Patricia Gomez Mendez is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and one year of industry experience. She has been with Wells Fargo Bank, N.A. since 2014. 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 combines research from Wells Fargo Investment Institute with diversified portfolio principles in its advisory approach.

Jill Valdez is a financial advisor at Edward Jones with 24 years of industry experience. She holds the Series 63 and Series 66 licenses and has been with Edward Jones since 2001. Outside of her advisory role, she has an ownership interest in an oil and gas royalty entity based in Fort Worth, Texas. Edward Jones is a full-service wealth management firm serving more than four million clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Tris Fitz Gibbon is a Series 66 registered financial advisor with Edward Jones in Burleson, TX, where he has worked since 2008. He has 18 years of experience in the industry. Outside of his advisory role, he holds positions as Vice President and Secretary at Fitz Enterprise TX, a consulting dry cleaning business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds while operating under a fiduciary standard.

Joshua Allen is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation. He has been with RW Baird since 2022 and has prior work experience at Starbucks Coffee Company and Barnes and Noble. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers and providing traditional and complex investment strategies.

Samantha Garland is a financial advisor with Merrill in Fort Worth, TX, holding a Series 66 designation and three years of industry experience. Prior to her current role, she worked at Fossil Creek Family Medical Center and Delaware North. Outside of finance, she owns a small business called Mijasugarcookies, where she makes cookies. 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. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nathan Harsh is a CFP®-certified financial advisor with 13 years of industry experience, currently affiliated with LPL Financial since 2022. Prior to this, he spent six years with Wells Fargo Clearing. Outside of his advisory role, he is involved with several private business ventures, including co-ownership in entities such as Aspen Custom Homes, LLC and Keen Capital Holdings, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual and institutional clients. The firm offers a range of advisory services and investment strategies supported by extensive research and technology tools, operating one of the largest networks of investment adviser representatives in the industry.

Mary Cargile is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and five years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021 and previously spent four years at KPMG LLP. 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 written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s process combines quantitative and qualitative research and incorporates ESG eligibility considerations.

Brent Gough is a financial advisor with Raymond James Financial Services Advisors, Inc. and Gough Wealth Management, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He previously worked at Edward D. Jones & Co., L.P. for over two decades. Gough serves on the CFP Advisory Board for the Dr. Sam Pack Business School at Tarleton State University. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and uses analytical modeling tools to support client goals, while also offering specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Franklin Estrada II is a financial advisor at Edward Jones in Fort Worth, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Next Level Sports and has experience in both academic and secondary education roles, including Texas Christian University and Hebron High School. 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 advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

John Pardue is a financial advisor with Raymond James & Associates in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior work includes roles at Bank of America and Merrill. Outside of advisory work, he serves quarterly to reconcile books for a family holding company related to oil and gas royalties. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients—including individuals, institutions, and municipalities—offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a broad adviser network and research resources.

Jeremy Walker is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 18 years of industry experience. His prior work includes roles at Kestra Investment Services, Advisor Resource Council, LPL Financial, and Ameriprise. Outside of his advisory work, he is involved in multiple entrepreneurial ventures including owning a firearms business and serving as president of an agricultural company. Cambridge Investment Research Advisors serves a diverse clientele including individual, pension, and charitable organization clients by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm provides both discretionary and non-discretionary management across multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.

Andrew Dixon is a financial advisor at Edward Jones in Mansfield, TX, holding a Series 66 designation. He has one year of industry experience with prior roles at Fidelity Investments, Thrivent Financial, and Thrivent Investment Management Inc. Before entering the financial industry, he worked in education with Mansfield ISD and Ft Worth ISD. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products. The firm manages over $1 trillion in assets through a large nationwide network of advisors and branch offices.

Melinda Bates is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. She holds the Series 66 credential and has worked at Wells Fargo Investments and Wells Fargo Clearing since 2002. Outside of her financial career, she works as a customer service agent at a sporting goods store in The Colony, Texas. 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 employs a research-driven approach and offers both brokerage and advisory solutions across a broad range of financial products.

Yu San Mebane is a financial advisor with LPL Financial in Mansfield, TX, holding the CFP® designation and Series 63 and 65 licenses. Mebane has 26 years of industry experience, including over 23 years with LPL Financial and two years with Waddell & Reed. 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 third-party asset management, supported by extensive technology and a wide network of advisors.

Jason Husk is a financial advisor with Ameriprise in Arlington, TX, holding a Series 66 designation and 15 years of industry experience. He has worked at GENEOS Wealth Management Inc and Advanced Financial Planning, and currently operates Actum Wealth Advisors, providing wealth management and financial planning services. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that includes written recommendation reports and annual retirement-income planning advice centered on income sources and tax-aware withdrawal strategies.

Erick Diaz is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 designation and previously worked at Bank of America for eleven years before joining Merrill. He is based in Fort Worth, TX. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.