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.

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.

Chantelle Higgins is a financial advisor at Fidelity with 25 years of industry experience. She holds Series 63 and Series 66 credentials and has worked within Fidelity's various divisions since 2001. Outside of her advisory role, she manages rental property in Keller, Texas. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver systematic model portfolios.

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.

Jeffery Maina is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His prior work includes roles at Bank of America, PNC Investments LLC, J.P. Morgan Securities LLC, and other financial institutions. Outside of advising, he works as a food delivery consultant for DoorDash. 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, offering model-based and discretionary investment strategies for individuals, institutions, and charitable organizations.

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 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.