David Floyd is a financial advisor at UBS Financial Services in Dallas, TX, holding a Series 66 designation. He has recent experience working at UBS Financial Services, Cola Wealth Advisors, and Edward Jones, and has an academic background from the University of South Carolina. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans according to clients' goals and risk tolerances.

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 with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He previously worked at Edward Jones for five years before joining LPL Financial in 2012. Outside of his advisory role, he serves as president of Futbol Mundial Inc., a corporation maintained for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by numerous investment adviser representatives across the country.

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.

Jose Rodriguez is a financial advisor with Primerica Advisors in Arlington, TX, holding Series 65 and Series 63 licenses and 12 years of industry experience. He has worked with Primerica Advisors since 2014 and has been associated with Primerica Financial Services since 2003. Primerica Advisors sponsors a wrap-fee asset management program that serves individual, corporate, and charitable clients. The firm delivers advisory services through a large network of advisors and employs model-delivery strategies managed by third-party asset managers, with an overlay manager and custodial support from Pershing.

Keith Karnes is a financial advisor at Ameriprise Financial Services with 34 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Ameriprise, Karnes worked at Wells Fargo Clearing for six years. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focused on income reliability and tax-aware withdrawal strategies.

Eben Uys is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His background includes roles in property management, sports instruction, and retail food services. He has previous involvement with PureGolf Academy and US Kids Golf South Africa. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Nicole Sumer is a financial advisor at Stifel with a Series 66 designation and nine years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2019 and was previously with Merrill for three years. Stifel serves a wide range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses, with clients generally retaining discretion over implementation.

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 CFA® charterholder with 22 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities in Fort Worth, TX. He has been with J.P. Morgan Securities since 2003 and has also worked at JPMorgan Chase Bank, N.A. since 1996. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence, quantitative and qualitative research, and may include ESG criteria, with implementation and portfolio services supported by affiliated entities.

Carol Jenkins is a financial advisor at LPL Financial with 37 years of industry experience. She has held positions at Linsco Private Ledger since 2005 and Ameriprise from 1989 to 2005. Jenkins holds a Series 63 designation and is involved with Peace Lutheran Church, where she assists with bookkeeping and financial reconciliation for mission activities in Honduras. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced research tools and a broad network of advisors.

Brian Steidinger is a Series 66-licensed financial advisor with Wells Fargo Clearing in Fort Worth, TX, where he has worked since 2016. He has 15 years of industry experience. Outside his advisory role, he organizes an executives networking group and serves as treasurer for White's Chapel Methodist Church in Southlake, TX. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm employs a research-driven investment approach and offers both brokerage and advisory solutions at large scale.

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.

Shawn Malley is a financial advisor with Ameriprise in Mansfield, TX, holding a Series 66 designation and 18 years of industry experience. He worked at Edward Jones for 15 years before joining Ameriprise in 2023. Outside of advisory services, he owns a business related to real estate management. 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 annual retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Eben Cook is a financial advisor at Merrill with a Series 66 designation and over five years of experience in the industry. His prior roles include positions at J.P. Morgan Chase and a previous tenure at Merrill. Outside of finance, he has held various roles including work at Northwestern State University and Camp Hardtner. Merrill, along 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Jane Lutz is a financial advisor at Stifel with 42 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at B. Riley Wealth Advisors and B. Riley Wealth Management. Outside of her advisory role, she serves as president of family investment entities involved in managing and distributing family funds. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and advisory services. The firm’s investment approach is based on proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Paul Pesek is a financial advisor with Robert W. Baird & Co. in Dallas, TX, holding a Series 66 designation and having two years of industry experience. Prior to joining Baird in 2024, he held various roles including positions in education and at Primerica. The DDK Group, where Pesek practices, is part of Baird’s Private Wealth Management department and serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a broad range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies supported by internal research and technology tools.

Joseph Ware is a Vice President and Financial Consultant at Fidelity Investments. He has been with the firm since 1993, working closely with High Net Worth clients. Joseph partners with his clients to develop strategies and customize plans tailored to their financial goals. He holds an Arkansas Insurance License, which supports his work in providing comprehensive financial advice. Joseph's long tenure at Fidelity Investments reflects his commitment to the financial consulting profession.