Jason Helsel is a financial advisor at Edward Jones with 15 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill, Casino Events, and Box Office. He is also a named officer of a family insurance agency that is currently dormant. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated financial services.

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.

Delbert Babitzke is a CFP® professional with 25 years of industry experience, currently serving at Edward Jones since 2000. He holds Series 63 licensure and is based in Crowley, TX. Outside of his advisory role, he has interests in oil and gas royalties through activities with Chaparral Energy LLC and Kaiser Francis. 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. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 financial advisors.

Oscar Barr is a CFP® with 36 years of experience in the financial services industry. He is currently with LPL Financial, where he has worked since 2021, and previously spent 12 years at Avantax Advisory Services and its affiliated entities. Barr also operates Barr Financial Group and provides tax preparation and accounting services through his CPA practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and technology-driven investment solutions.

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.

Bryan Keathley is a financial advisor at Cambridge Investment Research Advisors with 30 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Cambridge since 2016. In addition to his advisory role, he serves as President of Safe Harbor Benefits, Inc., an insurance agency. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing both proprietary and third-party investment strategies across multiple platform arrangements.

Robert Lowe is a CFP® and CFA® registered with J.P. Morgan Securities in Fort Worth, TX, with 24 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2013. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a program that combines quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework in assembling investable universes and offers services on a non-discretionary basis, with clients retaining final decision-making authority.

Mark Bjorkman is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various J.P. Morgan entities since 2016. Outside of his advisory role, he serves as a referee for the North Texas Soccer Association. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Jason Burdett is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, he worked at Windermere Real Estate for six years. He is based in Fort Worth, TX, and holds a Series 66 license. 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 range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Bertha Pinilla is a financial advisor with Wells Fargo Clearing in Fort Worth, TX. She holds Series 63 and Series 66 credentials and has seven years of industry experience, all with Wells Fargo, including twelve years at Wells Fargo Bank, N.A. 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 and offers both brokerage and advisory solutions.

Jacob Schneider is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has been with J.P. Morgan Securities since 2007, also working at JPMorgan Chase Bank, N.A. since 2016. Outside of his advisory role, he is an owner and general partner in an oil and gas investment partnership and serves as an unpaid advisor to the 12th Man Foundation, a nonprofit affiliated with his alma mater. 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 institutional advisory capabilities with brokerage and investment management services, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Truett Knox is a Financial Advisor with Merrill Lynch Wealth Management, where he is a member of the Knox Dennis group. In this role, he works with clients to help them accomplish their financial goals through a customized and consistent process. The group focuses on providing services that support wealth accumulation and preservation, as well as addressing financial planning needs beyond investments. Knox began his career at Merrill Lynch Wealth Management in 2023. He holds a Bachelor's degree in Financial Management from Abilene Christian University, where he also played football and served as a Graduate Assistant coach. His areas of expertise include corporate benefits, executive services and compensation, equity compensation services, personal retirement planning, sports and entertainment, and tax minimization. He holds several professional designations, including Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional work, Knox has interests in baseball, football, golfing, and hunting.

Pamela Mathis is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of her advisory role, she co-owns a jewelry and appliance repair business with her spouse, involving handmade jewelry and craft show participation. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory and tailored to plan-specific objectives and risk tolerances.

Swikar Ojha is a financial advisor with Edward Jones in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His prior roles include positions at Fisher Investments and TD Ameritrade. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.

Doyle Walters Jr. is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He previously worked with Securities America Advisors, Inc. and Axa Advisors, LLC. In addition to his advisory role, he operates Walters Financial Services, providing insurance and investment advisory services focused on client needs including growth, income, and protection. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party investment solutions. The firm employs sophisticated portfolio construction tools and supports both discretionary and non-discretionary account management.

Dallas Rainwater is a financial advisor with Ameriprise in Bedford, TX, holding a Series 66 designation and 13 years of industry experience. He has been with Ameriprise and its affiliate since 2012. Outside of his advisory role, Rainwater serves as Board President of Mid Cities Care Corp, an organization focused on senior care, and is the author of a Christian self-help book. Ameriprise offers specialized retirement-income planning services for clients approaching or in retirement, combining research-driven recommendations with a range of advisory, brokerage, and insurance solutions. The firm’s approach includes algorithmic automation and emphasizes tax-efficient strategies for clients meeting specific asset thresholds.

Rebecca Dickerson is a financial advisor with Raymond James & Associates in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Her prior background includes roles at Bank of America, Merrill, and Fidelity. She serves as Treasurer for the Paschal Band Booster Parent Teacher Association, a nonprofit organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by extensive research and a range of portfolio management strategies.

Corey Edwards is a Financial Advisor with Merrill Lynch Wealth Management, serving clients primarily across the Dallas-Fort Worth metroplex and Houston. He consults with executives, business owners, professionals, and multigenerational families to navigate the complexities of wealth management. His client focus areas include college education planning, corporate executive services, education planning, executive compensation, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and small business strategies. Drawing on a foundation of military service, Corey brings discipline, integrity, and leadership to his financial advisory role. He offers personalized financial planning and advisory services with a disciplined, comprehensive approach that encompasses investment management, retirement, tax, estate, and risk planning. Corey holds the Personal Investment Advisor (PIA) designation and is a member of The Association of African American Advisors. Outside of his professional work, Corey appreciates gymnastics, music, reading, swimming, and spending time with his family. He is committed to delivering thoughtful advice, disciplined investment guidance, and unwavering leadership to help clients build financial confidence and create lasting legacies.