Michael Brown is a CFP®-certified financial advisor with Edward Jones, based in North Richland Hills, TX. He has 28 years of industry experience, including 16 years with Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

Nina Hollowell is a financial advisor at Fidelity with 30 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations and has been with Fidelity Investments since 2010. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines proprietary research with quantitative analysis and systematic methodologies, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Lance Cobb is a financial advisor at Wells Fargo Clearing with 47 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing since 2016, following a four-year tenure at WELLS FARGO Advisors. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Madison Phillips is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and has previously worked at San Luis Resort - Grotto and Stephen F. Austin State University. Prior to his advisory career, he spent over a decade with the Dallas Independent School District. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm employs a research-driven, algorithm-supported approach to deliver non-discretionary, tax-efficient retirement income recommendations in partnership with its advisors.

Robert Knutzen is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. He has worked at Wells Fargo Clearing since 2021 and has been with Wells Fargo Bank, N.A. since 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Kyle Trammell is a Planning Consultant at Fidelity Investments, a role he has held since 2021. In this capacity, he collaborates with clients to develop financial plans that align with their values and work towards achieving their lifetime goals. Kyle holds insurance licenses in Arkansas and California, enabling him to provide informed guidance in these areas. Outside of his professional responsibilities, Kyle enjoys activities such as exploring different cuisines, following football, participating in social events with friends, playing golf, and spending time with his pets.

Brandon Goodwin is a financial advisor at Fidelity with Series 63 and Series 66 licenses and 21 years of industry experience. His prior work includes roles at J.P. Morgan Securities for nine years, and positions at Uber and Lyft in 2019. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, leveraging a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers a range of services including discretionary and non-discretionary advisory work, fund advisory, and model portfolio delivery, with distinctive features such as registration as a commodity pool operator and use of AI in investment research.

Blake Georg is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 66 designation and previously worked at JPMorgan Chase Bank, Texas A&M University, Cargill, and Lockheed Martin. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan financial organization.

Todd O'Sullivan is a financial advisor with Fidelity in Westlake, TX, holding Series 63 and Series 66 credentials and over 25 years of industry experience. He has been affiliated with various Fidelity entities since 1999, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and currently Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a range of investment structures and is noted for its use of systematic methodologies, AI-driven research, and formal governance procedures in its advisory roles.

Bobby DOYAL is a Wealth Management Planning Consultant at Fidelity Investments, a role he has held since 2022. In this position, he collaborates with clients and their Wealth Management Advisors to develop tailored comprehensive plans addressing the unique and complex needs of individuals and families. His focus is on providing high-level service and support to foster strong, meaningful, and long-lasting relationships with clients and their families. Prior to his current role, Bobby served as a High Net Worth Service Associate at Fidelity Investments from 2021 to 2022. Before joining Fidelity, he worked at Wells Fargo Bank N.A., where he held positions as a Licensed Relationship Banker from 2018 to 2021 and as a Service Manager from 2017 to 2018. Outside of his professional responsibilities, Bobby has personal interests that include baseball, cooking and baking, family activities, fishing, music, and outdoor adventures.

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.

Grace Wynne is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Prior to joining UBS in 2025, she worked at Prosperity Bank for three years and BOK Financial - Bank of Texas for eight years. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, utilizing proprietary research and capital market assumptions to tailor financial plans and portfolio management to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers additional capital markets and banking-related solutions.

Jennifer Shoo is a financial advisor at Fidelity with four years of industry experience. She holds Series 63 and Series 66 designations. Her prior work includes positions at 7-Eleven, Inc., and teaching roles at The University of Texas at Arlington. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a proprietary investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and offers model portfolios through Fidelity Institutional Wealth Adviser.

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.

Joseph Mentesana is a financial advisor at Edward Jones with 22 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2004. Outside of his advisory role, he founded Sound Mind Ministry, a charity involved in fundraising and product distribution to charities and the homeless. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Daniel Matlock is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several Fidelity affiliates since 2000, including Strategic Advisers and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a variety of clients, including retail and institutional investors as well as registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, incorporating systematic methodologies and evaluating conflicts of interest through oversight controls.

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 21 years of industry experience. He has worked with Wells Fargo entities since 2002, including a decade at Wells Fargo Clearing and five years at Wells Fargo Advisors LLC. 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 both brokerage and advisory solutions, relying on research and analytics to guide investment decisions.