Kevin Sorensen is a financial advisor with Raymond James & Associates in Justin, TX, holding Series 63 and Series 66 licenses and with 14 years of industry experience. His prior firms include Charles Schwab, Robinhood Markets, TD Ameritrade, and First Command Financial Services. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting services, utilizing a variety of portfolio management styles and affiliated research.

Nicholas Ovshak is a CFP® professional with eight years of industry experience, currently affiliated with LPL Financial. His prior experience includes roles at Commonwealth Financial Network, Fidelity Brokerage Services, Ameriprise Financial Services, FPS Financial, and Arrow Electronics. He also spends a small portion of his time engaged in fixed insurance sales. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by technology tools, while operating alongside extensive non-advisory financial activities.

Thomas Sanneman is a financial advisor with LPL Financial in Frisco, TX, holding a Series 66 designation and 23 years of industry experience. He has been with LPL Financial since 2010 and previously worked at Ameriprise from 2003 to 2010. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Timothy Fahey is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 26 years of industry experience. His prior roles include positions at Charles Schwab & Co., HD Vest Advisory Services, and Fidelity Investments. 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 and third-party asset management, supported by a large network of investment adviser representatives.

Scott Robinson is a CFP® professional with 23 years of industry experience, currently affiliated with LPL Financial since 2018. His prior roles include positions at RFG Wealth Advisory and INVEST Financial Corporation. Robinson also operates Scott L Robinson Advisors LLC, a business entity established for tax and investment purposes. 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 portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

David Seals Jr. is a financial advisor with Edward Jones in Frisco, TX, holding the Series 66 designation and seven years of industry experience. His background includes service in the U.S. Army from 2012 to 2017 and a year at Capital One before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm that serves a wide range of clients, including individual and institutional investors, offering various advisory programs and maintaining a large nationwide network of advisors and branch offices.

Grant Garrett is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Fidelity. He has been with Fidelity and its affiliates in various roles since 2011. Garrett also serves as adjunct faculty at the University of North Texas, where he teaches a course on Life Insurance. Strategic Advisers LLC, part of Fidelity Investments, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

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.

Sebastian Silen is Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2019. In this role, he focuses on client relationships through communication and transparency, working closely with clients to understand their priorities and develop plans that align with their goals. Prior to this, he served as President and CEO of Vibrant Wealth Strategies, LLC from 2016 to 2019. His professional experience also includes roles as a Registered Investment Adviser with New York Life, NYLife Securities LLC, and Eagle Strategies LLC between 2015 and 2019, as well as Managing Partner at Modern Woodmen of America from 2010 to 2015. Sebastian holds insurance licenses in Arkansas and California. Outside of his professional work, Sebastian's personal interests include beach activities, family activities, golf, outdoor adventures, skiing, and traveling.

Jared Ottmers is a CFP® professional with 18 years of experience, currently affiliated with Cambridge Investment Research Advisors. He has been with Cambridge Investment Research Advisors since 2016 and Cambridge Investment Research, Inc. since 2015. In addition to his advisory role, Ottmers owns Primary Wealth Group, a business focused on insurance, benefits, and human resources. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and manages a multi-billion dollar asset base across multiple platforms.

Nicholas Wilson is a financial advisor at Edward Jones in Denton, TX, with nine years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Edward Jones since 2018, following roles at Lyft, Lantana Communications, and Fidelity Brokerage Services. Outside of his advisory work, he rents a spare room in his home on Airbnb for supplemental income. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of investment strategies and affiliated services through a large national network of advisors and branches.

Nicole Smith is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation. Prior to joining Edward Jones, she worked as an independent travel agent and was involved in entertainment event staffing. She also has experience in education through roles in multiple school districts. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors. The firm offers various investment strategies and affiliated services, managing over $1 trillion in assets through a large national network of advisors and branch offices.

Kelly Daugherty is a financial advisor at Edward Jones with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at notable firms including JP Morgan Securities, Fidelity, and Morgan Stanley. Daugherty also served eight years in the US Army. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and services supported by a nationwide network of financial advisors and branch offices.

David Robinson is a financial advisor with LPL Financial, holding a Series 66 credential and bringing 16 years of industry experience. His prior experience includes roles with RFG Wealth Advisory and INVEST Financial Corporation. Outside of advisory work, he is also active as an independent insurance agent specializing in life, accident, and health insurance. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Darian Jones is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019, with prior roles at Bank of America and Merrill. 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. The firm’s advisory process combines quantitative and qualitative research and may incorporate ESG criteria, with implementation supported by affiliated investment-management entities.

Nisha Bhandary is a financial advisor with J.P. Morgan Securities in Frisco, TX, holding Series 63 and Series 66 licenses and having 16 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2010. Outside of her financial services career, she was involved with Saivi Shree, LLC, operating under the name Embroid It, during 2020. 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 program is non-discretionary, focusing on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Tracie Guyer is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 26 years of industry experience. She previously worked at PFS Investments Inc and Primerica Financial Services. Guyer is also a notary and operates a business entity for tax and investment purposes. 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 portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

David Test is a financial advisor with Cetera Wealth Services, LLC, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He previously worked at Avantax and Northwestern Mutual Investment Management. Outside of his advisory work, he serves on the board of Emily’s Place, a nonprofit focused on ending domestic violence, and is a group fitness instructor at local community centers. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing assets for more than 10,000 advisors nationwide.

Ryan Moore is a financial advisor with LPL Financial, holding a Series 66 registration and bringing six years of industry experience. Prior to joining LPL Financial in 2025, he worked at NEXT Financial Group and BKM P.C. He has also been involved with organizations such as the Eugene Emeralds and Northwest Collegiate Ministries. Moore owns RL Moore Enterprises, LLC, an entrepreneurial venture based in Eugene, Oregon. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, third-party asset management, and institutional platforms, supported by extensive advisor resources and technology.

Amy Legate is a CFP® professional with 23 years of experience in the financial services industry. She is currently associated with LPL Financial and has previously worked at Ameriprise Financial Services and 360 Wealth Management. Her career includes multiple tenures at LPL Financial and experience with Cfo4 Life, L.P. Amy is also a licensed notary in the state of Texas. 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 financial planning, model portfolio programs, and institutional platforms while supporting advisors with a range of discretionary and non-discretionary investment strategies.