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.

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.

Numneek Singh is a financial advisor with Merrill in Dallas, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Merrill, he worked at Fisher Retirement Services, Fisher Investments, Charles Schwab, and Fidelity Investments among other firms. 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 strategies for a range of individual and institutional investors.

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.

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.

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.

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.

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.