Wesley Camp is a CFP® with 32 years of industry experience, currently affiliated with Cetera. He has been with Cetera Wealth Services, LLC since 2013 and has a longstanding association with Ottawa Financial Corporation dating back to 1994. Wesley also sells life, health, disability, and long-term care insurance. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual clients, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with various program options and more than $256 billion in assets under management.

Craig Saunders is a CFP® with over 31 years of experience in the financial industry. He has been with Ameriprise since 2005, currently serving at the firm's Prosper, TX office. Outside of advising, he holds business ownership in real estate through CJS Family Properties. Ameriprise Financial Services is a large, diversified advisory 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 focused on dependable income sources and tax-aware withdrawal strategies.

Tammie Walker is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Walker is involved in community activities as Vice President of Development on the Board of Directors for the Celina Education Foundation. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Laura Gedge is a financial advisor with Raymond James & Associates in McKinney, TX, holding Series 63 and Series 65 credentials and four years of industry experience. She previously worked at Inland Securities Corporation for six years. Outside of her advisory work, she is the managing member of Raining Beads LLC, a business creating and selling beaded products online and at markets. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing various portfolio management styles and affiliated research.

Sarah Marshall is a financial advisor with LPL Financial in McKinney, Texas, holding a Series 66 designation and 18 years of industry experience. She previously worked at Wells Fargo Clearing from 2008 to 2013 before joining LPL Financial in 2013. Outside of her advisory role, she owns an insurance agency that offers property and casualty insurance. 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 delivered through a large network of advisors.

Tobias Hananda is a financial advisor at Merrill with seven years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2013. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Mario Quintana is a financial advisor at Edward Jones with eight years of industry experience. He has worked at Edward Jones since 2017 and previously at Gateway One Lending and Finance for five years. Quintana holds a Series 66 designation. 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 advisory programs, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Keith Rowland is a financial advisor with OSAIC who holds Series 63 and Series 65 credentials and has 32 years of industry experience. He has worked at WMA Securities, Inc. since 1994 and has been self-employed during that time. Outside of advisory work, he has been involved in life insurance sales and servicing and was nominated to serve as a director for a local homeowners association. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios across multiple asset classes.

Shanice Gayton is a financial advisor at Edward Jones with seven years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at JPMorgan Chase Bank and J.P. Morgan Securities from 2019 to 2025. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Robert Vigus is a financial advisor with Ameriprise in McKinney, TX, holding a Series 66 designation and five years of industry experience. He has been with Ameriprise since 2020 and also teaches college history as an adjunct professor at Collin College. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations primarily for clients with Ameriprise-managed accounts.

Daniel Hunt is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he served nine years in the US Air Force and worked for twelve years at the University of Oklahoma Health Science Center. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large network of financial advisors and branch offices across the U.S.

Camryn Mateo Carney is a financial advisor with Raymond James & Associates, holding a Series 66 designation and five years of industry experience. Prior to joining Raymond James, Carney worked at Charles Schwab in various capacities from 2021 to 2025 and also spent time at the Royal Bank of Canada and Kendra Scott. Raymond James & Associates, Inc. is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and investment consulting through a range of portfolio management styles and affiliated research.

Albert Aguilera is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining LPL Financial in 2025, he worked at Western International Securities, Inc. for six years and Wedbush Securities Inc. for thirteen years. Aguilera is also a licensed non-variable insurance agent. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jared Cole is a financial advisor at Raymond James Financial Services Advisors Inc. in McKinney, TX, holding a Series 66 designation and with 19 years of industry experience. He previously worked at Edward Jones for 10 years before joining Raymond James in 2017. In addition to his advisory role, he is acting trustee of a family trust and serves as branch manager and financial advisor for Cole Wealth Management. 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 institutional clients. The firm offers tailored, non-discretionary planning and utilizes analytical tools to model potential outcomes, supporting clients through various advisory programs and specialized services.

Samba Njie is a financial advisor with Cetera, holding a Series 66 designation and 22 years of industry experience. Before joining Cetera, he worked at Avantax Investment Services and 1st Global. Outside of advising, he provides part-time ride-sharing services on weekends. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that supports both discretionary and non-discretionary accounts.

Jordan Fournier is a financial advisor with LPL Financial based in Prosper, TX, holding Series 63 and Series 65 designations and has nine years of industry experience. He has worked with LPL Financial and Thomson Investment Group since 2015. He is involved with Thomson Investment Group, Inc., an entity associated with his LPL business. 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, model portfolio programs, third-party asset management, and institutional platforms.

Thomas Trump is a financial advisor with Cambridge Investment Research Advisors in McKinney, TX, holding Series 63 and Series 65 credentials and 26 years of industry experience. Prior to joining Cambridge, he worked at Robinson Value Management, Ltd. and Bensboro Advisors, LLC. He is also a youth soccer coach for FC Dallas Youth. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides a range of investment implementation options and proprietary model strategies, with documented business relationships that include professionals licensed in law and accounting.

Lori Vejil is a financial advisor at Edward Jones in McKinney, TX, holding Series 63 and Series 66 credentials with six years of industry experience. Her prior work history includes a role at T. Rowe Price and a brief period as a self-employed advisor. 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.

Warren Foreman Jr. is a Series 66-licensed financial advisor with 12 years of industry experience. He is currently with Cetera and previously worked at Edward Jones for eight years. Outside of his advisory role, Foreman serves as an elected board member of the Dickinson State University Heritage Foundation. 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 variety of portfolio management and financial planning services through a multi-manager platform that provides access to affiliated and third-party managers, supporting both discretionary and non-discretionary account management.

Brad Novotny is a financial advisor with Edward Jones, holding a Series 66 designation and having 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of investment strategies and affiliated services, and managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.