Jenna Malone is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses and four years of industry experience. Her prior work includes roles at J.P. Morgan Securities and TIAA. 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 employs modern portfolio theory and a research-driven approach while offering a broad range of brokerage and advisory solutions.

Ellen Rheinlaender is a financial advisor with Equitable Advisors in Fort Worth, TX, holding Series 63 and Series 65 licenses and 12 years of industry experience. She has been with Equitable Advisors since 2014, including time under its predecessor Axa Advisors. Outside of her advisory role, she facilitates a mentorship group for young women beginning their careers and is involved in a family business distributing a published book. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, brokerage, insurance, and third-party asset management programs. The firm works extensively with LPL-sponsored programs and third-party managers to provide advisory and brokerage solutions across discretionary and non-discretionary arrangements.

Edward Meinen is a financial advisor at OSAIC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and was previously with Sagepoint Financial, Inc. for 14 years. Outside of advisory services, he operates Meinen Agency Inc., an independent insurance sales business. Osaic Wealth, Inc. serves a diverse client base including individual investors, institutions, corporations, and charitable organizations through a large network of affiliated advisers and advisory platforms. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and a range of investment options to construct portfolios managed on both discretionary and non-discretionary bases.

Caitlin Kraft is a financial advisor with Robert W. Baird & Co. in Fort Worth, TX. She holds a Series 66 designation and has one year of industry experience. Prior to joining Baird, she worked for the Hurst-Euless-Bedford Independent School District for 13 years. Outside of her advisory role, she is a passive investor in Salon Suite Solutions, LLC. She is part of the DDK Group within Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group provides customized consulting and portfolio services, including discretionary and non-discretionary management, with a range of strategies from traditional to non-traditional investments.

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.

Michelle Willingham is a financial advisor at Edward Jones with 12 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2013. The firm serves more than four million individual and institutional clients, offering a range of wealth management services including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds. Edward Jones manages approximately $1.01 trillion in assets under management and operates a large nationwide network of financial advisors and branch offices.

Chad Renfro is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 29 years of industry experience. He has worked at Cambridge Investment Research Advisors, Inc. for 17 years and is the president and founder of Renfro Financial, Inc., where he is involved in securities, financial planning, and insurance. He also works as an insurance agent selling fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 independent advisors. The firm offers a variety of portfolio management and consulting services and operates a multi-manager platform that provides access to affiliated and third-party investment managers across multiple program structures.

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 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked within various J.P. Morgan entities since 2007. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering non-discretionary advisory services supported by an in-house manager solutions team and centralized due diligence.

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 13 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Avantax Investment Services and related entities for over a decade. Freeman is also involved in athletic training as the owner of Atlet - Athletes Enhancement Training, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory and brokerage services, including financial planning, retirement plan consulting, and model portfolio management supported by internal and third-party research.

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 27 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 LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Heather Chandler is a financial advisor at UBS Financial Services with 23 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is designated as the future executor of an estate. UBS Financial Services serves individual, corporate, and institutional clients through a wide range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services tailored to clients’ goals and risk tolerances.

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 33 years of industry experience. Prior to joining LPL Financial in 2019, he worked at Primerica Advisors and Primerica Financial Services for over 30 years. Stevens is also involved as an insurance agent with Nexpoint. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Kyler Nielsen is a financial advisor at Ameriprise in Fort Worth, TX, holding a Series 66 credential with nine years of industry experience. His prior roles include positions at JP Morgan Securities and JP Morgan Chase Bank. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Blaze Mc Mellian is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has previously worked at Ernst & Young LLP and Ausdal Financial Partners, Inc. Outside of his advisory role, Mc Mellian is an owner and influencer at McBets, LLC, where he writes articles and conducts research related to sports. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.