John Canada is a financial advisor with Coppell Advisory Solutions LLC and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 19 years of industry experience and has worked at Fusion Investment Advisors, LLC since 2012. In addition to his advisory role, he works as an insurance agent, enrolled agent, and mortgage broker, offering Medicare and elder care planning products as part of his services. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning. The firm uses a customized investment approach combining internally developed and third-party asset allocation models, implementing strategies with ongoing supervision and periodic rebalancing.

Cory Falade is a financial advisor at Wealth More Enterprise, Inc. with two years of industry experience. He holds a Series 65 credential and previously worked at Freeman Capital. Outside of his advisory role, he serves as an Accounting Manager at Stream Realty, a commercial real estate firm. Wealth More Enterprise provides investment advisory and financial planning services to individual U.S. investors through a primarily digital platform. The firm uses proprietary software and algorithms to manage discretionary, ETF- and mutual fund-based portfolios and offers clients tiered plans with in-app access to human advisors.

Michael Ragsdale is a financial advisor at Principal Financial Services with 20 years of industry experience. He holds a Series 66 designation and has worked at Principal Securities Inc. since 2016 and at Principal Life Insurance Company since 2005. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active‑duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Nkiruka Lazz Onyenobi is a financial advisor at Hightower Advisors with five years of industry experience. She holds the Series 66 designation and has worked previously at Lincoln Investment, Raymond James & Associates, Regions Bank, WoodForest National Bank, and Towers Watson One Exchange. Hightower Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers discretionary portfolio management through an Advisor Directed wrap program, utilizing fundamental and quantitative analysis combined with a range of investment vehicles, and emphasizes ongoing portfolio monitoring and periodic reviews.

Philip Merrifield is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at Fidelity Investments and PMU, LLC, as well as time spent in educational settings including Wheaton College. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by offering managed advice programs and investment education services. The firm utilizes Morningstar Investment Management for portfolio construction and oversight, focusing on asset allocation, contribution rates, and retirement age guidance.

Tamaris Conkleton is a financial advisor at Kestra Advisory with 13 years of industry experience. She holds a Series 66 designation and has worked at firms including NextEra Energy, RegEd, Grove Point Advisors, and H. Beck. Outside the financial sector, she was involved with Perfume & Heels between 2018 and 2019. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and manages multiple platforms, serving clients from large institutional investors to sovereign wealth funds.

Gregory Parsons is a financial advisor with Ameriprise in Forney, TX, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2010. Outside of his advisory role, he is involved in a lighting distribution business and provides consulting services through his own LLC. Ameriprise offers retirement-income planning services focused on clients with significant investable assets, combining research-based modeling and tax-efficient strategies to develop personalized, written recommendations. The firm serves a broad client base through its advisory, brokerage, and insurance solutions.

Lauren Lattig is a CFP®-designated financial advisor with Edward Jones, where she has worked since 2019. She has six years of industry experience and previously worked for Claire's from 2007 to 2019. Outside of her advisory work, she owns and manages Vintage & Lace, a retail store selling clothing, home décor, candles, and jewelry in Greenville, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Michael Suellentrop is a financial advisor at Osaic Wealth with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Cetera, Fisher Investments, and Frontier Wealth Management. Outside of his advisory role, he is involved with Legacy One Wealth Strategies, LLC, providing insurance sales and services in partnership with property and casualty organizations. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, retirement plans, corporations, and charitable organizations. The firm offers a range of advisory programs and employs an investment process that incorporates risk tolerance, asset allocation, and portfolio optimization, supporting thousands of advisors and managing approximately $200 billion in assets.

William Bryan is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has been associated with Edward Jones since 2023. Outside of his advisory role, he has a long-term involvement with church organizations, including Rockwall & Brin Church of Christ and Long Beach Church of Christ. 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 broad range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Nicholas Cason is a CFP® with 20 years of experience in the financial industry. He is currently with J.P. Morgan Securities, where he has worked since 2019. His prior experience includes roles at TD Ameritrade and Scottrade. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Cameron Whiteside is a Planning Consultant at Fidelity Investments, a role he has held since 2025. In this capacity, he works with individuals and families to develop personalized financial strategies that align with their goals and values. Prior to this position, Cameron served as a Central Relationship Manager at Fidelity Investments from 2023 to 2025. He began his career as a Stock Broker at Charles Schwab from 2021 to 2023. Cameron holds an AR Insurance License, which complements his expertise in financial planning and client advisory services. Outside of his professional work, he has interests in fitness, movies, outdoor adventures, parenthood, snowboarding, and traveling.

Gregory Pharris is a financial advisor with Edward Jones in Forney, TX, holding Series 63 and Series 66 credentials and possessing 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he serves as President of the Board of Trustees for Forney Independent Schools. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies. The firm operates a large nationwide network of advisors and maintains affiliated capabilities including a trust company and proprietary mutual funds.

Marcia Hackett is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Her prior roles include positions at USAA Financial Advisors, USAA Investment Management Company, and a period as a self-employed advisor. Outside of advising, she is an owner of a real estate investment property used for short-term vacation rentals. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated services. The firm offers a combination of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and a centralized operational structure to serve a large client base.

Tasha Cunningham is a Series 66-licensed financial advisor with Edward Jones, based in Forney, TX, with one year of industry experience. Prior to joining Edward Jones in 2024, she worked for Farmers Insurance Group for twelve years. Outside of her advisory role, she operates a home bakery called Sweet T's Treats as a hobby. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Joseph Bennett II is a CFP® with eight years of industry experience, currently serving as a financial advisor at Vanguard Advisers. He previously worked at Northwestern Mutual Wealth Management Company and related entities for six years, along with experience at Keller Williams and Codeup Academy. Bennett is president of the nonprofit Combat Wounded of Texas. Vanguard Advisers provides automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants, utilizing a goal-based, algorithm-driven investment approach primarily using Vanguard funds and ETFs. The firm manages a large client base through its digital platform and team servicing model.

Richard Smith Jr. is a CFP®-certified financial advisor with 30 years of industry experience, currently associated with Cetera. He has held roles at various firms including Avantax and has owned Smith Financial & Associates PC since 2000. Outside of his advisory work, he coaches baseball and manages the related nonprofit Crusaders Baseball. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, combining discretionary and non-discretionary strategies with retirement and fiduciary capabilities integrated into a broad institutional platform.

Mitchell Tebon is a financial advisor with Merrill holding a Series 66 designation and has been in the industry since 2025. His prior experience includes roles at Bank of America, Matthews Real Estate Investment Services, and Merrill Lynch. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional clients through managed account programs, discretionary portfolio management, and brokerage services. The firm emphasizes manager selection and tax-efficient strategies, supported by integration with Bank of America’s banking and capital-markets platform.

Fay Keane Headley is a CFP® professional with 20 years of experience in the financial industry, currently serving as a financial advisor at Edward Jones since 2006. She holds Series 63 and Series 66 licenses. Outside of her advisory role, she manages MIJAH Texas LLC, involved in purchasing and wholesaling real estate properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients with various investment strategies, supported by a large national network of advisors and branch offices. The firm offers a range of advisory programs and affiliated investment products under a fiduciary standard.

Kristopher Freberia is a financial advisor at Edward Jones in Kaufman, TX, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2012. Outside of advising, he is involved in managing personal rental properties and participates as a member of Specter Ventures LLC, an LLC created to hold rental and other investment real estate. Edward Jones is a wealth management firm serving individual and institutional clients with a wide range of advisory programs, including managed solutions and separately managed accounts, supported by a large nationwide network of advisors and branch offices.