Robert Wenzig is a CFP® professional with 10 years of industry experience, currently with Ameriprise in Lewisville, TX. His prior experience includes roles at Fisher Investments, JPMorgan Chase Bank, J.P. Morgan Securities, Wells Fargo Clearing, Bank of America, Merrill, and Fidelity Brokerage Services. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored, algorithm-supported recommendations.

George Stavrinakis is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds a Series 66 designation and has prior experience at J.P. Morgan Securities and Bank of America, N.A. Before his finance career, he worked at Coach, Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages roughly $671 billion in assets and combines in-house research with third-party analytics in its investment approach.

Kim Cell is a financial advisor at Merrill with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill since 2009. Merrill, together 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 strategies to a range of clients including individuals, high-net-worth clients, and institutions.

Brad Watts currently serves as a Planning Consultant at Fidelity Investments. In this role, he collaborates with wealth management teams to provide clients in the Fort Worth area and beyond with point-in-time guidance, financial planning, and strategies to pursue their financial goals. He emphasizes trustworthiness and expertise as the foundation of successful advising relationships. Brad's professional experience includes roles as an Investment Consultant at Fidelity Investments, Broker Associate at Charles Schwab & Co., Inc., Accounts Receivable Assistant at Whitley Penn LLC, and Senior Customer Account Representative at Honda Financial Services. This diverse background contributes to his expertise in financial planning and client service. Outside of his professional work, Brad's personal interests include family activities, movies, music, reading, and traveling.

Maria Puente is a Financial Consultant who focuses on building lasting client relationships through personalized and comprehensive financial planning. She emphasizes understanding each client's unique goals and concerns to help them work toward achieving their long-term financial goals and enjoying a secure retirement. Prior to her current role, Maria served as Operations Manager at Chapwood Investments, LLC from 2018 to 2022. Her professional experience encompasses both financial consulting and operational management within the investment sector. Outside of her professional work, Maria enjoys activities such as visiting the beach, hiking, watching movies, exploring museums, engaging in outdoor adventures, and traveling.

Dominique Henderson Sr. is a CFP® professional with 17 years of industry experience, currently with Cambridge Investment Research Advisors. His prior roles include leadership positions at DJ Henderson Consulting LLC and DJH Capital Management, as well as experience at McGowan Group Asset Management, Wells Fargo Advisors, and Sunset Financial Services. Cambridge Investment Research Advisors provides financial planning, investment management, and retirement-plan advisory services to a diverse client base that includes individuals, institutions, pension, and charitable organizations. The firm offers multiple platform options and proprietary investment strategies through a large network of financial professionals.

Marissa Vader is a Series 66 licensed advisor at Merrill with five years of industry experience. She has worked at Bank of America N.A. and Merrill since 2017 and previously served at the College Station Municipal Court and Texas A&M University. Merrill, together 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, institutions, and charitable organizations.

Austin Barr is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding Series 63 and Series 65 licenses and having seven years of industry experience. Prior to his current role, he worked at Goldman Sachs and served six years in the U.S. Army. He serves as Finance Committee Chair and a board member for Catholic Charities Fort Worth, a nonprofit organization. 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 selection, and customized performance reporting, with clients retaining final decision-making authority.

Ariel Canales is a financial advisor with J.P. Morgan Securities in Ft. Worth, TX, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Equitable Financial Life Insurance and AXA Advisors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Corwyn Yeske is a financial advisor with Equitable Advisors in Fort Worth, TX, holding Series 63 and Series 65 licenses and three years of industry experience. He also operates CSN LLC as a network field technician on a part-time basis. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, utilizing a range of advisory programs including third-party asset managers and LPL-sponsored offerings.

Deacon Patterson is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 66 and Series 63 licenses and one year of industry experience. Prior to Wells Fargo, he worked at Empower Advisory Group, Empower Financial Services, Heritage Pool Supplies, and Strategic Financial Partners. Outside of finance, he owns a lawn service and maintenance business, Patterson Lawn & Land Management. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions.

Alan Phillips is a financial advisor with Merrill in Arlington, TX, holding Series 63 and Series 66 designations and six years of industry experience. His prior work includes roles at Bank of America, Pruco Securities, and Prudential Insurance Company of America. 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.

Kerri Connellan is a financial advisor with Morgan Stanley in Fort Worth, TX, holding a Series 66 designation and 25 years of industry experience. She has worked at Morgan Stanley and its affiliated Private Bank since 2015, and previously at Barclays Capital Inc. and Lehman Brothers Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm uses structured planning tools and modeling techniques as part of its process and manages approximately $2.74 trillion in client assets.

Courtney Hurt is a financial advisor at J.P. Morgan Securities in Fort Worth, TX, holding a Series 66 designation with eight years of industry experience. Prior to joining J.P. Morgan Securities in 2025, she worked at Stifel, Merrill, Massachusetts Mutual Life Insurance, and Edward Jones. Outside of her advisory role, she is actively involved in the equestrian community as an owner and partner with the National Cutting Horse Association. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s approach combines quantitative and qualitative research and incorporates ESG considerations within selected investment strategies.

Carlos Menicucci is a CFP® professional with 11 years of experience in the financial services industry. He is currently with Wells Fargo Clearing, having joined in 2025, and previously worked at Cambridge Investment Research Advisors and Merrill. His credentials include Series 66 and Series 63 licenses. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions alongside a range of retirement plan services supported by research from Wells Fargo Investment Institute.

Joshua Steel is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and previously worked at Abbott Laboratories and Medtronic. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of advisors and branch offices.

Kayla Hunt is a Series 66 credentialed financial advisor at Edward Jones with eight years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Scott Nordblom is a financial advisor with Primerica Advisors in Mansfield, TX, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1992. Outside of his advisory role, he receives non-investment compensation related to home security, automation products, and mortgage loan referrals. Primerica Advisors manages a wrap-fee asset management program primarily serving individual, corporate, and charitable clients. The firm utilizes model-delivery strategies created by external asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Anthony Kemp is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds a Series 66 designation and has previously worked at J.P. Morgan Securities from 2012 to 2017. Kemp is based in Denton, TX. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s investment approach 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.

Brandy Monasco is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She has worked with J.P. Morgan entities since 2015. Outside of her advisory role, Monasco manages social media channels focused on animal and DIY project videos. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their approach combines quantitative and qualitative manager research to deliver asset allocation advice, investment manager searches, and customized reporting, with clients retaining final decision-making authority.