Brad Davis is the Vice President Private Wealth Management Advisor at Fidelity Investments. In this role, he focuses on developing long-term relationships with clients and their families to understand their unique situations and priorities. He works to help clients create long-term wealth plans that align with their goals. Brad has been with Fidelity Investments since 1996, holding various positions including Wealth Management Advisor, Wealth Planner, Financial Consultant, Investment Representative, Private Client Service Specialist, Premium Services Representative, Service Trading Representative, and Retirement Distribution Representative. His extensive experience spans multiple facets of financial services and wealth management. Outside of his professional responsibilities, Brad enjoys baseball, boating, spending time at the lake, and traveling.

Bryce Danley is a CFP®-designated financial advisor with Ameriprise, bringing 29 years of industry experience. He has been with Ameriprise since 2005, including six years in his current role. Outside of his advisory work, Danley is involved in several business ventures, including ownership in Beez3, LLC, a home media systems franchise, and serves on the boards of multiple nonprofit organizations such as Academy 4, Armlynk International, and Uncharted Ministries. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficient strategies to deliver tailored recommendations and provides a broad range of advisory, brokerage, and insurance solutions.

Darren Lewis is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, following six years at J.P. Morgan Securities. Outside of his advisory role, Lewis is an officer at Tride Investments, Inc., a real estate investment business based in Fort Worth, Texas. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and firm-approved tools to support tailored planning.

Debra Freiheit is a financial advisor with Ameriprise in Arlington, TX, holding a Series 66 designation and 14 years of industry experience. She has been with Ameriprise and its related entities since 2011. Outside of her advisory role, she owns a tax preparation business, co-owns a consulting company, and serves on the boards of Theatre Arlington and Lucky Tax Solutions Inc. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports, emphasizing managed accounts and algorithmic support in its advisory process.

Andrew Ash is a financial advisor at Wells Fargo Clearing in Dallas, TX, with 17 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, following three years at Wells Fargo Advisors, LLC. Outside of his advisory role, he is involved in managing a rental property in Fort Worth, TX. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates a broad range of investment products, including insurance-related vehicles and bank deposit sweep options.

Michael Allen is a financial advisor with Edward Jones in Arlington, TX, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Nicholas Tessmer is a financial advisor with Primerica Advisors in Fort Worth, TX, holding Series 63 and Series 65 licenses and two years of industry experience. He previously served 11 years in the US Navy before joining Primerica Financial Services in 2021. Outside of advising, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and selectively offered separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure, offering investment models implemented by BNY Mellon Advisors.

Ethan Harter is a financial advisor at Edward Jones in Arlington, TX, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Amber Golder is a financial advisor at Morgan Stanley with nine years of industry experience. She holds Series 63 and Series 66 designations and has worked at Morgan Stanley and related entities since 2016, with additional experience at Silicon Valley Bank. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Sandra Mesteller is a financial advisor at OSAIC with two years of industry experience. She holds a Series 66 designation and previously worked for Homans & Associates, Wealth Management, LLC for nine years, where she also served as an Operations Manager. Additionally, she assists with tax preparation through a sole proprietorship. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios and supports both discretionary and non-discretionary account management.

Brian Markwardt is a CFP® certificant with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Tru-Test, Inc. for eleven years and was briefly involved with the Parker County Center of Hope. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Joshua Peterson is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied. Outside of finance, he has been involved with Peterson Golf LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering customized asset-allocation advice and performance reporting through a program that combines quantitative modeling with centralized due diligence and an ESG eligibility framework.

Joan Goodman is a financial advisor at Fidelity with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fidelity in various capacities since 2001. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering portfolio management, fund advisory, and model portfolio delivery that combines proprietary research with quantitative and algorithmic methods.

Nathanael Eden is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, also working at JPMorgan Chase Bank since 2010. J.P. Morgan Securities provides institutional consulting services to 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.

Qurat Ul Ain Bana is a financial advisor at Wells Fargo Clearing with six years of industry experience. She holds Series 63 and Series 65 designations. Her work background includes roles at Wells Fargo Clearing, Bank of America/Merrill Lynch, and Wells Fargo Bank, nA. Outside of her advisory work, she has worked as a sandwich artist at Subway. 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 both brokerage and advisory solutions.

Richard Cather is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in investment management for executives, professionals, and business owners, providing personalized consultation to clients who may lack the time or resources to manage their own investments. Richard’s approach begins with establishing clear financial objectives, such as planning for a secure retirement, followed by developing strategies that consider risk and time frame. He recommends investments for client approval and oversees ongoing portfolio review and adjustments as needed. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Texas Christian University. In addition to his professional responsibilities, Richard is engaged in community service, reflecting the Merrill tradition of volunteering and participating in local organizations.

Matthew Ruppe Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at LPL Financial since 2012 and previously held positions at BMO Harris Financial Advisors and Uvest Financial Services Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management access, and institutional platforms, with advisory services delivered through a large network of investment adviser representatives.

Arash Ahmadi Tehrani is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

William Ryan is a financial advisor at Merrill Lynch Wealth Management, holding the position of FSA. He serves clients as a Personal Investment Advisor (PIA), focusing on developing strategies to help individuals and families pursue their financial goals. William's approach centers on understanding what matters most to his clients to tailor financial plans accordingly. He earned his Bachelor's Degree from the Texas AandM University System. William's work at Merrill Lynch Wealth Management involves applying his expertise to provide personalized investment advice and wealth management solutions.

James Crouch is a financial advisor with Primerica Advisors in Irving, TX, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 2019 and was previously affiliated with Texas LawShield. Outside of his advisory role, he is the sole proprietor of A1 Handgun Training, LLC, a business focused on firearm training. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, providing a wrap-fee investment solution rather than institutional plan management.