Halle Cheatham is a financial advisor at Edward Jones with a Series 66 designation and approximately one year of industry experience. Prior to joining Edward Jones, she worked at DMA Solutions, Inc. and SAFE2SAVE, and has had roles in various organizations including Northwestern Mutual and Kanakuk Kamps. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated financial services, supporting over four million clients and managing approximately $1.01 trillion in assets.

David Zachmeyer is a financial advisor at Stifel with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2010. Stifel serves a broad range of clients including individuals, institutional investors, and municipal entities, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Jason Hagemann is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and nine years of industry experience. He has worked with multiple firms including Avantax, Fidelity, and Advisors Asset Management. He also operates PK Financial Strategies, LLC, where he provides fee-based asset management, retirement planning, and full life cycle management services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options and oversees over $256 billion in assets across more than 10,000 advisors.

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.

Charles Titterington is a financial advisor with Ameriprise in Highland Village, TX, holding a Series 63 designation and 33 years of industry experience. He worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory role, he owns a tax preparation business. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research and modeling with tax-efficient withdrawal strategies, and delivers recommendations through a centralized consulting team.

Erin Graft is a Benefits & Planning Consultant in the Executive Services division at Fidelity Investments, a position she has held since 2018. She has been with Fidelity Investments since 2013, serving in various roles including Relationship Manager, Financial Representative in the Plano branch, and High Net Worth Financial Representative. Erin's professional experience centers on building and implementing financial plans for clients, engaging them through open discussions to address important questions and ideas. She approaches her work with a focus on family values, aiming to assist clients as if they were members of her own family. Outside of her professional role, Erin's personal interests include family activities, football, gardening, parenthood, and yoga.

Kimball Small is a financial advisor with Ameriprise in Lewisville, TX, holding a Series 66 designation. He has been with Ameriprise and its affiliated practices since 2023 and has prior experience in education and the restaurant industry. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, delivering written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to provide non-discretionary, personalized recommendations, primarily for clients holding assets in Ameriprise-managed accounts.

Justin Lemish is a Senior Financial Advisor with Merrill Lynch Wealth Management, focusing on delivering comprehensive wealth management strategies tailored to clients' financial goals. He has been a Financial Professional since 2013, leveraging the investment insights of Merrill Lynch and banking resources of Bank of America to address various aspects of clients' financial situations. Justin works closely with clients to develop personalized financial plans aimed at achieving long-term financial security. Justin specializes in services for defined benefit and defined contribution plans, personal retirement planning, portfolio management, individual and corporate investment strategies, tax minimization, and retirement income. He also assists small and medium businesses with employee benefits by providing access to the firm's fiduciary advisory services. He holds the Certified Plan Fiduciary Advisor (CPFA) designation along with Personal Investment Advisor (PIA) and Retirement Accredited Financial Advisor (RAFA) credentials. Justin graduated Magna Cum Laude from Tarleton State University with a Bachelor's Degree in Finance. He is a member of the Champions Rotary Club of Justin, Texas, the Sigma Chi Fraternity, and the Tarleton State University Alumni Association. He and his wife, Dr. Alex, live in Justin, Texas, with their two sons and four pets. Justin enjoys sporting events, traveling, meeting new people, dining out, and is an avid fan of the Dallas Cowboys and Texas Rangers.

Chelsea Archer is a financial advisor at Thrivent Investment Management with one year of industry experience. She holds Series 63 and Series 66 licenses and has prior experience at Fidelity Investments and Robinhood Financial, LLC. Before entering the financial sector, she worked in several other industries including roles at Chipotle and Altar Cosmetics. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and planning across a wide range of financial topics. The firm offers options for ongoing or one-time planning engagements while keeping planning and managed-account services separate.

Victor Green is a financial advisor with Ameriprise holding a Series 66 designation and three years of industry experience. His work history includes multiple roles at Ameriprise and prior self-employment, as well as more than a decade as owner of USA Exterior LLC. Outside of financial advising, he is co-owner of Universal Athletic Testing LLC, a technology business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies. The firm employs a centralized team to produce written recommendation reports that integrate investment research and algorithmic tools, with a selective enrollment process based on asset levels.

Brandon Moore is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Next Financial Group and Invest Financial Corporation. Outside of his advisory work, he is also active as an author and as an artist and musician. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services with a broad investment platform that includes model portfolios, third-party asset management, and institutional programs.

Megan Johnson is a financial advisor with Cambridge Investment Research Advisors in Denton, TX, holding Series 63 and Series 65 licenses and three years of industry experience. Her work history includes roles at Principal Wealth Group, Athlon Advisors, and Stocker Woods Financial. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional clients such as pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides both discretionary and non-discretionary management across multiple platforms and custodians.

Tracy Jones is a financial advisor with Fidelity, holding Series 66 and Series 63 designations and bringing 25 years of industry experience. Jones has worked with various Fidelity entities since 2001, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a systematic investment process combining proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction.

James Nicol is a financial advisor at Fidelity with 26 years of industry experience. He holds a Series 66 designation and has worked with various Fidelity entities since 2001. His career includes roles at Strategic Advisors Inc, where he has been active since 2000. 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 utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Jennifer Gingrich is a financial advisor at Edward Jones with 18 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, as well as corporate clients and charitable organizations. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large network of advisors and branch offices nationwide.

Connie McLaughlin is a CFP® professional with 47 years of industry experience, currently serving as an advisor at LPL Financial since 1995. She also acts as a trustee for a family trust, a role she has held since 1989. 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 through a large network of investment adviser representatives. The firm offers a range of financial planning and asset management solutions, utilizing various model portfolios and third-party subadvisors.

Brian Mclaughlin is a financial advisor with LPL Financial in Denton, TX, holding the Series 66 designation and 13 years of industry experience. He has been with LPL Financial since 2013. Outside of his advisory role, he is involved with McLaughlin Financial Group, a business related to his LPL activities. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customizable strategies.

James Smith is a CFP®-designated financial advisor with Edward Jones in Denton, TX, bringing 42 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1991. His other business activities include receiving royalties from Marathon Oil and XTO in Haynesville, LA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and investment options, supported by a nationwide network of more than 23,000 financial advisors.

Alexander Berrey is a financial advisor at OSAIC with five years of industry experience. He holds the ChFC® designation along with Series 66 and Series 63 licenses. His prior experience includes roles with New York Life Insurance Company, Eagle Strategies, and Eighteen Financial Group. Berrey is also involved in insurance brokering through Three Pillars Wealth LLC, focusing on non-registered insurance products. OSAIC serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment approach emphasizing asset allocation and portfolio optimization, offering a range of advisory and brokerage services through a multi-advisor platform.

Lydia Reynolds is a financial advisor at Edward Jones in Lewisville, TX. She holds the Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, she worked in various roles outside the financial industry, including multiple positions at Restoration Hardware and Great Wolf Lodge. 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 supported by a large network of financial advisors and branch offices nationwide.