Jerome Davis is a financial advisor at Thrivent Investment Management with nine years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at Robinhood Markets, Inc., Wells Fargo Clearing, Raymond James & Associates, and Wells Fargo Bank. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, focusing on goal-based analyses and written recommendations across a broad range of financial planning topics. The firm offers these services on a one-time or ongoing basis without discretionary trading authority, allowing clients to combine planning with managed-account programs under a consolidated billing option.

Nick Lamb is a financial advisor with Primerica Advisors in Rowlett, TX, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been associated with Primerica Advisors since 1985 and Primerica Financial Services since 1991. In addition to his advisory role, he is involved in selling non-investment products such as home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management primarily to individual and high-net-worth clients through its Lifetime Investment Program, which features model-delivery strategies and selectively managed accounts under a wrap-fee structure. The firm emphasizes third-party asset manager selection and oversight, utilizing BNY Mellon Advisors for model implementation and custody services.

Jason Bell is a CFA® charterholder with Series 63 and Series 66 licenses and has 13 years of industry experience. He has been with Edward Jones since 2014. 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 through a nationwide network of over 23,000 advisors, offering a broad range of discretionary and non-discretionary investment strategies and affiliated financial services.

Jeremiah Hipo is a financial advisor at Edward Jones, holding a Series 66 designation and with two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Community Life Church and spent eleven years with Rockwall ISD. Edward Jones is a full-service wealth management firm that serves both individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Starla Howell is a CFP® and holds a Series 66 license, with 11 years of industry experience, all of which have been at Edward Jones. She is based in Rockwall, TX, where she focuses on investments, client education, and retirement planning. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients, offering a broad range of advisory programs and affiliated investment products. The firm is notable for its extensive retail advisor and branch network, as well as its integrated services including trust, securities-based lending, and tax-efficient investment strategies.

Aidan Little is a financial advisor with Vanguard Advisers in Plano, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Vanguard, he worked at Lamplighters Investment Advisors and held various roles in financial and educational organizations. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach with portfolios primarily constructed from Vanguard funds and ETFs, offering tax-aware features and customization options.

Michael Danter is a financial advisor with OSAIC based in Sunnyvale, Texas, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His work history includes tenures at Royal Alliance Associates and First Independent Advisory Services, along with operating as a sole proprietor since 2006. Outside of advisory roles, he is involved in insurance sales focused on life and health. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporations, offering both brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various strategies including Unified Managed Accounts and third-party manager programs.

Mark Hansen II is a financial professional at Cetera with four years of industry experience and holds a Series 66 designation. He also operates a financial services business under the name Second, Comma. Hansen has worked at Cetera and related entities since 2022. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating as a multi-manager platform with access to various model portfolios and investment strategies.

Lauren Greer is a CFP® and holds a Series 66 license, currently serving as an advisor with Cambridge Investment Research Advisors. She has one year of experience in the financial industry, with prior roles at Cypress Point Wealth Management, Feedonomics, Kforce, LiveArea, and PFSweb. Cambridge Investment Research Advisors, Inc. provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs to a broad mix of individual and institutional clients, including pension and charitable organizations. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Richard Smith Jr. is a CFP® professional with 31 years of industry experience, currently advising at Cetera. He has held various roles at Cetera and Avantax, and owns Smith Financial & Associates PC, where he provides tax preparation and financial services. Outside of his advisory work, he coaches nonprofit youth baseball and manages related nonprofit activities. Cetera Investment Advisers LLC serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a broad range of portfolio management, financial planning, and retirement services.

William Mixdorf is a CFP® with 36 years of industry experience currently with Raymond James Financial Services Advisors, Inc. He previously worked for Commonwealth Financial Network for 15 years. He also serves as a trustee for a family trust account. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Linda Groves is a financial advisor at Cetera with 33 years of industry experience. She holds a Series 63 designation and has worked at Avantax Investment Services, Inc. for 28 years, in addition to managing her own CPA practice focused on tax preparation, planning, and IRS liaison services. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, operating with over 10,000 advisors and more than $256 billion in assets under management.

Christanoelle Ume is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 credentials and having 10 years of industry experience. Her career includes roles at Merrill and multiple positions within the Vanguard organization. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs. The firm manages a large client base through a combination of digital delivery and advisor support.

Richard Ford is a financial advisor at OSAIC with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Securities America Advisors and Hodges Capital Management Inc. He is also involved with Navigation Financial Group as a separate business activity. OSAIC serves a diverse client base that includes retail and institutional investors, offering a range of advisory and brokerage services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization strategies supported by risk-tolerance assessments and efficient frontier analysis.

Jennifer Owens is a Series 66 licensed financial advisor at Edward Jones in Rockwall, TX, with two years of industry experience. Prior to joining Edward Jones, she worked in various roles including at Bare Dermatology and Arbor Diagnostics. 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 solutions, managing approximately $1.01 trillion in assets. The firm is notable for its extensive retail advisor network and affiliated capabilities beyond traditional advisory services.

Paula Hunt is a financial advisor with Edward Jones in Wylie, TX, holding a Series 66 designation and having 10 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 offers a range of advisory strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wesley Oliver is a financial advisor at Edward Jones with 16 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2009. Outside of his advisory role, he is involved as an owner in a property and real estate management business in Rockwall, TX, and has consulted for Scout and Cellar through a partnership. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 financial advisors. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard.

Austin Snyder is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, and Point Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a quantitative and qualitative research process.

Makenna Wagoner is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and four years of industry experience. She previously worked at Edward Jones and owns a retail business called Magic & Whimsy - Cozy Creations. Wagoner also serves on the boards of L.E.I. Community Outreach and the NEDC Kiwanis. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Kyle Roehrig is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and previously spent three years at Edward Jones. He holds a Series 66 designation. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and includes broader derivatives and commodities capabilities.