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.

Zachary Burton is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been advising clients since 2017. He specializes in helping individuals, families, and business owners develop personalized financial strategies that align with their goals and long-term vision. Zach's expertise includes education planning, executive and equity compensation services, family wealth management strategies, retirement planning, portfolio management, and tax minimization. He holds the CERTIFIED FINANCIAL PLANNER® certification, the Chartered Retirement Planning Counselor™ designation, and the Personal Investment Advisor (PIA) credential. Zach also maintains Series 7 and Series 66 FINRA registrations and a Life, Accident, and Health Insurance license. He earned his Bachelor's degree from the University of Oklahoma. Zach is an active member of the Dallas Off Road Bicycle Association and the OU Club of Dallas. He participates in various community activities, including the Big Event in Oklahoma City, the Elf Louise Christmas Project in San Antonio, Habitat for Humanity in Oklahoma City, Infant Crisis Services in Oklahoma City, and Special Olympics in Boerne, Texas. He lives in Prosper, Texas, with his wife, Taylor, their children, Catherine and James, and their golden retriever, Archie. Outside of work, Zach enjoys golfing, traveling, and following the Oklahoma Sooners.

Samuel Velarde is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Fidelity Investments and JPMorgan Chase Bank, N.A., as well as experience outside the financial sector at BlueSprig Pediatrics. 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 searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, employs forward-looking capital market assumptions, and utilizes ESG frameworks in its recommendations.

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.

Jaime Santana is a financial advisor with LPL Financial, holding a Series 66 designation and possessing 24 years of industry experience. He has been with LPL Financial since 2009, following a seven-year tenure at Merrill. Outside of his advisory work, Santana is involved in Minority Supply & Contracting, LLC, a business offering consulting and general contracting services. 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 a variety of advisory and brokerage services, utilizing a broad range of investment strategies along with technology tools to support its network of over 22,800 advisors.

Chase Awalt is a financial professional with 20 years of industry experience, currently with Cetera. He has held roles at Martin Financial Group since 2006 and has been associated with Cetera and its affiliates since 2023. Awalt maintains a Series 66 designation and is based in Dallas, TX. He also serves as an agent/broker for fixed insurance sales. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supported by a large network of advisors and significant assets under management.

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.

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.

Jose Lopez Jolly is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in providing clients with personalized guidance and tailored financial strategies to help them confidently pursue their goals. His expertise includes college education planning, executive compensation, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, small business strategies, investment strategy for individuals and corporations, tax minimization, and retirement income planning. Jose holds a Bachelor of Science in Finance from The University of Texas at Dallas and professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He is fluent in both Spanish and English, enabling him to serve a diverse clientele effectively. Outside of his professional role, Jose enjoys baseball, football, music, reading, soccer, spending time with his family, and traveling. His approach centers on understanding clients' goals, values, and priorities to provide trusted advice and help navigate life's opportunities and challenges.

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.

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.

Caleb Gorton is a Series 66-licensed financial advisor with Mass Mutual Investors Services in Dallas, TX, with one year of industry experience. His prior roles include work at MassMutual Life Insurance, Guaranty Bank and Trust, and DoorDash, as well as bookkeeping duties at Gorton Clinic involving tracking patient test results. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs a collaborative, annual planning process and provides various investment and planning programs, including high-net-worth and event-driven services.

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.