Joseph Queppet II is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities, LLC, J.P. Morgan Chase Bank, N.A., and Bank of America N.A. Outside of his advisory role, he works part-time with NTV Solutions, a roofing, construction, and solar sales company, assisting with homeowner insurance claims and storm restoration consulting. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from Wells Fargo Investment Institute and external sources to support portfolio construction and offers both brokerage and advisory solutions.

Rodger Jackson Jr. is a financial advisor at Edward Jones in Arlington, TX, holding Series 63 and Series 66 licenses with 17 years of industry experience. He worked at Fidelity Investments Institutional Services for nine years before joining Edward Jones in 2018. 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, operating under a fiduciary standard.

Mark Stamm is a financial advisor at Edward Jones with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients and manages approximately $1.01 trillion in assets. The firm offers 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.

Caleb Jerome 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 work experience includes positions at JPMorgan Chase Bank, BNSF Railway, and Texas Christian University. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

William Callahan III is a financial advisor with Fidelity in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Fidelity Investments and its affiliated entities since 2005. Outside of his advisory work, he operates Callahan Coaching, an executive coaching and consulting business. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves as a registered commodity pool operator and advisor to multiple investment companies, employing systematic methodologies and delegated sub-advisers to manage portfolios.

Roy Browning Jr. is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 54 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process is based on modern portfolio theory and includes a broader range of financial products than many large institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Samuel Fuentes Carmona is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding a Series 66 designation and bringing four years of industry experience. His prior roles include positions at Bank of America, Merrill, Regions Bank, and BBVA USA. Outside of his advisory work, he owns and operates Little Sisters Enterprises, LLC, a party rental business. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a structured Institutional Consulting Services program that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Brian Corneil is a financial advisor with Edward Jones in Arlington, TX, holding a Series 66 designation and having eight years of industry experience. Prior to joining Edward Jones in 2018, he worked for The Bank of New York Mellon from 2006 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers 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.

Jalie Mitchell is a financial advisor at Edward Jones in Arlington, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, Mitchell worked at Fathom Realty and Keller Williams. Outside of financial advising, Mitchell owns JYM Operations, LLC, a business that operates sports clinics. Edward Jones is a full-service wealth management firm serving a broad client base including individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

Alfred Zimmerman is a financial advisor with LPL Financial in Hurst, TX, holding a Series 63 designation and 34 years of industry experience. He has been with Linsco/Private Ledger, now part of LPL Financial, since 2005. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Leshae Tyson is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wells Fargo Advisors since 2012. Outside of her advisory role, she owns and manages planning logistics for large events through WOMENS INFINITY NETWORK (WIN) EVENTS AND TRAVEL LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

David Garcia is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding a Series 66 designation and eight years of industry experience. He previously worked at Merrill and JPMorgan, and operates a home renovation contracting business, Garta Designs LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and both brokerage and advisory solutions. The firm manages approximately $671 billion in assets and integrates research from Wells Fargo Investment Institute with third-party analytics, offering a range of financial products through related bank and insurance affiliates.

Scott Mcconaghy is a Series 66-licensed financial advisor with Merrill in Fort Worth, TX, where he has worked since 2009. He has 20 years of industry experience. In addition to his advisory role, he serves on the Board of Directors for the Tarrant Area Food Bank and is a minority passive owner of FrostBite5 LLC. 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 and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Amit Chawla is a financial advisor with Primerica Advisors in Fort Worth, TX, holding Series 63 and Series 65 licenses and possessing 19 years of industry experience. He has been with Primerica Advisors since 2007 and has a longer tenure with Primerica Financial Services dating back to 2002. Outside of his advisory role, he is involved in business consulting as a director and owner of NXT GEN Associates Inc. Primerica Advisors operates a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm delivers advisory services through a large network of advisors using model-based strategies created by unaffiliated asset managers, supported by institutional custodians and overlay managers.

Ashley Lacamp Moore is a financial advisor at Morgan Stanley with eight years of industry experience. She holds a Series 66 credential and has worked with firms including UBS Financial Services and Morgan Stanley Private Bank. Outside of finance, she has longstanding involvement in modeling and commercial acting and serves on multiple nonprofit boards focused on health, youth, and the arts in Fort Worth, Texas. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and investment modeling. The firm manages approximately $2.74 trillion in client assets and delivers services through financial advisors and specialized estate planning groups.

Jonathan Carani is a financial advisor with Edward Jones in Fort Worth, TX, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Strive Real Estate, Dan's Pool Service, and Mamaka Bowls, as well as positions at Texas Christian University and Bellerive Country Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors and offers additional services such as trust company capabilities and securities-based lending.

James Lacamp is a financial advisor with Morgan Stanley in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. Prior to joining Morgan Stanley in 2019, he spent 10 years at UBS Financial Services. Outside of advisory work, he serves on the boards of the Fort Worth Club and the Presbyterian Night Shelter and is involved with the Fort Worth City Pension Board’s advisory and finance committees; he is also engaged in music publishing. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutions with tailored financial planning and investment management. The firm manages trillions in assets and offers a structured planning process that incorporates firm-approved tools and market estimates to assist clients in financial decision-making.

Karen Martin is a CFP® with 37 years of experience in the financial services industry. She is currently with Cetera and has previously worked at Ameriprise Financial Services, LLC, American National Bank of Texas, and LPL Financial. Outside of her advisory work, she serves as the unpaid chapter president for the Business Network International (BNI) Business Now Mansfield chapter, a nonprofit referral-based networking group. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients including individual investors, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a large nationwide network of independent advisors using a multi-manager platform.

Adam Broughton is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various JPMorgan entities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities.

Michael Pannell is a financial advisor at LPL Financial in Fort Worth, TX, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Walsh & Watts, Inc., Pourtastic Tastings, Media 13, and Baylor University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing a range of discretionary and non-discretionary management strategies supported by in-house and third-party research.