Christopher Moyer is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 16 years of industry experience. Prior to joining LPL Financial in 2024, he was with PFS Investments, Inc. for 14 years and Primerica Financial Services for 15 years. He is also a sales associate with LegalShield. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Michael Warren is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. He previously worked at Russell Reynolds Associates for three years and served in the U.S. Army for eight years. Outside of advising, he is an owner and partner in Climb Rockwall, a climbing gym in Rockwall, TX. 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 advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Matthew Gournay is a CFP® with 35 years of industry experience, currently serving with LPL Financial since 2020. Prior to joining LPL, he worked at Woodbury Financial Services for five years. He is also involved in non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning, and consulting services supported by proprietary research and third-party subadvisors.

Seth Sartain is a CFP® with six years of industry experience, currently serving as a financial advisor at LPL Financial in Allen, TX. Prior to his current role, he worked with Ricker Retirement Specialists and Elite Financial Management, both affiliated with LPL Financial, and spent six years with Lovejoy Independent School District. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting through a national network of investment adviser representatives.

Patrick Wilker is a financial advisor at Thrivent Investment Management with 18 years of industry experience. He holds a Series 66 designation and has previously worked at U.S. Bancorp Investments, Inc. and Ameriprise Financial Services, Inc. Wilker has been with Thrivent since 2021. 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 planning across various topics, allowing clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Austin Mc Avoy is a financial advisor at Edward Jones with a Series 66 designation and experience spanning roles at Inwood National Bank and the Dallas Police Department. His background includes 12 years in banking and 20 years in law enforcement. He is also affiliated with the Dallas Police/Fire Pension System. 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 through a large network of financial advisors and branch offices nationwide.

Daniel Worobiec is a CFP®-certified financial advisor with 12 years of industry experience. He is currently with J.P. Morgan Securities in Dallas, TX, where he has worked since 2018. His prior experience includes roles at Fidelity and its related entities from 2014 to 2018. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a program that combines quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and offers access to a broad range of product types through its affiliations within the J.P. Morgan financial organization.

Jeffrey Bellinghausen is a financial advisor with Ameriprise in Richardson, TX, holding a Series 63 designation and bringing 36 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advisory work, he is involved in managing his own advisory business through JKB Alliance LLC and participates in a business ownership venture that rents office space. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income services that provide detailed planning and advice focused on income reliability and tax-efficient withdrawal strategies.

Ryan Seibert is a financial advisor with Edward Jones in Allen, TX, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked in the automotive sector at Christian Brothers Automotive McKinney, Red River Auto, and Mercedes-Benz McKinney. 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, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Elmo Cure III is a financial advisor at OSAIC with 29 years of industry experience. He holds the Series 63 designation and has worked at Royal Alliance Associates, Inc. since 2018, following two years at Signator Investors, Inc. He is also president and owner of Elmo E Cure Jr & Assoc Inc, a C-corporation involved in the sales and marketing of fixed insurance products and brokerage services. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools and risk management techniques to construct diversified portfolios, supporting both discretionary and non-discretionary accounts with access to a range of investment products and third-party services.

Valeria Zuluaga is a financial advisor at Merrill with six years of industry experience. She holds the Series 66 designation and has worked at Bank of America N.A. and Merrill since 2019. Outside of her advisory role, she owns a low-scale ecommerce business selling handcrafted products from Colombia, managing the online site and direct customer interactions. 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, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nicholas Cason is a CFP® with 21 years of industry experience, currently with J.P. Morgan Securities. His career includes roles at JP Morgan Chase Bank, TD Ameritrade Investment Management, and Scottrade. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling and centralized due diligence, with an ESG eligibility framework integrated into its investment recommendations.

C White Jr. is a financial advisor with Osaic Wealth, Inc. based in Plano, Texas, holding a Series 63 designation and 35 years of industry experience. He has worked with Royal Alliance Associates, Inc. for over 10 years and has been involved with College Funding Solutions, Inc. and C&M Legacy USA, Inc. for more than a decade. In addition to his advisory role, he serves as President of LegacyUSA, Inc., where he develops and implements strategic and tactical plans for client engagement. Osaic Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, providing integrated brokerage and advisory services. The firm employs advanced asset-allocation tools and offers access to a range of investment options, supporting both discretionary and non-discretionary management through multiple advisory platforms.

Natasha Shaw is a financial advisor with Primerica Advisors in Garland, TX, holding Series 65 and Series 63 licenses and two years of industry experience. Her prior work includes roles at Nexa, LLC and teaching positions with Dallas and Garland Independent School Districts. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers model-based investment strategies managed by third-party asset managers and supports trade execution and custody through established partnerships.

Robert Chase Jr. is a financial advisor with Ameriprise in Allen, TX, holding a Series 63 designation and 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 1993. Outside of his advisory role, he serves as Treasurer for the First Baptist Church of Plano. Ameriprise offers a retirement-income planning service tailored for individuals nearing or in retirement with significant investable assets. The firm combines research-driven modeling and tax-efficient strategies to provide non-discretionary, personalized recommendations delivered through a centralized consulting team.

James Hesson is a CFP®-certified financial advisor with 12 years of industry experience, currently affiliated with Raymond James Financial in Allen, TX. Prior to joining Raymond James, he spent nine years with Edward Jones. He also operates JJH LLC, a pass-through entity established for managing income based on his CPA’s advice. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports a wide network of advisors with specialized services such as municipal and public-finance advisory.

Mario Martinez is a financial advisor at Edward Jones in Allen, TX, holding a Series 66 designation with seven years of industry experience. His prior experience includes roles at New York Life, Pruco Securities LLC, and Signator Investors, along with work in education through the Dallas Independent School District and Richland Community College. Outside of finance, he owns a remodeling business, Renova Plus, based in Garland, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large network of advisors and branch offices, offering integrated services such as trust company capabilities and securities-based lending.

Stephen Drake is a financial advisor with Thrivent Investment Management in Allen, TX. He holds a Series 66 designation and has two years of industry experience. Prior to joining Thrivent, he worked in educational settings including Grand Prairie ISD, Faith Family Academy, and Ector County ISD. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic financial planning covering various topics, with the option to combine planning and managed-account services under a consolidated program called “WealthPlan.”

Deborah Hecht is a financial advisor with Ameriprise in Dallas, TX, holding a Series 63 designation and over 34 years of industry experience. She has been with Ameriprise since 2005, including its predecessor firm, Ameriprise Financial Services, Inc. Outside of her advisory role, Hecht serves on the Board of Directors for the Creekside at Lake Highlands homeowners association and creates stained glass crafts that she sells. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research and modeling techniques to provide tailored, non-discretionary recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

George Gile is a financial advisor at Cetera with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including JPMorgan Chase Bank, Morgan Stanley, and Avantax. Outside of his advisory role, he designs and sells fitness clothing as a managing member of Aesthetic Global Fitness LLC and leads group fitness sessions. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and unaffiliated managers and various program structures.