Jason Roach is a financial advisor with Edward Jones in Arlington, TX, holding Series 63 and Series 66 licenses and bringing five years of industry experience. His prior roles include positions at Ameriprise Financial Services LLC and Cambridge Investment Research Inc. He has received royalties from oil and gas production through interests in Sage Natural Resources and TotalEnergies E&P Barnett USA, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with a network of approximately 23,701 advisors and over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

Jerald Cooperman is a financial advisor at Ameriprise with 20 years of industry experience. He holds Series 63 and Series 66 designations and has been with Ameriprise since 2011. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet certain asset criteria, providing detailed written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis with algorithmic automation to deliver personalized planning while emphasizing funds from affiliated firms.

Christopher Roberts is a financial advisor with Equitable Advisors in Fort Worth, TX, holding a Series 66 credential and 22 years of industry experience. He has been with Equitable Advisors since 2003, including its predecessor Axa Advisors. Outside of his advisory work, he has participated as a movie and series extra. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing a range of proprietary and third-party investment models and solutions.

Madeline Prater is a financial advisor with Raymond James & Associates in Fort Worth, TX, holding a Series 66 credential and one year of industry experience. Before joining Raymond James in 2025, she worked in various roles with the City of Southlake from 2017 to 2025 and attended the University of Oklahoma from 2013 to 2017. She is also involved in political activity with the City of Euless. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipal entities—and offers a range of financial planning, investment consulting, and municipal advisory services.

Jarriet Bluitt is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Stifel Independent Advisors, Bank of America, Merrill, and Massachusetts Mutual Life Insurance Co. Bluitt serves as treasurer for the Bossier City Alumni Chapter of Kappa Alpha Psi, a nonprofit mentorship program. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Shane George is a financial advisor with Merrill, holding a Series 66 designation and based in Fort Worth, TX. He has four years of experience at Merrill since 2022, with prior roles at Asurion/Assurant, Sprint, and Clay Cooley Volkswagen. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

Christina Clemmons is a financial advisor with Cetera, holding a Series 66 designation and six years of industry experience. She has previously worked at Merrill from 2019 to 2026 and Bank of America from 1995 to 2019. Clemmons is based in Cedar Hill, TX. Cetera Investment Advisers LLC operates as a nationwide network of independent advisors serving individual clients, employer-sponsored retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers a range of portfolio management and financial planning services through multiple program structures and custodial relationships.

Robert Landgraf is a financial advisor at Equitable Advisors with Series 66 credentials. He has been with Equitable Advisors since 2026 and has prior experience in education, having worked at multiple schools including Edward S. Marcus High School and Newman University. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm emphasizes personalized advice through a network of Investment Adviser Representatives and offers a variety of investment solutions including third-party advisory programs and ERISA fiduciary services.

Chapman King is a financial advisor at Cetera with a Series 66 designation and just over one year of industry experience. Prior to his current role, he has held various positions outside the financial industry, including roles at Oak Point Recreation Center and Prince of Peace Catholic School. Cetera Investment Advisers LLC operates as an SEC-registered advisor serving a broad range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various investment management and financial planning services through a multi-manager platform and supports both discretionary and non-discretionary account management.

John Brown Jr. is a financial advisor with Edward Jones in Arlington, TX, holding a Series 66 designation and 11 years of industry experience. He has worked at Merrill Lynch and Bank of America NA prior to joining Edward Jones in 2018. 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 wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Sanjeev Kumar is a Series 66-credentialed financial advisor with 21 years of industry experience, currently affiliated with LPL Financial in Arlington, TX. His prior work includes 16 years at Waddell & Reed, Inc. and involvement with various insurance carriers through W & R Insurance Agencies. He is also active with the IITNT Alumni Association. 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 and access to third-party asset management, supported by a large network of investment adviser representatives.

Sergio Jaramillo is a financial advisor with Equitable Advisors in Fort Worth, TX, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 2016. Equitable Advisors serves a diverse client base including individual clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party managers.

David Rindal is a financial advisor with LPL Financial in Fort Worth, TX, holding a Series 66 designation and having 20 years of industry experience. His prior roles include positions at Cetera, D.A. Davidson & Co., and UBS Financial Services. He is also associated with American Airlines Federal Credit Union. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a broad range of investment strategies and advisor tools.

Samuel Sheppard is a financial advisor with Merrill in Fort Worth, TX, holding Series 65 and Series 63 licenses and four years of industry experience. His career includes roles at Merrill, Bank of America N.A., and Equitable Advisors, LLC. Outside finance, he worked with T Bar M Camps and Retreats. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jennifer Parks is a financial advisor with Merrill in Fort Worth, TX, holding a Series 66 designation and 11 years of industry experience. She has worked at Merrill and Bank of America since 2017 and previously at SII Investments and Tulsa Community College. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Adel Moussa is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and two years of industry experience. He has been with Wells Fargo Bank since 2015 and joined Wells Fargo Clearing in 2023. Outside of his advisory work, he also works as a delivery driver for Amazon Flex and Uber Eats in Fort Worth, TX. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment solutions grounded in modern portfolio theory. The firm acts as an ERISA fiduciary and offers a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Charles Green is a financial advisor with OSAIC in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has previously worked at Sagepoint Financial and operates his own practice, Charles R. Green, which he founded in 2007. Outside of advising, he is the managing partner of a family cattle and deer hunting ranch and serves on the board of the Aledo Alumni Ex Students Association. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plans, charities, and corporations. The firm provides a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools, with a platform noted for its scale, recent consolidation, and complex affiliate network.

Debra Fournerat is a financial advisor with Cetera and holds Series 63 and Series 65 licenses. She has 23 years of industry experience and has previously worked at Avantax Advisory Services and Avantax Insurance Agency. In addition to her advisory role, she manages her own tax and accounting firm, Debra J Fournerat, PC, where she serves as president. She also supervises tax preparation at Five Star Advisor Partners, LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and provides access to multiple investment strategies and third-party money managers.

William Ryan is a CFP® with 24 years of industry experience, currently advising at Robert W. Baird & Co. since 2011. He previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Ryan serves on the board of Casas por Cristo, where he is involved in operational oversight and fundraising to support short-term mission trips. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pension plans, and charitable organizations through a range of financial planning and portfolio management services. The firm combines manager-traded and model-traded strategies with tax management and customized fee arrangements, supported by internal research and ongoing manager oversight.

Paola Pacheco is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding a Series 66 designation and 17 years of industry experience. She has worked with Wells Fargo Bank, N.A. since 2009 and joined Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions.