Garrett Linker is a financial advisor at Cetera with 14 years of industry experience and holds a Series 66 designation. He has worked with various affiliated firms since 2008, including First Allied Advisory Services and Linker Financial Group. Outside of his advisory role, he serves on the Prosper ISD School Board and is an elected board member of the Prosper Historical Society. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers a multi-manager platform with a range of portfolio management, financial planning, and retirement services, managing more than $256 billion in assets.

Jonathan Pace is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Pro-Integrity Securities, Inc. and operated PACE Insurance Agency and Farmers Insurance Group since 1990. He also owns AP Insurance Services, LLC, which markets fixed and variable insurance products. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary managed portfolios.

Brian Layman is a financial advisor with Edward Jones in McKinney, TX. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked in various educational roles, including positions at several school districts. Outside of his advisory work, he serves as a public address announcer for Frisco ISD high school football games. 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 manages approximately $1.01 trillion in assets and operates a large national network of advisors and branches.

Daniella Marchetta is a Series 66-licensed financial advisor at Edward Jones with four years of industry experience. She has worked at Edward Jones since 2018 and previously held roles in healthcare at Texas Health Adult Care and Gwinnett Medical Center. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices across the United States.

Jacob Andrade is a financial advisor with Charles Schwab & Co., Inc. He holds a Series 66 designation and has been with Charles Schwab since 2026. Prior to joining Schwab, he completed his education at Baylor University and has diverse experience outside the financial industry. Charles Schwab & Co., Inc. serves a large client base, 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 combination of non-discretionary advisory relationships alongside discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence on alternative investments.

William Roebken is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior roles include positions at Merrill from 2002 to 2009 and Prudential Equity Group, LLC from 1998 to 2002. Outside of advising, he operates a tax preparation business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, and institutional platforms, managing over $819 billion in discretionary assets through a large network of advisors.

Terence Sievert is a Series 66-licensed financial advisor with Edward Jones in McKinney, TX, bringing seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Hewlett Packard Enterprise and Fujitsu Defense and National Security. He also serves as Chief Executive and Chairman of the Board of the Stay in the Fight Veterans Foundation, a nonprofit supporting high-risk veterans in North Texas. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Scott Anderson is a financial advisor with Edward Jones in McKinney, TX, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at United Rentals for six years. 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 and strategies, supported by a large nationwide network of advisors and branch offices.

Brandon Bartels is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fidelity Investments, Merrill, and Bank of America. Prior to his financial services career, he held positions with the Department of Family and Protective Services in Texas and various roles in city government. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm delivers its services through a select group of Wealth Advisors on a non-discretionary basis, with clients retaining final decision-making authority.

Erin Myers is a financial advisor with OSAIC who holds Series 63 and Series 65 designations and has 24 years of industry experience. Prior to joining OSAIC in 2023, she worked for Sagepoint Financial, INC for seven years. Outside of advising, she manages a tax and financial services LLC and is involved in beekeeping through a personal LLC. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and multiple investment platforms to construct portfolios across various asset classes.

Christian Reeves is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. In this role, he collaborates with executives to help them understand their employer benefits and develop comprehensive plans to achieve their financial goals. He employs a consultative approach to empower clients and foster lasting relationships. Christian has been with Fidelity Investments since 2023, initially serving as a Workplace Planning Consultant before advancing to his current position in 2025. His professional experience centers on benefits and financial planning within the workplace context. Outside of his professional work, Christian has personal interests that include baseball, family activities, golf, enjoying culinary experiences, and spending time with pets.

Justin Clark is a CFP® credentialed advisor with 20 years of industry experience, currently affiliated with Cetera in Frisco, TX. He previously worked at SagePoint Financial, Inc. for 14 years and has managerial experience as owner of Hillside Drive LLC, which handles expense management and office maintenance. Clark is also involved with Eagle Retirement Group LLC, a firm focused on investments, advisory, and insurance business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options and oversees more than $256 billion in assets.

Stephen Koessl is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. His prior firms include Securities America Advisors and Voya Financial Advisors. Outside of advisory work, he is involved with KV Briseis LLC, a family-owned bakery business. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, combining broad non-advisory financial activities with a large advisory platform.

Justin Priola is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

John Wells is a financial advisor at Fidelity with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 1997. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios from a broad universe of mutual funds, ETFs, and ETPs.

Daniel Caldeira is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to understand their personal perspectives and priorities, helping them develop strategies to pursue their financial goals. His approach includes assisting with general investing, retirement planning, and saving for unexpected expenses. Daniel holds a Bachelor's Degree from Excelsior College and has earned professional designations including the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). These credentials support his ability to provide informed advice and guidance tailored to each client's unique ambitions. He emphasizes transparency and simplicity in wealth planning, aiming to make the process manageable and aligned with clients' long-term objectives.

Selvaraju Parimeru is a financial advisor with Equitable Advisors in Frisco, TX, holding the ChFC® designation and Series 63 and 66 licenses, with 23 years of industry experience. He has been with Equitable Advisors since 2003, including its prior identity as Axa Advisors. Outside of advising, he is involved in real estate investment in India. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a range of advisory models, including third-party and proprietary solutions, and provides services through a large network of Investment Adviser Representatives.

Nathan Hale is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. and Ameriprise Financial Services, Inc., with seven of those years also dedicated to BAHN Wealth Management, an independent 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, institutions, and charitable organizations. The firm employs non-discretionary planning and analytical tools to tailor recommendations and supports municipal and public-finance work through its affiliation with a municipal advisor.

Robert Fragnito is a financial advisor with Cambridge Investment Research Advisors in McKinney, TX, holding Series 63 and Series 65 credentials and 14 years of industry experience. His work history includes roles at J.P. Morgan Securities, Wells Fargo, and Prospera Financial Services. Outside of his advisory work, he is the founder of ThePoliticalMinds.com, focused on political theory and commentary, and serves on the advisory board for University of California Riverside Extension. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a large network of independent professionals. The firm offers multiple investment implementation platforms, proprietary and third-party strategies, and incorporates both discretionary and non-discretionary management tailored to client objectives.

Karla Scheve is a CFP®-certified financial advisor with 15 years of industry experience, currently with LPL Financial since 2021. Her background includes roles at Waddell & Reed, Inc., various insurance carriers, and involvement with the Greater Celina Chamber of Commerce. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions with a broad range of advisory and brokerage services, including model portfolio programs and institutional platforms.