Jeniree Sanchez is a financial advisor at Robert W. Baird & Co. with eight years of industry experience. She holds Series 63 and Series 66 designations and has worked at Robert W. Baird & Co. since 2018, following roles at TD Ameritrade and MarketSource Inc. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers, covering a wide range of investment strategies and account types.

Ozzy Caraveo is currently an Investment Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2018, progressing through various roles including Investment Solutions Representative III, Investment Solutions Representative II, Fixed Income Specialist, Investment Solutions Representative, and Customer Relationship Advocate. His experience covers a broad range of investment solutions and client relationship management. Ozzy focuses on building strong relationships with clients to understand their needs and concerns, partnering with them to develop financial plans aimed at achieving their short- and long-term goals. He holds an insurance license in Arkansas. Outside of his professional career, Ozzy has personal interests in baseball, comedy, social events with friends, golf, parenthood, and traveling.

J Chick is a CFP®-certified financial advisor with 27 years of industry experience, currently associated with Raymond James Financial in Fort Worth, TX. Prior to joining Raymond James, Chick spent 24 years at Edward D. Jones & Co., L.P. He is also the managing partner of Park Hill Financial Services, LLC and co-owner of a pet supply business in Aledo, TX. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools to model potential outcomes and supports a broad network of advisors and affiliated firms.

Amanda Wiggins is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has worked at Wells Fargo Clearing since 2016. Outside of her advisory role, she owns and operates A&W Threads, a t-shirt pressing business. Wells Fargo Advisors is a large national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines internal and third-party research to offer brokerage and advisory solutions across a wide range of financial products.

Paul Morgan is a financial advisor with Wells Fargo Clearing based in Fort Worth, TX, holding a Series 63 designation and 37 years of industry experience. His prior work includes positions at Morgan Stanley and A. G. Edwards & Sons, Inc. Outside of his advisory work, he is involved in retail operations at Bass Pro Shops, focusing on stocking fishing tackle and customer assistance. 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 combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and adherence to diversification principles.

Roger Williams is a financial advisor with Edward Jones in Azle, TX, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he has served as Vice President of Budget & Finance for the Lake Pointe Elementary PTA, where he was responsible for preparing annual budgets and directing fundraising efforts. Edward Jones is a full-service wealth management firm serving over four million clients, including both individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated services through a large network of financial advisors and branch offices.

Miles Sawyer Wicker is a Series 66-credentialed financial advisor with 17 years of experience, currently with Equitable Advisors since 2009. He previously worked with Axa Advisors, LLC from 2009 to 2020. Outside of his advisory role, he is involved with the Texas Dental Association Insurance Benefit and holds ownership in several business entities. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs through a large network of Investment Adviser Representatives. The firm utilizes a range of third-party advisory programs and focuses on matching clients to suitable investment models and managers.

Vanessa Duran is a financial advisor at Wells Fargo Clearing with three years of industry experience. She holds the Series 63 designation and has worked with Wells Fargo Bank, N.A. since 2011. 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 approach is IPS-driven and grounded in modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

George Stavrinakis is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds a Series 66 designation and has prior experience at J.P. Morgan Securities and Bank of America, N.A. Before his finance career, he worked at Coach, Inc. 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 roughly $671 billion in assets and combines in-house research with third-party analytics in its investment approach.

Kim Cell is a financial advisor at Merrill with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill since 2009. 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, offering model-based and discretionary strategies to a range of clients including individuals, high-net-worth clients, and institutions.

Brad Watts currently serves as a Planning Consultant at Fidelity Investments. In this role, he collaborates with wealth management teams to provide clients in the Fort Worth area and beyond with point-in-time guidance, financial planning, and strategies to pursue their financial goals. He emphasizes trustworthiness and expertise as the foundation of successful advising relationships. Brad's professional experience includes roles as an Investment Consultant at Fidelity Investments, Broker Associate at Charles Schwab & Co., Inc., Accounts Receivable Assistant at Whitley Penn LLC, and Senior Customer Account Representative at Honda Financial Services. This diverse background contributes to his expertise in financial planning and client service. Outside of his professional work, Brad's personal interests include family activities, movies, music, reading, and traveling.

Maria Puente is a Financial Consultant who focuses on building lasting client relationships through personalized and comprehensive financial planning. She emphasizes understanding each client's unique goals and concerns to help them work toward achieving their long-term financial goals and enjoying a secure retirement. Prior to her current role, Maria served as Operations Manager at Chapwood Investments, LLC from 2018 to 2022. Her professional experience encompasses both financial consulting and operational management within the investment sector. Outside of her professional work, Maria enjoys activities such as visiting the beach, hiking, watching movies, exploring museums, engaging in outdoor adventures, and traveling.

John Leithner is a financial advisor with LPL Financial and holds Series 63 and Series 66 licenses. He has 25 years of industry experience, with prior roles at Commonwealth Financial Network and KMS Financial Services, and he also owns Leithner Financial Group, LLC. 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.

Austin Barr is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding Series 63 and Series 65 licenses and having seven years of industry experience. Prior to his current role, he worked at Goldman Sachs and served six years in the U.S. Army. He serves as Finance Committee Chair and a board member for Catholic Charities Fort Worth, a nonprofit organization. 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 selection, and customized performance reporting, with clients retaining final decision-making authority.

Ariel Canales is a financial advisor with J.P. Morgan Securities in Ft. Worth, TX, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Equitable Financial Life Insurance and AXA Advisors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Corwyn Yeske is a financial advisor with Equitable Advisors in Fort Worth, TX, holding Series 63 and Series 65 licenses and three years of industry experience. He also operates CSN LLC as a network field technician on a part-time basis. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, utilizing a range of advisory programs including third-party asset managers and LPL-sponsored offerings.

Mayra Hernandez is an Executive Planning Consultant at Fidelity Investments, where she partners with clients to help them understand their company benefits and explore strategies supporting their financial objectives. She emphasizes building relationships based on trust to create plans aligned with each client's unique goals and vision for the future. Her experience at Fidelity Investments spans multiple roles since 2015, including positions as Executive Planning Consultant, Benefits Planning Consultant, and various Workplace Planning & Guidance Consultant levels. This progression reflects her continued growth and expertise in benefits and financial planning within the company's Executive Services division. Mayra holds a California Insurance License and engages in personal interests such as camping, family activities, fitness, social events with friends, hiking, and running.

Deacon Patterson is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 66 and Series 63 licenses and one year of industry experience. Prior to Wells Fargo, he worked at Empower Advisory Group, Empower Financial Services, Heritage Pool Supplies, and Strategic Financial Partners. Outside of finance, he owns a lawn service and maintenance business, Patterson Lawn & Land Management. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions.

Kerri Connellan is a financial advisor with Morgan Stanley in Fort Worth, TX, holding a Series 66 designation and 25 years of industry experience. She has worked at Morgan Stanley and its affiliated Private Bank since 2015, and previously at Barclays Capital Inc. and Lehman Brothers Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm uses structured planning tools and modeling techniques as part of its process and manages approximately $2.74 trillion in client assets.

Courtney Hurt is a financial advisor at J.P. Morgan Securities in Fort Worth, TX, holding a Series 66 designation with eight years of industry experience. Prior to joining J.P. Morgan Securities in 2025, she worked at Stifel, Merrill, Massachusetts Mutual Life Insurance, and Edward Jones. Outside of her advisory role, she is actively involved in the equestrian community as an owner and partner with the National Cutting Horse Association. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s approach combines quantitative and qualitative research and incorporates ESG considerations within selected investment strategies.