Dario Alonso is a financial advisor with Wells Fargo Clearing in Frisco, TX, holding a Series 66 designation and four years of industry experience. He has been with Wells Fargo Clearing since 2021 and has worked at Wells Fargo Bank, N.A. since 2014. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Aaron De La Cruz is a financial advisor with Cetera in Fort Worth, TX, holding CFP® and ChFC® designations and four years of industry experience. His prior roles include positions at Agia, VALIC Financial Advisors, and Fidelity Investments. Outside of his advisory work, he has worked as a full-service shopper for Instacart. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary strategies.

Robert Obrien is a financial advisor with Ameriprise Financial Services in Hurst, TX, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has been with Ameriprise since 2016 in various capacities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice. The firm uses a centralized service team and leverages proprietary research, third-party data, and algorithmic tools to guide asset allocation and withdrawal strategies within a defined investment framework.

Hector Alvarez is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 licenses. He has 12 years of industry experience, including 18 years with Wells Fargo Bank NA and 10 years with Wells Fargo Clearing. 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 provides both brokerage and advisory solutions.

Miles Smith is a financial advisor with Morgan Stanley in Fort Worth, TX, holding a Series 66 designation and 10 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022, and previously spent six years at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and firm-approved methodologies to support client financial planning.

Pamela Castellano is a financial advisor at Merrill with 29 years of industry experience. She holds the Series 63 designation and has been with Merrill since 1981. 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. The firm offers model-based and discretionary investment strategies managed by internal and third-party teams for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John Arnot is a CFP® with 40 years of industry experience, currently affiliated with Cetera in Arlington, TX. He has been associated with Cetera Wealth Services, LLC since 2013 and Coble-Cravens Financial Services Inc since 1994. Outside of his advisory role, he serves as a board member of Downtown Arlington Management Company, a nonprofit focused on local community and business development. Cetera is an SEC-registered adviser that serves individual and institutional clients through a large nationwide network of independent advisors. The firm offers a multi-manager platform with a variety of portfolio management strategies and financial planning services.

Emerson Bell is a CFP® professional with 35 years of experience in financial planning. He has been with Fee Only Financial Planning since 1981. The firm provides fee-only financial planning and portfolio management services to individual clients, managing approximately $80 million in assets across 36 client relationships. Its practice is characterized by a concentrated, relationship-focused approach with customized planning and ongoing investment monitoring.

Gregory Saurenman is a financial advisor at Mission Advisory Group with 20 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including ISC Advisors, Institutional Securities Corp, Calamos Financial Services, J.P. Morgan, and Morgan Stanley. Based in Fort Worth, TX, he has been with Mission Advisory Group since 2020. Mission Advisory Group is an independent firm focused on providing personalized financial advisory services.

Charles King is the sole advisor at CBB Investment Advisors in Fort Worth, TX, holding Series 63 and Series 65 licenses with 11 years of industry experience. His prior roles include positions at MassMutual Life Insurance Co, LPL Financial LLC, White Aspen Capital, and Morgan Stanley, among others. CBB Investment Advisors is a small, state-registered firm offering portfolio management services primarily through its single licensed advisor. The firm’s client base differs from many peers, reporting no individual or high-net-worth clients, and clients retain discretion over implementing recommendations.

Mark Evers is a CFP® professional with 12 years of industry experience, currently affiliated with XYPN Sapphire. He has held positions at firms including Elation Wealth, Imperium Wealth Management, and Strategic Financial Concepts. Evers also serves as a Clinical Assistant Professor and Financial Planning Program Director at the University of North Texas. XYPN Sapphire provides investment management and financial planning services to individuals, trusts, estates, business entities, and retirement plans. The firm employs a long-term, risk-based allocation approach utilizing diversified portfolios and offers services through a network of affiliated advisors as part of the XY Planning Network.