Jack Pinkston is a Planning Consultant at Fidelity Investments, where he focuses on helping clients develop and maintain personalized financial plans. He aims to build lasting relationships with clients across different life stages and provides clear financial guidance aligned with their key priorities. Jack has held several roles at Fidelity Investments since 2022, including Relationship Manager, Financial Representative, and Workplace Investment Representative. These positions have contributed to his experience in financial planning and client relationship management. Outside of his professional work, Jack's personal interests include cooking and baking, fitness, football, movies, and spending time with pets.

Uriel Batista is a financial advisor with LPL Financial in Fort Worth, TX, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Cuso Financial Services, Capital One Investing, and Wells Fargo Clearing. Outside of his advisory work, he is co-owner of Baxel, Inc., a non-investment-related business. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Jesse Suffield is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. He has been with Wells Fargo Bank NA since 2008 and Wells Fargo Clearing since 2016. 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 operates on a large scale with over 14,000 financial advisors and approximately $671 billion in assets under management, offering both brokerage and advisory solutions.

Joel Berg is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. He previously worked at Carter Advisory Services and Raymond James Financial. Outside of his advisory role, he serves as Treasurer for the Assistance Center of Collin County, a nonprofit organization. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group provides tailored financial planning and portfolio management services, utilizing a range of strategies including traditional and non-traditional investments, with options for discretionary and non-discretionary management.

James Boaz is a financial advisor with LPL Financial in Fort Worth, TX, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He has been with LPL Financial since 2007 and previously worked at A. G. Edwards & Sons, Inc. from 2005 to 2007. 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, model portfolio programs, and institutional platforms, with investment management delivered through a network of investment adviser representatives using both proprietary and third-party strategies.

Nelson Thomas is a financial advisor at Fidelity with six years of industry experience. He holds a Series 66 designation and has worked at Fidelity Brokerage Services, LLC since 2019. Prior to his current role, he held positions at Patterson Nissan, Texas A&M Texarkana, and Walmart Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios and serves as an advisor to multiple registered investment companies, employing systematic methods and governance procedures.

Owen Fuller is a financial advisor at UBS Financial Services in Dallas, TX, holding a Series 66 designation. He began his career in the financial industry in 2025 after prior work experience at Monster Energy and several educational institutions. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining proprietary research and model-based asset allocations to tailor client plans. The firm integrates institutional trading capabilities with wealth management services, providing a broad set of financial solutions.

Andre Rivers is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2016, joining Wells Fargo Advisors Financial Network in 2026. Rivers previously spent time at TD Ameritrade in 2007. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with an approach that integrates advisory services alongside other financial products and referral channels.

Joshua Eslick is a financial advisor at Morgan Stanley in Fort Worth, TX, holding Series 63 and Series 65 licenses with nine years of industry experience. His prior roles include positions at Charles Schwab, TD Ameritrade, and Verizon Wireless. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning that incorporates firm-approved tools and investment committee input. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer-based financial planning agreements.

Ethan Guardiola is a financial advisor with Merrill in Fort Worth, TX, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America and Texas Tech University. Merrill provides managed account services through its Select Portfolio Solutions program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs model-based and discretionary strategies developed by internal and third-party managers, with portfolio implementation tailored to different investment approaches.

Stacy Grayson is a financial advisor with Wells Fargo Clearing in Irving, TX, holding a Series 66 designation and eight years of industry experience. Her work history includes roles at Wells Fargo Clearing Services and Metlife Investors Distribution Company. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, 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.

Stephan House is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at TIAA, TD Ameritrade, Fidelity Investments, and Precision Castings of Arkansas. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and utilizes forward-looking capital market assumptions to develop model asset allocations.

Don Reynolds III is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 13 years of industry experience. He previously worked at Ameriprise Financial Services Inc and RBC Capital Markets. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Stephanie Derosier is a financial advisor at Merrill with Series 63 and Series 66 designations and three years of industry experience. Her work history includes roles at J.P. Morgan Chase Bank and J.P. Morgan Securities, as well as Bank 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, retirement plans, corporations, and charitable organizations.

Wen Chen is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing experience since 2012 in helping clients develop personalized financial strategies. Wen focuses on understanding clients' objectives, goals, and risk tolerance, offering guidance in areas including retirement income planning, college education planning, divorce transition, family wealth management strategies, legacy and LGBT wealth planning, small business strategies, and tax minimization. Wen aims to provide clear communication and strategies that seek to maximize returns while minimizing portfolio risk. Wen holds a Master of Business Administration with a finance concentration and a Master of Science in Biology from the University of North Carolina at Charlotte, as well as a bachelor's degree from Shanghai University of Traditional Chinese Medicine and Pharmacology. Wen has earned the Personal Investment Advisor (PIA) designation and is affiliated with the US-China Chamber of Commerce. Beyond professional commitments, Wen participates in community involvement through the Association of Chinese Professionals in DFW and volunteers with nonprofit organizations. Personal interests include cooking, dancing (ballet and ballroom), hiking, painting, woodworking, traveling, and spending time with family. Wen’s approach emphasizes working one-on-one with clients to create financial strategies aligned with their long-term goals.

Chiedza Kamhere is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, Chiedza worked at Bank of America, N.A., Uber Technologies, Chase Bank, and ZB Bank. Outside of advising, Chiedza works part-time as a delivery driver for Uber. 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.

Stephanie Wooldridge is a financial advisor with J.P. Morgan Securities in Arlington, TX, holding Series 63 and Series 66 licenses and offering 18 years of industry experience. She has been with J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2011. Outside of her advisory role, she serves as a board member and treasurer for the Garner Fine Arts Academy PTA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative screens and qualitative research to develop model asset allocations and offers distinctive regulatory registrations that support broader derivatives and commodities capabilities.

Don Marable is a CFP® professional at Edward Jones with 22 years of industry experience. He has been with Edward Jones in Fort Worth, TX since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee strategies and separately managed accounts, supported by a large network of advisors and branch offices across the United States.

William Schaffler is a financial advisor with Robert W. Baird & Co. in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Robert W. Baird since 2012. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a range of clients including individuals, families, pension and profit-sharing plans, corporations, and charitable organizations. The group offers tailored consulting and portfolio services, utilizing both in-house and third-party managers across various investment strategies and account types.

Roger Metz is a financial advisor at Robert W. Baird & Co. in Dallas, TX, holding Series 63 and Series 65 designations with 43 years of industry experience. He has been with Robert W. Baird & Co. since 2010. Outside of his advisory role, he serves as a board member on the Gladney Center for Adoption, participating in committees focused on domestic adoption from foster care and financial oversight. He is part of the DDK Group within Baird’s Private Wealth Management department, which provides services to individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of investment management and planning solutions, utilizing both manager-traded and model-traded strategies, and emphasizes ongoing manager selection and research, including the use of artificial intelligence.