James Mccolm is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Valic Financial Advisors, Bank of America, Merrill, Jackson National Life Distributors LLC, and UBS. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides financial planning through its Financial Advisors and Estate Planning Strategies Group.

Rachel Wirth is a financial advisor at Thrivent Investment Management with one year of industry experience. She holds the Series 66 designation and previously worked at Thermo Fisher Scientific for eleven years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without portfolio management for institutional clients. The firm delivers holistic analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Andrew Sheehy is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2022, with a broader career at JPMorgan Chase Bank dating back to 2006. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s non-discretionary program focuses on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Tyler Ware is a financial advisor at Raymond James Financial with Series 65 and Series 63 licenses and five years of industry experience. He previously worked at Woodmen Financial Services, Inc. and served at Texas State University and Woodmen of the World Life Insurance Society. In addition to his advisory work, he is an insurance agent with Oak Crest Insurance. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients, using risk profiling and modeling tools to tailor recommendations.

Jeffrey Brecht is a financial advisor with OSAIC based in Round Rock, TX, holding Series 63 and Series 65 credentials and 23 years of industry experience. He previously worked at SagePoint Financial, Inc. and OSAIC Services, Inc. for over a decade each. Outside of his advisory work, he serves as a Regional Director for the Lincoln and Continental Owners Club, organizing social activities and promoting membership. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers a range of brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization supported by various investment tools and strategies.

Jennifer Rodriguez is a Series 66 credentialed financial advisor with 13 years of industry experience, currently with Ameriprise in Cedar Park, TX. She has been with Ameriprise and its affiliated entities since 2013. Outside of her advisory role, she is a practice manager in administration for Lakes Region Development. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm’s approach includes algorithm-driven analysis and tax-aware withdrawal strategies within a defined investment framework.

Gary Jones is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 designations and over 25 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and previously held positions at JPMorgan Chase Bank, N.A., Chase Investment Services Corp., Investment Professionals, Inc., Ameriprise Advisor Services, Inc., and Osaic FA, Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process uses centralized due diligence supported by both quantitative and qualitative research and incorporates a range of investment strategies, including ESG frameworks.

David Ackel is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to joining LPL Financial in 2025, he spent 16 years at Next Financial Group, Inc. He also owns and operates David Ackel Auctions, a business he has been involved with since 1989. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual investors, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced research and operational tools.

James Smith Sr. is a financial advisor at OSAIC with 11 years of industry experience. He holds a Series 66 designation and previously worked at Royal Alliance Associates, INC., Sii, MML Investors Services, LLC, MassMutual Life Insurance Co, and Edward Jones. He also owns a sole proprietorship offering life insurance quotes and strategies. OSAIC serves a diverse client base that includes retail investors, retirement plan sponsors, charities, and corporate clients. The firm provides comprehensive financial planning and investment services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization.

William Fox is a financial advisor with LPL Financial in Round Rock, TX, holding a Series 66 designation and having 12 years of industry experience. His prior roles include positions at Merrill and First Allied Securities. Outside of his advisory work, he is managing partner of The Fox Alliance Tax Advisors, LLC, which provides tax preparation and accounting services, and he is involved in mortgage brokerage through Fox Mortgage Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

Aaron Adams is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. He holds a Series 66 designation and is based in Georgetown, TX. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a wide range of investment strategies, managed accounts, and affiliated funds. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices nationwide.

Michael Truss is a Series 66 licensed financial advisor with Edward Jones, based in Cedar Park, TX, and has one year of industry experience. Before joining Edward Jones, he worked at Laurie's Cafe and was involved with Milwood Baptist Church and Christ Chapel Bible Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large national network of advisors and branches.

Darrick McGill is a financial advisor with Primerica Advisors, holding the CFP® designation and Series 63 and 65 licenses, with 30 years of industry experience. His career includes roles at American Airlines and over two decades of service in the US Army Reserve. He is also involved in business activities related to the sale of home security and automation products through Primerica client services affiliates. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited selection of separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Janae Sowards is a financial advisor with Raymond James Financial Services Advisors, Inc. in Georgetown, TX, holding a Series 66 credential and nine years of industry experience. She previously worked at Lexington Financial and Commonwealth Financial Network. Outside of her advisory role, she is president and owner of Lexington Financial and assists with accounting for her husband’s insurance business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base, including individuals, high-net-worth clients, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with specialized municipal and public finance services and various advisory program options.

Marjorie Graff is a Series 66-credentialed financial advisor with 18 years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2013, following roles at Wells Fargo Clearing and Wells Fargo Investments. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm offers a non-discretionary program focusing on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized manager due diligence and incorporating ESG considerations.

John Horton is a CFP® with 20 years of experience in the financial services industry. He has been with J.P. Morgan Securities since 2012 and previously worked at Chase Investment Services Corp. from 2007 to 2011. He is also associated with JPMorgan Chase Bank, N.A. since 2011. 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 through a non-discretionary program. Their advisory process integrates quantitative and qualitative research with forward-looking capital market assumptions to support client recommendations.

Shawn Parsons is a CFP® professional with 15 years of experience in the financial industry, all of which have been with Edward Jones since 2011. He holds Series 63 and Series 66 licenses. Outside of his advisory role, Parsons is involved in managing a real estate business through S&K Main Street LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of investment options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Denava Horn is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. Prior to joining LPL Financial in 2014, Horn worked at Kestra Investment Services for seven years. Outside of advising, Horn is involved with Just Between Friends, a consignment sales business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering financial planning, model portfolios, third-party asset management, and institutional platforms.

Chad Miller is a Series 66-licensed financial advisor with Thrivent Investment Management in Cedar Park, TX. He joined Thrivent in 2026 and has previous work experience at Robert Half and involvement in organizations such as Life Abundant Leadership and Business Networking International. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers integrated planning and managed-account options under a consolidated billing structure called “WealthPlan.”

Amy Norris is a CFP® and holds a Series 66 designation with Edward Jones, where she has worked for 10 years. Based in Round Rock, TX, she is involved as secretary for the Professional Women of Williamson County. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.