Kurt Reinhold is a financial advisor with LPL Financial in McKinney, TX, holding Series 63 and Series 66 credentials and 23 years of industry experience. He has worked at LPL Financial since 2008, following prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, providing advisory and brokerage services through a large network of investment adviser representatives.

John Hinrichs is a financial advisor at LPL Financial with 25 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2009, following six years at Merrill and two years at Prudential Equity Group, LLC. He is also associated with JRH Financial, LLC, a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a variety of investment strategies and advisor-facing tools.

Rachel Sampl is a Series 66-licensed financial advisor with nine years of industry experience. She is currently with Thrivent Investment Management and has previously worked at firms including Mass Mutual and LPL Enterprise. Her background also includes roles outside finance, such as at Ameristar Casino St. Charles and Carol House Furniture. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across a wide range of financial planning topics. The firm provides these services through a network of Financial Advisors without discretionary trading authority and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Jill Ehlers is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. Her prior roles include positions at Envision Wealth Strategies, Walnut Hill Advisors, Principal Securities Inc, Vintage Financial Group, and Principal Life Insurance Company. She serves as a volunteer board member for the Elkhorn Public School Foundation and has entrepreneurial involvement with a YouTube and social media platform focused on financial topics. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm utilizes multiple investment platforms and offers both proprietary models and access to third-party strategists, with a range of discretionary and non-discretionary implementation options.

Thomas Herrin is a CERTIFIED FINANCIAL PLANNER™ professional with 25 years of industry experience. He is currently affiliated with LPL Financial and has held roles at firms including Raymond James Financial Services and Merrill. Herrin also has experience managing several private business entities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and advisory services, utilizing model portfolios, third-party subadvisors, and customized investment strategies across various platforms.

Jeff Croswell is a financial advisor with Edward Jones in Cross Roads, TX, holding a Series 66 designation and six years of industry experience. He joined Edward Jones in 2019 after six years at AT&T. Outside of his advisory role, he hosts trivia nights at local restaurants and serves as a soccer referee. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers various advisory strategies and operates under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Joe Cruse IV is a financial advisor at Edward Jones in Prosper, TX, holding Series 63 and Series 66 designations with seven years of industry experience. Prior to joining Edward Jones in 2023, he worked at JPMorgan Chase and served as a contracted musician for Gateway Church in Southlake, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, supported by a large network of financial advisors and branch offices across the United States.

Alejandro Esparza is a financial advisor with Merrill in McKinney, TX, holding Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at NYLIFE Securities LLC and New York Life, as well as entrepreneurial ventures with Meraki Solar and Meraki Solutions. He has also worked in diverse industries including food service and delivery. 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. The firm offers model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Constantina Cox is a Series 66-licensed financial advisor with 15 years of industry experience. She has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. since 2017 and previously at Merrill from 2012 to 2017. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Caleb Smith is a financial advisor with LPL Financial in Celina, TX, holding a Series 66 designation and new to the industry with less than one year of experience. Prior to entering financial advising, he worked in various roles including positions at Omni Hotels and Resorts PGA and The Indoor Golf Shop. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions supported by technology and operates one of the largest advisory networks in the industry.

Damion Robertson is a financial advisor at Edward Jones in Frisco, TX, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. 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 under management through a large network of financial advisors and branch offices, offering a variety of discretionary and non-discretionary investment strategies under a fiduciary standard.

Stephen Jones is a Series 66 licensed financial advisor with J.P. Morgan Securities in McKinney, Texas, with two years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2025, and previously held positions at PNC Investments LLC and other firms across various industries. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

Leigh Hicks is a financial advisor at LPL Financial with 26 years of industry experience. He has been with LPL Financial since 2009 and holds Series 63 and Series 66 licenses. Hicks also serves as a notary public in Plano, Texas. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, supported by a large network of advisors and various technology tools.

Jessica Willman is a Series 66-licensed financial advisor with Charles Schwab & Co., Inc. in McKinney, Texas, where she has worked since 2018. She has eight years of industry experience, including roles at Texas Tech University and Primewest Mortgage. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm operates a hybrid model combining non-discretionary advisory relationships with access to discretionary separately managed accounts and conducts centralized supervisory, custody, and order-routing functions.

Robert Franze is a financial advisor at Edward Jones with eight years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Edward Jones in 2018, he worked at Clipper Magazine and had a brief period of unemployment. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm has a large network of advisors and branch offices and offers additional services such as tax-efficient investing and proxy voting under a fiduciary standard.

Alan Thomas is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has been with Edward Jones since 1998. Outside of advising, he owns and operates a cattle business in Honey Grove, Texas. 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 nationwide network of financial advisors and branch offices.

Brooke Bailey is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and seven years of industry experience. She previously worked at Merrill and Wells Fargo in various capacities before joining Schwab in 2025. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and alternative investment options.

Onyekachi Nwachukwu is a Financial Advisor and Vice President at Merrill Lynch Wealth Management, joining the firm in 2022. Since beginning her career in the financial services industry in 2007, she has focused on assisting clients in developing tailored financial strategies by understanding their short- and long-term objectives. Her approach centers on listening to clients’ needs to provide comprehensive wealth management solutions aimed at helping individuals, families, and businesses achieve their respective goals. With expertise spanning college education planning, executive compensation, family wealth management strategies, legacy planning, retirement income, and related areas, Onyekachi takes a collaborative approach to create personalized financial plans aligned with clients’ priorities, risk tolerance, and aspirations. She holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Onyekachi earned a Bachelor's degree from Abia State University, a Master’s degree from Illinois State University, and an MBA from Texas Woman’s University. In addition to her professional work, Onyekachi is active in her community, serving as Vice President of the PTO at Sam Johnson Elementary within Prosper ISD. She is also affiliated with the Celina Chamber of Commerce. Outside of work, her personal interests include basketball, bowling, dancing, music, painting, photography, sewing, spending time with family, traveling, and watching movies.

Timur Mezhlumov is a CFP® with 26 years of industry experience. He currently works at Cetera and has held roles at several firms including Avantax and Andre Wealth Management. In addition to his advisory work, he provides tax consulting and IRS representation through his own accounting and consulting businesses and is a partner in a tax services firm. Cetera Investment Advisers LLC serves a broad client base ranging from individuals to institutional accounts, offering a multi-manager platform with various portfolio management strategies and financial planning services through a large nationwide network of independent advisors.

John Neri is a CFP® professional with 12 years of industry experience. He is currently with LPL Financial and previously spent a decade at Cambridge Investment Research Advisors, Inc. He also owns The Finity Group LLC, an independent insurance agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by advanced research and operational tools.