Curtis Reese is a financial advisor with Ameritas Advisory Services, LLC, holding Series 66 and Series 63 licenses and with 17 years of industry experience. He has worked at several firms, including Fisher Investments and TD Ameritrade, and is currently also involved with Harvest Wealth Group. Ameritas Advisory Services, LLC provides investment advisory and planning services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes model portfolios, mutual funds, ETFs, and individual securities across various programs, combining proprietary and third-party strategies to tailor investment solutions.

David Ragan is a CFP® professional with 19 years of industry experience. He currently works at Allworth Financial, L.P., where he has been since 2026, following a 23-year tenure at Grunden Financial Advisory. In addition to his advisory work, he serves as an adjunct finance professor at the University of North Texas, teaching personal finance topics. Allworth Financial serves a diverse client base that includes individual and high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers a range of services such as financial and wealth planning, portfolio management, retirement plan consulting, and education through newsletters, podcasts, and seminars.

Richard Stainsby is a CFP® professional with 36 years of industry experience. He currently works at Mercer Global Advisors Inc. and previously held positions at Wealthstar Advisors, SPC, Sigma Financial Corporation, Ameriprise Financial Services, Inc., and MSI Financial Services, Inc. Outside of his advisory role, he operates a business under the name Upstream Investment Partners. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing a range of advisory services including investment management, financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory, using globally diversified, risk-appropriate portfolios implemented through a variety of investment vehicles and supported by educational content and specialized client services.

Tyrus Treadway is a financial advisor at Farther with a Series 65 credential and no prior industry experience outside the firm. He has been affiliated with Farther since 2026 and has owned and operated Treadway Realty since 2009. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through both digital platforms and in-person meetings. The firm’s investment approach utilizes Modern Portfolio Theory with proprietary model portfolios and algorithmic rebalancing, employing a mix of ETFs, mutual funds, equities, fixed income, and AI-assisted advisor judgment.

Michael Borders is a financial advisor at Kestra Advisory Services with three years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Kestra, Michael worked in various educational roles within multiple school districts and briefly with other advisory firms. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan-level investment advice, employee education, and pooled plan solutions, managing approximately $79.8 billion in assets.

Nathan Durfee is a financial advisor with Empower Advisory Group in Savannah, TX, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Arvest Wealth Management and Empower Financial Services, Inc. Outside of financial services, he has experience in the retail and healthcare sectors, including positions at JL Beers and Avera Heart Hospital. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm combines proprietary and third-party methodologies in its planning services and operates within an integrated model connected to Empower’s recordkeeping and administrative platforms.

Paul O'Leary is a financial advisor with OSAIC who holds the ChFC® designation and Series 63 and 65 licenses. He has 34 years of industry experience, including 17 years at Lincoln Financial Advisors Corporation and eight years at Equitable Advisors. Outside of his advisory role, he is involved in several insurance-related businesses and consulting activities focused on group employee and executive benefits. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering a multi-advisor platform with brokerage and advisory services. The firm employs a model-based investment approach emphasizing asset allocation and portfolio optimization, with a range of strategies and products supported by a complex affiliate network and significant scale.

Bellann Hyten is a financial advisor with LPL Financial in Corinth, TX, holding a Series 66 credential and 12 years of industry experience. Prior to joining LPL Financial in 2020, she worked at Waddell & Reed and various insurance agencies. Outside of her advisory role, she is involved with the Greater Denton Arts Council and has a background in business ownership and community organizations. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory services including financial planning, model portfolios, and institutional platforms, supported by technology tools and a large network of over 22,000 advisors.

Cody Barnhill is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America, N.A., Bulldog Security Services LLC, and Platinum Valet. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Dru Cambron is a Series 66-licensed financial advisor with 12 years of industry experience, currently serving at J.P. Morgan Securities in McKinney, TX. His career includes roles at Merrill and TD Ameritrade prior to joining J.P. Morgan Chase Bank and J.P. Morgan Securities in 2021. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager searches, and customized performance reporting through a program supported by centralized due diligence and a combination of quantitative and qualitative research.

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 credentials and bringing 29 years of industry experience. He has worked at LPL Financial since 2011 and previously at Merrill from 2007 to 2011. Outside of his advisory role, he serves as a head coach for the Plano West Junior Varsity Club Hockey Team and as an assistant coach for the McKinney North Stars youth hockey organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. It offers financial planning, asset management programs, and institutional platforms, supported by a large network of advisors and a broad range of investment options.

Jennifer Richter is a financial advisor with LPL Financial in Prosper, Texas. She holds the Series 66 designation and has been with LPL Financial LLC / Thomson Investment Group since 2005, totaling 21 years of industry experience. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and technology tools for research and operational support.

Justin Brown is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 20 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Edward Jones, BOK Financial Private Wealth, Merrill, and several other firms. Brown also operates Brownstone Wealth Advisors as a DBA for 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced research tools.

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 a Series 66 designation and has previously worked at Wells Fargo Bank, Bank of America, Merrill, and Ameris Bank. 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 and fund searches, and customized performance reporting. Its advisory process combines quantitative screening and qualitative research, supporting non-discretionary portfolio management with a focus on Eligible Strategies and ESG considerations.