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.

Tyler Davis is a financial advisor at Morgan Stanley in Fort Worth, TX, holding a Series 66 designation with 16 years of industry experience. His prior roles include positions at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Inc. He has been with Morgan Stanley since 2022, working within both Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and proprietary tools to model outcomes, while clients retain responsibility for plan implementation and updates.

Carlos Delgadillo is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and previously worked at Archfellow and in the food service industry. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a range of advisory programs and investment options, managing approximately $1.01 trillion in assets across a large network of financial advisors and branch offices.

Larry Brunell is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at J.P. Morgan Securities, WFG Advisors, and Chase Investment Services Corp. He operates Thirteen Twenty-Two Advisors, an investment-related business affiliated with his LPL practice. 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 diverse range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by research and technology tools.

Roderick Wilson is a financial advisor with Merrill in Grand Prairie, TX, holding a Series 66 credential and two years of industry experience. He has been with Merrill since 2000 and also worked at Texas Christian University from 2021 to 2023. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

Jonathan Smith is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. He previously worked at JPMorgan Securities LLC and Merrill before joining LPL Financial in 2020. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a large network of advisors with diverse investment strategies.

Ellen Rheinlaender is a financial advisor at Equitable Advisors with 12 years of industry experience. She holds Series 65 and Series 63 licenses and has been with Equitable Advisors since 2014, including its predecessor Axa Advisors. Outside of her advisory role, she is a facilitator and group leader for We Mentor, a program supporting young women in their early careers through discussions on work-life balance, business etiquette, and financial goals. She is also a partner in Seebeck Enterprises LLC, involved in distributing the third edition of the book American Dream Women. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm utilizes a range of advisory models and third-party asset managers, serving clients through a network of Investment Adviser Representatives.

Edward Meinen is a financial advisor with OSAIC in Fort Worth, TX, holding Series 63 and Series 65 licenses. He has 40 years of industry experience, including prior roles at American General Securities Incorporated, Sagepoint Financial, Inc., and OSAIC Services, Inc. Meinen also owns and operates Meinen Agency Inc., an independent insurance sales business. OSAIC Wealth serves a wide range of clients, including individual investors, retirement plan sponsors, charities, and corporations, offering brokerage and advisory services through a multi-advisor platform. The firm uses a model-based investment approach with tools for asset allocation and portfolio optimization, and it is notable for its scale, recent consolidation, and complex affiliate network.

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 licenses and has 29 years of industry experience. He is the president and founder of Renfro Financial, Inc., a firm he has operated since 1997, and has also worked at Cambridge Investment Research for 17 years. In addition to his advisory work, he is involved in the sale of fixed insurance products. Cetera is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporations, charities, and institutions, offering diverse portfolio management and financial planning services through a multi-manager platform.

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 17 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at J.P. Morgan Securities and its affiliated entities since 2007. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The program incorporates centralized due diligence and may include ESG considerations, with implementation supported by affiliates.

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.

Michael Palmer is a financial advisor at Morgan Stanley in Fort Worth, TX, holding Series 63 and Series 65 licenses with 12 years of industry experience. His prior work includes roles at J.P. Morgan Securities and BBVA Securities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and market models.

Janine Collins currently serves as a Benefits & Planning Consultant in Executive Services at Fidelity Investments. In this role, she focuses on helping clients utilize Fidelity's tools and resources to build financial plans aligned with their goals. Janine has been with Fidelity Investments since 2022, progressing through roles including Workplace Planning Consultant and Benefits Relationship Manager. Prior to joining Fidelity, she worked as a Review Associate at Fisher Investments from 2019 to 2021.

Kyler Nielsen is a financial advisor at Ameriprise in Fort Worth, TX, with nine years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2019, following two years at JP Morgan Securities and JP Morgan Chase Bank, as well as a year with State Farm. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning, including written Recommendation Reports and ongoing advice on income sources and tax-aware withdrawal strategies.