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 with J.P. Morgan Securities in Fort Worth, TX, holding Series 63 and Series 65 designations and 12 years of industry experience. His prior work includes positions at Wells Fargo Clearing and Wells Fargo Bank NA. 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 and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and may incorporate an ESG eligibility framework.

Heather Grapes is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 65 and Series 63 licenses. She has 10 years of industry experience, all with Wells Fargo Clearing, and has been associated with Wells Fargo Bank, N.A. for over 20 years. 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, utilizing research and analytics to support investment decisions.

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 financial advisor with LPL Financial, holding the CFP® and Series 63 designations and bringing 36 years of industry experience. His prior roles include positions at Avantax Advisory Services and ownership of Barr Financial Group and Oscar L Barr Pc, where he has also offered tax preparation and accounting services since 1989. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Jeremy Bleeker is a financial advisor with Edward Jones in Fort Worth, TX, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory work, he is a co-investor in a commercial construction business in Burleson, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.

Bryan Keathley is a financial advisor with Cambridge Investment Research Advisors in Arlington, TX, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has worked with Cambridge since 2016 and previously spent over two decades at Transamerica Financial Advisors. Outside of his advisory role, he is president of Safe Harbor Benefits, Inc., an insurance agency. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable clients by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of financial professionals and supports various management platforms and third-party advisory relationships.

Robert Lowe is a CFP® and CFA® with 24 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities in Fort Worth, TX. He has worked at J.P. Morgan and its affiliates since 2013, with prior roles at Merrill, 7th Harvest Investments, Patriot Wealth Management, Greenbriar Financial Services, and LPL Financial. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary advisory program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. The firm supports recommendations with centralized due diligence, combining quantitative and qualitative research, and includes broader derivatives and commodities capabilities.

Mark Bjorkman is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding Series 63 and Series 66 registrations and bringing 10 years of industry experience. He has been with J.P. Morgan entities since 2016. Outside of his advisory role, he has served as a soccer referee for the North Texas Soccer Association. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory approach combines quantitative and qualitative research to deliver written asset allocation advice and customized performance reporting, while clients retain final decision-making authority.

Peter Sergyeyenko is a financial advisor with Merrill in Fort Worth, TX, holding a Series 66 designation and three years of industry experience. He has worked at Merrill since 2022 and previously held positions at Newday Financial LLC, WAVE Global Inc, and Stanley Black & Decker. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Jason Hutchison is a financial advisor at Merrill with three years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA. He is based in Fort Worth, TX. 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, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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 licenses and has worked at J.P. Morgan Securities since 2007 and JPMorgan Chase Bank, N.A. since 2016. Outside of his advisory role, he is an owner and general partner in Waterloo Resources, an oil and gas investment firm, and serves as an unpaid advisor to the 12th Man Foundation, a nonprofit connected to his alma mater. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence combining quantitative and qualitative research.

Gary Weinlein is a ChFC® credentialed financial advisor with 20 years of industry experience, currently affiliated with Cetera Wealth Services, LLC. He has worked at several firms including Avantax and Ameriprise Financial Services. Weinlein is based in Fort Worth, TX. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a network of over 10,000 independent advisors. The firm offers a range of portfolio management and financial planning services with multiple program structures and access to affiliated and third-party managers.

Truett Knox is a Financial Advisor with Merrill Lynch Wealth Management, working as a member of the Knox Dennis group. Since joining Merrill Lynch in 2023, he has focused on servicing clients to help them accomplish their financial goals through a customized and consistent approach that covers wealth accumulation, preservation, and areas beyond traditional investments. Knox's expertise includes corporate benefits, executive compensation, equity compensation services, personal retirement planning, sports and entertainment finance, and tax minimization. He and his team provide financial solutions such as transferring wealth to younger generations, managing executive pay packages, and tax-efficient investing. 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. Knox's professional designations include Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of work, he has interests in baseball, football, golfing, and hunting.

Mark Mc Means is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and six years of industry experience. He has previously worked at Northern Trust, JP Morgan Private Bank, and Invesco. 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 within a non-discretionary advisory program.

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.

Michael Krenek is a financial advisor at Merrill with Series 66 and Series 63 credentials and two years of industry experience. His prior roles include positions at Bank of America, Goldman Sachs & Co., Charles Schwab, Texas Regional Bank, and Modern Woodmen of America. Merrill, together 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 using model-based and discretionary investment strategies.

Dallas Rainwater is a financial advisor with Ameriprise in Bedford, TX, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Outside of his advisory role, Rainwater serves as Board President of Mid Cities Care Corp, an organization focused on senior services, and he is the author of a Christian self-help book. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with written recommendations and annual retirement-income planning advice based on proprietary research and third-party data.

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.