Vjollca Gjinolli is a financial advisor with Wells Fargo Clearing, holding the Series 66 designation and bringing 10 years of industry experience. She has previously worked at Ameriprise, Bank of America, Merrill, and Edward Jones. Outside of her advisory role, she is involved with FO2, a cash management platform serving corporate and institutional clients. Wells Fargo Advisors is a large national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research and analytics to support a diversified investment approach and offers both brokerage and advisory solutions.

Kelly Just is a financial advisor with Ameriprise in Keller, TX, holding a Series 66 designation and 23 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she owns KSJ Resources, an S corporation used to manage practice expenses. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, employing a centralized consulting team that delivers non-discretionary, research-based recommendations focused on income sources, tax-efficient withdrawals, and Social Security strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Keith Karnes is a financial advisor with Ameriprise Financial Services and holds Series 63 and Series 65 credentials. He has 34 years of industry experience, including prior roles at Wells Fargo Clearing and Wells Fargo Advisors. He is based in Fort Worth, TX. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Kharla Sowells is a financial advisor at Edward Jones in Burleson, TX, holding a Series 66 designation with two years of industry experience. Her prior career includes roles in real estate with Coldwell Banker Realty and BHGRE Gary Greene, as well as periods of self-employment. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Santosh Terala is a financial advisor at Ameriprise with seven years of industry experience. He has been with Ameriprise Financial Services since 2018, including its affiliated entities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning focused on income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Lyndon Westerberg is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding the CFA® designation along with Series 65 and Series 63 licenses. He has 22 years of industry experience and has been with J.P. Morgan Securities since 2003, with an extended tenure at JPMorgan Chase Bank dating back to 1996. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Carol Jenkins is a financial advisor with LPL Financial in Hurst, TX, holding a Series 63 designation and 37 years of industry experience. She has been with Linsco Private Ledger since 2005. Outside of her advisory work, Jenkins assists with bookkeeping and financial reconciliation for the Honduras Mission through Peace Lutheran Church. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services with access to model portfolios and research from multiple sources.

Brian Steidinger is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding a Series 66 designation and 15 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2011. Steidinger is involved in organizing a local executives networking group and serves as treasurer for White's Chapel Methodist Church. 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 manages approximately $671 billion in assets through a large team of over 14,000 financial advisors and offers a range of brokerage and advisory solutions.

Hayden Gothard is a CFP® and holds a Series 66 license with five years of industry experience. He is currently with Stifel and previously worked at MML Investors Services and Mass Mutual Life Insurance Company. He also has experience at TD Ameritrade and a law office, and attended Texas Christian University. Stifel serves a diverse client base, including individuals, institutions, and municipal entities, offering brokerage and advisory services supported by proprietary investment methodology from its Investment Strategy Group.

Kirk High is a financial advisor with RBC Capital Markets in Fort Worth, TX, holding the Series 63 and Series 65 designations and bringing 26 years of industry experience. He has been with RBC Capital Markets since 2009. Outside of advisory work, he is a passive investor in several businesses including management training, packaging, and fire and water damage restoration. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base that includes individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers, supported by RBC’s extensive capital markets capabilities.

Cayden Dare is a financial advisor at Edward Jones in Fort Worth, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Sewell Lexus of Fort Worth and ProAction Fluids. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Jackson Philbrook is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and has prior work experience in various roles including at Tecovas and Northern & Crain Realty. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios and deliver advisory solutions.

Chantelle Higgins is a financial advisor at Fidelity with 24 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Fidelity Investments since 2001. Outside of her advisory role, she manages rental property in Keller, Texas. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs, and is noted for its use of systematic methodologies and formal advisory roles to multiple registered funds.

Arturo Hinojosa is a financial advisor with Wells Fargo Clearing based in Fort Worth, TX, holding a Series 66 designation and six years of industry experience. Prior to joining Wells Fargo, he worked at Truist Advisory Services and Morgan Stanley, among other firms. Outside of his advisory role, he is involved as a consultant in trade compliance and logistics and participates as a crew member for grappling competition events. 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 uses research from Wells Fargo Investment Institute to guide diversified portfolio construction and offers both brokerage and advisory solutions across a broad client base.

Eliazer Hernandez is a financial advisor with Ameriprise, holding a Series 66 designation and 11 years of industry experience. He previously worked at Edward Jones for nine years before joining Ameriprise in 2020. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Anthony Balderas is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 66 designations and 11 years of industry experience. Prior to joining Wells Fargo in 2026, he worked at JP Morgan Chase Bank, N.A., JP Morgan Securities, LLC, and TD Ameritrade in various capacities. He serves as a board member for the Center For Transforming Lives, a nonprofit focused on supporting single mothers and children through education and housing programs. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory. The firm’s approach includes a broad set of financial product offerings, such as insurance-related vehicles and bank deposit sweep options, and acts as an ERISA fiduciary when providing investment advice.

Marcus Qualls is a financial advisor with Robert W. Baird & Co. in Fort Worth, TX, holding a Series 66 designation and 20 years of industry experience. He has worked at Baird since 2019 and previously spent 14 years with Ameriprise Financial Services, Inc. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides a range of consulting and portfolio services, tailoring advice to client goals and risk tolerances through a mix of in-house and third-party managers and offering both traditional and non-traditional investment strategies.

Andrew Lewis is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank, Wells Fargo Clearing, and Wells Fargo Advisors. 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. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Heather Grapes is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 65 and Series 63 licenses and having nine years of industry experience. She has been with Wells Fargo Clearing since 2016 and has over two decades of experience with Wells Fargo Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party sources to inform its investment approach.

Jeremy Bleeker is a financial advisor at Edward Jones in Fort Worth, TX, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he is an investor and co-investor in a commercial construction business in Burleson, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and provides both discretionary and non-discretionary solutions under a fiduciary standard.