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.

James Doss is a financial advisor with LPL Financial in Benbrook, TX, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior roles include positions at Arbor Point Advisors, Securities America, KMS Financial Services, and Signator Investors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

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.

Ladarrion Hills is a financial advisor at Primerica Advisors with nine years of industry experience. He holds Series 65 and Series 63 credentials and has worked with Primerica since 2016. In addition to his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that leverages model-delivery strategies managed by unaffiliated asset managers, with custodial and trade execution support provided by Pershing and BNY Mellon Advisors.

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.

Latrice Londow is a financial advisor at Charles Schwab with nine years of industry experience. She holds Series 63 and Series 66 designations. Her work history includes roles at Charles Schwab Bank, Charles Schwab & Co., Inc., Ernst and Young, and Scottrade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a blend of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by a large integrated operational structure.

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.

Ally Moti is a Financial Advisor at Merrill Lynch Wealth Management, where he works closely with individuals and business owners to develop financial planning strategies tailored to their unique goals. His areas of expertise include retirement planning, risk management, asset growth, and preparing for future financial needs. Ally takes a personalized approach, focusing on understanding what matters most to each client to help them pursue their financial objectives with clarity and confidence throughout every stage of life. Ally holds a Bachelor's Degree from the University of Texas System and has earned the Personal Investment Advisor (PIA) designation. He provides ongoing advice and guidance, assisting clients with a range of services including education planning, family wealth management, legacy planning, managing new wealth, personal retirement planning, portfolio management, and retirement income strategies. He is also fluent in English and Urdu. Outside of his professional role, Ally enjoys a variety of activities such as billiards, bowling, chess, golfing, painting, pickleball, spending time with his family, table tennis, tennis, and woodworking. These interests complement his commitment to helping families create financial foundations that support their goals.

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.

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.

Mike Roberson is a Financial Consultant at Fidelity Investments, a role he has held since 2022. He has been with Fidelity Investments since 2017, progressing through various positions including Planning Consultant, Relationship Manager, Central Relationship Manager, Investment Solutions Representative, and Customer Service Advocate. Prior to joining Fidelity, Mike worked at JPMorgan Chase from 2009 to 2017 in roles such as Home Equity Mortgage Banker, Customer Assistance Specialist, and Recovery Specialist. With over a decade of experience in the financial services industry, Mike focuses on helping clients work towards their financial goals. His work involves planning for retirement, managing investments, and assisting clients in navigating complex financial decisions. His approach centers on understanding each client's unique needs and developing personalized strategies to pursue their financial success.

David Daly is a financial advisor at Edward Jones in Arlington, TX, with six years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2020. Prior to joining the firm, he was co-owner of Triangle Payment Systems, a merchant services business, from 2006 until its closure in 2019. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets through a broad network of advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Joseph Ludwinski is a financial advisor at Wells Fargo Clearing in Fort Worth, TX, holding Series 65 and Series 63 licenses. He has been with Wells Fargo Clearing since 2025 and previously worked at Wells Fargo Bank, nA, DoorDash, and the University of North Texas. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Shannon Copeland is a financial advisor at Merrill with 21 years of industry experience and holds the Series 66 designation. She has worked at Merrill since 2003. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, and various institutional investors. The firm integrates with Bank of America’s broader platform, providing access to a wide range of products and services.

Billy Yarbrough is a CFP® professional with 22 years of industry experience, currently serving at Ameriprise since 2020 and previously with Ameriprise Financial Services, Inc. from 2005 to 2020. He is an equity owner and franchise advisor at Beez3 LLC and engages in sports card sales with his son as a personal hobby. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide annual, non-discretionary recommendations through a centralized consulting team.