at Arlington. 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, pension plans, charitable organizations, and corporate fiduciaries.

Anna Evans is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at JPMorgan Chase Bank and Oklahoma State University. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services that combine quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Jennifer Helmer is a financial advisor with UBS Financial Services in Ft. Worth, TX, holding a Series 66 designation and possessing 20 years of industry experience. She has been with UBS Financial Services since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets and lending solutions.

Jonathan Smith is a financial advisor at LPL Financial in Fort Worth, TX, with 14 years of industry experience. He holds the Series 66 designation and previously worked at JPMorgan Securities LLC for four years before joining LPL Financial in 2020. 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 services, including discretionary and non-discretionary management, model portfolios, and specialized programs for various client types.

Jenna Malone is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 65 and Series 63 licenses and three years of industry experience. Her prior roles include positions at J.P. Morgan Securities and JPMorgan Chase Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets across more than 14,000 financial advisors.

Ellen Rheinlaender is a financial advisor with Equitable Advisors in Fort Worth, TX, holding Series 63 and Series 65 licenses and 12 years of industry experience. She has been with Equitable Advisors since 2014, including time under its predecessor Axa Advisors. Outside of her advisory role, she facilitates a mentorship group for young women beginning their careers and is involved in a family business distributing a published book. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, brokerage, insurance, and third-party asset management programs. The firm works extensively with LPL-sponsored programs and third-party managers to provide advisory and brokerage solutions across discretionary and non-discretionary arrangements.

Edward Meinen is a financial advisor at OSAIC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and was previously with Sagepoint Financial, Inc. for 14 years. Outside of advisory services, he operates Meinen Agency Inc., an independent insurance sales business. Osaic Wealth, Inc. serves a diverse client base including individual investors, institutions, corporations, and charitable organizations through a large network of affiliated advisers and advisory platforms. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and a range of investment options to construct portfolios managed on both discretionary and non-discretionary bases.

Caitlin Kraft is a financial advisor with Robert W. Baird & Co. in Fort Worth, TX. She holds a Series 66 designation and has one year of industry experience. Prior to joining Baird, she worked for the Hurst-Euless-Bedford Independent School District for 13 years. Outside of her advisory role, she is a passive investor in Salon Suite Solutions, LLC. She is part of the DDK Group within Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group provides customized consulting and portfolio services, including discretionary and non-discretionary management, with a range of strategies from traditional to non-traditional investments.

Tiffany Klenk is a financial advisor at Ameriprise with two years of industry experience. She previously worked at Bennett Wealth Advisors and David E Trimble, JD. Tiffany holds a Series 66 designation and is based in Arlington, TX. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations delivered in partnership with clients’ financial advisors.

Michelle Willingham is a financial advisor at Edward Jones with 12 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2013. The firm serves more than four million individual and institutional clients, offering a range of wealth management services including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds. Edward Jones manages approximately $1.01 trillion in assets under management and operates a large nationwide network of financial advisors and branch offices.

Chad Renfro is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He previously worked at Cambridge Investment Research Advisors, Inc. for 17 years and has operated Renfro Financial, Inc., a financial services and planning firm he founded, since 1997. He also sells fixed insurance products in a limited capacity. Cetera Investment Advisers LLC provides advisory services through a large nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning solutions, utilizing a multi-manager platform with discretionary and non-discretionary program options.