Alexander Kopenhaver is a financial advisor with LPL Financial based in McKinney, TX. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at UT Tyler and The Clubs at Prestonwood. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide through a network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and consulting services, offering both discretionary and non-discretionary management supported by research and model portfolios.

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.

Joel Koelpin is a Series 65-licensed financial advisor with Edelman Financial Engines, based in Celina, TX, and has two years of industry experience. He previously worked at Fisher Investments and held various roles in education and banking before joining Edelman Financial Engines. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven proprietary modeling process combined with planner delivery and online tools, offering diversified model portfolios, periodic rebalancing, and both discretionary and non-discretionary management options.

Brian Janus is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 25 years of experience in the financial industry, including 20 years at Merrill Lynch. He holds the Chartered Retirement Planning Counselor™ designation from the College for Financial Planning Institutes Corp and a Bachelor of Science in Business from Miami University in Oxford, Ohio. Brian leads a team that includes fellow Financial Advisors Cindy Chaiten and Harvey Rosenberg, along with Registered Wealth Management Client Associate Jalen Johnson, working collaboratively to understand clients' financial objectives and risk tolerance. His expertise encompasses assisting multi-generational families and business owners with financial complexity, retirement planning, business succession, college savings, and legacy building. Brian leverages his firm's strategic and portfolio resources to address more complex financial needs of his clients. His early work experiences in a greenhouse and bakery have informed his appreciation for small business dedication, influencing his advisory approach with entrepreneurs. Originally from Cleveland, Brian resides in Chagrin Falls with his wife Sarah, their three children, and their French Bulldog, Bear. He is actively involved in coaching basketball through CYO and Chagrin Falls travel programs, where he emphasizes discipline, dedication, and teamwork. His personal interests include golf, pickleball, fitness, traveling, and basketball.

Matthew Manning is a financial advisor at OSAIC with 21 years of industry experience. He holds Series 63 and Series 65 credentials and was previously with MML Investors Services Inc and MassMutual for 13 years. Outside of his advisory role, he is involved as an insurance agent and owns Teleios Financial LLC. OSAIC serves a diverse range of retail and institutional clients through a large network of advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios across various asset classes for both discretionary and non-discretionary accounts.

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.

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.

Jill Ehlers is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. Her prior roles include positions at Envision Wealth Strategies, Walnut Hill Advisors, Principal Securities Inc, Vintage Financial Group, and Principal Life Insurance Company. She serves as a volunteer board member for the Elkhorn Public School Foundation and has entrepreneurial involvement with a YouTube and social media platform focused on financial topics. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm utilizes multiple investment platforms and offers both proprietary models and access to third-party strategists, with a range of discretionary and non-discretionary implementation options.

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.

Sam Thornal II is a CFP®, ChFC®, and holds a Series 66 license with 24 years of experience in the financial services industry. He has been with Ameriprise since 2005, serving in advisory roles for over 18 years. Outside of his advisory work, Thornal is involved in multiple business ventures including ownership and executive roles in companies focused on fire protection, pest control, and kitchen exhaust cleaning. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides retirement planning through a written Recommendation Report and ongoing tax-aware withdrawal strategies. The firm’s approach includes algorithmic tools and third-party research, operating within a defined investment universe influenced by affiliated product offerings.

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.

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.

Joe Cruse IV is a financial advisor at Edward Jones with seven years of industry experience. His previous roles include work at JPMorgan Chase Bank and involvement with Gateway Church in Southlake, TX, where he also served as a contracted musician. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Constantina Cox is a Series 66-licensed financial advisor with 15 years of industry experience. She has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. since 2017 and previously at Merrill from 2012 to 2017. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Caleb Smith is a financial advisor with LPL Financial, holding a Series 66 credential and beginning his advisory career in 2026. Prior to joining LPL Financial and Merchant Wealth Management, he gained work experience in various roles across hospitality, education, and retail sectors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, and institutions. The firm provides a range of advisory programs and utilizes model portfolios and third-party research across discretionary and non-discretionary management strategies.

Gregory Welsh is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on helping families, small business owners, and non-profits develop and execute successful financial strategies tailored to their unique goals. His expertise includes corporate executive services, divorce transition planning, family wealth management, philanthropic planning, and socially responsible investing. Mr. Welsh holds the Chartered Retirement Planning Counselor (CRPC) designation and has an educational background that includes a high school diploma from John Marshall High School and studies at Oklahoma State University. He is affiliated with professional and community organizations such as 316 Counseling Centers. Beyond his professional work, Mr. Welsh enjoys baseball, football, golfing, and spending time with his family. He is a lifelong fan of Kansas basketball and Kansas City Chiefs football. His approach centers on uncovering clients' priorities to create strategies that pursue their financial goals while promoting generosity and client best interests.

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.

Soheb Masani is a financial advisor with J.P. Morgan Securities in McKinney, TX, holding Series 65 and Series 63 registrations and three years of industry experience. He has worked at J.P. Morgan Securities and Jpmorgan Chase Bank since 2023, with prior roles at Wells Fargo and Axis Bank Ltd. Outside of financial services, he has experience with Silva Bottling Company and Savoy Development LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG framework when recommending strategies.

Megan Johnson is a financial advisor at Cambridge Investment Research Advisors with Series 63 and Series 65 credentials and three years of industry experience. She has worked at Cambridge Investment Research, Inc. and Athlon Advisors, among other firms. Cambridge Investment Research Advisors is a large SEC-registered firm serving 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 professionals, utilizing multiple portfolio management platforms and proprietary as well as third-party strategies.