J Chick is a CFP®-certified financial advisor with 27 years of industry experience, currently associated with Raymond James Financial in Fort Worth, TX. Prior to joining Raymond James, Chick spent 24 years at Edward D. Jones & Co., L.P. He is also the managing partner of Park Hill Financial Services, LLC and co-owner of a pet supply business in Aledo, TX. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools to model potential outcomes and supports a broad network of advisors and affiliated firms.

Amanda Wiggins is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 licenses and 15 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2014 to 2016. Outside of her advisory role, she owns A&W Threads, a T-shirt pressing business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Justin Reyes is a Series 66 licensed financial advisor with Merrill in Arlington, TX, bringing 12 years of industry experience. He has been with Merrill and Bank of America since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers both model-based and discretionary investment strategies developed by internal teams and third-party managers.

Paul Morgan is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding a Series 63 designation and possessing 36 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC. Outside of his advisory work, he is involved with Bass Pro Shops as an outfitter and stocker, assisting customers with fishing tackle. Wells Fargo Advisors is a national firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm offers a range of brokerage and advisory solutions supported by extensive research and analytics.

Roger Williams is a financial advisor with Edward Jones in Azle, TX, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he has served as Vice President of Budget & Finance for the Lake Pointe Elementary PTA, where he was responsible for preparing annual budgets and directing fundraising efforts. Edward Jones is a full-service wealth management firm serving over four million clients, including both individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated services through a large network of financial advisors and branch offices.

Miles Sawyer Wicker is a financial advisor with Equitable Advisors in Fort Worth, TX, holding a Series 66 designation and 16 years of industry experience. He has been with Equitable Advisors since 2009, including its predecessor Axa Advisors, LLC, where he worked from 2009 to 2020. Outside of his advisory role, he is involved with the Texas Dental Association Insurance Benefit as an associate. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and a broad range of third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on clients' goals, risk tolerance, and time horizon.

Vanessa Duran is a financial advisor at Wells Fargo Clearing with three years of industry experience. She holds the Series 63 designation and has worked with Wells Fargo Bank, N.A. since 2011. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

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.

Claudia Cummings is a financial advisor with Raymond James & Associates in Fort Worth, TX, holding Series 65 and Series 63 licenses and 13 years of industry experience. Her prior roles include positions at Ameritas Investment Corp, Ameritas Life Insurance Corp, and Paychex Securities Corporation. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, providing financial planning and non-discretionary investment consulting through a range of portfolio management styles and affiliated research.

John Barret is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since joining Merrill in 2012, he applies a team-based approach to assist professionals in understanding the role of wealth management early in their careers. His focus includes managing new wealth, personal retirement planning, portfolio management services, and retirement income. John works closely with clients to identify their goals, offering direction and clarity to support their financial futures. His approach emphasizes a systematic and disciplined wealth management process, leveraging both his expertise and a team of specialists experienced in credit and lending as well as trust and estate planning strategies. John prioritizes educating clients about relevant economic and financial market conditions and conducts regular reviews to ensure clients' strategies remain aligned with their evolving goals and circumstances. John earned a bachelor's degree in finance from Texas Tech University in Lubbock and an associate's degree or college diploma from Kanakuk Institute. He holds the Certified Private Wealth Advisor® (CPWA®) and Personal Investment Advisor (PIA) designations. John resides in Aledo, Texas, with his wife Ashley and their three children. Outside of work, he enjoys playing golf, hunting, fishing, and spending time at his family’s ranch.

Mitchell Nelson is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he contributes to client service, relationship management, and investment goal achievement as part of the Ryan & Associates team. He specializes in education planning, family wealth management strategies, defined benefit and contribution plan services, retirement planning, philanthropic planning, and portfolio management. He holds the Series 7 and 66 FINRA registrations, as well as the designations of Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Mitchell earned a Bachelor's degree in Communications from Colorado State University in 2009. Prior to joining Merrill in June 2015, he served five years as an artillery officer in the United States Marine Corps. His military experience has influenced his approach to client care and leadership. Mitchell also has a background in retail and automotive industries, where he developed management skills and client relationships. Outside of his professional responsibilities, Mitchell is involved in supporting youth sports and serves on local boards focused on youth development. He resides in Brock with his wife Laura and their two sons, Jaxon and Hayes. His personal interests include camping, fishing, football, golfing, hunting, ice hockey, soccer, and spending time with his family.

Kaden Millard is a financial advisor with Ameriprise in Fort Worth, TX, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Ameriprise, he worked at 49 Financial and has experience outside finance, including two years at Mamaka Bowls. Ameriprise is an institutional firm that offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide annual, customized recommendations through a centralized consulting team.

Austin Barr is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Goldman Sachs and served six years in the U.S. Army. Barr is also a board member and Chair of the Finance Committee at Catholic Charities Fort Worth, a nonprofit organization. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to inform its recommendations.

Ariel Canales is a financial advisor with J.P. Morgan Securities in Ft. Worth, TX, holding Series 63 and Series 66 licenses and having seven years of industry experience. Prior to joining J.P. Morgan Securities in 2025, he was affiliated with Equitable Financial Life Insurance and Equitable Advisors for six years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that includes quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework.

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 has worked at Equitable Advisors since 2023 and is also involved as a network field technician at CSN LLC. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients, providing financial planning, brokerage services, insurance distribution, and access to third-party asset management programs.

Mayra Hernandez is an Executive Planning Consultant at Fidelity Investments, where she partners with clients to help them understand their company benefits and explore strategies supporting their financial objectives. She emphasizes building relationships based on trust to create plans aligned with each client's unique goals and vision for the future. Her experience at Fidelity Investments spans multiple roles since 2015, including positions as Executive Planning Consultant, Benefits Planning Consultant, and various Workplace Planning & Guidance Consultant levels. This progression reflects her continued growth and expertise in benefits and financial planning within the company's Executive Services division. Mayra holds a California Insurance License and engages in personal interests such as camping, family activities, fitness, social events with friends, hiking, and running.