Jess Zagurski is an Executive Planning Consultant at Fidelity Investments, a role held since 2025. Jess specializes in collaborating with clients to develop financial plans aimed at helping them work towards their financial goals. Jess has held multiple positions at Fidelity Investments, including Benefits & Planning Consultant (2024-2025), Benefits Relationship Manager (2023-2024), and Workplace Planning Associate (2022-2023). Prior to joining Fidelity, Jess worked as a Branch Office Administrator at Edward Jones in 2022. Jess holds a California Insurance License. Outside of professional responsibilities, Jess has interests in fishing, fitness, football, hiking, and pets.

James Braaten is a financial advisor with Ameriprise, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Braaten oversees business operations through Braaten Enterprises and serves as a brand ambassador for companies promoting environmental and social benefits. He is also involved in community service as a board member and youth services chairperson for the Rockwall Noon Rotary and participates in managing the endowment fund at Holy Trinity by the Lake Episcopal Church. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Michael Grant is a financial advisor at Edward Jones in Garland, TX, holding Series 63, Series 65, and Series 66 licenses with 17 years of industry experience. He previously worked at LPL Financial and has been self-employed since 2005. Grant was also the owner of a construction business, Grant Moore Enterprises LLC, which is currently inactive. Edward Jones is a full-service wealth management firm serving a wide range of clients, including individual, institutional, and corporate clients. The firm manages over $1 trillion in assets and offers various advisory programs with discretionary and non-discretionary strategies, emphasizing a fiduciary standard in its services.

Janice Wright is a financial advisor at UBS Financial Services in Plano, TX, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 46 years of industry experience, including 32 years with UBS. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and provides research-driven, model-based asset allocations tailored to client goals.

Luis Herrera is a financial advisor with Edward Jones in Plano, TX, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at USAA Financial Advisors and USAA Investment Management Company, as well as serving as a product manager at Orchatect. Herrera is also a regional board member of Out Teach, a nonprofit organization focused on educational initiatives. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive retail advisor and branch network alongside affiliated financial capabilities.

Harry Hughes is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 43 years of industry experience. His career includes roles at Citigroup Global Markets, WFG Investments Inc, National Securities Corp, National Asset Management, and B. Riley Wealth Management before joining LPL Financial in 2024. 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 advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Cameron Whiteside is a Planning Consultant at Fidelity Investments, a role he has held since 2025. In this capacity, he works with individuals and families to develop personalized financial strategies that align with their goals and values. Prior to this position, Cameron served as a Central Relationship Manager at Fidelity Investments from 2023 to 2025. He began his career as a Stock Broker at Charles Schwab from 2021 to 2023. Cameron holds an AR Insurance License, which complements his expertise in financial planning and client advisory services. Outside of his professional work, he has interests in fitness, movies, outdoor adventures, parenthood, snowboarding, and traveling.

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.

Gregory Pharris is a financial advisor with Edward Jones in Forney, TX, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he serves as President of the Board of Trustees for Forney Independent Schools. 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 affiliated investment options. The firm is notable for its large retail advisor and branch network and offers both discretionary and non-discretionary strategies under a fiduciary standard.

Joe Flores is a financial advisor with Equitable Advisors in Plano, TX, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has worked at Equitable Advisors and its predecessor AXA Advisors since 1999. Flores serves as a director of the Biltmore Swim & Racquet Club Homeowners Association, overseeing its operations and financials on a volunteer basis. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm uses a range of advisory models and third-party asset managers to deliver tailored investment solutions and fiduciary services.

Joseph Williams is a financial advisor at LPL Financial with 30 years of industry experience. He has held securities licenses Series 63 and Series 66 and has been with LPL Financial since 2005. Williams is also involved with Anchor Retirement Services Inc. and operates Anchor Advisors, Inc. in Plano, TX. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, supporting advisors with research and operational tools.

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 at Thrivent Investment Management with six years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Fidelity Brokerage Services and other firms. Outside of his advisory role, he operates a freelance carpentry business and works as a roof inspector for Bacon Roofing. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive goal-based financial planning without discretionary trading authority and with periodic review of client recommendations.

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.

Ted Perry is a financial advisor with Primerica Advisors in Mesquite, TX, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes roles at Fiesta Mart, Inc. from 2008 to 2020 and ongoing positions with PFS Investments Inc. and Primerica Financial Services since 2000 and 2002, respectively. Outside of his advisory work, he has worked as a Lyft driver in San Francisco. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of discretionary separately managed accounts. The firm employs a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

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.

Fung Tien Shia is a CFA® charterholder and holds a Series 66 license with 15 years of industry experience. She has worked at UBS Financial Services since 2022 and previously spent six years at Goldman Sachs & Co. She serves as a board member of the Chamber Orchestra of New York, a nonprofit organization that promotes classical music to youth. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor client plans. The firm operates with institutional trading capabilities alongside wealth management services, offering a broad range of financial products and capital markets activities.

Khanh Nguyen is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with J.P. Morgan Securities since 2016 and also has ongoing involvement with IMAC Concept LLC. Outside of advisory work, he has interests in real estate through ownership in short-term rental properties managed by third parties. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary, customized asset allocation advice and investment manager searches supported by centralized due diligence and a combination of quantitative and qualitative research.