Carisa Epperson is a financial advisor with Ameriprise based in Wylie, TX, holding a Series 66 designation and 15 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2007. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, offering customized written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers recommendations through a centralized consulting team.

Gerald Blakely is a CFP® with 20 years of industry experience and has been with Edward Jones since 2005. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he owns an LLC that manages a rental property in an RV resort in Orange Beach, Alabama. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of net worth levels. The firm offers a variety of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.

David Goodrich is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Principal Life Insurance Co. and Princor Financial Services Corporation for over two decades. Goodrich is also the managing partner of Goodrich Financial Services, focusing on insurance sales and investment implementation. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing various tools and third-party solutions to construct and manage diversified portfolios.

Scott Boris is a financial advisor with Edward Jones in Plano, TX, holding a Series 66 license and 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management and a nationwide network of more than 23,700 advisors.

Benjamin Scarth is a financial advisor at Edward Jones in Plano, TX, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated products. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Ivan Wong is a financial advisor with LPL Financial in Allen, TX, holding Series 63 and Series 66 credentials and seven years of industry experience. His prior roles include positions at Bank of America, Merrill, New York Life Insurance Company, and the Texas Army National Guard. Outside of his advisory work, he is an author and teaches criminology at Collin County College, as well as serving as a teacher at multiple educational institutions. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers diversified advisory programs, retirement plan consulting, and brokerage services supported by research from LPL and third-party subadvisors.

Stacy Tuma is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and with five years of industry experience. She has worked at Primerica Advisors since 2020 and previously was employed at MassMutual. Outside of her advisory role, she owns ClkCourse with Stacy, a non-investment-related business. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and offers a range of portfolio approaches supported by custodial and trade execution services from BNY Mellon Advisors and Pershing.

Richard Moulton is a Series 66-licensed financial advisor with Edward Jones in Plano, TX, where he has worked since 2019. He has seven years of industry experience, including five years at Dr Pepper Snapple Group prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Mathew Singleton is a CFP® and holds a Series 66 license, currently working with Edward Jones in Sunnyvale, TX. He has six years of industry experience, including a previous role at Twenty-First Century Group and time as a full-time student. Singleton has been with Edward Jones since 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of advisory programs and investment strategies supported by a large nationwide network of advisors and branches, managing approximately $1.01 trillion in assets under management.

Sophia Mackey is a financial advisor at Edelman Financial Engines with 26 years of industry experience. She holds a Series 65 designation and previously worked at Financial Engines from 1998 to 2024 before joining Edelman Financial Engines. Outside of her advisory role, she co-owns an investment business with her husband focused on managing personal and family retirement and college savings. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, supports a large client base through advisor-led and online offerings, and operates a range of discretionary and non-discretionary programs.

Kenneth Mc Kelroy is a CFP® professional with 21 years of experience, currently serving as a financial advisor at Edward Jones since 2004. He is based in Rockwall, TX, and holds Series 63 and Series 66 licenses. Outside of his advisory role, he is associated with FPAH Holdings, a rental property business related to Four Paws Animal Hospital in Rowlett, TX. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 financial advisors.

Shermicker Galloway is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. Before joining Cetera in 2023, he worked at JP Morgan Securities, LLC for five years and held roles at Capital One Investing, Elite Financial Management, and LPL Financial. Outside of his advisory work, he operates a photography business specializing in portrait, landscape, and event photography. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

William Bowles is a financial advisor at Merrill with Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Merrill since 2015. Outside of his advisory role, he holds a power of attorney position for a private entity in Plano, Texas. 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 various model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sara Kula is a financial advisor at Edelman Financial Engines with six years of industry experience. She holds a Series 65 designation and has previously worked at Edward Jones and Financial Engines Advisors, L.L.C. Prior to her advisory career, she was employed at Macy's and studied at Texas Tech University. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, supports a large client base through advisor-led and online offerings, and offers sub-advisory services to other financial institutions.

Wendy Adkins is a Series 66-licensed financial advisor with Edward Jones in Rockwall, TX, where she has worked since 2011. She has 12 years of industry experience. Outside of her advisory role, she serves as president and secretary of a construction company run by her husband, contributing administrative support on weekends. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs. The firm manages approximately $1.01 trillion in assets and has a large national network of financial advisors and branch offices.

Brett Maikowski is a financial professional at Cetera with nine years of industry experience. He holds a Series 66 designation and has been associated with Cetera and related entities since 2017. Outside of his advisory role, Maikowski serves as president of the Downtown Rockwall Association, a nonprofit organization focused on supporting and promoting downtown Rockwall. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a nationwide network of over 10,000 advisors, managing more than $256 billion in assets.

Allison Wilson is a CFP® with six years of industry experience currently with Raymond James Financial Services Advisors, Inc. She previously worked at Allen Independent School District for 12 years. Outside of her advisory role, she serves on the finance committee of The Cross Church in Wylie, TX. Raymond James Financial Services Advisors, Inc. provides comprehensive financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning supported by advanced analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Deonna Osborn is a financial advisor with LPL Financial in Garland, TX, holding Series 63 and Series 65 licenses and 22 years of industry experience. Her career includes roles at Cetera, Summit Brokerage Services, and managing Fulfer and Associates, Inc., where she has also been involved in tax preparation and accounting services. Additionally, she owns a business named Writing the Dream. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, and institutional clients. The firm offers a wide range of advisory programs and financial planning services, utilizing model portfolios, research, and various portfolio management technologies.

John Potts is a financial advisor at OSAIC with 49 years of industry experience. He holds the CFP® and Series 63 designations and has worked previously at SagePoint Financial and Signature Planning Inc, where he serves as president. Signature Planning Inc operates as a tax entity and covers some of his business expenses. OSAIC serves a wide range of retail and institutional clients, offering brokerage and investment advisory services through a broad network of advisers. The firm utilizes various asset-allocation tools and third-party platforms to construct and manage portfolios across multiple investment types.

Seth Panter is a financial advisor at Edward Jones in Rockwall, TX, with one year of industry experience. He holds a Series 66 designation and previously worked at GMR Protection Resources and L3 Technologies. Outside of his advisory role, he is the owner and operator of OneWay Woodworks LLC, a woodworking business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and strategies, supported by a nationwide network of financial advisors and branch offices.