Jerry Shults Jr. is a financial advisor at J.P. Morgan Securities in Frisco, TX, holding Series 63 and Series 66 licenses with 19 years of industry experience. He has worked at J.P. Morgan Chase Bank NA and J.P. Morgan Securities LLC since 2019, and previously at New York Life Insurance Co. and NYLIFE Securities LLC from 2016 to 2019. 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 within a non-discretionary program. Their advisory process combines quantitative and qualitative research supported by a centralized due diligence team and incorporates ESG eligibility frameworks and broader derivatives and commodities capabilities.

Andrew Butler is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 21 years of industry experience. He previously worked at Next Financial Group, Inc. for 16 years and has been involved with Texas American Insurers since 1995. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning and asset management solutions including model portfolios, third-party management, and institutional platforms.

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.

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.

Richard Middleton II is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. He has been with LPL Financial since 2010. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies.

Kyle Nayfa is a financial advisor at Edward Jones with 21 years of industry experience, including 22 years at Edward Jones. He holds the Series 63 and Series 66 licenses. Outside of his advisory role, Kyle is involved as a director of JKAT Holdings, a drafts house style bar in Tyler, TX, and is an investor with a minority stake in Od Town Craft LLC, a bar in Lewisville, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options. The firm manages over $1 trillion in assets and operates a large national network of advisors and branch offices.

Laura Gentry is a financial advisor with LPL Financial in Denton, TX, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. She has been with LPL Financial since 2005. In addition to her advisory role, she serves as secretary and treasurer of her husband's business and is the sole owner of Warren-Gentry Enterprises, Inc. 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 portfolio programs, third-party asset management, and institutional platforms.

Jim Cooper is a financial advisor with LPL Financial in Corinth, TX, holding Series 63 and Series 65 registrations and 20 years of industry experience. His prior roles include positions at OSAIC and Sagepoint Financial, INC. Outside of his advisory work, Cooper is the owner of On Target Gunsmiths, LLC, a business unrelated to investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of financial planning and investment management solutions, utilizing both proprietary and third-party strategies supported by advanced research and operational tools.

Susan Guo is a financial advisor at Cambridge Investment Research Advisors with five years of industry experience. She holds the Series 66 designation and previously worked at LPL Financial and Corptax Inc. Outside of her advisory role, she owns and operates a tax services business, REN & Associates Tax Services Inc., and is an independent insurance agent. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual, institutional, pension, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management through multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Eddie Cheng is a financial advisor with J.P. Morgan Securities in Denton, TX, holding Series 63 and Series 66 designations and bringing 15 years of industry experience. His career includes roles at Wells Fargo Clearing, MA Mutual Life Insurance Company, JPMorgan Chase Bank, and J.P. Morgan Securities. 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 through a non-discretionary program supported by centralized due diligence and a combination of quantitative and qualitative research.

Halle Cheatham is a financial advisor at Edward Jones with a Series 66 designation and approximately one year of industry experience. Prior to joining Edward Jones, she worked at DMA Solutions, Inc. and SAFE2SAVE, and has had roles in various organizations including Northwestern Mutual and Kanakuk Kamps. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated financial services, supporting over four million clients and managing approximately $1.01 trillion in assets.

David Zachmeyer is a financial advisor at Stifel with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2010. Stifel serves a broad range of clients including individuals, institutional investors, and municipal entities, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Milton Bensten Jr. is a financial advisor at Edward Jones in Frisco, TX, holding Series 63 and Series 66 designations with 12 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and managing approximately $1.01 trillion in assets through a nationwide network of financial advisors.

Jason Hagemann is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and nine years of industry experience. He has worked with multiple firms including Avantax, Fidelity, and Advisors Asset Management. He also operates PK Financial Strategies, LLC, where he provides fee-based asset management, retirement planning, and full life cycle management services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options and oversees over $256 billion in assets across more than 10,000 advisors.

Jeff Croswell is a financial advisor with Edward Jones in Cross Roads, TX, holding a Series 66 designation and six years of industry experience. He joined Edward Jones in 2019 after six years at AT&T. Outside of his advisory role, he hosts trivia nights at local restaurants and serves as a soccer referee. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers various advisory strategies and operates under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Paul Valtierra is a financial advisor with Wells Fargo Advisors in Frisco, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at Wells Fargo Clearing and Citigroup Global Markets. Outside his advisory work, he is involved in managing several investment-related business ventures. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad planning menu tailored to clients who meet certain net-worth criteria. The firm integrates advisory services with a range of financial products and referral channels.

Charles Titterington is a financial advisor with Ameriprise in Highland Village, TX, holding a Series 63 designation and 33 years of industry experience. He worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory role, he owns a tax preparation business. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research and modeling with tax-efficient withdrawal strategies, and delivers recommendations through a centralized consulting team.

Erin Graft is a Benefits & Planning Consultant in the Executive Services division at Fidelity Investments, a position she has held since 2018. She has been with Fidelity Investments since 2013, serving in various roles including Relationship Manager, Financial Representative in the Plano branch, and High Net Worth Financial Representative. Erin's professional experience centers on building and implementing financial plans for clients, engaging them through open discussions to address important questions and ideas. She approaches her work with a focus on family values, aiming to assist clients as if they were members of her own family. Outside of her professional role, Erin's personal interests include family activities, football, gardening, parenthood, and yoga.

Dominic Trolio is a financial advisor with Wells Fargo Advisors in Frisco, TX, holding a Series 66 designation and one year of industry experience. Before joining Wells Fargo Advisors in 2025, he worked at High Velocity Payments and Ark-la-tex Financial. Outside of his advisory role, he is a content creator and operator of a YouTube channel called Shifttalk TV, where he handles filming and editing. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services tailored to clients meeting specific net-worth criteria. The firm provides a broad array of planning services and integrates advisory offerings with other financial products and referral channels.

Damion Robertson is a financial advisor at Edward Jones in Frisco, TX, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices, offering a variety of discretionary and non-discretionary investment strategies under a fiduciary standard.