Kirk Miller is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 18 years of industry experience. His prior roles include positions at Western International Securities, J.P. Morgan Securities, and Chase Investment Services. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supporting various investment strategies implemented by its network of investment adviser representatives.

Monica Cooper is a financial advisor at Edward Jones in Wylie, TX, holding a Series 66 designation with 11 years of industry experience. She has been with Edward Jones since 2015. 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 network of more than 23,700 financial advisors and offers a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Ryan Neal is a financial advisor with LPL Financial in McKinney, TX, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has previously worked at MML Investors Services, MassMutual, and Northwestern Mutual. Neal serves as an alderman for the city of Van Alstyne, TX. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting diverse investment strategies primarily implemented by its network of investment adviser representatives.

David Acosta is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JP Morgan Securities since 2016. His prior experience includes roles at Avantax Advisory Services, USAA Financial Planning Services, and Fidelity. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment approach.

Dusti Calander is a financial advisor with Ameriprise in McKinney, TX, holding a Series 66 designation and 22 years of industry experience. She has been with Ameriprise and its affiliated entities since 2002. Outside of her advisory role, Calander manages several business entities related to her advisory practice and real estate holdings. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing written recommendations on income sources, Social Security, and tax-efficient withdrawal strategies. The firm combines research and modeling with advisory oversight and emphasizes the use of affiliated investment products.

James Curry is a financial advisor with LPL Financial and holds Series 63 and Series 65 credentials. He has 16 years of industry experience, including prior roles at MML Investors Services, MassMutual, and Northwestern Mutual. Outside of his advisory work, he owns James Paul Curry and Co LLC, a business entity for tax and investment purposes. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with a broad range of financial products and support tools.

Ha Ellender is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, he is an owner and partner of Tommy Real Estate LLC, where he manages residential rental properties. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Brian Shepherd is a CFP®-designated financial advisor with Edward Jones, based in Garland, TX, and has 30 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1995. Shepherd serves as Immediate Past President of the Exchange Club of Garland and is a trustee at Gatewood Baptist Church. He also receives book royalties from The Old Paths Publications. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 advisors, offering a range of advisory programs and affiliated investment products.

Jacob Lazorko is a financial advisor at Edward Jones in Rockwall, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked with Belfour Spirits and was involved with Lazorko Enterprises and the Major League Baseball Players Alumni Association for over a decade. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 advisors and more than 15,000 branch offices.

Michael Crews is a CFP® professional with 22 years of industry experience, currently serving at LPL Financial since 2011. He also operates Ricker Retirement Specialists, engaging in insurance sales related to annuities and life insurance. Outside of his primary advisory roles, he is involved as an author and public speaker for Saturday Everyday. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning, model portfolio programs, and institutional platforms supported by research and advisor-facing technologies.

Alexander Esco is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and six years of industry experience. Prior to joining Ameriprise, he worked at Mercer and has academic experience at Northeastern University. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on reliable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Kelly D'ambrosia is a financial advisor at Merrill with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 2013. 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.

Deborah Swank is a financial advisor at LPL Financial with 12 years of industry experience. She holds a Series 66 designation and has been with LPL Financial since 2013. Outside of financial advising, she works as a sales associate at Chico’s. 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.

Calvin Drummonds is a financial advisor with Edward Jones in Farmersville, TX, holding Series 63 and Series 66 licenses and having 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients and manages approximately $1.01 trillion in assets. The firm offers a wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Shawna Lazorko is a Series 66 licensed financial advisor with Edward Jones in Rockwall, TX, where she has worked since 2018. She has seven years of industry experience and previously worked at Rockwall High School and Younique. Outside of her advisory role, she is affiliated with a family-owned printing press business and is a distributor for a health products company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and is notable for its extensive network of financial advisors and branch offices, as well as its affiliated mutual funds and trust services.

Patrick Lee is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds the Series 63 and Series 66 licenses and previously worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC. Outside of his advisory role, he is a limited partner in a commercial real estate raw land development venture, River's Edge LLC. Morgan Stanley Wealth Management serves individual and institutional clients, offering advisory programs that include tailored financial planning and estate planning strategies, supported by firm-approved tools and methodologies for modeling financial outcomes.

Craig Power is a financial advisor with Edward Jones in Rockwall, TX, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2015 and has concurrently been involved with Classic SleepCare since 2013. Edward Jones is a full-service wealth management firm serving individuals and institutions, offering a broad range of advisory programs and investment options supported by a large national network of advisors and branches.

Skyler Marchand is a financial advisor at Edward Jones with eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at Milliman for ten years. He holds a Series 66 designation. 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 and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Erin Williams is a financial advisor with LPL Financial based in Wylie, TX, holding a Series 66 license and nine years of industry experience. Prior to joining LPL Financial in 2021, she spent five years at Edward Jones. Williams also operates a CPA practice, Erin Z. Williams, CPA, P.C., which provides tax preparation and accounting services. 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 broad range of financial planning and investment services delivered through a large network of advisors who implement various portfolio strategies, supported by proprietary research and technology tools.

Brad Sewell is a CFP®-designated financial advisor with Edward Jones in Rockwall, TX, bringing 38 years of industry experience. He has been with Edward Jones since 1987. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.