Bill Carter is Vice President Private Wealth Management Advisor at Fidelity Investments. In this role, he works with a select group of high net worth families to understand their unique wealth systems and align the structure of their wealth with their personal goals. He aims to facilitate impact and legacy for clients within his sphere. Bill has been with Fidelity Investments since 2010, occupying positions including Account Executive, Regional Planning Consultant, and Vice President Wealth Management Advisor. His experience spans more than a decade, focusing on comprehensive wealth management and planning. He holds a California Insurance License.

Leandro Nogueira is a financial advisor at Ameriprise with nine years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Ameriprise since 2021, with prior roles at Equitable Advisors, Axa Advisors, LiveOps, and Ican Benefit Group. Ameriprise offers a retirement-income planning service focused on clients with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized, algorithm-supported process to deliver tailored, non-discretionary advice.

Timothy Wilson is a CFP® professional with 25 years of industry experience, currently affiliated with Raymond James Financial in Allen, TX. His career includes long tenures at LPL Financial and the American National Bank of Texas. He is also president of Logsdon Wilson Wealth Advisors LLC, a support company he owns. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning using analytical tools and supports its clients through advisory programs, with specialized services in municipal and public finance.

Gavyn Wehe is a financial advisor with Ameriprise in Richardson, TX, holding Series 65 and Series 63 credentials and two years of industry experience. Prior to joining Ameriprise in 2025, he worked at Robinhood Markets, Charles Schwab & Co., Inc., and Lockheed Martin, among other roles. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement planning and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Kirbi Stellano is a financial advisor at Merrill in Allen, TX, holding a Series 66 credential with eight years of industry experience. She has worked at both Merrill and Bank of America since 2008. Stellano serves as a successor trustee for a family trust. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and various organizations, supported by internal and third-party portfolio management teams.

Armando Flores is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His prior work includes roles at Bank of America, N.A. since 2022 and a brief employment at Whataburger in 2016. Outside of his advisory role, he participates in Amazon Flex, delivering packages. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Danny Blevins is a financial advisor with Ameriprise, holding a Series 63 designation and 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as President and Chairman of the board for The Road Adventure, a nonprofit organization. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed Recommendation Reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice, supported by a centralized consulting team.

Heather Hackworth is a financial advisor with Edward Jones in Allen, TX, holding a Series 66 designation and 14 years of industry experience. She has been with Edward Jones since 1999. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, affiliated mutual funds, and tax-efficient services, and operates under a fiduciary standard.

Timothy Waswick is a financial advisor with Primerica Advisors in Allen, TX, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior work includes roles in construction and general contracting, alongside ongoing ownership of service-related businesses such as Aspen Tree Service and Lyle Services, LLC. He is also involved in small business ownership outside the financial sector. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities while offering a range of investment models including Strategic, Tactical, Tax-Aware, and Income Distribution approaches.

Ropal Anderson is a financial advisor with Primerica Advisors in Allen, TX, holding Series 63 and Series 65 licenses and having two years of industry experience. He has been affiliated with Primerica Advisors and Primerica Financial Services since 2023 and is also the owner of Lapor Tax Services LP, a non-investment related business. Additionally, he has a long tenure with AT&T Inc. since 2000. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and a limited number of discretionary separately managed account options primarily for individual and high-net-worth clients. The firm employs third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors while utilizing a tiered wrap fee structure.

Alana Doyle is a Series 66 licensed financial advisor with Ameriprise Financial Services in Richardson, TX, with eight years of industry experience. Her prior roles include positions at Ameriprise Financial Services, Inc., Texas Tech University, and Doyle & Associates. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Samuel Green is a financial advisor at LPL Financial with 19 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2023. Green has also been associated with Spc and Sigma Financial Corporation since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations, through a national network of investment adviser representatives. The firm offers diverse advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from multiple sources along with advanced technologies.

Kristi Galloway is a financial advisor at Edward Jones in Richardson, TX, holding a Series 66 designation and eight years of industry experience. She has been with Edward Jones since 2018 and previously worked as a homemaker. 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 solutions supported by a large nationwide network of financial advisors.

Jesse Jones is a financial advisor with Ameriprise in Princeton, TX, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Outside of his advisory work, Jones is involved in casino entertainment, staffing casino tables for corporate and charity events. Ameriprise is a large institutional firm that offers retirement-income planning services targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports, delivered through a centralized consulting team in partnership with client advisors.

Joseph Oreskovich is a financial advisor with Edward Jones in Rowlett, TX. He holds a Series 66 designation and has been with Edward Jones since 2025. Prior to his current role, he has worked in various positions including roles at First Baptist Church Rowlett and Prestonwood Baptist Church. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, with approximately $1.01 trillion in assets under management supported by a nationwide network of financial advisors and branch offices.

Derek Alfinito is a financial advisor at LPL Financial with eight years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Securities America Advisors, Securities America, Inc., and Summit Brokerage Services, Inc. Outside of advisory roles, Derek has experience in the restaurant and lounge sector. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, supported by research and technology-driven approaches.

Michael Bryant is a Series 66-licensed advisor with Edward Jones, based in Mesquite, TX. He has 18 years of industry experience, including 19 years with Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets through a large national network of advisors and branch offices.

John Thomas is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and previously worked at Staples Inc. for 12 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Dustin Allen is a financial advisor with Thrivent Investment Management in Allen, Texas. He holds the Series 63 and Series 66 designations and has two years of industry experience. Prior to his current role since 2023, he worked at CV Church from 2018 to 2022 and held positions at Lillard Lawn & Landscaping and Randall University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while maintaining separate planning and investment services.

Trace Dennis is a financial advisor with LPL Financial in Wylie, TX, holding a Series 66 designation and 11 years of industry experience. He has been with LPL Financial since 2015 and also operates the Jal Dennis Group, a business he has run since 2014. Dennis serves as a notary public in a limited capacity in addition to his advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, employing diversified strategies supported by in-house and third-party research and technology.