Tieg Bryan is a CFP® with 20 years of industry experience, currently affiliated with Ameriprise in Weatherford, TX. His career includes roles at Wells Fargo Clearing Services LLC and multiple Ameriprise entities. Ameriprise provides a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, offering written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support its clients and delivers these services through a centralized consulting team in partnership with financial advisors.

Jacques Lescoat is a financial professional with Cetera and holds the Series 66 credential. He has two years of industry experience and has worked with Cetera and Porter Morgan and Associates Wealth Management in various capacities since 2014. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing a multi-manager platform with discretionary and non-discretionary programs.

Aisha Rada is a financial advisor with Ameriprise in Fort Worth, TX, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at J.P. Morgan Securities LLC, Robert Baird & Co., and earlier tenures at Ameriprise. Outside of her advisory work, she was involved with Hip Chic Boutique, indicating entrepreneurial experience. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning advice, focusing on tax-aware withdrawal strategies and dependable income sources.

Brandon Brinkman is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with LPL Financial since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by research and model portfolios.

Natalie Soto is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 65 and Series 63 licenses and having nine years of industry experience. She previously worked at JPMorgan Chase Bank and JPMorgan Securities LLC for seven years before joining Wells Fargo in 2023. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Jacob Mallison is a Wealth Management Advisor at Merrill Lynch Wealth Management. He and his team provide a full range of wealth management services to corporate executives and their families, leveraging the global resources of Merrill to deliver personalized financial strategies. Since joining Merrill in 2017, Jacob has accumulated five years of experience in the financial services industry. He specializes in corporate benefit programs, including equity compensation, defined benefit plans, defined contribution plans, and nonqualified deferred compensation plans. Jacob assists corporate executives in integrating their corporate benefits into long-term financial approaches, with expertise in stock option strategy, executive compensation, and concentrated stock management. Jacob holds a Bachelor's Degree from the Texas AandM University System and maintains professional designations including CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He is involved in professional organizations such as the Corps of Cadets Association, the Real Estate Council of Greater Fort Worth, and the Ross Volunteer Association. Outside of his professional commitments, Jacob engages in community involvement through Paradox Church and enjoys personal interests including camping, football, running, traveling, and volleyball.

Frances Peeples is a financial advisor with Stifel in Fort Worth, TX, holding a Series 63 designation and 30 years of industry experience. She worked at Merrill for 25 years before joining Stifel Nicolaus & Co. Inc. in 2019. Peeples is also a commissioned Notary Public. Stifel serves individuals, institutional clients, and charitable organizations by providing brokerage and investment advisory services, including financial planning and third-party adviser recommendations. The firm’s investment guidance relies on proprietary methodologies developed by its Investment Strategy Group, with services tailored to client discretion and needs.

Joshua Biering is a financial advisor with Raymond James & Associates in Fort Worth, TX, holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining Raymond James in 2024, he worked six years with JPMorgan Securities LLC and JPMorgan Chase. He serves as a board member and finance committee member for the nonprofit organization Folds of Honor North Texas. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutions, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional advisory services.

Alesia Cooper is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 licenses and three years of industry experience. Her prior roles include positions at JPMorgan Chase Bank N.A., J.P. Morgan Securities LLC, and Community Loan Servicing/Mr. Cooper. Outside of finance, she owns a small business selling herbal goods at farmers markets and works as a freelance makeup artist on weekends. 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 more than 14,000 advisors and manages approximately $671 billion in assets, utilizing research from Wells Fargo Investment Institute and third-party sources in its investment approach.

Vern Holifield is a financial advisor with Edward Jones in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Edward Jones since 1996. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Ana Ban is a financial advisor at Morgan Stanley with 18 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and holds a Series 66 designation. Based in Fort Worth, TX, she has spent the majority of her career at this firm. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Keith Young is a financial advisor at LPL Financial with seven years of industry experience. He holds a Series 66 designation and has prior experience at Edward Jones and several other firms. Young also served in the Oregon Army National Guard for four years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary portfolio management supported by research from LPL Research and third-party subadvisors.

Joseph Queppet II is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities, LLC, J.P. Morgan Chase Bank, N.A., and Bank of America N.A. Outside of his advisory role, he works part-time with NTV Solutions, a roofing, construction, and solar sales company, assisting with homeowner insurance claims and storm restoration consulting. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from Wells Fargo Investment Institute and external sources to support portfolio construction and offers both brokerage and advisory solutions.

Rodger Jackson Jr. is a financial advisor at Edward Jones in Arlington, TX, holding Series 63 and Series 66 licenses with 17 years of industry experience. He worked at Fidelity Investments Institutional Services for nine years before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Mark Stamm is a financial advisor at Edward Jones with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients and manages approximately $1.01 trillion in assets. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Caleb Jerome is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding a Series 66 designation and four years of industry experience. His prior work experience includes positions at JPMorgan Chase Bank, BNSF Railway, and Texas Christian University. 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.

William Callahan III is a financial advisor with Fidelity in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Fidelity Investments and its affiliated entities since 2005. Outside of his advisory work, he operates Callahan Coaching, an executive coaching and consulting business. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves as a registered commodity pool operator and advisor to multiple investment companies, employing systematic methodologies and delegated sub-advisers to manage portfolios.

Roy Browning Jr. is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 54 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. 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 IPS-driven advisory process is based on modern portfolio theory and includes a broader range of financial products than many large institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Samuel Fuentes Carmona is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding a Series 66 designation and bringing four years of industry experience. His prior roles include positions at Bank of America, Merrill, Regions Bank, and BBVA USA. Outside of his advisory work, he owns and operates Little Sisters Enterprises, LLC, a party rental business. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a structured Institutional Consulting Services program that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Brian Corneil is a financial advisor with Edward Jones in Arlington, TX, holding a Series 66 designation and having eight years of industry experience. Prior to joining Edward Jones in 2018, he worked for The Bank of New York Mellon from 2006 to 2018. 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, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.