Paul O'Leary is a financial advisor at Osaic with 34 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Osaic in 2025, he worked for Lincoln Financial Advisors Corporation for 17 years. Outside of his advisory role, O'Leary is involved in insurance brokerage and consulting related to group employee and executive benefits, and he owns a consulting firm focused on executive and employee benefits. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors through a large network of affiliated advisers and multiple advisory platforms. The firm employs asset-allocation tools, efficient-frontier analysis, and automated rebalancing to manage portfolios consisting of various asset classes, offering both discretionary and non-discretionary account management.

Bellann Hyten is a financial advisor with LPL Financial in Corinth, TX, holding a Series 66 designation and bringing 12 years of industry experience. She has worked at LPL Financial since 2020 and has been involved in various business and community roles, including with the Greater Denton Arts Council and the Oakmont Women's Club. Outside of her advisory work, she is also a business owner involved with Camino Business Owner and Support Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL Research and third-party subadvisors.

Cody Barnhill is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His recent work history includes roles at Bank of America, Merrill, and several other companies in various capacities. Merrill, along 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.

Dru Cambron is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Merrill and TD Ameritrade. Since 2021, he has been affiliated with J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

William Morgan is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked for ten years at the Denton County Sheriff's Office. 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 manages approximately $1.01 trillion in assets through a nationwide network of financial advisors.

Jon Weidenbach is a financial advisor with LPL Financial in Frisco, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with LPL Financial since 2011. Outside of his advisory role, he is involved in youth hockey coaching, serving as head coach for the Plano West Junior Varsity Club and as an assistant coach for the McKinney North Stars. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Jennifer Richter is a financial advisor with LPL Financial in Prosper, TX, holding a Series 66 designation. She has been with LPL Financial LLC/Thomson Investment Group since 2005, totaling 21 years of industry experience. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm provides a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Justin Brown is a financial advisor with LPL Financial holding Series 63 and Series 66 credentials and 19 years of industry experience. His prior roles include positions at Edward Jones, BOK Financial, Merrill, and New York Life Insurance Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm provides a range of advisory programs and financial planning services utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Ryan Aylor is a Series 66-licensed financial advisor at Edward Jones with seven years of industry experience. He has been with Edward Jones since 2018. Prior to his current role, he worked briefly in a cleaning service business. 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 over $1 trillion in assets and offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Donovan Bailey is a Series 66-credentialed financial advisor with Edward Jones in Argyle, TX, bringing two years of industry experience. Prior to joining Edward Jones, he worked in education at Fort Worth ISD and held roles in the specialty coffee industry. Edward Jones is a full-service wealth management firm serving over four million clients across individual and institutional segments. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, with a nationwide network of more than 23,700 financial advisors.

Catherine Garcia is a financial advisor at Merrill with eight years of industry experience and a Series 66 designation. Her prior roles include positions at Edward Jones, Thrivent Financial, and Transamerica Financial Advisors. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, pension plans, and charitable organizations.

Sarah Crumpler is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. She has been working in the financial services industry for over twelve years, focusing on helping individuals and families plan for their retirement goals and financial future. Sarah approaches every client interaction as an opportunity to build trust and demonstrate her integrity. Her professional experience at Fidelity Investments includes roles as Senior Relationship Manager and Relationship Manager at the Plano Investor Center, Financial Representative, and Inside Sales Representative in Fidelity Institutional Asset Management. She has held her current position since 2019. Outside of her professional work, Sarah enjoys cooking and baking, participating in family activities, gardening, watching movies, spending time with pets, and volunteering.

Mehdi Ahmadi is a financial advisor at Edward Jones with eight years of industry experience. He has held his current role since 2017 and previously worked at Nokia from 2014 to 2017. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a range of financial needs. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Rima Alobaidi is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds the Series 66 designation and has worked at Bank of America, Merrill, Ameris Bank, and Wells Fargo Bank prior to joining J.P. Morgan in 2025. 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. The firm offers non-discretionary advice delivered by select Wealth Advisors, including Rima, with clients retaining final decision-making authority.

Nicole Fry is a financial advisor at Ameriprise with nine years of industry experience. She holds a Series 66 designation and has worked at Ameriprise and its affiliated entities since 2014. Outside of her advisory role, she works as an independent contractor driver for DoorDash. Ameriprise is a large institutional firm that offers retirement-income planning services tailored to individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to provide non-discretionary, written recommendations through a centralized consulting team.

Clinton Stephenson is a financial advisor at Edward Jones in Aubrey, TX, holding a Series 66 designation. He joined Edward Jones in 2026 and previously worked at BNSF Railway for 12 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Thomas Sanneman is a financial advisor with LPL Financial in Frisco, TX, holding a Series 66 designation and 22 years of industry experience. He has been with LPL Financial since 2010. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, with discretionary and non-discretionary management options supported by research and diverse investment strategies.

Scott Robinson is a CFP®-designated financial advisor with 22 years of industry experience, currently serving clients at LPL Financial since 2018. His prior experience includes roles at INVEST Financial Corporation and RFG Wealth Advisory. He operates Scott L Robinson Advisors LLC, a home-based business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Duncan Gates is a CFP® with 18 years of industry experience, currently serving at Cetera. His work history includes roles at Avantax Advisory Services and Avantax Insurance Agency, and he is also the Director of Tax & Accounting at Joseph Hancock Tax and Financial Service, where he prepares tax returns for individuals and businesses. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform offering a range of portfolio management and consulting services.

Jordan Bowman is a financial advisor at Edelman Financial Engines with seven years of industry experience. He previously worked at Fisher Investments and Fidelity Brokerage Services LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individuals, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, managing diversified portfolios with a long-term orientation.