Deborah Watkins is a Series 66 licensed financial advisor with Edward Jones, based in Arlington, TX, with six years of industry experience. She has worked at Edward Jones since 2019 and previously spent 14 years at Citigroup. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, with over $1 trillion in assets under management and a nationwide network of approximately 23,700 financial advisors.

Tate Lindsey III is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley Private Bank, National Association since 2015, following a tenure at Morgan Stanley Smith Barney starting in 2009. He is based in Fort Worth, TX. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools.

Brett Ruddell is a financial advisor at Cambridge Investment Research Advisors with Series 65 and Series 63 credentials and one year of industry experience. He has operated Ruddell Financial Service since 1996 and has been president of Fort Worth Financial L.L.C. since 2006. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of financial professionals and supports both discretionary and non-discretionary management across multiple platforms.

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 Series 66 licensed financial advisor with 26 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent 13 years with UBS Financial Services. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and external sources.

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.

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 with MassMutual Investors Services holding Series 65 and Series 63 licenses and two years of industry experience. His prior experience includes roles at Northwestern Mutual and service in the U.S. Air Force for sixteen years. MassMutual Investors Services, LLC is a subsidiary of MassMutual that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures financial planning as ongoing collaborative relationships using firm-approved analytical tools, providing recommendations primarily focused on investment strategies rather than specific product selections.

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® with 17 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2012. She previously worked at First Command Brokerage Services from 2008 to 2012. Outside of her advisory role, she owns and operates financial services businesses including Harbor Point Financial and SCS Financial Services. Cambridge Investment Research Advisors serves a diverse client base of individuals and institutions, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base through thousands of financial professionals and provides access to multiple platforms, proprietary model strategies, and third-party advisers.

John Rizer is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. His prior roles include positions at Fidelity Investments, Hillstone Restaurant, and the Baltimore Orioles Organization. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and proprietary mutual funds, supported by a large nationwide network of financial 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.

Brandon Lydick is a CFA® charterholder and financial advisor with J.P. Morgan Securities in Fort Worth, TX, bringing 19 years of industry experience. He has been affiliated with J.P. Morgan Securities and JPMorgan Chase Bank since 2010 and is involved with Daman Lydick Investments Ltd. Outside of his advisory role, he serves as a board member for the Adera Foundation, a nonprofit focused on strengthening family units in Ethiopia through education initiatives, and participates on the finance committee at White's Chapel United Methodist Church. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.