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.

Abel Ranjel is a Financial Consultant at Fidelity Investments, where he has been working since 2015 in various roles. His experience at Fidelity includes positions such as Planning Consultant, Relationship Manager, and High Net Worth Service Associate, reflecting a progressive career focused on financial consulting and client relationship management. As a CERTIFIED FINANCIAL PLANNER™, Abel partners with local families to help them make informed financial decisions tailored to their individual goals and backgrounds. He is committed to ensuring that clients understand all available options to confidently make impactful decisions for their families. Outside of his professional role, Abel has interests in baseball, cooking and baking, football, parenthood, and pets.

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.

Colin Fuller is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2022. He focuses on helping clients create comprehensive financial plans aimed at building, preserving, and transitioning wealth. Colin works to understand the financial and personal goals of his clients and collaborates with them to develop strategies that support their objectives both now and in the future. Colin has been with Fidelity Investments since 2016, progressing through roles including Investment Sales Associate, Regional Investment Consultant, and Investment Consultant before becoming a Financial Consultant. His experience spans client advisory and investment consulting within the firm. He holds an Arkansas Insurance License, which supports his work in providing financial consultation and planning.

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.

Bryan Schmitke is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials. He has been with Wells Fargo since 2026 and has prior experience at J.P. Morgan Securities and Jpmorgan Chase Bank. His background also includes roles outside the financial industry, including positions at Heb Grocery Company and Zanzibar Cattle Co. Wells Fargo Advisors is a national securities firm that serves 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.

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.

Jesse Dax is a CFP® professional with 28 years of industry experience, currently serving at J.P. Morgan Securities since 2014. He holds Series 63 and Series 65 licenses and is based in Fort Worth, TX. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager selection, and customized performance reporting. The firm’s process includes centralized due diligence with both quantitative and qualitative analysis and incorporates ESG considerations within its eligible strategies.

Heather Chandler is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. Her career includes roles at Wells Fargo Clearing, Wells Fargo Investments, and First Command Bank. She is designated as the future executor of an estate, though she currently holds no active role in that capacity. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings guided by proprietary research and model-based asset allocations.

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.

Ian Salazar is a financial advisor with Fidelity in Fort Worth, Texas, holding Series 63 and Series 66 credentials and three years of industry experience. Prior to his advisory role, he sold vintage clothing on eBay as a sole proprietor. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and multi-manager fund structures.

Mitchell Stevens III is a financial advisor with LPL Financial in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes over 30 years at Primerica Financial Services before joining LPL Financial in 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

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.

Blaze Mc Mellian is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has previously worked at Ernst & Young LLP and Oklahoma State University. Outside of his advisory role, Mc Mellian is an influencer who writes articles and provides research on sports through his ownership of McBets, LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Prince Awuah is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has a background that includes service with the US Public Health Service and the Food & Drug Administration. Outside of his advisory role, he is involved in sales of home security and automation products through a co-located affiliate of his firm. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs largely model-based investment strategies and supports trade execution and custody through third-party providers.

Antonio Massagli is a financial advisor with Fidelity Investments in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing six years of industry experience. His prior work includes roles at Carvana LLC and the Texas Department of Public Safety. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across a diverse range of investment vehicles.

Scott Hernandez is a financial advisor with Equitable Advisors in Fort Worth, TX, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has worked at Equitable Advisors since 2014, including time under its predecessor Axa Advisors, LLC. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm provides financial planning, retirement consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party solutions without sponsoring its own wrap fee program.

Sawyer Link is a financial advisor at J.P. Morgan Securities in Fort Worth, TX, holding Series 63 and Series 65 licenses with approximately one year of experience at the firm. His prior roles include positions at Goldman Sachs & Co. LLC and Stellantis, as well as academic experience at Texas A&M University. He is also involved with Exotic Capital, LLC. 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 firm’s advisory process integrates centralized due diligence with both quantitative and qualitative research and incorporates ESG considerations within a broader derivatives and commodities framework.

Jason Jones is a financial advisor with LPL Financial in Fort Worth, TX, holding a Series 66 designation and 12 years of industry experience. He previously worked at Axa Advisors, LLC for five years before joining LPL Financial in 2019. Outside of his advisory role, Jones serves as a minister at various churches and owns Active Pain Relief LLC. 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 management solutions, including access to third-party asset managers and institutional platforms.

Ngan Tran is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, Tran held roles at Bank of America, Hanmi Bank, and Hallmark Aviation. Outside of financial services, Tran owns an independent contracting business involved in online retail of consumable products. Merrill, together 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.