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.

Marissa Vader is a Series 66 licensed advisor at Merrill with five years of industry experience. She has worked at Bank of America N.A. and Merrill since 2017 and previously served at the College Station Municipal Court and Texas A&M University. 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, institutions, and charitable organizations.

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.

Deacon Patterson is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Wells Fargo, he worked at Empower Advisory Group, LLC and Empower Financial Services, Inc., and earlier held roles at Heritage Pool Supplies and Strategic Financial Partners. Outside of his financial career, he is the owner of a lawn service and maintenance business, Patterson Lawn & Land Management. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages roughly $671 billion in assets across more than 14,000 advisors, offering a combination of discretionary and non-discretionary services supported by research from Wells Fargo Investment Institute and third-party sources.

Alan Phillips is a financial advisor at Merrill with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Bank of America and Prudential Insurance Company of America. 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, and institutional investors.

Kerri Connellan is a financial advisor with Morgan Stanley in Fort Worth, TX, holding a Series 66 designation and bringing 24 years of industry experience. She has been with Morgan Stanley and its Private Bank division since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate strategies, supported by proprietary tools and modeling techniques.

Courtney Hurt is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding a Series 66 designation and seven years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2025, she worked at Stifel, Merrill, Massachusetts Mutual Life Insurance, and Edward Jones. Outside of her advisory work, she is involved in equestrian activities, owning and showing cutting horses with the National Cutting Horse Association. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to deliver customized advice.

Carlos Menicucci is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2025. His prior experience includes roles at Cambridge Investment Research, Merrill, Bank of America, TD Ameritrade, and the U.S. Department of Justice. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute with third-party analytics to support its investment approaches.

Joshua Steel is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and previously worked at Abbott Laboratories and Medtronic. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of advisors and branch offices.

Kayla Hunt is a Series 66 credentialed financial advisor at Edward Jones with eight years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Scott Nordblom is a financial advisor with Primerica Advisors in Burleson, TX, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1992. Outside of his advisory role, he is involved in sales of loan products and home-related services through affiliated companies and receives income from a gas and mineral lease on his personal residence. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on personalized portfolio management rather than institutional pension or profit-sharing plans.

Anthony Kemp is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds a Series 66 designation and has previously worked at J.P. Morgan Securities from 2012 to 2017. Kemp is based in Denton, TX. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s investment approach 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.

Brandy Monasco is a financial advisor with J.P. Morgan Securities LLC in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2015. Outside of her advisory role, she operates a content creation business on TikTok and YouTube, where she shares videos of her animals and DIY projects. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.