Richard Middleton II is a financial advisor with LPL Financial in Frisco, TX, holding a Series 66 designation and 15 years of industry experience. He has been with LPL Financial since 2010. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm offers financial planning, various advisory programs, and retirement plan consulting, providing both discretionary and non-discretionary management with access to model portfolios and research.

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 at LPL Financial with 29 years of industry experience. She holds Series 63 and Series 65 credentials and has been with LPL Financial since 2005. Outside of her advisory role, she serves as secretary and treasurer of her husband's business and is the sole owner of Warren-Gentry Enterprises, Inc., a corporation maintained for tax purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services through a national network of investment adviser representatives, utilizing both discretionary and non-discretionary management strategies supported by LPL Research and third-party subadvisors.

Jonathan Nance is a CFP®-certified financial advisor with Edward Jones in Frisco, TX, where he has worked for 15 years. He holds a Series 66 license and has experience managing family land and cattle operations through LLCs in Texas. Edward Jones is a full-service wealth management firm that serves a wide range of individual and institutional clients. The firm manages over $1 trillion in assets with a large network of advisors and offices, offering a variety of advisory programs and investment solutions under a fiduciary standard.

Jim Cooper is a financial advisor with LPL Financial in Corinth, TX, holding Series 63 and Series 65 licenses and 20 years of industry experience. Prior to joining LPL Financial in 2026, he worked at OSAIC for three years and SagePoint Financial for 14 years. Outside of his advisory role, he is the owner of On Target Gunsmiths, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Susan Guo is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and five years of industry experience. Prior to joining Cambridge in 2022, she worked at LPL Financial and spent sixteen years at Corptax Inc. She is the owner of Ren & Associates Tax Services Inc., a tax filing business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement 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 various discretionary and non-discretionary strategies across multiple platform arrangements.

Eddie Cheng is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing, MA Mutual Life Insurance Company, and JPMorgan Chase Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

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 credentials and nine years of industry experience. He has worked at several firms, including Fidelity Brokerage Services LLC, Resolute Investment Services, and Avantax Advisory Services. In addition to his role at Cetera, he is also involved with PK Financial Strategies, LLC, where he provides fee-based asset management and financial advice. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base, including individual investors, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

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 prior work includes positions at Wells Fargo Clearing and Wells Fargo Advisors LLC dating back to 2009. Outside of advising, he is engaged in managing investment-related business activities, including ownership in several rental properties and an investment group in Frisco. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients through a large network of advisors. The firm offers comprehensive financial planning services alongside investment options, with tailored recommendations based on Wells Fargo’s research and planning tools.

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.

Jeoffrey Dumas is a financial advisor at Edward Jones in Frisco, TX, holding Series 63 and Series 66 licenses with 11 years of industry experience. He was a homemaker from 2010 to 2019 before joining Edward Jones in 2019. Outside of advising, he is involved in several business activities including land development and oil and gas investments. 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 and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Catherine Jenkins is a Series 66 licensed financial advisor at Edward Jones in Frisco, TX, with seven years of industry experience. She has been with Edward Jones since 2015. Outside of her advisory role, she is a consultant for a hair care product company through a network marketing business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 advisors across more than 15,000 branches.

Victor Green is a Series 66-licensed financial advisor with Ameriprise, based in The Colony, TX, and has two years of industry experience. Prior to his current role, he was self-employed and spent over a decade as a co-owner of USA Exterior LLC. He is also a co-owner of Universal Athletic Testing LLC, a technology business. Ameriprise provides retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.