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 with Edward Jones in Fort Worth, TX, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory work, he is a co-investor in a commercial construction business in Burleson, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.

Bryan Keathley is a financial advisor with Cambridge Investment Research Advisors in Arlington, TX, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has worked with Cambridge since 2016 and previously spent over two decades at Transamerica Financial Advisors. Outside of his advisory role, he is president of Safe Harbor Benefits, Inc., an insurance agency. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable clients by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of financial professionals and supports various management platforms and third-party advisory relationships.

Casey Harding is a CFP® professional with six years of industry experience, currently affiliated with OSAIC since 2023. Prior to joining OSAIC, Harding held roles at Sagepoint Financial, Northwestern Mutual, and GuideStone Financial Resources. Harding serves as a board member for Paws of Reflection, a nonprofit focused on equine and animal-assisted counseling. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporations. The firm offers brokerage and advisory services through a multi-advisor platform that utilizes model-based asset allocation and portfolio optimization, supporting various managed account programs and third-party manager options.

Mark Bjorkman is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding Series 63 and Series 66 registrations and bringing 10 years of industry experience. He has been with J.P. Morgan entities since 2016. Outside of his advisory role, he has served as a soccer referee for the North Texas Soccer Association. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory approach combines quantitative and qualitative research to deliver written asset allocation advice and customized performance reporting, while clients retain final decision-making authority.

Rebecca Dickerson is a financial advisor with Raymond James & Associates in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Her prior background includes roles at Bank of America, Merrill, and Fidelity. She serves as Treasurer for the Paschal Band Booster Parent Teacher Association, a nonprofit organization. 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 charitable organizations, offering financial planning and non-discretionary investment consulting supported by extensive research and a range of portfolio management strategies.

Grayson Tennison Jr. is a CFP®-certified financial advisor with Edward Jones in Mansfield, TX, with 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he manages a real estate entity that owns the commercial building housing his Edward Jones office. Edward Jones is a full-service wealth management firm serving a broad range of individual and institutional clients, offering various advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide.

Robert De Lozier is a financial advisor with Equitable Advisors in Fort Worth, TX, holding Series 63 and Series 65 licenses and having six years of industry experience. His prior work includes roles at Axa Advisors, Ridglea Country Club, BJ's Restaurant & Brewhouse, and Lake Bryan & Lakeside Icehouse & Grill. He serves as a board trustee for The Leukemia & Lymphoma Society. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm’s investment approach includes using third-party advisory programs and discretionary managers, covering a range of investment products and offering ERISA fiduciary services to qualified plans.

Timothy Bunt Jr. is a financial advisor with Ameriprise, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2022, he worked in healthcare roles and has served with the Somervell County Fire Department since 2015. He is also employed as a salaried manager at BCK Management Services, LLC, an advisory business. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Jeffrey Burgess is a financial advisor with Merrill in Fort Worth, TX, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked at Merrill and Bank of America since 2010 with a brief period at First United Bank. 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, offering model-based and discretionary investment strategies for individuals, institutions, and charitable organizations.

Miguel De La Torre is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on helping clients develop personalized wealth management strategies that align with their unique financial goals. He emphasizes understanding each client's full financial picture to create adaptable plans suited for today’s dynamic market conditions, utilizing insights from Merrill and solutions offered by Bank of America. Miguel holds a Bachelor's Degree from Universidad del Sagrado Corazon and has earned the Personal Investment Advisor (PIA) professional designation. He is committed to working closely with clients one-on-one to pursue their long-term financial objectives. Additionally, Miguel actively participates in community service, dedicating time to volunteer with local organizations in line with Merrill’s tradition of community involvement.

Curtis Pinney is a financial advisor at Edward Jones in Grand Prairie, TX, with one year of industry experience. Prior to joining Edward Jones, he worked for Cummins Sales and Service for 11 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a nationwide network of approximately 23,701 financial advisors.

Robert Nursey is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and over 39 years of industry experience. He has worked with Cetera and its affiliated entities since 2025 and previously spent over two decades at Concourse Financial Group Securities Inc. Nursey is also a managing member of Ivy League Wealth Management, LLC, where he provides financial planning and insurance services, and serves as a FINRA arbitrator and expert witness. Cetera Investment Advisers LLC operates a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services through a nationwide network of independent advisors.

Jeremy Thompson is a financial advisor at Edward Jones in Midlothian, TX, holding Series 66 and Series 63 credentials with 12 years of industry experience. His prior work includes roles at JP Morgan Chase Bank and Mass Mutual Investors Services. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Stephanie Woehr is a CFP®-credentialed financial advisor with Edward Jones, where she has worked since 2019. She has six years of industry experience, including prior roles at Regions Bank and a 15-year involvement with Madeline's Interiors. Outside of her advisory work, she serves as a volunteer on the Financial Advisory Council for St. Vincent de Paul Catholic Church in Arlington, TX, assisting with the church’s financial oversight. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Daniel Woodard is a financial advisor with LPL Financial in Burleson, TX, holding Series 63 and Series 66 licenses and having 26 years of industry experience. His prior work includes roles at Securities America Advisors, Securities America, Inc., and Eecu Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Yurith Solis is a Series 66 licensed financial advisor with eight years of experience, currently with Edward Jones in Fort Worth, TX. Prior to joining Edward Jones in 2018, he worked for Affiliated Bank for three years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary managed solutions, with approximately $1.01 trillion in assets under management supported by a large network of financial advisors and branch offices nationwide.

Gregory Kubes is a CFP® professional with 18 years of experience at Edward Jones, based in Fort Worth, TX. He has served on the board of Junior Achievement - Chisholm Trail, advising on various organizational matters including fundraising. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 advisors.

Tiffany Price is a financial advisor with Primerica Advisors in Grand Prairie, TX, holding Series 63 and Series 65 licenses and three years of industry experience. She has worked with Primerica Advisors since 2023 and Primerica Financial Services since 2022. Outside of advisory services, she is involved in sales of loan products and home security and automation referrals through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Joshua Mayo is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. In this role, he focuses on helping clients maximize the benefits their companies offer and supports them in working towards their financial goals. Prior to his current position, he served as a Workplace Planning Consultant at Fidelity from 2022 to 2023. His professional experience centers on benefits and financial planning within the workplace. Outside of his professional responsibilities, Joshua has personal interests in bowling, comedy, movies, and yoga.