John Marquart is a CFP® and holds a Series 66 license with 17 years of experience in the financial services industry, all of which have been spent at Edward Jones since 2009. He is based in Ft Worth, TX. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including wrap fee programs, separately managed accounts, and tax-efficient services, operating under a fiduciary standard.

Bobbi Jo Bass is the Branch Leader at Fidelity Investments, a position she has held since 2025. She leads a team of financial professionals committed to developing personalized financial plans tailored to each client's aspirations, focusing on securing the well-being of their families. Her experience at Fidelity Investments spans several roles, including Planning Consultant from 2023 to 2025, Client Services Team Leader from 2022 to 2023, and High Net Worth Representative from 2020 to 2022. Through these positions, she has gained expertise in financial planning and client services. Outside of her professional responsibilities, Bobbi Jo Bass has interests in baseball, beach activities, football, family activities, and spending time with pets.

Xavier Marquezdelaplata is a financial advisor with LPL Financial in Colleyville, TX, holding a Series 63 license and bringing 30 years of industry experience. His prior roles include positions at Chase Investment Services Corp. and Banc One Securities Corporation. Outside of advisory work, he is a partner in a fixed insurance business and involved in a home refurbishment venture. 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, utilizing both proprietary and third-party investment strategies supported by operational technologies, and manages over $819 billion in discretionary assets through a large network of advisors.

Joseph D'agostino is a Series 66-credentialed advisor with eight years of industry experience. He currently works at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A., having previously spent ten years at Bank of America and Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s approach integrates systematic due diligence with qualitative research and includes broader derivatives and commodities capabilities.

Sharilynn Gates is a financial advisor at Wells Fargo Clearing with 18 years of industry experience and holds the Series 66 designation. She has been with Wells Fargo Clearing since 2008, with a brief gap, totaling 11 years at the firm. 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 both brokerage and advisory solutions.

Rufus Roberts III is a financial advisor at Merrill with 34 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Morgan Stanley Smith Barney LLC for 11 years before joining Merrill. Outside of his advisory work, he serves as an executor in a non-investment-related capacity. 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, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Charles White is a ChFC® and holds a Series 63 license, with 49 years of industry experience. He worked at Lincoln Financial Advisors Corporation from 1976 to 2025 before joining OSAIC in 2025. He is also licensed as an insurance agent offering fixed insurance products including annuities and life insurance. OSAIC serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients, providing brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process with portfolio optimization and offers various managed account options supported by third-party managers and proprietary strategies.

George Gandy is a financial advisor with Wells Fargo Clearing in Fort Worth, TX. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2025. His prior experience includes roles at Wells Fargo Bank, Simmons Bank, J.P. Morgan Securities LLC, JPMorgan Chase Bank, Bank of America, Woodforest National Bank, and TMX Finance Family of Companies. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, retirement plan consulting, and brokerage solutions to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and utilizes research from the Wells Fargo Investment Institute alongside third-party data to support its investment approach.

Clayton Gibson is a financial advisor with Edward Jones in Keller, TX, holding a Series 66 designation and eight years of industry experience. He worked at Valassis from 2016 to 2017 before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies and provides services under a fiduciary standard.

Saed Babaa is a Planning Consultant currently serving at Fidelity Investments since 2022. In his role, he focuses on empowering individuals and families to make informed decisions regarding their financial futures. Saed emphasizes that financial guidance extends beyond numbers to encompass people, families, goals, and dreams. He approaches each client relationship with the understanding that every person has a unique story, and he works collaboratively to develop financial plans aligned with their specific goals. Saed's experience centers on workplace planning within the financial services industry. Outside of his professional work, Saed enjoys family activities, fishing, football, outdoor adventures, and traveling.

David Tate is a Planning Consultant at Fidelity Investments, where he has been working since 2023. In this role, he focuses on developing and implementing financial plans to assist clients in achieving their individual financial goals. David's professional experience includes roles as a Planning Consultant and Relationship Manager at Fidelity Investments, as well as positions as a Financial Representative at Robinhood and TD Ameritrade. Through these roles, he has gained knowledge across various areas of financial services, enabling him to build long-lasting client relationships. Further details about David's education, credentials, personal interests, or community involvement have not been provided.

John Blassingame is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Wells Fargo Advisors in 2025, he spent nine years with Wells Fargo Clearing and nine years with Edward Jones. He serves as secretary on the board of the Texas Kappa Alumni Corporation, supporting the undergraduate fraternity chapter. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu, utilizing proprietary research and tools to develop tailored recommendations across retirement, education, risk, and niche planning areas.

Timothy Mebane is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has worked at LPL Financial since 2003 and previously spent 10 years at Waddell & Reed. He is also involved in Mebane Financial Services, LLC, a business related to his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of advisors. The firm offers a range of financial planning and investment services, including model portfolios, third-party asset management, and institutional platforms.

Richard Waters is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., Charles Schwab & Co., Inc., and TD Ameritrade Investment Management, LLC. 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 both brokerage and advisory solutions.

Donna Campbell is a financial advisor at Stifel with 37 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services from 2009 to 2025. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Byron Freeman is a Financial Advisor at Merrill Lynch Wealth Management. He collaborates with clients to develop strategies aligned with their financial goals and values, leveraging the resources of Merrill and Bank of America to support investment, credit, lending, and banking needs. Freeman holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Dallas Baptist University. He emphasizes connecting all aspects of a client's financial life to prioritize and pursue meaningful objectives. Outside of his professional role, Freeman is involved with Habitat for Humanity.

Jeffrey Teneyck is a financial advisor with Primerica Advisors in Arlington, TX, holding Series 63 and Series 65 licenses and eight years of industry experience. His career includes roles at Primerica Financial Services, Transamerica Financial Advisors, World Financial Group, and Printpack Inc. Outside of advising, he has been involved with Balfour Publishing for over three decades. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and discretionary separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, focusing on retail rather than institutional portfolio management.

Jared Weaver is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked across several Fidelity entities since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver diversified model portfolios and advisory solutions.

Alec Bennett is a financial advisor with Mass Mutual Investors Services in Fort Worth, TX. He holds a Series 66 designation and has two years of industry experience. Prior to his advisory career, he served seven years in the U.S. Army and currently holds a position as a Civil Affairs Captain in the U.S. Army Reserve. He is also engaged in outside insurance sales, focusing on life, disability, long-term care insurance, and fixed annuities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, charitable organizations, and employers. The firm employs firm-approved software and collaborative planning processes to deliver tailored financial recommendations without discretion over client investments.

Benjamin Chambers is a financial advisor with Fidelity, holding a Series 66 designation and bringing 10 years of industry experience. He has worked within various branches of Fidelity since 2015. Outside of his advisory role, he serves as an independent contractor overseeing front of house production at a local church in Southlake, Texas. Fidelity’s Strategic Advisers LLC provides investment management and advisory services using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base including retail and institutional investors and is noted for its use of systematic methodologies and formal advisory role to multiple registered investment companies.