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.

Cayden Dare is a financial advisor at Edward Jones in Fort Worth, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Sewell Lexus of Fort Worth and ProAction Fluids. 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, and operates under a fiduciary standard.

David Alvarez is a financial advisor with Edward Jones in Grapevine, TX, holding Series 63 and Series 65 credentials and four years of industry experience. He previously worked at Merrill and Bank of America among other positions. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 advisors and offers discretionary and non-discretionary strategies, tax-efficient services, and affiliated mutual funds.

Jackson Philbrook is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and has prior work experience in various roles including at Tecovas and Northern & Crain Realty. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios and deliver advisory solutions.

Chantelle Higgins is a financial advisor at Fidelity with 24 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Fidelity Investments since 2001. Outside of her advisory role, she manages rental property in Keller, Texas. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs, and is noted for its use of systematic methodologies and formal advisory roles to multiple registered funds.

Arturo Hinojosa is a financial advisor with Wells Fargo Clearing based in Fort Worth, TX, holding a Series 66 designation and six years of industry experience. Prior to joining Wells Fargo, he worked at Truist Advisory Services and Morgan Stanley, among other firms. Outside of his advisory role, he is involved as a consultant in trade compliance and logistics and participates as a crew member for grappling competition events. 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 uses research from Wells Fargo Investment Institute to guide diversified portfolio construction and offers both brokerage and advisory solutions across a broad client base.

Eliazer Hernandez is a financial advisor with Ameriprise, holding a Series 66 designation and 11 years of industry experience. He previously worked at Edward Jones for nine years before joining Ameriprise in 2020. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Anthony Balderas is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 66 designations and 11 years of industry experience. Prior to joining Wells Fargo in 2026, he worked at JP Morgan Chase Bank, N.A., JP Morgan Securities, LLC, and TD Ameritrade in various capacities. He serves as a board member for the Center For Transforming Lives, a nonprofit focused on supporting single mothers and children through education and housing programs. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory. The firm’s approach includes a broad set of financial product offerings, such as insurance-related vehicles and bank deposit sweep options, and acts as an ERISA fiduciary when providing investment advice.

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 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 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.

Peter Sergyeyenko is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior roles include positions at Newday Financial LLC and WAVE Global Inc. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.