Kevin Pittman is a financial advisor with Ameriprise in Prosper, TX, holding a Series 63 designation and over 34 years of industry experience. He has been with Ameriprise since 1991. Outside of his advisory role, he owns and manages a family real estate business and operates Pittman Financial Planning, LLC. Ameriprise provides retirement-income planning services tailored to individuals with significant investable assets, combining research, modeling, and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Robert Robles III is Senior Resident Director and Wealth Management Advisor at Merrill's McKinney office. In this role, he partners with individuals including families, executives, and business owners to simplify and optimize their financial lives. He leads a wealth management practice that delivers coordinated family-office style care, focusing on understanding clients' goals, values, and concerns to provide proactive financial solutions. Robert's expertise includes college education planning, executive and equity compensation, family wealth management strategies, legacy planning, and socially responsible investing, among other areas. He emphasizes a relationship-first approach, beginning each client relationship with in-depth conversations to develop customized strategies. His team provides high-touch personal service and acts as a central point connecting clients with tax and legal professionals. Additionally, as Resident Director, Robert mentors other advisors, supporting their professional and personal development. Robert holds a bachelor's degree from New York University Stern School of Business and has earned professional designations including Certified Private Wealth Advisor® (CPWA®), Certified Investment Management Analyst® (CIMA®), and Chartered Retirement Planning Counselor™ (CRPC™). He resides in McKinney, Texas with his wife Melissa, their children, and their Italian Greyhound. Outside of work, he engages in sailing, clay target sports, car rallies, Spartan and Tough Mudder races, and spending time with his family. Robert is involved in community organizations including the 9/11 Day Foundation, Frisco ISD Watch Dogs, and the NJ Mental Health Association.

Lana Mangold is a CFP® with 43 years of industry experience, currently serving as a financial advisor at Cetera. She has held roles at Cetera since 2023 and previously spent 14 years with Sagepoint Financial, Inc. In addition to her advisory work, she is a part owner of Eagle Retirement Group LLC, an investment-related business focused on investments, advisory services, and insurance marketing. Cetera Investment Advisers LLC supports a large network of over 10,000 independent advisors and serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with various investment program options.

Jared Ottmers is a CFP® professional with 18 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2016. He has been affiliated with Cambridge Investment Research, Inc. since 2015. Outside of his advisory role, Jared is the owner of Primary Wealth Group, a business focused on insurance, benefits, and human resources. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a variety of portfolio management and model-based solutions tailored to client objectives.

Moab Schiers is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 designation and has previously worked at Fisher Investments, Merrill, Bank of America, and Fidelity Investments. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Nicholas Wilson is a financial advisor at Edward Jones in Denton, TX, holding Series 66 and Series 63 credentials with nine years of industry experience. Prior to joining Edward Jones in 2018, he worked at Fidelity Brokerage Services, Lyft, and Lantana Communications. Outside of his advisory role, he rents a spare room in his home through Airbnb for supplemental income. Edward Jones is a 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 network of advisors and branches across the United States.

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. His prior roles include positions at JPMorgan Chase Bank, Fidelity, and Morgan Stanley. Daugherty served in the US Army from 2014 to 2022. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Wendy Scholljegerdes is a CFP® professional with 26 years of industry experience, currently serving at Ameriprise. She has worked with Ameriprise Financial Services, Inc. since 2008 and continues with its affiliated entities. Outside of her advisory role, she manages a rental property as an owner and landlord. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficient strategies to deliver written, non-discretionary recommendation reports through a centralized consulting team.

Syed Hussain is a financial advisor with J.P. Morgan Securities in McKinney, TX, holding Series 63 and Series 66 licenses and with 10 years of industry experience. His prior work includes roles at Wells Fargo Advisors and JPMorgan Chase Bank. Outside of advisory services, he is involved in real estate through ownership and partnership roles in SST Capital, LLC, and Lodgicap, LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Toby Peters is a financial advisor at LPL Financial with 36 years of industry experience and holds the ChFC®, Series 63, and Series 65 credentials. He previously worked at Woodbury Financial Services, inc. for ten years and OSAIC for two years. Outside of his advisory role, he is an agent with Rycon Financial Group, LLC, where he is involved in the sale and service of traditional insurance products and CPA accounting services. 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 of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, with available discretionary and non-discretionary management supported by research, model portfolios, and various investment strategies.

Jason Palm is a financial advisor at Edward Jones with a Series 66 designation and over 11 years of industry experience. He has worked primarily with Edward Jones, with a brief period of unemployment from 2024 to 2025. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, affiliated mutual funds, and overlay and tax-efficient services, operating under a fiduciary standard.

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.

Adrienne Outman is a financial advisor with Merrill in McKinney, TX, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. She has worked at Bank of America, N.A. since 2019 and at Merrill Lynch Pierce Fenner & Smith since 2016. 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 to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jeffrey Snyders is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in developing customized financial strategies aligned with his clients' unique needs and goals. Since 1989, he has worked with individuals, families, and businesses to address complex wealth management challenges, including college education planning, family wealth management strategies, legacy planning, retirement income, tax minimization, and socially responsible investing. Jeffrey focuses on building long-term, multi-generational relationships, assisting clients through significant life transitions such as retirement, inheritance, and funding education. With a Bachelor’s Degree from Western Michigan University, Jeffrey holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Drawing on the global resources of Merrill, he emphasizes a personalized, goals-based approach to wealth management, prioritizing open and honest communication to align financial strategies with clients’ personal priorities. Outside of his professional role, Jeffrey’s personal interests include boating, fishing, hiking, running, skiing, and traveling.

Brian Seitz is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with LPL Financial since 2013. He also operates Seitz Wealth Management as a DBA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, corporations, and charitable organizations, offering a range of advisory programs and financial planning services through a national network of investment adviser representatives.

James Simpson is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he collaborates one-on-one with clients to develop personalized financial strategies aimed at pursuing their long-term goals. He integrates investment insights from Merrill and lending solutions from Bank of America to create flexible approaches that adapt to changing market conditions. James holds a Bachelor's Degree from Baylor University. He is also engaged in community activities, dedicating time to volunteer with local organizations, reflecting Merrill's tradition of community participation.

Jeffrey Elliott is a financial advisor at Edelman Financial Engines with nine years of industry experience. He holds a Series 66 designation and has worked previously at Retirement Planners of America, Fisher Investments, Bank of America, Merrill, and The Country Club of Little Rock. Edelman Financial Engines delivers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven proprietary modeling process combined with planner delivery and online tools, offering a range of discretionary and non-discretionary investment options.

David Dominguez is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, Fidelity Investments, USAA Investment Management Company, and J.P. Morgan Securities. Outside of financial services, he was involved with Advanced Collision Equipment for six years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Constance Breathitt is a financial advisor at Edward Jones with 14 years of industry experience and holds a Series 66 designation. She has been with Edward Jones since 2011. Outside of her advisory work, she is involved in a family joint venture managing cattle and horses on their farm in Krum, TX. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients, offering a range of advisory programs and investment options supported by a nationwide network of over 23,000 advisors. The firm is notable for its extensive retail advisor and branch footprint and provides various discretionary and non-discretionary wrap fee strategies alongside affiliated mutual funds and other services.