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.

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.

William Brown is a financial advisor with LPL Financial in Arlington, TX, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Sanctuary Advisors, Ameriprise Financial Services, Cetera Advisor Networks, Tower Square Securities, and Merrill. He is involved with Gladstone Wealth Partners, an entity related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Dawn Urbanovsky is a financial advisor at Fidelity with 19 years of industry experience. She holds Series 63 and Series 65 designations and has worked with various Fidelity entities since 2013. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm combines fundamental research with quantitative and algorithmic portfolio construction, managing model portfolios that include mutual funds, ETFs, and ETPs.

Marco Gutierrez is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2020, progressing through various roles including Investment Management Consultant II and I, Managed Account Support Specialist, High Net Worth Associate, and Customer Relationship Advocate. His professional experience encompasses strategic financial planning and investment management, with a focus on building deep relationships with clients to support their financial goals. Marco is committed to collaborating with families and individuals to develop customized financial plans. Outside of his professional work, Marco has interests in cooking and baking, fishing, fitness, reading, running, and traveling.

Camila Fonseca Tavera is a financial advisor at Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 licenses. She has been working in the financial industry since 2021 with prior experience at State Farm and Wells Fargo Bank. Outside of finance, she has been involved with regional theater companies, including the Repertory Company Theatre and Garland Civic Theatre. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, leveraging research from the Wells Fargo Investment Institute and employing diversification principles and modern portfolio theory.

Michael Rodenbaugh is a financial advisor with Raymond James & Associates in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He previously worked at UBS Financial Services Inc. for 11 years before joining Raymond James in 2021. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting services through various advisory programs.

Brant Ahlfinger is a financial advisor at Fidelity with a Series 66 designation and no prior industry experience. His work history includes roles at Valor Mineral Management, Rydar Equities, and a four-year period at Texas Christian University. He has also been involved with Shady Valley Country Club and All Saints Episcopal. Fidelity's Strategic Advisers LLC, where he is employed, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across a broad investable universe.

Zelos Willis is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Charles Schwab/TD Ameritrade and Vanguard Group. Willis is also noted for involvement with The ArtofJozel. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Carla Thompson is a financial advisor at UBS Financial Services with 42 years of industry experience. She has been with UBS since 1995 and has operated Carla Thompson Financial Services since 1986. Thompson serves as a member of the University of Texas at Austin College of Fine Arts Advisory Committee. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering a range of financial planning and portfolio management solutions supported by proprietary research and institutional trading capabilities.

David Adams is a financial advisor with Robert W. Baird & Co. in Fort Worth, TX, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has been with Robert W. Baird & Co. since 2011. Outside of his advisory role, Adams serves as a trustee for the Jacob Ratliff 2011 Revocable Trust. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers a combination of consulting and portfolio services tailored to client goals and risk tolerances, utilizing a variety of investment strategies and management approaches.

Amy Smith is a Senior Financial Advisor at Merrill Lynch Wealth Management. She focuses on family wealth management strategies, women and wealth, and retirement income. Amy works closely with clients to develop personalized financial strategies aimed at helping them pursue their long-term goals. She emphasizes a disciplined and diversified portfolio construction approach, detailed planning, and defined re-balancing targets rather than attempting to time the markets. Amy holds the designation of Personal Investment Advisor (PIA) and earned her High School Diploma from Burleson High School. She is also actively involved in her community, volunteering as a Johnson County Court Appointed Special Advocate (CASA). In her personal time, Amy enjoys boating, gardening, and horseback riding.

Fritzie Connally Jr. is a financial advisor with Ameriprise Financial Services who holds Series 63 and Series 65 registrations and has 40 years of industry experience. He has worked with Ameriprise since 2009, including its Financial Services, Inc. and LLC divisions. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides a written recommendation report and ongoing annual retirement-income planning focused on reliable income sources and tax-aware withdrawal strategies.

Raymond Wilshire is a CFP®-certified financial advisor with 36 years of industry experience, currently serving at Cetera Wealth Services, LLC. Based in Fort Worth, TX, he has a longstanding career including roles in tax consulting and financial services dating back over five decades through Wilshire & Associates and related firms. Outside of his advisory work, he manages ranch operations and holds executive roles in several family-owned businesses and a nonprofit foundation. Cetera Investment Advisers LLC is an SEC-registered firm offering a multi-manager platform that serves a diverse client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm provides a range of portfolio management and financial planning services through a large network of advisors and employs various program structures and investment strategies.

Mallory Wittkowske is a financial advisor with Robert W. Baird & Co. in Dallas, TX, holding a Series 66 designation and three years of industry experience. Prior to joining Baird in 2023, she worked at Goosehead Insurance and has held various roles associated with the University of Iowa and other organizations. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, institutions, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a range of strategies from traditional equity and fixed income to more complex and non-traditional investments.