Stephen Dault is a financial advisor with LPL Financial in Murphy, Texas, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He previously worked at Edward Jones from 2008 to 2012 before joining LPL Financial, where he has been since 2012. 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, with advice and account management delivered primarily by its investment adviser representatives.

Kristi Owens is a financial advisor at RBC Capital Markets with 19 years of industry experience. She holds a Series 66 designation and has worked previously at Bank of America and Merrill Lynch. Owens serves on the Dean's Advisory Council for the College of Science and Mathematics at Stephen F. Austin State University. RBC Wealth Management, a division of RBC Capital Markets, provides advisory and brokerage services to a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment programs that incorporate both in-house and third-party managers, with options for tax management and responsible investing.

Dee Morgan is a financial advisor with Thrivent Investment Management, holding Series 63, 65, and 66 registrations and 18 years of industry experience. Dee has worked at Thrivent since 2025, with prior roles at Cambridge Investment Research, First Command Financial, LPL Financial, and Securities America. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based financial planning without discretionary trading authority. The firm combines planning and managed-account services through its WealthPlan offering while maintaining separate delivery of these services.

Joseph Killgore is a CFP®-certified financial advisor with Charles Schwab in Greenville, TX, where he has worked for 10 years. He has 13 years of industry experience and holds the Series 66 designation. Killgore is also the owner and president of Killgore & Associates, Inc., a financial services business that operates exclusively in connection with Schwab. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment guidance, combining multi-asset model portfolios with strategic asset allocation and access to alternative investments.

Brandon Rainey is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He manages a family farm through his involvement with Sadler Farms, LLC, which he oversees for liability management and estate planning purposes. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs. The firm supports a nationwide network of over 23,700 financial advisors and offers both discretionary and non-discretionary strategies, along with affiliated mutual funds and tax-efficient services.

Mark Brooks is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity affiliates since 2013. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, supporting its advisory role with oversight controls and systematic methodologies.

Juan Mejia is a Financial Consultant currently working at Fidelity Investments. He has held various roles at Fidelity since 2019, including Financial Representative, Investment Management Consultant I and II, before assuming his current position in 2026. Prior to joining Fidelity, Juan worked as a Financial Advisor at Merrill Lynch from 2017 to 2019. Throughout his career, Juan has focused on helping clients make informed decisions regarding their financial futures. He collaborates with clients to develop personalized financial plans that align with their goals, emphasizing effective cash management, protection of key assets, and long-term wealth building.

Matthew Spicer is a financial advisor with Edward Jones in Wylie, TX. He holds a Series 66 designation and joined Edward Jones in 2025. Prior to his career in financial advising, he worked in education with Wylie ISD and Frenship ISD for a combined 11 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

Lance Lindsay is a financial advisor with LPL Financial in McKinney, TX, holding Series 63 and Series 66 designations and 28 years of industry experience. He has been with LPL Financial since 2004. 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, combining scale with various advisory and non-advisory financial activities.

Anayansi Testa is a Series 66-licensed financial advisor with Morgan Stanley, bringing eight years of industry experience. She has worked at Morgan Stanley since 2017, including its Smith Barney division, and previously held roles at Independent Financial Group, LLC and Wells Fargo Bank, N.A. Outside of advising, she owns KCM Digital Media LLC, a business focused on video content creation for social media and retail platforms. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques.

Jason Stern is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and seven years of industry experience. His career includes roles at Merrill, Bank of America, AXA Advisors, and JPMorgan Chase Bank. J.P. Morgan Securities LLC 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis with an in-house manager solutions team and centralized due diligence.

Joseph Lake is a financial advisor at Edward Jones in Greenville, TX, with eight years of industry experience. He holds a Series 66 designation and previously worked at Fidelity Investments and Apex Clearing Corporation. Lake serves as Secretary on the Board of Directors for Cottonwood Estates in Rockwall, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Kristin Hall is a Certified Financial Planner® with 15 years of experience at Edward Jones, where she has worked since 2009. She has also been affiliated with Lindenwood University since 2010. Outside of her advisory role, she is the owner of Premier Homes USA, LLC, a business involved in purchasing, rehabilitating, and selling properties. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and managed solutions. The firm manages approximately $1.01 trillion in client assets through a large network of financial advisors and branches nationwide.

Scott Vedane is a CFP®-certified financial advisor with Edward Jones in McKinney, TX, where he has worked since 2013. He has 13 years of industry experience. Outside of his advisory role, he owns a real estate rental business in McKinney. Edward Jones is a 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 advisors and branch offices.

William Leffall is a financial advisor with LPL Financial based in McKinney, TX. He holds the CFP® designation and the Series 66 license and has 17 years of industry experience. His prior roles include positions at SVB Investment Services, Boston Private Wealth, Dimensional Fund Advisors, and USAA Financial Planning Services. Outside of his advisory work, he is involved in music performance and production as a musician and producer, and he also operates a ranch. 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, with advice delivered by investment adviser representatives who use both proprietary and third-party strategies.

David Edman is a Series 65 licensed financial advisor and principal of Edman Global Investment Management LLC, with 15 years of industry experience. Since 2010, he has operated as a self-employed independent contractor. Outside of his advisory work, he conducts educational seminars internationally on topics including free enterprise, entrepreneurship, investing, and economics, having taught in universities and schools in Russia, Indonesia, and Brazil. Edman Global Investment Management LLC provides investment advisory and portfolio management services to a small number of individual clients, managing approximately $5.7 million in assets. The firm emphasizes direct advisor involvement through a high advisor-to-client ratio and exercises investment discretion with ongoing account oversight.