Letitia Ruelas is a financial advisor at Merrill with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 2009. Based in Fort Worth, TX, she has worked extensively within the firm over the past 17 years. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Delia Mendoza Perez is a financial advisor at Ameriprise with one year of industry experience. She holds a Series 66 designation and previously worked at Geneos Wealth Management, Inc. for seven years. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing tailored Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary planning through a centralized consulting team.

Jared George is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds the Series 66 designation and has worked at firms including PNC Investments LLC, Verterent Capital, Morgan Stanley Private Bank, and Herring Bank. 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 services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Brandon Vu is a financial advisor with Merrill in Fort Worth, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Merrill, he worked at Crowe LLP and has experience outside finance, including operating Texas Elite Auto Detailing and White Tiger Taekwondo. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

David Nieto is a Series 66-licensed financial advisor with Merrill in Fort Worth, TX, with one year of industry experience. His prior roles include positions at Bank of America, N.A., Euro United LLC, and time spent at the University of Texas at Arlington. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joanna Beltran is a financial advisor at Fidelity with Series 65 and Series 63 credentials and five years of industry experience. Her prior roles include positions at Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc., as well as experience working at the University of Texas at Arlington. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a mix of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, serving a range of clients including registered investment companies and charitable funds.

Anna Evans is a Series 66-licensed financial advisor at J.P. Morgan Securities with two years of industry experience. Her prior experience includes roles at JPMorgan Chase Bank and educational involvement at Oklahoma State University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Ben Goehring is a financial advisor at Edward Jones in Ft Worth, TX, holding CFP® and Series 66 designations with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Oxford International. Outside of his advisory role, he is involved with Timarron Country Club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Jennifer Helmer is a financial advisor with UBS Financial Services in Ft. Worth, TX, holding a Series 66 designation and possessing 20 years of industry experience. She has been with UBS Financial Services since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets and lending solutions.

Raeann Sarsfield is a financial advisor at Raymond James & Associates with 18 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Bank of America and Merrill. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, charitable organizations, and government entities, offering financial planning and non-discretionary investment consulting across a range of portfolio management styles and affiliated research resources.

Callie Trujillo is a Financial Consultant at Fidelity Investments. She has been with Fidelity since 2017, progressing through roles including Customer Relationship Advocate, Investment Solutions Representative, Relationship Manager, Planning Consultant, and Investment Consultant before her current position. Throughout her tenure, Callie has developed expertise in financial planning and investment consulting, working collaboratively with clients and her Wealth Management Team to create personalized strategies aligned with clients' goals. She emphasizes the importance of listening to clients to provide thoughtful financial guidance during significant life transitions. Outside of her professional role, Callie has interests in art, playing instruments, painting, pets, tennis, and traveling.

Jonathan Smith is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. He previously worked at JPMorgan Securities LLC and Merrill before joining LPL Financial in 2020. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a large network of advisors with diverse investment strategies.

Jenna Malone is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses and four years of industry experience. She previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., among other financial firms. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics from Wells Fargo Investment Institute and third-party sources to evaluate investment options within a diversified, modern portfolio theory framework.

Jesse Deaver Jr. is a financial advisor at Edward Jones in Southlake, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked at Cox Automotive and Arizona Public Service, and has additional experience in both public service and transportation sectors. Outside of his advisory role, he serves as a basketball referee for middle and high school games in the Fort Worth area. 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 options supported by a large nationwide network of advisors and branch offices.

Samuel Velarde is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Fidelity Investments and JPMorgan Chase Bank, N.A., as well as experience outside the financial sector at BlueSprig Pediatrics. 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 searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, employs forward-looking capital market assumptions, and utilizes ESG frameworks in its recommendations.

Joann Shytle is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. Her prior roles include positions at Ameriprise, Trade Shoe Management, and Comerica Securities. Outside of her advisory work, she is involved with Financial Oxygen/Maestro, a cash management platform for corporate and institutional accounts. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services, using firm research and planning tools to develop tailored recommendations.

Ellen Rheinlaender is a financial advisor at Equitable Advisors with 12 years of industry experience. She holds Series 65 and Series 63 licenses and has been with Equitable Advisors since 2014, including its predecessor Axa Advisors. Outside of her advisory role, she is a facilitator and group leader for We Mentor, a program supporting young women in their early careers through discussions on work-life balance, business etiquette, and financial goals. She is also a partner in Seebeck Enterprises LLC, involved in distributing the third edition of the book American Dream Women. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm utilizes a range of advisory models and third-party asset managers, serving clients through a network of Investment Adviser Representatives.

Edward Meinen is a financial advisor with OSAIC in Fort Worth, TX, holding Series 63 and Series 65 licenses. He has 40 years of industry experience, including prior roles at American General Securities Incorporated, Sagepoint Financial, Inc., and OSAIC Services, Inc. Meinen also owns and operates Meinen Agency Inc., an independent insurance sales business. OSAIC Wealth serves a wide range of clients, including individual investors, retirement plan sponsors, charities, and corporations, offering brokerage and advisory services through a multi-advisor platform. The firm uses a model-based investment approach with tools for asset allocation and portfolio optimization, and it is notable for its scale, recent consolidation, and complex affiliate network.

Caitlin Kraft is a financial advisor with Robert W. Baird & Co. in Fort Worth, TX. She holds a Series 66 designation and has one year of industry experience. Prior to joining Baird, she worked for the Hurst-Euless-Bedford Independent School District for 13 years. Outside of her advisory role, she is a passive investor in Salon Suite Solutions, LLC. She is part of the DDK Group within Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group provides customized consulting and portfolio services, including discretionary and non-discretionary management, with a range of strategies from traditional to non-traditional investments.

Tiffany Klenk is a financial advisor at Ameriprise with two years of industry experience. She previously worked at Bennett Wealth Advisors and David E Trimble, JD. Tiffany holds a Series 66 designation and is based in Arlington, TX. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations delivered in partnership with clients’ financial advisors.