Edward Jones - Financial Advisor: Bertrand J Pinard

A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of America's most respected regional and national investment firms, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional services based on trust and knowledge and a determination to put client needs above all else. Our Financial Advisors work with clients to understand their needs and life goals and then help them develop individual investment plans and investment portfolios that are easy to understand and monitor. What's more, as part of Wells Fargo & Company, Wells Fargo Advisors has the ability to draw on extensive experience and products across our company to satisfy our clients' investment needs and help them succeed financially. An active and engaged corporate citizen, Wells Fargo Advisors strives to always make our communities stronger and better. Our firm partners with team members and organizations across the country to promote the long-term economic prosperity and quality of life for everyone in our communities through philanthropy and volunteer activities.A Non-Bank Affiliate of Wells Fargo & Company.Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nation's largest and most respected financial institutions. In business since 1852 and named on Fortune magazine's "World's Most Admired Companies" list for 2009, 2010, 2011, 2012, 2013 and 2014, Wells Fargo is known and respected for its responsible stewardship of its clients' assets.

Omega Squared Wealth Management is an independent, fee-only advisory firm based in Keller, Texas, dedicated to providing data-driven investment strategies for a smarter financial future. The firm emphasizes a disciplined approach to investment decisions, relying on solid data and rigorous analysis rather than emotional impulses or fleeting market trends. Serving a diverse clientele that includes entrepreneurs, executives, pre-retirees, and complex wealth family offices, Omega Squared offers a comprehensive suite of services such as investment management, financial planning, and risk management. Their innovative Six Stage Business Cycle Classification System aims to guide clients through the complexities of the financial markets while aligning their wealth with purposeful financial strategies. Generated from the website

Cross Timbers Financial Group is a financial planning and investment management firm located in Southlake, Texas. We provide a wide range of financial services to individuals and businesses, including: * Financial planning * Investment management * Small business planning * Employment benefits * Education planning * Giving strategies * Insurance consulting * Tax analysis * FETCH Financial Hub Our team of experienced professionals is dedicated to helping our clients achieve their financial goals.