Roland Jones is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, also working 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 through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to build model asset allocations and incorporates an ESG eligibility framework within its recommendations.

Aleah Powell is a Series 66 licensed financial advisor with Edward Jones, based in Royse City, TX. She has one year of experience in the financial industry, joining Edward Jones in 2024 after previous roles in the medical supplies sector. Outside of advisory work, she is involved with Fork Paradise LLC, an RV park business in Yantis, TX. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional investors. The firm manages over $1 trillion in assets through a nationwide network of advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.

Randy Siebert is a financial advisor at Fidelity with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked in various capacities within Fidelity and its affiliated entities since 2000. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios using mutual funds, ETFs, and ETPs, and maintains a distinctive role as a commodity pool operator and fund advisor among large institutional peers.

Gigi Lavergne is a financial advisor with Osaic Wealth, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She previously worked at SagePoint Financial for 11 years and Wealth Advisory Counsel for 16 years. Outside of her advisory role, she is involved in tax preparation through her own firm, S&G Tax Associates, and manages insurance and retirement planning activities as owner of TRI Planning. Osaic Wealth serves a diverse client base including retail and institutional investors, offering a multi-advisor platform with brokerage and advisory services that range from comprehensive financial planning to retirement plan consulting. The firm’s investment approach relies on model-based asset allocation and portfolio optimization, supporting a variety of managed and advisory strategies.

Kristi Denham is a financial advisor with LPL Financial, holding a Series 66 designation and bringing nine years of industry experience. Her prior roles include positions at UBS Financial Services, First Dallas Securities Inc., and Hodges Capital Management. 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 portfolios, third-party asset management, and institutional platforms.

Julio Rodriguez is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Pfs Investments Inc, Terra Wealth, OASIS Advisors, LLC, and Primerica before joining LPL Financial. 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, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Jason Palmer is a Series 66 licensed financial advisor with nine years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2018 and previously held roles at USAA Financial Advisors and Edward Jones. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment options with a multi-asset model portfolio approach and centralized operational support.

Tony Stevens is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63, 65, and 66 designations and has previously worked at E*TRADE Capital Management and Harrisdirect. Outside of his advisory role, Stevens is a partner in KB&T Stevens, LLC, an agriculture-related business based in Wylie, Texas. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process supported by firm-approved tools and models.

Craig Meylan is a financial advisor with LPL Financial, holding Series 63 and Series 65 registrations and 40 years of industry experience. He previously worked at IC Advisory Services, Inc. and The Investment Center, Inc. Meylan also teaches investment classes at two local colleges as part of his sole proprietorship, Financial Solutions. 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 portfolios, and institutional platforms, supported by advanced advisor tools and a broad array of non-advisory financial services.

Mario Ayala is a financial advisor with Edward Jones in Mesquite, TX, holding Series 63 and Series 66 credentials and 18 years of industry experience. His work history includes multiple roles at Edward Jones as well as positions at BB&T Investment Services, J.P. Morgan Securities, and Chase Investment Services Corp. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Mitchell Carr is a financial advisor with Charles Schwab who holds Series 63, 65, and 66 licenses and has 22 years of industry experience. His prior work includes roles at LPL Financial, Ameriprise, and Merrill. He serves as a board member of Queen City Restaurant Supply, a family-owned business, without day-to-day responsibilities. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios alongside a formal alternative investment process.

Jill Slayton is a CFP®-certified financial advisor with 37 years of industry experience. She currently works at OSAIC and has prior experience at Woodbury Financial Services, Transamerica Financial Advisors, LPL Financial, and Cetera Investment Services. Outside of her advisory role, she raises and sells cattle as a sole proprietor. OSAIC serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolios. The firm’s investment process features model-based asset allocation and portfolio optimization alongside discretionary and third-party managed strategies.

Joshua Reeh is a financial advisor with Merrill in Rockwall, TX, holding a Series 66 designation and seven years of industry experience. Prior to joining Merrill and Bank of America in 2022, he worked at Edward Jones for three years and has experience in the electric supply sector. Outside of his advisory role, he owns a lawn service business serving five clients locally. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Julia Thorman is a CFP® professional with 36 years of industry experience, currently serving at LPL Financial since 2006. She holds a Series 63 license and operates out of Wylie, TX. Outside of her advisory role, she is involved with Jal Dennis Group Investment Services, an investment-related business connected to her work at LPL. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a diverse range of solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Melissa Carlisle is a CFP® and holds a Series 66 license with Edward Jones in Murphy, TX, where she has worked since 2015. She has 10 years of industry experience. Outside of her financial advisory role, she is a partner in an LLC established to manage her family farm and preserve it for future generations. 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 nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Gabriel Klawa is a financial advisor at OSAIC with a Series 66 designation and three years of industry experience. Prior to joining OSAIC in 2023, he worked with Financial & Insurance Services of Texas beginning in 2022. During college, he also gained experience assisting a registered representative with administrative duties. OSAIC Wealth serves a wide range of clients, including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a diverse platform that emphasizes model-based asset allocation and portfolio optimization.

Randy Matthews is a financial advisor with LPL Financial in Plano, TX, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes prior roles at Merrill, Chase Investment Services, Citigroup Global Markets, and Morgan Stanley. He also sells fixed insurance products as a general agent through Crump Insurance Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory solutions including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

Tanner Seabourn is a CFP® and ChFC®-credentialed financial advisor with five years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc. and has prior experience at firms including AGIA, VALIC Financial Advisors, Inc., and PFS Investments Inc. Outside his advisory role, he is also engaged in non-securities insurance product activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Peter Jay is a financial advisor at Vanguard Advisers with two years of industry experience and holds the Series 66 designation. Prior to joining Vanguard, he worked at Merrill and Bank of America. Outside of his advisory role, he owns and operates a family farm involved in raising livestock, poultry, and gardening. Vanguard Advisers offers automated and human-supported investment advice through its digital and personal advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach to asset allocation, utilizing proprietary methodologies and primarily Vanguard funds and ETFs in its portfolios.

Brandy Phipps is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 28 years of industry experience. Her prior roles include positions at Cambridge Investment Research Advisors, Oppenheimer, and Morgan Stanley. 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 wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.