Jim Walker is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes positions at JPMorgan Chase Bank, N.A., Chase Investment Services Corp., UBS Financial Services, and Wells Fargo Clearing. Outside of his advisory role, he is an owner and partner of a residential real estate development company. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their approach combines quantitative and qualitative research with forward-looking market assumptions, and includes capabilities in derivatives and commodities through related regulatory registrations.

Alicia Moulton is a financial advisor at Edward Jones with four years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2021. Prior to her advisory role, she worked in healthcare and education, including a position as an adjunct instructor at Texas A&M University-Commerce. Alicia and her daughter started an online clothing boutique, Styles by Emma Ruth, though the business has not been actively developed. 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, investment strategies, and affiliated financial services, supported by a nationwide network of over 23,000 financial advisors.

Zachary Harvell is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2013. Prior to that, he worked at Grass Roots Salon for one year. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research, with offerings that include ESG considerations and broad derivatives and commodities capabilities.

Kimberley Winans is a financial advisor with Edward Jones in Dallas, TX, holding a Series 66 designation and 13 years of industry experience. She has been with Edward Jones since 2012. Outside of her advisory role, she serves as a member of the Finance Committee at the Church of the Holy Communion in Dallas. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and affiliated financial products. The firm is notable for its large network of advisors and branches, as well as its integrated capabilities including a trust company and securities-based lending.

Brett Levy is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2019, following nine years at Merrill. Outside of his advisory role, he owns MADARA LLC, an investment-related business based in Plano, TX. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Kristin Hall is a CFP® professional with 16 years of industry experience, currently serving at Edward Jones in Rowlett, TX. She has been with Edward Jones since 2009 and has concurrently held a faculty position at Lindenwood University since 2010. Outside of her advisory role, she owns Premier Homes USA, LLC, a business focused on purchasing, rehabbing, and selling properties. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

John Noonan is a financial advisor with Equitable Advisors in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with Axa Advisors, LLC from 1999 to 2020. Outside of his advisory role, Noonan serves on the boards of Mental Training Inc. and Loreto House. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a network of Investment Adviser Representatives and offers access to third-party asset managers and advisory programs, focusing on personalized client information and risk assessment to align clients with suitable investment models.

Michael Dolson is a financial advisor with Edward Jones in McKinney, TX, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. 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 nationwide network of more than 23,000 advisors and 15,000 branch offices.

Jeffrey Garton is a financial advisor at Osaic with 29 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Lincoln Financial Securities, MML Investor Service Inc., and MassMutual. He is also the owner and agent of JMG Wealth Management, where he offers disability insurance, indexed annuities, fixed annuities, and traditional life insurance. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides brokerage and advisory services through a multi-advisor platform, utilizing model-based asset allocation and portfolio optimization strategies.

Medena Thurman is a financial advisor with Primerica Advisors in Dallas, TX, holding Series 63 and Series 65 credentials and having 25 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2000. Outside of her advisory role, Thurman works as a stylist for CAbi. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Eric Bush is a financial advisor with Primerica Advisors in Allen, TX, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Primerica Advisors since 2003 and with Primerica Financial Services since 2002. In addition to advisory work, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, managing approximately $15.5 billion in assets across nearly 3,700 financial advisors. The firm utilizes model-driven investment strategies overseen by third-party managers and emphasizes advisory services for individual investors rather than institutional portfolios.

Andrew Douthit is a financial advisor with Ameriprise in McKinney, TX, holding a Series 66 credential and 10 years of industry experience. He has been with Ameriprise and its related entities since 2016. Outside of his advisory role, Douthit is involved in several business ventures including co-ownership of an LLC that manages rental properties and serving as majority owner and CEO of a company that sells a cash flow management system product to financial institutions. He also participates in a charitable financial wellness initiative at his church, providing general personal finance guidance without soliciting business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies. The firm’s approach incorporates proprietary research and collaborates with advisors to deliver non-discretionary, customized recommendations within a defined investment framework.

Jason Haddix is a financial advisor with Edward Jones in Dallas, TX, holding a Series 66 designation and 20 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and operating under a fiduciary standard. The firm is notable for its large advisor and branch network as well as its affiliated capabilities beyond advisory services.

Christopher Perry is a financial advisor with J.P. Morgan Securities in Richardson, TX, holding Series 63 and Series 66 licenses and having seven years of industry experience. His prior work includes roles at Lyft, Uber, and Louisiana Coastal Management. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates centralized due diligence with quantitative and qualitative research, supporting a range of eligible investment strategies.

Hector Lopez is a financial advisor with LPL Financial in McKinney, TX, holding a Series 66 designation and 16 years of industry experience. He previously worked at Equitable Advisors and Axa Advisors, LLC. Outside of his advisory role, Hector is involved in selling individual and group disability insurance through various brokerage contracts. 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 both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Theodore Foster is a financial advisor with Equitable Advisors in Dallas, TX. He holds a Series 66 license and has been with Equitable Advisors since 2026. Prior to his current role, his background includes positions in various fields such as real estate and food delivery. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset-management programs primarily through Investment Adviser Representatives and third-party advisory platforms.

Jeffrey Zamora is a financial advisor with Ameriprise in Dallas, TX, holding a Series 66 designation and 15 years of industry experience. He has worked at Ameriprise since 2019 and previously spent eight years with Mass Mutual Life Insurance Company and Mass Mutual Investors Services. Ameriprise serves individuals approaching or in retirement who meet specific eligibility criteria, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers advisory, brokerage, and insurance solutions through affiliated entities and employs algorithmic automation alongside oversight committees to generate and tailor retirement income recommendations.

David Means Jr. is a financial advisor with Equitable Advisors in Dallas, TX, holding a Series 66 designation and 17 years of industry experience. He has been with Equitable Advisors since 2009, following time at Axa Advisors, LLC. Outside of his advisory role, he consults on fixed life and annuity business for Lion Street Affiliates. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management through various program models and third-party managers, focusing on matching clients to appropriate investment solutions without sponsoring its own wrap fee program.

Bruce Bordelon is a CFP® professional with 39 years of industry experience, currently serving as a financial advisor at Ameriprise in Plano, Texas. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he has established an LLC for tax purposes. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide annual non-discretionary recommendations through a centralized consulting team.

Karol Evans is a financial advisor with Merrill in Dallas, TX, holding a Series 63 designation and 30 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 1997. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.