Eugene Lamis is a CFP® professional with over 31 years of experience, currently serving as a financial advisor at Edward Jones since 1993. He participates in community activities including serving on the golf and house committees at Mira Vista Country Club and on the investment committee for United Way Fort Worth. Additionally, he owns and manages Glamis Castle Honeybee, a local honeybee hive maintenance business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with varied investment strategies and over $1 trillion in assets under management, supported by an extensive network of financial advisors and branch offices nationwide.

Jordan Phillips is a financial advisor with LPL Financial in Fort Worth, TX, holding a Series 66 license and 18 years of industry experience. He previously worked at Edward Jones for five years before joining LPL Financial in 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jeffery Atwell is a financial advisor with LPL Financial in Burleson, TX, holding the Series 66 designation and 16 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Edward Jones. 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 institutional platforms.

Sahar Shakeri is a financial advisor at Merrill with five years of industry experience. She holds the Series 66 designation and has worked at Merrill and RBC Capital Markets. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions (SPS) Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Judith Polak is a financial advisor at LPL Financial with 24 years of industry experience. She holds Series 63 and Series 66 designations and has worked at LPL Financial since 2020. Her prior experience includes roles at Prospera Financial Services and Edward Jones. 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 portfolio programs, and access to third-party asset management, supported by a large network of advisors and advanced operational tools.

Ezra Caballero is a financial advisor at Edward Jones in Fort Worth, TX, holding a Series 66 designation with six years of industry experience. His prior work includes roles at JP Morgan Chase and Primerica. 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 advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Lance Brawner is a financial advisor with Edward Jones in Fort Worth, TX, holding a Series 66 designation. He has one year of industry experience, joining Edward Jones in 2024 after ten years at Fluor. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Gary Soben is a financial advisor with Raymond James & Associates in Fort Worth, TX, holding the CFP® and ChFC® designations and possessing 50 years of industry experience. His prior roles include long tenures at Merrill and Bank of America. 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 including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.

Johnathan Hawkins is a financial advisor with Primerica Advisors holding a Series 66 designation and two years of industry experience. His background includes roles at PFS Investments Inc., Thrivent Financial, and extensive experience with Primerica Financial Services since 2003. Outside of financial advising, he has been involved with Exquisite Dreams Realty. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors and employs model-based strategies managed by unaffiliated asset managers.

Justin Burrow is a financial advisor with Charles Schwab & Co., Inc. in Arlington, Texas, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. Prior to joining Charles Schwab in 2024, he worked for TD Ameritrade from 2017 to 2024 and has experience in the retail sector with Total Wine and More. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management with multi-asset model portfolios, supported by centralized operational and custody services.

William Campbell is a financial advisor with Ameriprise in Fort Worth, TX, holding a Series 66 designation and 25 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns Keystone Consulting, a non-investment-related consulting business. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, utilizing a centralized consulting team to deliver tailored, non-discretionary recommendations. The firm combines research, modeling, and tax-efficiency analysis in its approach and offers a broad range of advisory, brokerage, and insurance solutions.

Carlos Delgadillo is a financial advisor at Edward Jones in Arlington, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Archfellow and in the food service industry. Outside of his advisory role, he manages a rental property business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory and investment services, supported by a large network of financial advisors and branch offices nationwide.

Jasmine Benyshek is a financial advisor at Raymond James Financial in Fort Worth, TX, holding a Series 66 designation with two years of industry experience. Her prior experience includes roles at Edward Jones and Blue Wealth Management. Outside of finance, she works as a part-time group workout instructor at Pure Barre. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional entities. The firm offers tailored, non-discretionary planning and supports its advisory network with sophisticated analytical tools and specialized programs.

Delia Mendoza Perez is a financial advisor at Ameriprise with one year of industry experience. She holds a Series 66 designation and previously worked at Geneos Wealth Management, Inc. for seven years. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing tailored Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary planning through a centralized consulting team.

Edward Meinen is a financial advisor at OSAIC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and was previously with Sagepoint Financial, Inc. for 14 years. Outside of advisory services, he operates Meinen Agency Inc., an independent insurance sales business. Osaic Wealth, Inc. serves a diverse client base including individual investors, institutions, corporations, and charitable organizations through a large network of affiliated advisers and advisory platforms. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and a range of investment options to construct portfolios managed on both discretionary and non-discretionary bases.

Tiffany Klenk is a financial advisor at Ameriprise with two years of industry experience. She previously worked at Bennett Wealth Advisors and David E Trimble, JD. Tiffany holds a Series 66 designation and is based in Arlington, TX. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations delivered in partnership with clients’ financial advisors.

Chad Renfro is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 29 years of industry experience. He has worked at Cambridge Investment Research Advisors, Inc. for 17 years and is the president and founder of Renfro Financial, Inc., where he is involved in securities, financial planning, and insurance. He also works as an insurance agent selling fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 independent advisors. The firm offers a variety of portfolio management and consulting services and operates a multi-manager platform that provides access to affiliated and third-party investment managers across multiple program structures.

Keith Rogers is a CFP® with 13 years of industry experience and has been with Edward Jones since 2012. He serves as a Chaplain in the United States Air Force Reserve, working one weekend a month and additional days as required. Edward Jones is a full-service wealth management firm serving individual and institutional clients across the United States, managing over $1 trillion in assets with a large network of advisors and branch offices. The firm provides 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.

Justin Townsend is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked within various J.P. Morgan entities since 2007. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering non-discretionary advisory services supported by an in-house manager solutions team and centralized due diligence.

Brantley Freeman is a financial advisor with LPL Financial in Mansfield, TX, holding Series 63 and Series 65 licenses and having 14 years of industry experience. He has a background that includes roles at Avantax Investment Services and Avantax Advisory Services as well as ownership of Atlet - Athletes Enhancement Training, LLC, where he works as a baseball trainer. Additionally, he is involved with Karen S Freeman CPA PLLC, providing tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset managers, supported by technological tools and a broad platform of non-advisory financial services.