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.

Joseph D'agostino is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and seven years of industry experience. He previously worked at Bank of America and Merrill for ten years before joining J.P. Morgan in 2025. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Sharilynn Gates is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding a Series 66 designation and 17 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2012 to 2016. 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 solutions. The firm’s process is driven by investment policy statements and modern portfolio theory, and it includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Rufus Roberts III is a financial advisor with Merrill in Fort Worth, Texas, holding Series 63 and Series 65 designations and over 34 years of industry experience. He has been with Merrill since 2023 and previously worked at Morgan Stanley Smith Barney LLC for 11 years. Outside of his advisory role, he serves as an executor in a non-investment-related capacity. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Charles White is a financial advisor with OSAIC, holding the ChFC® and Series 63 designations and bringing 48 years of industry experience. He worked at Lincoln Financial Advisors Corporation for 49 years before joining OSAIC in 2025. In addition to his advisory role, he is active as an insurance agent offering fixed insurance products including annuities and various types of life and health insurance. OSAIC serves a diverse client base across retail and institutional markets, providing integrated brokerage, advisory, and financial planning services through a large network of affiliated advisors. The firm utilizes a range of asset-allocation tools and third-party platforms to construct portfolios and manage accounts tailored to client preferences.

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.

Timothy Mebane is a financial advisor based in Mansfield, TX, affiliated with LPL Financial. He holds Series 63 and Series 65 designations and has 33 years of industry experience, including over two decades with LPL Financial and its predecessor firms. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, institutions, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services supported by research and technology-driven portfolio management.

Shawn Smith is a financial advisor with Ameriprise in Fort Worth, TX, holding a Series 63 designation and over 36 years of industry experience. He has been with Ameriprise and its predecessor entities since 1990. Outside of his advisory role, he hosts the Decidedly Podcast, coaches business owners through Decidedly Coaching, and is a Kolbe Certified Consultant. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to produce tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Spencer Jones is a financial advisor with Ameriprise in Flower Mound, TX, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2023, he worked at Texas Tech University and Marcus High School. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach, emphasizing assets held in Ameriprise Managed Accounts and using algorithmic automation overseen by a Retirement Income Oversight Committee.

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.

Daniel Aguirre is a financial advisor at Merrill in Grand Prairie, TX, holding Series 66 and Series 63 designations with one year of industry experience. His prior work includes roles at Bank of America, FedEx, Fidelity Investments, and T-Mobile. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension plans, and charitable organizations.

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.

Joshua Benson is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. In this role, he partners with executives to help them understand their employer benefits and develop solidified plans to work towards their financial goals. Joshua has been with Fidelity Investments since 2019, progressing through roles including Client Services Representative, Investment Solutions Representative, Investment Management Consultant, and currently serving as a Benefits & Planning Consultant. Prior to joining Fidelity, he worked as a Paraplanner at Ameriprise Advisors from 2020 to 2021.

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 at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 credential and has previously worked at Merrill and Bank of America. Outside of finance, he operated a photography business, Melanie June Photography, LLC, from 2023 to 2024. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework and offers its services on a non-discretionary basis.

Stephanie Addison is a financial advisor with Merrill in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has been with Merrill since 2011. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.