Brian Seitz is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and with 23 years of industry experience. He has worked at LPL Financial since 2013, following prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Seitz operates a separate business under the name Seitz Wealth 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 financial planning and investment management services, combining scale with a broad suite of advisory and non-advisory financial products.

James Simpson is a financial advisor with Merrill based in McKinney, TX, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. His career includes roles at Bank of America, N.A. and CUSO Financial Services, LP, with over a decade at InTouch Credit Union prior to joining Merrill. Merrill serves a wide range of clients including individuals, retirement plans, corporations, and institutional clients by providing managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm utilizes multiple program strategy types and emphasizes tax-focused investment capabilities, operating within a platform integrated with Bank of America affiliates.

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 and holds the Series 66 designation. His career includes prior roles at JPMorgan Chase Bank, Fidelity Brokerage Services, USAA Investment Management Company, and earlier tenure at Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options supported by a large network of financial advisors and branch offices nationwide.

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.

Alexander Kopenhaver is a Series 66-credentialed financial advisor with LPL Financial, based in McKinney, TX, and has one year of industry experience. His background includes roles at LPL Financial and teaching positions at UT Tyler, Independence High School, and Scoggins Middle School. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, including model portfolios and third-party asset management, supported by extensive operational tools and a broad platform that includes non-advisory financial services.

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. He has over 25 years of experience in financial advising, including 20 years at Merrill. Brian specializes in helping multi-generational families, business owners, and individuals approaching or living in retirement navigate complex financial situations. His expertise includes retirement planning, business succession, college education funding, legacy planning, and investment strategy. Brian holds the Chartered Retirement Planning Counselor™ designation from the College for Financial Planning Institutes Corp. and earned a Bachelor of Science in Business from Miami University in Oxford, Ohio. He leads a team that includes Financial Advisors Cindy Chaiten and Harvey Rosenberg, as well as Wealth Management Client Associate Joaquin Roman. Together, they focus on understanding each client's unique financial goals, risk comfort, and visions for the future to create personalized wealth management strategies. Originally from Cleveland, Brian now resides in North Dallas with his wife Sarah, their two children, Giuliana and Nicolas, and their French Bulldog, Bear. He has a deep appreciation for entrepreneurship, influenced by early jobs in a greenhouse and bakery. Outside his professional work, Brian enjoys golf, pickleball, fitness, travel, and basketball. He has coached CYO basketball for years, contributing to the community by teaching young athletes the values of discipline, dedication, and teamwork.

Matthew Manning is a financial advisor at OSAIC with 21 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at MML Investors Services Inc and MassMutual from 2010 to 2023. Outside of his advisory role, he is an insurance agent and owns Teleios Financial LLC. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services that utilize model-based asset allocation and portfolio optimization through various managed account programs.

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.

Jill Ehlers is a financial advisor with Cambridge Investment Research Advisors holding Series 63 and Series 65 licenses and 13 years of industry experience. Her prior roles include positions at Envision Wealth Strategies, Walnut Hill Advisors, and Principal Securities Inc. She serves as a volunteer board member for the Elkhorn Public School Foundation and operates a YouTube channel and related social media platforms through Wealth Health Family. Cambridge Investment Research Advisors provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs to a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm manages a multi-billion dollar asset base and offers access to proprietary model strategies as well as third-party advisers across multiple platforms.

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.

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 in Prosper, TX, holding Series 66 and Series 63 credentials with seven years of industry experience. Prior to joining Edward Jones in 2023, he worked at JPMorgan Chase bank from 2016 to 2023. Outside of his advisory role, he has been a contracted musician for Gateway Church in Southlake, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of advisors and branch offices.

Constantina Cox is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds a Series 66 designation and has worked at Merrill, Edward Jones, and JPMorgan Chase Bank, N.A. prior to her current roles. 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. The firm’s advisory process combines quantitative and qualitative research with forward‑looking capital market assumptions and incorporates an ESG eligibility framework.