Jamie Crnkovic is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Prior to joining LPL in 2021, Crnkovic worked at Wells Fargo Advisors, Edward Jones, Waddell & Reed, and various insurance carriers. Outside of advisory work, Crnkovic operates a business entity, Jamie Crnkovic, LLC, and is involved in wholesale real estate through 1021 Properties. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and services, including financial planning, model portfolios, retirement plan consulting, and brokerage services, supported by research and technology such as machine learning.

Richard Baker is a financial advisor with Equitable Advisors, holding a Series 66 designation and 27 years of industry experience. He has worked at Equitable Advisors since 1999 and previously with AXA Advisors, LLC for 21 years. Outside of his advisory work, he is involved with the First Baptist Church Keller as a member of the Ministry Plan/Budget Committee and operates a small side business called Table Toys. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, utilizing multiple advisory channels and third-party tools to tailor services to client goals and risk tolerance.

Nicholas Workman is a Series 66-licensed financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones, he held roles at Deep Ellum Logistics Corp, where he served as president, Bell Helicopter, Tarrant County College, and Lockheed Martin. He is also a board member and campaign chair for the Ryan Family YMCA in Fort Worth, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of more than 23,000 advisors.

Paige Waldron is a financial advisor at Morgan Stanley with three years of industry experience. She holds a Series 66 designation and has previous work experience at Raymond James & Associates, ACA Global, and DRMP. Outside of her financial advisory role, she operates a dog sitting business in her home. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, incorporating broad investment research and modeling techniques.

Jonathan Hurley is a CFP® professional with 15 years of experience in the financial services industry. He has worked at Cambridge Investment Research Advisors since 2019 and previously spent eight years with Fidelity Investments. Outside of his advisory role, Hurley serves as a board member at Riverstone Church in Mansfield, TX. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, and retirement-plan advisory through a network of independent professionals using a variety of portfolio management approaches and platforms.

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.

Wesley Roland is a Series 66-licensed financial advisor with 26 years of industry experience, currently affiliated with OSAIC since 2016. He also owns and operates Wesley A. Roland, P.C., providing tax consulting and accounting services, and serves on the boards of two charitable foundations focused on scholarships and community support. Roland’s background includes roles as an insurance producer and trustee of a private trust. OSAIC serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and advisory services through a large network of advisers. The firm employs various asset-allocation tools and investment strategies, including discretionary and non-discretionary portfolio management, and supports multiple third-party managed account platforms.

Christopher Roberts is a financial advisor with Equitable Advisors in Aledo, TX, holding a Series 66 designation and 22 years of industry experience. He has been with Equitable Advisors since 2003, previously affiliated with Axa Advisors, LLC. Outside of his advisory work, Roberts has participated as a movie and series extra. Equitable Advisors provides financial planning, retirement plan support, and access to asset management services for individual investors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model, utilizing third-party asset managers and LPL programs to tailor solutions based on client goals, risk tolerance, and time horizon.

Madeline Prater is a financial advisor at Raymond James & Associates with a Series 66 designation and one year of industry experience. Prior to joining Raymond James, she worked for the City of Southlake and held a position at the University of Oklahoma. She is also involved in local government as a political officeholder for the City of Euless. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, with a notable focus on municipal clients and public finance.

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.

Elizabeth Dignum is a CFP® and ChFC® with 39 years of industry experience. She currently serves as a financial advisor at Raymond James Financial Services Advisors, Inc. Prior to this, she worked at Commonwealth Financial Network for 16 years and was affiliated with Texas Tech University for 13 years. Outside of advising, she is an author and runs Dignum Financial Partners, LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored strategies supported by asset-allocation analysis and firm research.

Robert Landgraf is a financial advisor at Equitable Advisors in Fort Worth, TX, holding a Series 66 designation. He joined Equitable Advisors in 2026 and has prior experience in education, including roles at Newman University, Carl Albert State College, Edward S. Marcus High School, and Downing Middle School. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on clients’ goals, risk tolerance, and time horizon.

Roseann Harris is a financial advisor with Ameriprise in Fort Worth, TX, holding a Series 63 designation and 33 years of industry experience. She has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides retirement-income planning services aimed at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports through a centralized consulting team.

Sergio Jaramillo is a financial advisor at Equitable Advisors in Fort Worth, TX, holding a Series 66 designation with 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 individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing a range of LPL-sponsored and endorsed third-party program platforms to deliver advisory and brokerage solutions.

Jennifer Parks is a financial advisor at Merrill with 11 years of industry experience. She holds a Series 66 designation and has worked at Merrill and Bank of America since 2017. Prior to that, she was with SII Investments and also taught at Tulsa Community College. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm offers model-based and discretionary investment strategies integrated into Bank of America’s broader corporate platform.

Mark Mcleland is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing four decades of experience in financial advisory services. As part of an eight-person team, he focuses on building strong client relationships to assist clients in making informed financial decisions that support their life goals, including education, travel, retirement, and legacy planning. His expertise spans areas such as college education planning, family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, socially responsible and ESG investing, women and wealth, tax minimization, and retirement income. Mark holds a Bachelor's Degree from Baylor University and has earned multiple professional designations, including Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His accomplishments have been recognized through multiple honors, including being named to Forbes' "Best-in-State Wealth Advisors" list for nine consecutive years as of 2026 and inclusion in the "Best-in-State Wealth Management Teams" list in 2026. In 2020, he received the David Brady Community Service Award. Beyond his professional work, Mark has engaged in various community service roles. He has served on the Investment Committee of the American Hospital Association and has been a past member of several boards and organizations, including the Board of Directors at Fort Worth Academy, Bridge Emergency Youth Services, Fort Worth Stock Show Syndicate, National Multiple Sclerosis Society, The Gladney Fund, and The Gladney Center. Mark's personal interests include golfing, reading, and traveling.

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 at OSAIC with 38 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Sagepoint Financial, Inc. He is managing partner of a family cattle and deer hunting ranch and serves on the board of the Aledo Alumni Ex Students Association. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services along with access to third-party money managers and wrap programs.

William Ryan is a CFP® with 23 years of industry experience and has been with Robert W. Baird & Co. since 2011. He is based in Fort Worth, TX. Outside of his advisory role, Ryan serves on the board of Casas por Cristo, where he is involved in operational oversight and fundraising efforts. He is part of The DDK Group at Robert W. Baird & Co., which provides tailored wealth management and consulting services to individuals, families, institutions, and charitable organizations, utilizing a range of portfolio management strategies and overlays.