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.

Chelsea Archer is a financial advisor at Thrivent Investment Management with one year of industry experience. She holds Series 63 and Series 66 licenses and has prior experience at Fidelity Investments and Robinhood Financial, LLC. Before entering the financial sector, she worked in several other industries including roles at Chipotle and Altar Cosmetics. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and planning across a wide range of financial topics. The firm offers options for ongoing or one-time planning engagements while keeping planning and managed-account services separate.

Victor Green is a financial advisor with Ameriprise holding a Series 66 designation and three years of industry experience. His work history includes multiple roles at Ameriprise and prior self-employment, as well as more than a decade as owner of USA Exterior LLC. Outside of financial advising, he is co-owner of Universal Athletic Testing LLC, a technology business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies. The firm employs a centralized team to produce written recommendation reports that integrate investment research and algorithmic tools, with a selective enrollment process based on asset levels.

Brandon Moore is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Next Financial Group and Invest Financial Corporation. Outside of his advisory work, he is also active as an author and as an artist and musician. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services with a broad investment platform that includes model portfolios, third-party asset management, and institutional programs.

Nicholas Bartunek is a financial advisor at Merrill with three years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining Merrill, he worked at J.P. Morgan Securities, Nationwide Investment Services Corporation, and JPMorgan Chase. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Megan Johnson is a financial advisor with Cambridge Investment Research Advisors in Denton, TX, holding Series 63 and Series 65 licenses and three years of industry experience. Her work history includes roles at Principal Wealth Group, Athlon Advisors, and Stocker Woods Financial. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional clients such as pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides both discretionary and non-discretionary management across multiple platforms and custodians.

Tracy Jones is a financial advisor with Fidelity, holding Series 66 and Series 63 designations and bringing 25 years of industry experience. Jones has worked with various Fidelity entities since 2001, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a systematic investment process combining proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction.

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 65 and Series 63 licenses with five years of industry experience. He has worked at Thrivent since 2017 in various capacities and has prior experience with Jewelers Mutual Insurance and multiple organizations in the arts and hospitality sectors. Outside of financial advising, Hart is a partner in a small event venue business, Ballroom at the Reserve LLC, which hosts weddings and other events primarily on weekends. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering goal-based analyses across a broad range of planning topics without including implementation. The firm combines planning with managed-account options under a consolidated service called WealthPlan while maintaining separate planning and portfolio management functions.

James Nicol is a financial advisor at Fidelity with 26 years of industry experience. He holds a Series 66 designation and has worked with various Fidelity entities since 2001. His career includes roles at Strategic Advisors Inc, where he has been active since 2000. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Robert Riley Jr. is a financial advisor at Wells Fargo Advisors in Frisco, TX, with 39 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial LLC, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Outside of advising, he is involved in livestock farming. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including niche services such as business-owner transition and special-needs planning, utilizing proprietary research and tools to develop tailored recommendations.

Connie McLaughlin is a CFP® professional with 47 years of industry experience, currently serving as an advisor at LPL Financial since 1995. She also acts as a trustee for a family trust, a role she has held since 1989. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and asset management solutions, utilizing various model portfolios and third-party subadvisors.

Brian Mclaughlin is a financial advisor with LPL Financial in Denton, TX, holding the Series 66 designation and 13 years of industry experience. He has been with LPL Financial since 2013. Outside of his advisory role, he is involved with McLaughlin Financial Group, a business related to his LPL activities. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customizable strategies.

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.

Alexander Berrey is a financial advisor at OSAIC with five years of industry experience. He holds the ChFC® designation along with Series 66 and Series 63 licenses. His prior experience includes roles with New York Life Insurance Company, Eagle Strategies, and Eighteen Financial Group. Berrey is also involved in insurance brokering through Three Pillars Wealth LLC, focusing on non-registered insurance products. OSAIC serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment approach emphasizing asset allocation and portfolio optimization, offering a range of advisory and brokerage services through a multi-advisor platform.

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 63 and Series 66 credentials and bringing 10 years of industry experience. His prior work includes roles at Merrill and Fidelity. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology-driven research and operational tools.

Robert Harmon is a financial advisor with J.P. Morgan Securities holding Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at Charles Schwab and Fisher Investments. 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 through a non-discretionary program.

Kyle Simmons is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America, Merrill, Raymond James Financial Services, and Ameriprise Financial Services. Simmons is based in The Colony, Texas. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process combines quantitative screens and qualitative research, applying forward-looking capital market assumptions to build model asset allocations.

Lawrence Silverman is a CFP® with 35 years of industry experience, currently advising at LPL Financial. His prior roles include positions at Ameriprise Financial Services, 360 Wealth Management, and multiple tenures at LPL Financial dating back to 1996. 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, and institutional platforms, supported by a large network of investment adviser representatives.