Brandon Moore is a financial advisor with LPL Financial in Argyle, TX, holding a Series 66 credential and bringing 17 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Next Financial Group, Inc. and Invest Financial Corporation. Outside of advising, he is involved in writing and is also an artist and musician. LPL Financial is a registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with access to model portfolios, research, and both discretionary and non-discretionary management options.

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.

Tracy Jones is a financial advisor at Fidelity with 25 years of industry experience. She holds Series 66 and Series 63 licenses and has worked across multiple Fidelity entities, including Fidelity Brokerage Services LLC since 2001. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios comprising mutual funds, ETFs, and ETPs.

Thomas Trussell is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Ameriprise in Baton Rouge, LA since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, delivering written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to provide tailored, non-discretionary retirement recommendations through a centralized consulting team.

Justun Hart is a financial advisor with Thrivent Investment Management in Frisco, TX, holding Series 63 and Series 65 licenses and five years of industry experience. He has been with Thrivent and its affiliated firms since 2018, with prior work experience at Jewelers Mutual Insurance and several arts and hospitality-related organizations. Outside of advising, he is a partner in a small event business that hosts weekend events such as weddings and fundraisers. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without discretionary trading authority. The firm emphasizes holistic planning across multiple financial topics and allows clients to combine planning with managed-account programs under a consolidated billing option.

James Nicol is a financial advisor at Fidelity with 25 years of industry experience. He holds a Series 66 designation and has worked with various Fidelity entities since 2001, including Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Nicol is also associated with Strategic Advisors Inc, where he has been active for over two decades. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Robert Riley Jr. is a financial advisor at Wells Fargo Advisors with 39 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Advisors and LPL Financial LLC during his career. Outside of advising, he is involved in livestock trading. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning services supported by proprietary research and tools.

Connie McLaughlin is a CFP® with 47 years of industry experience, currently serving as a financial advisor at LPL Financial since 1995. She is based in Denton, TX, and holds Series 63 and Series 65 licenses. Outside of her advisory work, she serves as a trustee for the Thomas E. and Connie J. McLaughlin Family Trust. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, providing both discretionary and non-discretionary management supported by research and model portfolios.

Brian Mclaughlin is a financial advisor with LPL Financial in Denton, TX, holding a Series 66 designation and 13 years of industry experience. He has been with LPL Financial since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory and brokerage services, including financial planning, retirement plan consulting, and model portfolio management.

James Smith is a CFP®-designated financial advisor with Edward Jones in Denton, TX, bringing 42 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1991. His other business activities include receiving royalties from Marathon Oil and XTO in Haynesville, LA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and investment options, supported by a nationwide network of more than 23,000 financial advisors.

George Niziol, CFP®, is a financial advisor with Raymond James Financial in Lewisville, TX, bringing 24 years of industry experience. He has been associated with Raymond James Financial Services since 2007 and operates a supporting investment advisory firm. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm provides non-discretionary planning tailored to client goals and incorporates analytical tools such as risk profiling and probability modeling in its advisory approach.

Tyler Bowman is a financial advisor with LPL Financial, holding Series 66 and Series 63 licenses and totaling 10 years of industry experience. His prior roles include several years at Merrill before joining LPL Financial in 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual investors, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with model portfolios and research from internal and third-party sources.

Kyle Simmons is a Series 66-licensed financial advisor with 10 years of industry experience. He is currently with J.P. Morgan Securities and JPMorgan Chase Bank, N.A., having previously worked at Bank of America, Merrill, Raymond James Financial Services, and Ameriprise Financial Services. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Lawrence Silverman is a CFP® with 35 years of industry experience, currently serving with LPL Financial. He has held roles at LPL Financial since 2013, with additional experience at Ameriprise Financial Services, Inc. and 360 Wealth Management, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and various portfolio management options.

Kayla Williams is a financial advisor with J.P. Morgan Securities in Flower Mound, TX, holding Series 63 and Series 66 licenses and 19 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has prior experience at JPMorgan Chase Bank dating back to 2009. Outside of her advisory role, she uses essential oils and supplements from Young Living Essential Oils for personal health purposes. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer, investment adviser, and commodity futures functions.

Reagan Weatherby is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 designations and eight years of industry experience. Reagan has worked at Equitable Advisors and multiple Fidelity entities during their career. Equitable Advisors serves a diverse client base, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through LPL-sponsored programs and various endorsed TAMPs, providing both discretionary and non-discretionary asset management solutions.

Magdalena Galindo is a financial advisor at Edelman Financial Engines with 18 years of industry experience. She holds Series 63 and Series 65 designations. Magdalena has been with Edelman Financial Engines since 2008, including its predecessor entity, Financial Engines Advisors L.L.C. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven modeling process with planner delivery and online tools, offering diversified model portfolios, periodic rebalancing, and both discretionary and non-discretionary investment solutions.

Douglas King is a Series 66-licensed financial advisor with 15 years of industry experience. He has been with Cambridge Investment Research Advisors since 2013 and also has ongoing associations with Cambridge Investment Research, Inc. and Stocker Woods Financial. King has held a position at the University of North Texas since 2009. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform options.

Gary Briggs is a Certified Financial Planner (CFP®) 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 offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Michael Ure is a financial advisor at Thrivent Investment Management with three years of industry experience. He previously worked at The Beck Group and Bomel Construction. Outside of his advisory role, he is involved in managing a rental property. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based financial analyses and written recommendations across a broad range of planning topics, without portfolio management or implementation services.