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 credentials and one year of industry experience. His previous roles include positions at Wells Fargo Bank, American Meat Companies, Genpact, and several academic institutions. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and utilizes research and analytics based on diversification principles and modern portfolio theory.

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.

Andrew Martz is a financial advisor with LPL Financial in Southlake, TX, holding CFP® and Series 66 credentials and 19 years of industry experience. He has previously worked at Western International Securities, J.P. Morgan Securities, and Chase Investment Services. 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 wide range of financial planning and investment management services, including model portfolios, third-party asset management, and institutional platforms.

Marshall Haney is a financial advisor with J.P. Morgan Securities in Southlake, TX, holding Series 63 and Series 65 licenses and one year of industry experience. He previously worked at Wells Fargo Bank and Wells Fargo Clearing for 11 years and was involved with People of Trails for six years. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with additional market-facing registrations, delivering services on a non-discretionary basis.

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.

Brian Wasson is a financial advisor with Ameriprise in Keller, TX, holding Series 63 and Series 65 credentials and 19 years of industry experience. His prior roles include positions at PNC Investments and BBVA Wealth Solutions, among others. He maintains a dual employment arrangement as a financial advisor with Randolph Brooks Federal Credit Union alongside his role at Ameriprise. Ameriprise Financial Services serves individual and institutional clients with a range of advisory offerings, including a specialized Premier Retirement Income service that provides tailored retirement income planning based on detailed analysis and collaboration between a centralized service team and client advisors.

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. His prior roles include positions at Edward Jones, Capital One Investing, LLC, and Raymond James Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios, third-party asset management, and institutional platforms.

Michael Baughman IV is a financial advisor with Edward Jones in Colleyville, TX, holding a Series 66 designation and seven years of industry experience. He has worked at Edward Jones since 2018 and previously was employed by Chipotle Mexican Grill from 2012 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Timothy Crow serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. He has dedicated his entire career to Merrill Lynch since 2000, focusing on helping families achieve long-term financial goals and aspirations. Tim works closely with clients to develop personalized financial strategies tailored to their unique objectives, with expertise in areas such as education planning, equity compensation services, family wealth management, legacy planning, liquidity management, personal retirement planning, philanthropic planning, portfolio management, tax minimization, and retirement income. Tim holds a Bachelor's degree from Chapman University's School of Business and is a CERTIFIED FINANCIAL PLANNER™ (CFP®). He also earned the Certified Investment Management Analyst® (CIMA®) designation from the Investments & Wealth Institute™, having completed associated coursework in conjunction with The Wharton School of Business at the University of Pennsylvania. In addition to his professional work, Tim is active in his community as a youth basketball and baseball coach. He resides in Texas with his wife and two sons.

Chase Darden is a financial advisor at Mass Mutual Investors Services with Series 65 and Series 63 licenses and two years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company and several related Northwestern Mutual entities from 2024 to 2026 and served in the U.S. Air Force for 16 years prior to entering the financial sector. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures planning engagements as annual collaborative relationships using firm-approved tools to analyze client goals and recommends investment categories and strategies without exercising investment discretion.

Ryan Williamson is a financial advisor with Thrivent Investment Management in Fort Worth, TX. He holds a Series 66 designation and has been with Thrivent since 2025. Prior to his current role, he spent several years working in education with Village Tech Schools and Burleson ISD. Outside of advisory services, Ryan manages a family LLC related to a rental property. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides goal-based planning on various financial topics without discretionary trading authority and allows clients to combine planning with managed-account programs under a consolidated billing option.

Stefanie Bashore is a CFP® professional with 17 years of experience in the financial services industry. She has been with Cambridge Investment Research Advisors since 2012. In addition to her advisory role, she owns Harbor Point Financial and SCS Financial Services, indicating entrepreneurial involvement in the financial sector. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals, offering a range of portfolio management and model-based solutions tailored to client objectives.

John Rizer is a financial advisor with Edward Jones in Fort Worth, TX, holding a Series 66 designation and three years of industry experience. Before joining Edward Jones in 2024, he worked at Fidelity Investments from 2022 to 2024. His background also includes roles with the Baltimore Orioles Organization and Hillstone Restaurant. Edward Jones is a full-service wealth management firm that serves both individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of advisors and branch offices.

Tara Blair is a CFP® professional with 28 years of industry experience, currently affiliated with LPL Financial since 2024. She previously worked for Lincoln Financial Advisors Corporation for 26 years. Outside of her advisory role, she is involved with Blair Capital Group LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, providing advice and account management through a large network of investment adviser representatives.

Lisa Rein is a financial advisor with Ameriprise in Arlington, TX, holding a Series 63 designation and over 35 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she serves as Treasurer for both the Deerwood Park Homeowners' Association and Arlington Life Shelter, and is Immediate Past President of Congregation Beth Shalom. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide annual, non-discretionary recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Scott Armey is a CFP® and holds a Series 66 license with 10 years of industry experience. He has worked at Ameriprise since 2019 and previously held roles at Thrivent Financial and Thrivent Investment Management. Armey serves on the Board of Directors for Mission Denton and is its president. Ameriprise Financial Services is a large advisory firm that serves both individual and institutional clients, offering a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.