Michael Dunn is a financial advisor at Edward Jones in Arlington, TX, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2016 and previously worked with both AISD and Mansfield ISD. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large network of advisors and branch offices nationwide.

Kristin Campbell is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. She holds Series 63 and Series 65 registrations and has worked at various firms including PNC Managed Account Solutions, St Johns Wealth Management, and BBVA Compass Investment Solutions. She has been with Wells Fargo Clearing since 2016. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

John Orear Jr. is a financial advisor at OSAIC with a Series 66 credential and two years of industry experience. Prior to joining OSAIC, he worked at Osaic Wealth and has experience in other business ventures, including a family limited partnership where he assists with investment direction and tax preparation. OSAIC serves a broad mix of retail and institutional clients, offering a range of brokerage and advisory services through a multi-advisor platform that emphasizes model-based asset allocation and portfolio optimization. The firm is notable for its scale, recent consolidation activity, and a complex affiliate network.

Hanlu Ye is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2019. Prior to that, she held roles at Bbva Compass Insurance Agency, Bbva Wealth Solutions, Bbva Securities, and COMPASS Bank from 2014 to 2019. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and 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.

Tim Ryon is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 designations and has been associated with various Fidelity entities since 2000. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves registered investment companies and offers model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Russell Jeanis is a financial advisor at Fidelity with 18 years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments and its affiliates since 2011, as well as at Peak American Investment Advisors and Cambridge Investment Research Advisors. Outside of his advisory role, he is a consultant to a pediatric dental practice and a partner in a real estate investing firm. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm’s investment approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction across a broad investable universe.

Kelci Mc Ginnis is a financial advisor with J.P. Morgan Securities in Colleyville, TX, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Citibank, and First Bank. Outside of her advisory work, she is involved in an e-commerce business focused on selling marked-up inventory such as furniture and household decor. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s approach combines quantitative screening and qualitative research to develop model asset allocations and incorporates ESG criteria where appropriate.

Robert Taylor is a financial advisor with Ameriprise in Hurst, Texas, holding a Series 63 designation and bringing 27 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory practice, he owns a collection company for collector cars and leases land for cattle grazing in Texas. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored, ongoing retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies.

Kate Buttarazzi is an advisor at Robert Baird & Co. in Fort Worth, TX, holding a Series 66 designation. She joined Baird in 2025 and has prior experience across various roles including positions at Miracle Mama, KCD, and HerStory. Outside of financial services, she has been involved in several other business activities, such as work with Miracle Mama and BrainCharge. Kate is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a wide range of financial planning and portfolio management services supported by internal research and technology, including artificial intelligence, and had approximately $394 billion in regulatory assets under management as of December 31, 2025.

Jack Webb 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 2014. Outside of his advisory role, Webb broadcasts various sporting events for Haltom High School Sports. 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 discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Sean Leonard is a financial advisor with LPL Financial based in Hurst, TX. He holds the Series 66 designation and has four years of industry experience. Prior to joining LPL Financial in 2021, he worked at Rent-A-Center from 2015 to 2019. 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 provides a range of advisory and brokerage services utilizing a network of investment adviser representatives who implement various portfolio strategies and access institutional platforms.

Isabel Gonzalez is a Series 66 licensed financial advisor with 19 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Investments, LLC from 2007 to 2011. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources in its investment approach.

Ryan Finglass is a financial advisor at Raymond James & Associates with four years of industry experience. He holds a Series 66 designation and has previous experience at Bank of America and Texas A&M University. Outside of finance, he is involved with Cheerleader Lady, LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services with a focus on tailored, non-discretionary advice supported by firm research and diverse portfolio management strategies.

Toby Pickett is a financial advisor with Fidelity Investments, holding a Series 66 designation and 19 years of industry experience. He has been with Fidelity since 2001. Outside of advising, he works as a package sorter at an Amazon facility in Fort Worth, Texas. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Kelsey Lindsey is a financial advisor with LPL Financial in Fort Worth, TX, holding Series 63 and Series 65 credentials and bringing nine years of industry experience. Prior to joining LPL in 2019, she worked with Cetera and Foresters Financial Services. Outside of her advisory work, she is the owner and entertainer of Fort Worth Princess Parties, a home-based business started in 2012. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives and various technology tools.

Johnnie Mosley is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 12 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has been associated with Wells Fargo Bank NA since 2003. Outside of his advisory role, he is an independent consultant for Scout and Cellar, a wine delivery service. 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 combines research from its Investment Institute and third-party sources to guide its investment approach.

Judith Sherman is a financial advisor with MassMutual Investors Services who holds Series 63 and Series 65 licenses and has 21 years of industry experience. She previously worked at Nexus Advisors for nine years and has been with MassMutual and its affiliated entities since 2004. Outside of her advisory role, she owns Cornerstone Wealth Strategies, a small business consulting and coaching firm. MML Investors Services, LLC, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, charitable organizations, and employers, providing financial planning, asset management, and educational seminars through a structured annual planning process that emphasizes collaboration and use of firm-approved analytics.

Scott Avery is a Managing Director and Wealth Management Advisor at Merrill Lynch Wealth Management in Abilene. He provides advisory services to high net worth families and their legal and tax advisors, focusing on investment and spending policies, traditional and alternative asset allocation, investment manager selection, liability management, and wealth transfer strategies. Scott also assists business owners with exit planning and the holistic management of their financial needs throughout various stages. He holds several professional designations, including Certified Investment Management Analyst (CIMA®), Certified Private Wealth Advisor (CPWA®), Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Scott maintains his FINRA Series 7 and 66 registrations. He earned a Bachelor's Degree from the Texas Tech University System and participates in continuing education through the Investments & Wealth Institute and The Wharton School of Business. Scott is married to his wife, Kristin, and they have three children. Family and an active lifestyle that includes fitness, sports, and spending quality time together are central to his life.

Holt Gandy is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. His prior roles include positions at Charles Schwab and Judge Technical Services Inc. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, and participant education, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Andrew Roberts is a financial advisor with J.P. Morgan Securities in Arlington, TX, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Fidelity Brokerage Services, Charles Schwab, and JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and may incorporate an ESG eligibility framework.