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.

Elizabeth Le is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. She has been with Fidelity since 2022, progressing through roles as a Retirement Specialist and Workplace Planning & Advice Consultant before assuming her current position in 2026. In her role, Elizabeth focuses on ensuring that planning needs are met with high standards by identifying unique goals, addressing inefficiencies, and working toward successfully meeting objectives. Her experience spans benefits planning and retirement consulting within the investment services sector. Outside of her professional work, Elizabeth has interests in art, hiking, museums, outdoor adventures, and yoga.

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.

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 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 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.

Stephen Shirley is a financial advisor with Edward Jones in Hurst, TX, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, Shirley is involved with SES Family Holdings, LLC, a real estate holding company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

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 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.

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 financial advisor with LPL Financial in Arlington, TX, holding a Series 66 designation and bringing 20 years of industry experience. His career includes 16 years with Waddell & Reed, Inc. and various insurance carriers through W & R Insurance Agencies. He is also involved with the IITNT Alumni Association. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, employing both discretionary and non-discretionary management strategies with access to research and diverse investment options.

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.

David Rindal is a financial advisor with LPL Financial in Fort Worth, TX, holding a Series 66 designation and 20 years of industry experience. His prior work includes roles at American Airlines Federal Credit Union and Cetera. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Samuel Sheppard is a financial advisor at Merrill with Series 63 and Series 65 credentials and three years of industry experience. His prior experience includes roles at Bank of America N.A. and Equitable Advisors, LLC. He has also worked in camp and retreat services and at Texas A&M University. 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.

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.