Brent Pertusio is a Series 66-licensed financial advisor with Merrill, based in Fort Worth, TX, and has nine years of industry experience. He has been with Merrill and its predecessor Bank of America, N.A. since 2016 and previously worked at Bank of America Corporation from 2007 to 2016. Outside of his financial career, Brent serves as Organist-Choirmaster at Emmanuel Episcopal Church, directing a 15-person choir. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Blake Georg is a financial advisor with J.P. Morgan Securities in Fort Worth, TX. He holds a Series 66 designation and has two years of industry experience. Prior to joining J.P. Morgan Securities, he held positions at JPMorgan Chase Bank, Texas A&M University, Cargill, and Lockheed Martin. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative screens and qualitative research to develop model asset allocations and includes capabilities in derivatives and commodities through its broader regulatory registrations and affiliates.

Mason Emmel is a CFP® with four years of industry experience, currently serving as a financial advisor at Raymond James Financial in Irving, TX. He has previously worked at Bank of America, Merrill Lynch, and Fidelity, among other firms. Emmel is also an associate at Cadent Capital, where he works as a registered representative. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, institutional investors, and charitable organizations. The firm provides tailored, non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to support client decision-making.

Brenda Quintero is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and six years of industry experience. She has worked with Wells Fargo Bank, N.A. since 2015 and has been with Wells Fargo Clearing since 2019. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Tyler Lahey is an Investment Consultant at Fidelity Investments, a position he has held since 2026. Prior to this role, he worked as a Financial Advisor at Raymond James in 2025. Tyler focuses on working closely with clients to help them make financial decisions with confidence. He takes the time to understand what is most important to his clients and provides thoughtful, responsive guidance through a collaborative planning process. His professional experience includes roles that emphasize client collaboration and personalized financial planning. Outside of his professional work, Tyler has personal interests in fitness, football, golf, and music.

Brandon Vanmeter is a financial advisor at Edward Jones with 19 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. His prior experience includes roles at Charles Schwab and TD Ameritrade. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Yosr El Gharbi Valle is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Wells Fargo, Yosr worked for Qatar National Bank in Tunisia for seven years. Wells Fargo Advisors provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients across the United States, managing approximately $671 billion in assets and offering both brokerage and advisory solutions.

Jeffrey Bridges is a financial advisor with Morgan Stanley in Fort Worth, TX, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He has been associated with various Morgan Stanley entities since 2009, including Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs for individuals and institutions, with a focus on tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and provides advisory services without individual security recommendations in standalone plans.

Patrick Wallace is a financial advisor at Osaic with 19 years of industry experience. He holds the ChFC® and Series 63 designations and has worked with Kestra Advisory, Kestra Investment Services, Penn Mutual Life Insurance, and Hornor Townsend and Kent. Outside of his primary roles, he teaches financial planning classes for corporations and municipalities. Osaic Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering both brokerage and advisory services. The firm utilizes model-based asset allocation and portfolio optimization tools and provides a variety of programs including unified managed accounts and retirement plan consulting.

Brandon Gonzalez is a financial advisor with Cetera, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Cetera in 2026, he worked at Ascensus LLC for five years and Fidelity Brokerage Services LLC for two years. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, providing advisors with access to multiple investment platforms and third-party managers.

Laura High is a financial advisor at RBC Capital Markets with 27 years of industry experience. She holds the Series 66 designation and has been with RBC Capital Markets since 2009. Outside of her advisory role, she serves as an officer for the Women's Health Council at Baylor All Saints Medical Center and holds leadership positions on several local boards, including the Fort Worth Club and the National Charity League, Trailblazers Chapter. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual, institutional, and charitable organizations. The firm offers tailored investment advisory programs that combine discretionary and non-discretionary portfolio management with financial planning and brokerage services.

Jacob Rios is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 66 licenses and with 21 years of industry experience. He has been with Wells Fargo Bank and Wells Fargo Clearing since 2002 and 2016, respectively. 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 brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Clinton Jones is a financial advisor with LPL Financial in Fort Worth, TX, holding Series 63 and Series 65 licenses and 29 years of industry experience. His prior roles include positions at AXA Advisors, LLC and BTJ Financial Services, Inc., where he has been active since 2002. Outside of his advisory work, he is involved in tax preparation and accounting through BTJ Financial Services Inc. 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, including financial planning, model portfolios, third-party asset management, and participant-level retirement advice, supported by extensive research and technology tools.

Debra Brooks is a financial advisor at Cetera with 32 years of industry experience. She holds Series 63 and Series 65 credentials and has prior work history with Avantax Advisory Services and Wells Fargo. Based in Dallas, TX, she has been with Cetera and its affiliated entities since 2024. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, with programs ranging from automated allocations to direct indexing and unified managed accounts.

Charla Mc Intyre Fields is a financial advisor at Ameriprise with 30 years of industry experience and holds the Series 63 designation. She has been with Ameriprise and its affiliates since 2005. Outside of advising, she operates a hobby farm raising cattle and horses. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement-income planning using a centralized team and algorithmic tools.

Jeffrey Cunningham is a financial advisor with Merrill in Southlake, TX, holding Series 63, Series 65, and Series 66 licenses and bringing 16 years of industry experience. His career includes multiple tenures at Merrill and experience at Bank of America, DNOW/Power Service, and A. G. Edwards & Sons, Inc. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Jose Arevalo is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 65 and Series 63 licenses and 14 years of industry experience. His career includes nearly a decade at J.P. Morgan Securities and a four-year tenure with American Airlines prior to joining Wells Fargo. He has also been associated with the Mansfield Independent School District for over a decade. 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 roughly $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

John Orear is an advisor at OSAIC in Fort Worth, TX, holding Series 63 and Series 66 licenses with 36 years of industry experience. He previously worked at Sagepoint Financial Advisors, Gravity Capital Management LLC, and American General Securities Incorporated. Outside of his advisory role, he serves as a board member and vice president of his local homeowners association and volunteers on the house committee of a private country club. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. Its investment process focuses on model-based asset allocation and portfolio optimization, providing discretionary management, third-party manager options, and alternative investments across a variety of programs.

Aaron Gutierrez is a Resident Director at Merrill with 15 years of experience in the wealth management industry. He employs a wealth management strategy that begins with a holistic view of the economy, focusing on understanding the causes behind market movements. His approach emphasizes creating tailored financial strategies for clients, addressing areas such as retirement-income planning, education funding, tax minimization, and legacy planning. Aaron holds a bachelor's degree from the California State University System and a Master's degree in Finance from Harvard University. He has also earned the Certified Private Wealth Advisor® (CPWA®) designation from the Investments & Wealth Institute™, completed in conjunction with Yale University. His expertise includes educating clients about economic fundamentals and market volatility to support their financial goals. Outside of his professional responsibilities, Aaron and his wife Rebecca reside in Fort Worth with their four children. He is actively involved in his church community and coaches middle school baseball. In his leisure time, Aaron enjoys playing golf and traveling.

Jessie Sheridan is a Financial Consultant at Fidelity Investments, a position held since 2023. Jessie has been with Fidelity since 2017, serving in various roles including Planning Consultant, Relationship Manager, Investment Solutions Representative, and High Net Worth Service. Prior to joining Fidelity, Jessie worked as an Office Manager at Allstate Insurance from 2011 to 2017. Jessie is a Certified Financial Planner (CFP®) with over a decade of experience in the financial services industry, focusing on personalized financial planning to assist clients in achieving their financial goals. Outside of work, Jessie enjoys activities such as baseball, spending time at the beach, parenthood, caring for pets, and running.