Rayeann Ison is a financial advisor with Ameriprise in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She previously worked at Morgan Stanley Smith Barney LLC for 14 years before joining Ameriprise in 2023. Ameriprise provides a retirement-income planning service focused on individuals nearing or in retirement who meet certain asset criteria, delivering written recommendations that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies and employs a centralized team that combines research, modeling, and algorithmic tools to generate personalized retirement income recommendations.

Amanda Scribner is a financial advisor at Edward Jones with four years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2021. Prior to her current role, she held positions at BSN Sports and TEAMLINE. Outside of financial advising, she has experience working in food service as a restaurant cashier. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.

Ryan Fiedorek is a financial advisor at Wells Fargo Clearing in Dallas, TX, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Mitsubishi UFJ Financial Group, Tudor, Pickering, Holt & Co., and 7th Harvest Investments. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Jennifer Kogan is a financial advisor with Wells Fargo Clearing in Grapevine, Texas. She holds Series 65 and Series 63 licenses and has two years of industry experience. Jennifer has been associated with Wells Fargo Bank, N.A. since 2011. 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.

Ryan Keiper is a financial advisor at Raymond James & Associates with a Series 66 designation and one year of industry experience. His background includes various roles at Texas Christian University and experience in hospitality and outdoor services. 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 diverse client base, offering financial planning and non-discretionary investment consulting, supported by a nationwide adviser network and a range of portfolio management styles.

Susan Fettig is a financial advisor with Robert W. Baird & Co. in Fort Worth, TX, holding a Series 66 designation and 19 years of industry experience. She has worked at Robert W. Baird since 2010, following roles at Morgan Stanley and Citigroup Global Markets. Outside of her advisory work, she is involved as an LLC property owner. Baird’s DDK Group serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations, offering a variety of financial planning and portfolio management services. The firm employs a combination of manager-traded and model-traded strategies, tax-management, and internal research, including the use of artificial intelligence, to deliver client advice.

Deborah Watkins is a Series 66 licensed financial advisor with Edward Jones, based in Arlington, TX, with six years of industry experience. She has worked at Edward Jones since 2019 and previously spent 14 years at Citigroup. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, with over $1 trillion in assets under management and a nationwide network of approximately 23,700 financial advisors.

Jennie Walsh is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. She has worked at LPL Financial since 2020 and previously spent eight years with Cetera Investment Services LLC. Outside of finance, Walsh is a vocalist in the band Jaybirds. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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 institutional platforms.

Tate Lindsey III is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley Private Bank, National Association since 2015, following a tenure at Morgan Stanley Smith Barney starting in 2009. He is based in Fort Worth, TX. 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 supported by structured discovery processes and advanced modeling tools.

Brett Ruddell is a financial advisor at Cambridge Investment Research Advisors with Series 65 and Series 63 credentials and one year of industry experience. He has operated Ruddell Financial Service since 1996 and has been president of Fort Worth Financial L.L.C. since 2006. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of financial professionals and supports both discretionary and non-discretionary management across multiple platforms.

Francisco Cabello Ortega is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and one year of industry experience. His previous roles include positions at Wells Fargo Bank, American Meat Companies, Genpact, and several academic institutions. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and utilizes research and analytics based on diversification principles and modern portfolio theory.

Julie Hogan is a financial advisor with Raymond James Financial, holding a Series 66 designation and six years of industry experience. She previously worked at LPL Financial and Fort Worth Community Credit Union for 13 years. Outside of her advisory role, she is also an investment associate at 1880 Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools, and supports municipal and public finance work through a unique municipal advisor affiliation.

Ashley Archer is a financial advisor with Cetera based in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has worked at various affiliated firms since 2014 and is a 100% owner of Olympus Financial Inc. She also serves as a board member of the Cowtown Clubhouse. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, offering portfolio management, financial planning, and retirement services through a multi-manager platform with access to both affiliated and third-party managers.

Kimberly Townes is a Series 66 licensed financial advisor with 26 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent 13 years with UBS Financial Services. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and external sources.

Jacob Finke is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and previously worked at Independent Financial and in academic roles at Baylor University’s Philosophy Department. Merrill provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Andrew Martz is a financial advisor with LPL Financial in Southlake, TX, holding CFP® and Series 66 credentials and 19 years of industry experience. He has previously worked at Western International Securities, J.P. Morgan Securities, and Chase Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of financial planning and investment management services, including model portfolios, third-party asset management, and institutional platforms.

Marshall Haney is a financial advisor with J.P. Morgan Securities in Southlake, TX, holding Series 63 and Series 65 licenses and possessing two years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2025, he spent six years with People of Trails and eleven years with Wells Fargo Bank and Wells Fargo Clearing. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research to offer non-discretionary written asset allocation advice and customized performance reporting, with clients retaining final decision-making authority.

Linda Harris is a financial advisor at UBS Financial Services with 24 years of industry experience. She has been with UBS since 2007 and holds the Series 63 and Series 66 designations. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a broad range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor solutions for clients.

Jacob Vandercook is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Brokerage Services LLC since 2015. Located in Fort Worth, TX, he joined Fidelity Investments in 2025. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios built from mutual funds, ETFs, and ETPs using systematic methodologies and long-term asset allocation benchmarks.

Justin Gedlen is a CFP® professional with 17 years of industry experience, currently affiliated with Cetera. His work history includes roles at First Financial Equity Corporation and Disciplined Advisors Group, LLC, where he is a partner. He also manages expense-related LLCs outside of his advisory duties. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a variety of portfolio management and retirement services, operating a multi-manager platform that allows advisors to implement diverse investment strategies across multiple program structures.