John Brown Jr. is a financial advisor with Edward Jones in Arlington, TX, holding a Series 66 designation and 11 years of industry experience. He has worked at Merrill Lynch and Bank of America NA prior to joining Edward Jones in 2018. 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 wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mark Mcleland is a Wealth Management Advisor with Merrill Lynch Wealth Management. He is part of an eight-person team focused on building strong client relationships to assist clients in making informed financial decisions tailored to their life goals. With forty years of experience, Mark specializes in areas including college education planning, family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, socially responsible and ESG investing, women and wealth, tax minimization, and retirement income. He holds multiple professional designations such as Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Mark earned his Bachelor's Degree from Baylor University. Mark's community involvement includes serving on the Investment Committee of the American Hospital Association and previous memberships on boards such as the Fort Worth Academy and Bridge Emergency Youth Services. In recognition of his contributions, he received the David Brady Community Service Award in 2020 and has been named to Forbes' "Best-in-State Wealth Advisors" list for nine consecutive years through 2026, as well as being part of Forbes' "Best-in-State Wealth Management Teams" in 2026. Outside of work, Mark enjoys golfing, reading, and traveling.

Charles Green is a financial advisor at OSAIC with 38 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Sagepoint Financial, Inc. He is managing partner of a family cattle and deer hunting ranch and serves on the board of the Aledo Alumni Ex Students Association. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services along with access to third-party money managers and wrap programs.

Clinton Elledge is a financial advisor with Ameriprise in Fort Worth, TX, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Ameriprise in 2022, he worked at TD Ameritrade and has a diverse background including roles in media and education. Outside of finance, he serves on the board of the Grapevine Chamber of Commerce Young Professionals and has acting credits with occasional royalties from Showtime, Amazon Studios, and voice work for VOXX Studios. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement, combining research and modeling with tax-efficient strategies and asset management, supported by a centralized consulting team delivering tailored recommendation reports.

Kristopher Beaulieu is a CFP®-designated financial advisor with 24 years of industry experience, currently associated with Cetera. He is the principal owner of Clarity Financial Group, where he acts as a senior financial planner. Beaulieu also serves as the finance chair on the board of the Texas Civil Rights Project. Cetera Investment Advisers LLC is an SEC-registered advisory firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm operates a multi-manager platform that offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors.

Jeffrey Moore is a financial advisor with Ameriprise in Burleson, TX, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has been with Ameriprise and its affiliate since 2012. Outside of his advisory role, he is involved in horse racing. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Noe Alvarado is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank in Texas since 2006. He holds Series 63 and Series 66 licenses. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Christine Carrillo is a financial advisor at Fidelity with 16 years of industry experience. She holds Series 63 and Series 66 designations and has been with various Fidelity entities since 2008. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm also serves multiple registered investment companies and delivers model portfolios using systematic methodologies.

Lawrence Terry is a financial advisor with Ameriprise in Arlington, TX, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Ameriprise and its affiliate since 2009. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support its recommendations, with a focus on assets held in Ameriprise Managed Accounts.

Thomas Kennedy is a financial advisor with Ameriprise in Keller, TX, holding a Series 66 designation and 23 years of industry experience. His career includes roles at Merrill and Bank of America before joining Ameriprise in 2019. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional provider.

Emma Beavers is a financial advisor with Raymond James & Associates in Fort Worth, TX, holding a Series 66 designation and seven years of industry experience. Prior to joining Raymond James, she worked at Bank of America and Merrill Lynch. She is also the author of a finance book titled *The ABCs of Finance*. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutional and pension plans, and charitable organizations. The firm offers financial planning, investment consulting, and institutional fiduciary services, drawing on a range of portfolio management styles and affiliated research.

Domenick Juliano is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He previously worked at Edward Jones for five years before joining LPL Financial in 2012. Outside of his advisory role, he serves as president of Futbol Mundial Inc., a corporation maintained for tax and investment purposes. 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 institutional platforms, supported by numerous investment adviser representatives across the country.

Jose Rodriguez is a financial advisor with Primerica Advisors in Arlington, TX, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. He has been with Primerica Advisors since 2014 and has worked at Primerica Financial Services since 2003. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and manages approximately $15.5 billion in assets, delivering advisory services through model-based recommendations supported by third-party asset managers.

Keith Karnes is a financial advisor with Ameriprise Financial Services and holds Series 63 and Series 65 credentials. He has 34 years of industry experience, including prior roles at Wells Fargo Clearing and Wells Fargo Advisors. He is based in Fort Worth, TX. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Shawn Malley is a financial advisor with Ameriprise in Mansfield, TX, holding a Series 66 designation and 17 years of industry experience. He previously worked at Edward Jones for 15 years before joining Ameriprise in 2023. Outside of his advisory role, he is involved in business ownership related to real estate. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations. The firm serves a broad client base with a wide range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Eliazer Hernandez is a financial advisor with Ameriprise, holding a Series 66 designation and 11 years of industry experience. He previously worked at Edward Jones for nine years before joining Ameriprise in 2020. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Shelia Gibson is a financial advisor at Fidelity with 33 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 1993. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction using proprietary research, quantitative analysis, and algorithmic methodologies. The firm also offers oversight of sub-advisers and serves in formal advisory roles for multiple registered investment companies.

Jason Helsel is a financial advisor at Edward Jones with 15 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill, Casino Events, and Box Office. He is also a named officer of a family insurance agency that is currently dormant. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated financial services.

Delbert Babitzke is a CFP® professional with 25 years of industry experience, currently serving at Edward Jones since 2000. He holds Series 63 licensure and is based in Crowley, TX. Outside of his advisory role, he has interests in oil and gas royalties through activities with Chaparral Energy LLC and Kaiser Francis. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 financial advisors.

Jeremy Bleeker is a financial advisor at Edward Jones in Fort Worth, TX, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he is an investor and co-investor in a commercial construction business in Burleson, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and provides both discretionary and non-discretionary solutions under a fiduciary standard.