Roque Lopez Jimenez is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 65 and Series 63 licenses and two years of industry experience. His prior experience includes roles at J.P. Morgan Chase Bank and Truist. 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 combines research from Wells Fargo Investment Institute with broad financial product distribution through bank and insurance affiliates.

Alan Shouse is a financial advisor at LPL Financial with 39 years of industry experience. He holds a Series 63 designation and has worked at LPL Financial since 2018, following a 13-year tenure at Invest Financial Corporation. In addition to his advisory role, he is involved in tax preparation and accounting through Stewardship Tax Advisors, LP. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs and financial planning services, including discretionary and non-discretionary management, model portfolios, and research support.

Leland White is a financial advisor with Charles Schwab in Fort Worth, TX, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked at notable firms including J.P. Morgan Chase, TD Ameritrade, and Scottrade prior to his current role. Charles Schwab serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and research from Schwab Center for Financial Research.

Olivia Mccalla is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 credentials and five years of industry experience. Her work history includes roles at JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2019, as well as positions in leadership and admissions at Hope College and Michigan State University. She also has experience in home care assistance and agricultural business management. 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. The firm delivers these services alongside affiliated brokerage and investment management capabilities through a non-discretionary advisory model.

Jason Thompson is a Wealth Management Advisor at Merrill Lynch Wealth Management. He holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Market Technician (CMT), and Personal Investment Advisor (PIA). Jason earned his Bachelor's Degree from Ouachita Baptist University. His expertise encompasses wealth management and investment advisory services within Merrill Lynch's platform.

Bailey Benningfield is a Series 66 credentialed financial advisor with Edward Jones in Fort Worth, TX, and has 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Kendall Sanders is a financial advisor at Edward Jones in Arlington, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked at Elevate Credit Inc. for seven years and Wellfit Technologies for one year. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of financial needs. The firm offers a variety of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Steven Gerisch is a financial advisor with Merrill in Fort Worth, TX, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at J.P. Morgan Securities and Wells Fargo. Outside of advising, he works part-time as a delivery driver for Uber Eats. Merrill, along with its affiliate Managed Account Advisors LLC, provides 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 model-based and discretionary investment strategies.

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.

Domenick Juliano is a financial advisor at LPL Financial with 18 years of industry experience. He holds the Series 66 designation and has been with LPL Financial since 2012. Outside of his advisory role, he is listed as president of Futbol Mundial Inc., a corporation established for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual investors, retirement plans, institutions, and charitable organizations through a national network of representatives. The firm offers a range of financial planning and advisory programs supported by research and model portfolios.

Jose Rodriguez is a financial advisor with Primerica Advisors in Arlington, TX, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. He has been with Primerica Advisors since 2014 and has worked at Primerica Financial Services since 2003. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and manages approximately $15.5 billion in assets, delivering advisory services through model-based recommendations supported by third-party asset managers.

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.

Shawn Malley is a financial advisor with Ameriprise in Mansfield, TX, holding a Series 66 designation and 17 years of industry experience. He previously worked at Edward Jones for 15 years before joining Ameriprise in 2023. Outside of his advisory role, he is involved in business ownership related to real estate. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations. The firm serves a broad client base with a wide range of advisory, brokerage, and insurance solutions typical of a large institutional firm.