Lynn Bates Jr. is a financial advisor at Edward Jones with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors and 15,000 branch offices.

Lance Cobb is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 66 credentials and 48 years of industry experience. His prior work includes over two decades at Morgan Stanley in various capacities from 1987 to 2012. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services including investment advisory, financial planning, and retirement plan consulting. The firm uses research and analytics to evaluate investment options and offers both brokerage and advisory solutions through a large network of advisors.

Brandon Hamilton serves as a Resident Director with Merrill, where he focuses on delivering personalized wealth management strategies tailored to clients' individual financial goals. He specializes in areas including divorce transition planning, employee benefits planning, family wealth management strategies, services for endowments, foundations, and non-profits, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, individual and corporate investment strategy, and retirement income. Brandon holds a Bachelor's Degree from Texas Tech University System. He has earned multiple professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His approach involves working one-on-one with clients to develop flexible financial strategies aligned with changing market conditions. Outside of his professional responsibilities, Brandon participates in community volunteer activities consistent with Merrill’s tradition of local engagement. He enjoys baseball, basketball, football, running, and spending time with his family.

Madison Phillips is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and has previously worked at San Luis Resort - Grotto and Stephen F. Austin State University. Prior to his advisory career, he spent over a decade with the Dallas Independent School District. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm employs a research-driven, algorithm-supported approach to deliver non-discretionary, tax-efficient retirement income recommendations in partnership with its advisors.

Robert Knutzen is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. He has worked at Wells Fargo Clearing since 2021 and has been with Wells Fargo Bank, N.A. since 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 services. The firm’s process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Blake Georg is a financial advisor with J.P. Morgan Securities in Fort Worth, TX. He holds a Series 66 designation and has two years of industry experience. Prior to joining J.P. Morgan Securities, he held positions at JPMorgan Chase Bank, Texas A&M University, Cargill, and Lockheed Martin. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative screens and qualitative research to develop model asset allocations and includes capabilities in derivatives and commodities through its broader regulatory registrations and affiliates.

Brenda Quintero is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and six years of industry experience. She has worked with Wells Fargo Bank, N.A. since 2015 and has been with Wells Fargo Clearing since 2019. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory 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.

Brianna Wilson is a financial advisor at Edward Jones with four years of industry experience. Prior to her current role, she served six years with the Arlington Police Department and seven years in the United States Navy Reserve. Outside of finance, she hosts a podcast focused on missing persons cases in Texas. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, with approximately $1.01 trillion in assets under management and a large nationwide network of advisors and branches.

Yosr El Gharbi Valle is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Wells Fargo, Yosr worked for Qatar National Bank in Tunisia for seven years. Wells Fargo Advisors provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients across the United States, managing approximately $671 billion in assets and offering both brokerage and advisory solutions.

Jeffrey Bridges is a financial advisor with Morgan Stanley in Fort Worth, TX, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He has been associated with various Morgan Stanley entities since 2009, including Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs for individuals and institutions, with a focus on tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and provides advisory services without individual security recommendations in standalone plans.

Devin Fitzgibbon is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked in automotive sales and service management roles in Burleson, TX, including positions at Family Volkswagen, Family Toyota, and Burleson Honda. Outside of advising, he serves as a service director at a Toyota dealership. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients with a broad range of investment programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive retail advisor network and affiliated capabilities beyond traditional advisory services.

Joseph Mentesana is a financial advisor at Edward Jones with 22 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2004. Outside of his advisory role, he founded Sound Mind Ministry, a charity involved in fundraising and product distribution to charities and the homeless. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Laura High is a financial advisor at RBC Capital Markets with 27 years of industry experience. She holds the Series 66 designation and has been with RBC Capital Markets since 2009. Outside of her advisory role, she serves as an officer for the Women's Health Council at Baylor All Saints Medical Center and holds leadership positions on several local boards, including the Fort Worth Club and the National Charity League, Trailblazers Chapter. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual, institutional, and charitable organizations. The firm offers tailored investment advisory programs that combine discretionary and non-discretionary portfolio management with financial planning and brokerage services.

Jacob Rios is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 66 licenses and with 21 years of industry experience. He has been with Wells Fargo Bank and Wells Fargo Clearing since 2002 and 2016, respectively. 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 brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Clinton Jones is a financial advisor with LPL Financial in Fort Worth, TX, holding Series 63 and Series 65 licenses and 29 years of industry experience. His prior roles include positions at AXA Advisors, LLC and BTJ Financial Services, Inc., where he has been active since 2002. Outside of his advisory work, he is involved in tax preparation and accounting through BTJ Financial Services Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, 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 participant-level retirement advice, supported by extensive research and technology tools.

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 with Wells Fargo Clearing in Fort Worth, TX, holding Series 65 and Series 63 licenses and 14 years of industry experience. His career includes nearly a decade at J.P. Morgan Securities and a four-year tenure with American Airlines prior to joining Wells Fargo. He has also been associated with the Mansfield Independent School District for over a decade. 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 roughly $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

John Orear is an advisor at OSAIC in Fort Worth, TX, holding Series 63 and Series 66 licenses with 36 years of industry experience. He previously worked at Sagepoint Financial Advisors, Gravity Capital Management LLC, and American General Securities Incorporated. Outside of his advisory role, he serves as a board member and vice president of his local homeowners association and volunteers on the house committee of a private country club. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. Its investment process focuses on model-based asset allocation and portfolio optimization, providing discretionary management, third-party manager options, and alternative investments across a variety of programs.

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.