Brian King is a financial advisor at Edward Jones in Fort Worth, TX, with three years of industry experience. Prior to joining Edward Jones, he worked at Travelex Insurance for six years and Medical Solutions for four years. He holds Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, with a fiduciary standard applied to its advisory services.

Betsy Rhone is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding a Series 66 designation and 19 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously held positions at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. Betsy also has experience with Target Corporation dating back to 1993. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Ralph Walker is a financial advisor at Merrill with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Merrill since 1995, also serving at Bank of America, NA since 2009. He maintains a separate investment-related business based in Fort Worth, Texas. 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 for a range of client types including individuals, high-net-worth clients, and institutional accounts.

Deborah Johnson is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Investments and Fidelity Brokerage Services, as well as Axa Advisors, LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios and advisory services that include oversight of affiliated sub-advisers and a focus on addressing conflicts of interest.

John Marquart is a CFP® and holds a Series 66 license with 17 years of experience in the financial services industry, all of which have been spent at Edward Jones since 2009. He is based in Ft Worth, TX. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including wrap fee programs, separately managed accounts, and tax-efficient services, operating under a fiduciary standard.

Bobbi Jo Bass is the Branch Leader at Fidelity Investments, a position she has held since 2025. She leads a team of financial professionals committed to developing personalized financial plans tailored to each client's aspirations, focusing on securing the well-being of their families. Her experience at Fidelity Investments spans several roles, including Planning Consultant from 2023 to 2025, Client Services Team Leader from 2022 to 2023, and High Net Worth Representative from 2020 to 2022. Through these positions, she has gained expertise in financial planning and client services. Outside of her professional responsibilities, Bobbi Jo Bass has interests in baseball, beach activities, football, family activities, and spending time with pets.

Sharilynn Gates is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding a Series 66 designation and 18 years of industry experience. She has been with Wells Fargo in various capacities since 2012. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Rufus Roberts III is a financial advisor at Merrill with 34 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Morgan Stanley Smith Barney LLC for 11 years before joining Merrill. Outside of his advisory work, he serves as an executor in a non-investment-related capacity. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

George Gandy is a financial advisor with Wells Fargo Clearing in Fort Worth, TX. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2025. His prior experience includes roles at Wells Fargo Bank, Simmons Bank, J.P. Morgan Securities LLC, JPMorgan Chase Bank, Bank of America, Woodforest National Bank, and TMX Finance Family of Companies. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, retirement plan consulting, and brokerage solutions to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and utilizes research from the Wells Fargo Investment Institute alongside third-party data to support its investment approach.

Saed Babaa is a Planning Consultant currently serving at Fidelity Investments since 2022. In his role, he focuses on empowering individuals and families to make informed decisions regarding their financial futures. Saed emphasizes that financial guidance extends beyond numbers to encompass people, families, goals, and dreams. He approaches each client relationship with the understanding that every person has a unique story, and he works collaboratively to develop financial plans aligned with their specific goals. Saed's experience centers on workplace planning within the financial services industry. Outside of his professional work, Saed enjoys family activities, fishing, football, outdoor adventures, and traveling.

Donna Campbell is a financial advisor at Stifel with 37 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services from 2009 to 2025. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Byron Freeman is a Financial Advisor at Merrill Lynch Wealth Management. He collaborates with clients to develop strategies aligned with their financial goals and values, leveraging the resources of Merrill and Bank of America to support investment, credit, lending, and banking needs. Freeman holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Dallas Baptist University. He emphasizes connecting all aspects of a client's financial life to prioritize and pursue meaningful objectives. Outside of his professional role, Freeman is involved with Habitat for Humanity.

Carrol Knight Jr. is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley and its affiliated entities since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved planning tools.

Nicholas Phillips is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. He previously worked at Edward Jones and has a diverse background that includes roles in the restaurant industry. 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 utilizes research and analytics to support its investment approach and offers a broad range of brokerage and advisory solutions.

Janei Ankton is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 65 and Series 63 credentials and three years of industry experience. She has worked at Wells Fargo Clearing since 2022 and has also been employed at Wells Fargo Bank since 2015. Outside of finance, she works as a bartender at Urban Crust in Plano, TX. 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.

Andrew Pickett is a financial advisor with RBC Capital Markets in Fort Worth, TX. He holds Series 63 and Series 65 licenses and has 37 years of industry experience, including 17 years with RBC Capital Markets. Outside of his advisory role, he is the owner of a real estate business. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors, offering various advisory programs with discretionary and non-discretionary portfolio management. The firm utilizes a range of investment managers and strategies tailored to clients' risk profiles and provides integrated financial planning, custody, and brokerage services.

Jeffrey Swearingen is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 22 years of industry experience. His work history includes previous roles at Cetera Advisors LLC, Cambridge Investment Research Advisors, and Edward Jones. Outside of his advisory work, he is involved as a business owner in a non-investment related venture called Delivering Liberty. 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 a range of financial planning, asset management, and retirement advice solutions, supported by technology tools and a broad platform that includes advisory and non-advisory financial services.

Cynthia Timmons is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. She holds Series 63 and Series 66 designations and has been with Wells Fargo entities 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 options. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menus.

Jarrod Jordan is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. He has three years of industry experience, including time at Merrill and Bank of America before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. He previously operated a photography business, Melanie June Photography, LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations. The firm offers non-discretionary advisory services delivered by a select group of Wealth Advisors.

Stephanie Addison is a financial advisor with Merrill in Fort Worth, TX, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. She has been with Merrill since 2011. Merrill, along 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 investment strategies for individuals, high-net-worth clients, and institutional investors.