Melinda Johnston is a financial advisor with Raymond James & Associates, holding a Series 63 designation and bringing 40 years of industry experience. Prior to joining Raymond James in 2024, she worked at Bank of America, N.A. and Merrill from 2016 to 2024. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and public finance services.

Ruben Villanueva is a financial advisor with Wells Fargo Clearing in Arlington, TX. He holds Series 63 and Series 65 licenses and has been with Wells Fargo since 2024. Prior to his current role, his work experience includes positions at Vandergriff Honda, Walgreens, and in education at Chisholm Trail High School and Ed Wilkie Middle School. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Bennett Hunter Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. 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 approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Collin Geninatti is a CFA® charterholder and holds a Series 66 license with 14 years of industry experience. He has worked at Edward Jones since 2020 and previously held roles at American Airlines and First Command Advisory Services. He is based in Fort Worth, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products through a nationwide network of financial advisors and branch offices.

Melissa Harris is a CFP® and Series 66 registered financial advisor with Edward Jones in Fort Worth, TX, where she has worked for eight years. Prior to joining Edward Jones, she spent six years at Catholic Charities Diocese of Fort Worth, Inc. Harris serves as Board Chair of the YMCA of Metropolitan Fort Worth and is a director for the Burchell Youth Development Foundation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard through a nationwide network of more than 23,000 advisors.

Alta Bingham is a financial advisor at Wells Fargo Clearing with 9 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing Services LLC since 2016, having worked at Wells Fargo Bank NA since 2002. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering a range of services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, serving as an ERISA fiduciary and offering discretionary investment management options tailored to plan objectives.

Michael Vatter is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise, Comerica Securities, Veritex Community Bank, and LPL Financial. Outside of his advisory role, he is involved in importing classic cars from Europe, primarily Germany. 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 offers both brokerage and advisory solutions and manages approximately $671 billion in assets through a network of over 14,000 financial advisors.

Brenda Jurado is a Planning Consultant at Fidelity Investments, where she assists clients in creating comprehensive financial plans tailored to their individual goals and aspirations. She focuses on understanding clients' priorities to develop personalized strategies that aim to build a stronger financial future. Brenda has been with Fidelity Investments since 2015, progressing through various roles including Investment Consultant, Financial Consultant, Regional Sales Consultant, Senior Representative in Money & Asset Movement, and Financial Associate for Tax Exempt accounts. This diverse experience has equipped her with extensive knowledge across financial planning and investment services. Outside of her professional role, Brenda enjoys spending time at the beach, engaging in fitness activities, exploring culinary interests, participating in social events with friends, hiking, and reading.

Kara Lebanik is a financial advisor with Edward Jones in Ft. Worth, TX, holding Series 63 and Series 66 designations and eight years of industry experience. She previously worked at Fidelity Investments from 2015 to 2018 before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and is notable for its extensive retail advisor and branch network.

Jaime Kretschmer is a CFP® professional with 12 years of experience in the financial industry. She has worked at various Fidelity entities since 2014, including Fidelity Brokerage Services, LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. She is based in Fort Worth, TX. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds structures.

Alexis Murillo is a financial advisor at Equitable Advisors with Series 66 credentials and one year of industry experience. Prior to joining Equitable Advisors in 2026, Murillo worked at Ouachita Baptist University and had brief roles at Temos Flooring Contractor and CAPE. Equitable Advisors serves a diverse clientele including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.

Joshua Sanders is a Series 66-credentialed advisor at J.P. Morgan Securities with one year of industry experience. His background includes roles at JPMorgan Chase Bank, Southside Bank, and Texas A&M. He was also affiliated with The Association of Former Students in 2026. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG framework and offers services on a non-discretionary basis, with clients retaining final decision-making authority.

Christopher Ledezma is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and three years of industry experience. He has been with Wells Fargo Bank since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and offers a range of financial products and services supported by research from Wells Fargo Investment Institute and third-party analytics.

Paul Robinson is a financial advisor with Robert W. Baird & Co. in Fort Worth, TX, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with Robert W. Baird & Co. since 2010. Outside of his advisory role, he is an owner/member of a real estate LLC. Robinson is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides tailored financial planning and portfolio management services through a combination of in-house and third-party managers, offering a range of investment strategies including traditional and non-traditional allocations.

Jesse Plata is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also worked at JPMorgan Chase Bank, N.A. from 2010 to 2018. 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. The firm delivers these advisory services alongside affiliated brokerage and investment management capabilities, operating on a non-discretionary basis where clients retain final decision-making authority.

Robert Molard is a CFP® and holds a Series 66 license with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a network of approximately 23,701 financial advisors nationwide.

Vincent Winder is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at several financial institutions including Bank of America and Merrill. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

Berenice Galvan Padilla is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding a Series 66 designation and one year of industry experience. She previously worked at Merrill, Bank of America, and Wells Fargo Bank. Outside of her advisory role, she works part-time as a delivery driver for Uber. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Sam Myers is an Investment Consultant at Fidelity Investments. In this role, Sam supports clients in building and implementing personalized financial plans that align with their unique goals and values. Sam's experience at Fidelity Investments includes positions as an Investment Consultant since 2025, Relationship Manager from 2024 to 2025, and Investment Solutions Representative from 2023 to 2024. Outside of work, Sam's personal interests include fitness, reading, skiing, and traveling.

Cameron Stansbury is a financial advisor at OSAIC with three years of industry experience. He holds the Series 63 and Series 65 designations and has worked at OSAIC, SagePoint Financial, Inc., and TriOak Financial Group. He also has a background in education, having worked in a school setting for ten years. OSAIC serves a diverse range of retail and institutional clients, offering brokerage and investment advisory services through a large network of affiliated advisers and multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct and manage client portfolios that may include various investment types.