Charla Mc Intyre Fields is a financial advisor at Ameriprise with 30 years of industry experience and holds the Series 63 designation. She has been with Ameriprise and its affiliates since 2005. Outside of advising, she operates a hobby farm raising cattle and horses. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement-income planning using a centralized team and algorithmic tools.

Jose Arevalo is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Wells Fargo, Arevalo worked at J.P. Morgan Securities and American Airlines. He has also been involved with Mansfield Independent School District since 2013. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a broad range of 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 extensive research and analytics.

John Orear is a financial advisor at OSAIC with 36 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for SagePoint Financial Advisors for 12 years before joining OSAIC in 2023. Outside of his advisory role, he serves as a trustee for several educational trusts for his children and acts as a board member and vice president of a homeowners' association. He is also involved as a manager in a family partnership and has interests in rental properties. OSAIC serves a diverse client base, including individual investors, corporations, and charitable organizations, offering integrated brokerage and advisory services. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to create portfolios across various investment types, supporting both discretionary and non-discretionary management.

Aaron Gutierrez is a Resident Director at Merrill with 15 years of experience in the wealth management industry. He employs a wealth management strategy that begins with a holistic view of the economy, focusing on understanding the causes behind market movements. His approach emphasizes creating tailored financial strategies for clients, addressing areas such as retirement-income planning, education funding, tax minimization, and legacy planning. Aaron holds a bachelor's degree from the California State University System and a Master's degree in Finance from Harvard University. He has also earned the Certified Private Wealth Advisor® (CPWA®) designation from the Investments & Wealth Institute™, completed in conjunction with Yale University. His expertise includes educating clients about economic fundamentals and market volatility to support their financial goals. Outside of his professional responsibilities, Aaron and his wife Rebecca reside in Fort Worth with their four children. He is actively involved in his church community and coaches middle school baseball. In his leisure time, Aaron enjoys playing golf and traveling.

Spencer Thompson is a CFP®-certified financial advisor with Edward Jones in Fort Worth, TX, where he has worked for 14 years. He holds a Series 66 license and has experience managing residential rental property in Cleburne, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a variety of investment advisory programs, discretionary and non-discretionary strategies, and affiliated financial products supported by a nationwide network of more than 23,700 advisors.

Jessie Sheridan is a Financial Consultant at Fidelity Investments, a position held since 2023. Jessie has been with Fidelity since 2017, serving in various roles including Planning Consultant, Relationship Manager, Investment Solutions Representative, and High Net Worth Service. Prior to joining Fidelity, Jessie worked as an Office Manager at Allstate Insurance from 2011 to 2017. Jessie is a Certified Financial Planner (CFP®) with over a decade of experience in the financial services industry, focusing on personalized financial planning to assist clients in achieving their financial goals. Outside of work, Jessie enjoys activities such as baseball, spending time at the beach, parenthood, caring for pets, and running.

Rayeann Ison is a financial advisor with Ameriprise in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She previously worked at Morgan Stanley Smith Barney LLC for 14 years before joining Ameriprise in 2023. Ameriprise provides a retirement-income planning service focused on individuals nearing or in retirement who meet certain asset criteria, delivering written recommendations that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies and employs a centralized team that combines research, modeling, and algorithmic tools to generate personalized retirement income recommendations.

Ryan Fiedorek is a financial advisor at Wells Fargo Clearing in Dallas, TX, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Mitsubishi UFJ Financial Group, Tudor, Pickering, Holt & Co., and 7th Harvest Investments. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Marlie Thomas is a financial advisor at UBS Financial Services in Ft. Worth, TX, with 21 years of industry experience. She has been with UBS since 2003 and holds the Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations in its advisory approach.

Susan Fettig is a financial advisor at Robert W. Baird & Co. with 18 years of industry experience. She has been with Robert W. Baird since 2010 and holds the Series 66 designation. Outside of her advisory role, she is an owner of a non-investment-related LLC property. She is part of the DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, including both discretionary and non-discretionary strategies, utilizing a range of traditional and alternative investment approaches.

Deborah Watkins is a Series 66 licensed financial advisor with Edward Jones, based in Arlington, TX, with six years of industry experience. She has worked at Edward Jones since 2019 and previously spent 14 years at Citigroup. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, with over $1 trillion in assets under management and a nationwide network of approximately 23,700 financial advisors.

Tate Lindsey III is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley Private Bank, National Association since 2015, following a tenure at Morgan Stanley Smith Barney starting in 2009. He is based in Fort Worth, TX. 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, including tailored financial planning supported by structured discovery processes and advanced modeling tools.

Brett Ruddell is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 63 credentials and over one year of experience with the firm. He has over 30 years in the industry, including roles at Fort Worth Financial L.L.C., where he serves as president, and ownership of Ruddell Financial Service. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a variety of portfolio management strategies and platform options.

Francisco Cabello Ortega is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and less than one year of industry experience. His prior work history includes roles at Wells Fargo Bank, American Meat Companies, and various academic institutions. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, offering both non-discretionary and discretionary services tailored to plan objectives and risk tolerances.

Ashley Archer is a financial advisor with Cetera based in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has worked at various affiliated firms since 2014 and is a 100% owner of Olympus Financial Inc. She also serves as a board member of the Cowtown Clubhouse. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, offering portfolio management, financial planning, and retirement services through a multi-manager platform with access to both affiliated and third-party managers.

Kimberly Townes is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 26 years of industry experience. She has been with Wells Fargo Clearing since 2016, including a brief period at Wells Fargo Advisors LLC. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Linda Harris is a financial advisor at UBS Financial Services with 24 years of industry experience. She has been with UBS since 2007 and holds the Series 63 and Series 66 designations. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a broad range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor solutions for clients.

Jacob Vandercook is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Brokerage Services LLC since 2015. Located in Fort Worth, TX, he joined Fidelity Investments in 2025. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios built from mutual funds, ETFs, and ETPs using systematic methodologies and long-term asset allocation benchmarks.

Philip Vidrine is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been associated with Primerica Financial Services since 1991 and Primerica Advisors since 1982. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and employs model-delivery strategies managed by unaffiliated asset managers, supported by custodial and trade execution services from BNY Mellon Advisors and Pershing.

Russell Baker Jr. is a financial advisor with LPL Financial in Fort Worth, TX, holding a Series 66 designation and 14 years of industry experience. He previously worked at Edward Jones and Capital One Investing before joining LPL Financial in 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.