Scott Byrd is a CFP® with 24 years of experience in the financial industry, currently serving at Ameriprise since 2005. He holds Series 63 and Series 66 licenses and is based in Bedford, TX. Byrd serves on the board of directors for the Fort Worth YMCA. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Richard Baker is a financial advisor with Equitable Advisors, holding a Series 66 designation and 27 years of industry experience. He has worked at Equitable Advisors since 1999 and previously with AXA Advisors, LLC for 21 years. Outside of his advisory work, he is involved with the First Baptist Church Keller as a member of the Ministry Plan/Budget Committee and operates a small side business called Table Toys. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, utilizing multiple advisory channels and third-party tools to tailor services to client goals and risk tolerance.

Nicholas Workman is a Series 66-licensed financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones, he held roles at Deep Ellum Logistics Corp, where he served as president, Bell Helicopter, Tarrant County College, and Lockheed Martin. He is also a board member and campaign chair for the Ryan Family YMCA in Fort Worth, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of more than 23,000 advisors.

Elizabeth Le is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. She has been with Fidelity since 2022, progressing through roles as a Retirement Specialist and Workplace Planning & Advice Consultant before assuming her current position in 2026. In her role, Elizabeth focuses on ensuring that planning needs are met with high standards by identifying unique goals, addressing inefficiencies, and working toward successfully meeting objectives. Her experience spans benefits planning and retirement consulting within the investment services sector. Outside of her professional work, Elizabeth has interests in art, hiking, museums, outdoor adventures, and yoga.

Paige Waldron is a financial advisor at Morgan Stanley with three years of industry experience. She holds a Series 66 designation and has previous work experience at Raymond James & Associates, ACA Global, and DRMP. Outside of her financial advisory role, she operates a dog sitting business in her home. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, incorporating broad investment research and modeling techniques.

Jason Roach is a financial advisor with Edward Jones in Arlington, TX, holding Series 63 and Series 66 licenses and bringing five years of industry experience. His prior roles include positions at Ameriprise Financial Services LLC and Cambridge Investment Research Inc. He has received royalties from oil and gas production through interests in Sage Natural Resources and TotalEnergies E&P Barnett USA, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with a network of approximately 23,701 advisors and over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

Jerald Cooperman is a financial advisor at Ameriprise with 20 years of industry experience. He holds Series 63 and Series 66 designations and has been with Ameriprise since 2011. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet certain asset criteria, providing detailed written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis with algorithmic automation to deliver personalized planning while emphasizing funds from affiliated firms.

Wesley Roland is a Series 66-licensed financial advisor with 26 years of industry experience, currently affiliated with OSAIC since 2016. He also owns and operates Wesley A. Roland, P.C., providing tax consulting and accounting services, and serves on the boards of two charitable foundations focused on scholarships and community support. Roland’s background includes roles as an insurance producer and trustee of a private trust. OSAIC serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and advisory services through a large network of advisers. The firm employs various asset-allocation tools and investment strategies, including discretionary and non-discretionary portfolio management, and supports multiple third-party managed account platforms.

Christopher Roberts is a financial advisor with Equitable Advisors in Aledo, TX, holding a Series 66 designation and 22 years of industry experience. He has been with Equitable Advisors since 2003, previously affiliated with Axa Advisors, LLC. Outside of his advisory work, Roberts has participated as a movie and series extra. Equitable Advisors provides financial planning, retirement plan support, and access to asset management services for individual investors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model, utilizing third-party asset managers and LPL programs to tailor solutions based on client goals, risk tolerance, and time horizon.

Madeline Prater is a financial advisor with Raymond James & Associates in Fort Worth, TX, holding a Series 66 credential and one year of industry experience. Before joining Raymond James in 2025, she worked in various roles with the City of Southlake from 2017 to 2025 and attended the University of Oklahoma from 2013 to 2017. She is also involved in political activity with the City of Euless. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipal entities—and offers a range of financial planning, investment consulting, and municipal advisory services.

Stephen Shirley is a financial advisor with Edward Jones in Hurst, TX, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, Shirley is involved with SES Family Holdings, LLC, a real estate holding company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Jarriet Bluitt is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Stifel Independent Advisors, Bank of America, Merrill, and Massachusetts Mutual Life Insurance Co. Bluitt serves as treasurer for the Bossier City Alumni Chapter of Kappa Alpha Psi, a nonprofit mentorship program. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Shane George is a financial advisor with Merrill, holding a Series 66 designation and based in Fort Worth, TX. He has four years of experience at Merrill since 2022, with prior roles at Asurion/Assurant, Sprint, and Clay Cooley Volkswagen. Merrill, along with its affiliate Managed Account Advisors LLC, offers 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 a range of model-based and discretionary investment strategies.

Elizabeth Dignum is a financial advisor with Raymond James Financial Services Advisors, Inc., holding CFP® and ChFC® designations and more than 39 years of experience in the industry. She previously worked at Commonwealth Financial Network and spent over a decade at Texas Tech University. Outside of her advisory role, she is an author and runs Dignum Financial Partners, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored non-discretionary planning using risk profiling and analytical tools and supports municipal and public finance work through its affiliation with a municipal advisor.

Christina Clemmons is a financial advisor with Cetera, holding a Series 66 designation and six years of industry experience. She has previously worked at Merrill from 2019 to 2026 and Bank of America from 1995 to 2019. Clemmons is based in Cedar Hill, TX. Cetera Investment Advisers LLC operates as a nationwide network of independent advisors serving individual clients, employer-sponsored retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers a range of portfolio management and financial planning services through multiple program structures and custodial relationships.

Robert Landgraf is a financial advisor at Equitable Advisors in Fort Worth, TX, holding a Series 66 designation. He joined Equitable Advisors in 2026 and has prior experience in education, including roles at Newman University, Carl Albert State College, Edward S. Marcus High School, and Downing Middle School. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on clients’ goals, risk tolerance, and time horizon.

Roseann Harris is a financial advisor with Ameriprise in Fort Worth, TX, holding a Series 63 designation and 33 years of industry experience. She has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides retirement-income planning services aimed at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports through a centralized consulting team.

Chapman King is a financial advisor at Cetera with a Series 66 designation and just over one year of industry experience. Prior to his current role, he has held various positions outside the financial industry, including roles at Oak Point Recreation Center and Prince of Peace Catholic School. Cetera Investment Advisers LLC operates as an SEC-registered advisor serving a broad range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various investment management and financial planning services through a multi-manager platform and supports both discretionary and non-discretionary account management.

John Brown Jr. is a financial advisor with Edward Jones in Arlington, TX, holding a Series 66 designation and 11 years of industry experience. He has worked at Merrill Lynch and Bank of America NA prior to joining Edward Jones in 2018. 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 wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Sanjeev Kumar is a financial advisor with LPL Financial in Arlington, TX, holding a Series 66 designation and bringing 20 years of industry experience. His career includes 16 years with Waddell & Reed, Inc. and various insurance carriers through W & R Insurance Agencies. He is also involved with the IITNT Alumni Association. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, employing both discretionary and non-discretionary management strategies with access to research and diverse investment options.