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 Series 66 licensed financial advisor with Edward Jones in Fort Worth, TX, where she has worked since 2013. She has 13 years of industry experience. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. 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.

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.

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.

Amberly Thurston is a CFP® with eight years of industry experience, currently serving as a financial advisor at OSAIC in Fort Worth, TX. She has been with Royal Alliance Associates since 2016. In addition to her advisory role, she provides insurance solutions to clients through her position as an insurance producer at TRC Advisory & Wealth Management. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services that include comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization supported by various analytical tools and offers both discretionary and advisor-managed investment 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.

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.