Christian Jordan is a financial advisor at Equitable Advisors with six years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes positions at Axa Advisors and roles in higher education and nutrition before joining Equitable Advisors. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a range of third-party advisory programs and emphasizes matching clients to tailored investment models and discretionary managers.

Shonda Young is a financial advisor with Edward Jones in Lavon, TX, holding a Series 66 designation and 13 years of industry experience. She has been with Edward Jones since 2011. She established an LLC related to real estate investing, though it remains inactive. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages a broad range of investment strategies and operates an SEC-registered advisory program, supported by a large nationwide network of advisors and branches.

Dyne Buckley is a CFP® and Series 66-registered financial advisor with Edward Jones, based in Rockwall, TX, with five years of industry experience. Prior to joining Edward Jones in 2021, Buckley worked at ExxonMobil for four years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Bennett Andersen is a financial advisor with Thrivent Investment Management in Garland, TX, holding Series 63 and Series 66 licenses and six years of industry experience. Prior to joining Thrivent in 2025, he worked at Fidelity Brokerage Services LLC for five years. Outside of his advisory role, Andersen is involved in roofing inspections for Bacon Roofing and operates a freelance carpentry business creating custom furniture. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers integrated planning and managed-account services under a consolidated billing option while maintaining separate delivery of each service.

Antonio Caufield is a Series 66-credentialed financial advisor with Edward Jones in Garland, Texas, where he has worked since 2007. He has 18 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joshua Panter is a financial advisor at Edward Jones in Rockwall, TX, with seven years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2019. Prior to his advisory career, he spent time at Varsity Tutors and Wylie Independent School District. 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 range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, affiliated mutual funds, and tax-efficient services.

Joshua Coursey is an Executive Planning Consultant I at Fidelity Investments, where he has been serving since 2025. He focuses on helping clients optimize their company benefits and works to build long-term relationships to support both short- and long-term financial goals. Prior to his current role, Joshua held various positions at Fidelity Investments, including Benefits Planning Consultant, Workplace Planning Consultant, High Net Worth Associate, and Customer Relationship Advocate from 2020 through 2025. Before joining Fidelity, he worked as a Senior Banker at First National Bank in Texas from 2019 to 2020. Joshua holds a California Insurance License. Outside of his professional responsibilities, he enjoys comedy, family activities, football, parenthood, and spending time with his pets.

Willard Nopper is a financial advisor with Edward Jones in Lucas, TX, holding Series 63 and Series 66 licenses and having 11 years of industry experience. He has been with Edward Jones since 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a range of advisory programs with discretionary and non-discretionary strategies under a fiduciary standard.

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.”

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.

Luke Trahan is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for five years and Staff Care, Inc. for nine years. 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 advisory and brokerage services, including financial planning and third-party asset management, supported by a network of investment adviser representatives who implement model portfolios and customized strategies.

Thomas Hosey is a financial advisor with Edward Jones in Rockwall, TX, holding Series 63 and Series 66 designations and 35 years of industry experience. He has been with Edward Jones since 1991. Outside of his advisory role, Hosey is involved in aviation and property management through several business interests, including a partnership in TJH Aviation and leadership roles in Greenville Blue Sky Holdings, LP and Hosey Enterprises, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and a securities-based lending option, supported by a nationwide network of financial advisors and branch offices.

Jonathon Condren is a financial advisor at Merrill with Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at LPL Financial LLC, TIAA, Vanguard Marketing Corporation, and Fidelity Investments. 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

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.

Christopher Martin is a financial advisor with LPL Financial in Rockwall, TX, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with LPL Financial since 2006. 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 including financial planning and third-party asset management, utilizing various investment strategies alongside a broad array of non-advisory financial products and services.

Kenneth Picerno is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Cetera. His career includes 15 years at Avantax Investment Services and a long-standing CPA practice providing accounting and tax services. He also holds fiduciary trustee roles managing financial reports and trust distributions. Cetera Investment Advisers LLC is an SEC-registered firm offering a multi-manager platform to a broad client base, including individuals, retirement plans, and institutional accounts. The firm provides various portfolio management and financial planning services through a nationwide network of independent advisors.

E. Grant Marsh is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Rockwall, TX. His prior experience includes roles at Bank of America and Merrill Lynch. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets.

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.