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.

Verda Johns is a financial advisor with Edward Jones in Princeton, TX, holding a Series 66 designation and 10 years of industry experience, all with Edward Jones since 2016. Outside of advising, she is involved in bookkeeping for a real estate business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with discretionary and non-discretionary investment strategies, offering a wide range of advisory services supported by a large network of advisors and branch offices.

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, holding Series 63 and Series 65 licenses and 14 years of industry experience. His work background includes roles in construction and contracting, alongside his long-term involvement with Aspen Tree Service. He is also the owner of Lyle Services, LLC and Loam 4days, LLC. Primerica Advisors is a large firm serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program utilizing model-delivery strategies from unaffiliated asset managers and provides custody and trade execution support through Pershing and BNY Mellon Advisors.

Jeff Dargatz is a Series 66–licensed financial advisor with 28 years of industry experience. He is currently with LPL Financial, where he has worked since 2010, including prior tenures at Elite Financial Management and Raymond James Financial Services Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology such as machine learning to support its investment strategies.

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.

Ryan Aylor is a Series 66-licensed financial advisor at Edward Jones with seven years of industry experience. He has been with Edward Jones since 2018. Prior to his current role, he worked briefly in a cleaning service business. 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 over $1 trillion in assets and offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Matthew Bell is a financial advisor at Cetera with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Innovative Strategies and Equity Services, Inc. Outside of his advisory role, Bell owns Bell Annuity Concierge, a consulting business focused on supporting fixed and indexed annuity sales. Cetera is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management and planning services, operating over $256 billion in assets with more than 10,000 advisors nationwide.

Wesley Dickinson is a financial advisor at Edward Jones in McKinney, TX, holding a Series 66 designation with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Timber Blind & Shutter from 2008 to 2017. Wesley serves as a Finance Council Board Member for St. Jude Catholic Parish in Allen, TX, where he assists with budgetary issues. 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 and offers a range of advisory programs and investment solutions through a nationwide network of more than 23,700 financial advisors.

Kevin Armes is a CFP® professional with eight years of experience in the financial services industry. He is currently with LPL Financial and previously worked at Edward Jones, Bank of America NA, and Merrill Lynch. Outside of his advisory role, he has ongoing employment at Las Colinas Country Club and manages YouTube channels focused on music theory and investment topics. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research to support both discretionary and non-discretionary investment management.

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.

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.

David Goodrich is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 credentials 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 investments. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services supported by advanced portfolio construction tools and multiple advisory platforms.

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.