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.

Jenna Malone is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses and four years of industry experience. She previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., among other financial firms. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics from Wells Fargo Investment Institute and third-party sources to evaluate investment options within a diversified, modern portfolio theory framework.

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.

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.

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.

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.

Mark Stevanovic is a financial advisor with Robert W. Baird & Co. Inc. in Southlake, TX, holding a Series 66 designation and 28 years of industry experience. He has been with Robert W. Baird since 2012. Stevanovic serves as a board member on Dallas Afterschool’s Investment and Finance Committee. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, with a range of traditional and non-traditional investment strategies.

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.

Christopher Rivera is a financial advisor at Edward Jones in Dallas, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2025, he worked at Spectrum Financial Group and Randolph Federal Credit Union, among other positions. 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 range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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.

Elias Gordon is a financial advisor with UBS Financial Services in Dallas, TX. He holds a Series 66 designation and has one year of industry experience. Prior to joining UBS, he worked at Strategies For Wealth, Crowded, and has a varied background including roles in education and hospitality. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and operates in multiple registered capacities, including broker-dealer and futures commission merchant.

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.