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.

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.

Josue Gonzalez is a financial advisor at J.P. Morgan Securities with 10 years of industry experience and holds Series 63 and Series 66 licenses. He has previously worked at Bank of America, Merrill, and Fidelity, among other firms. Outside of his advisory role, Gonzalez is involved in several real estate holding companies and works part-time with Bemoxie Supplements, where he manages vendor relationships and business operations. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, and endowments through a non-discretionary advisory program focused on asset allocation advice, manager searches, and customized performance reporting, supported by centralized due diligence and incorporating ESG considerations in its recommendations.

Jason Stern is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds the Series 66 designation and has worked at firms including Merrill, Bank of America, AXA Advisors, and JPMorgan Chase Bank. His professional background also includes seven years at Sysco Chicago prior to his financial services career. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process involves centralized due diligence with a manager solutions team that uses quantitative and qualitative research to develop model asset allocations, focusing on written asset allocation advice, investment manager searches, and customized performance reporting.

Luis Ramos is a financial advisor with J.P. Morgan Securities, holding the Series 63 and Series 66 designations and four years of industry experience. His career includes roles at JPMorgan Chase Bank, Bank of America, Merrill, Charles Schwab, and TD Ameritrade. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Kristin Hall is a CFP® professional with 16 years of industry experience, currently serving at Edward Jones in Rowlett, TX. She has been with Edward Jones since 2009 and has concurrently held a faculty position at Lindenwood University since 2010. Outside of her advisory role, she owns Premier Homes USA, LLC, a business focused on purchasing, rehabbing, and selling properties. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Bruce Bordelon is a CFP® professional with 39 years of industry experience, currently serving as a financial advisor at Ameriprise in Plano, Texas. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he has established an LLC for tax purposes. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide annual non-discretionary recommendations through a centralized consulting team.

Alexander Kickham is a Series 66 licensed advisor with J.P. Morgan Securities in Mesquite, TX, and has eight years of industry experience. He has worked with several firms, including Bank of America, Merrill, and UnitedHealth Group, before joining J.P. Morgan Securities in 2019. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and incorporates ESG considerations within a framework where clients retain final decision-making authority.

William Alderdice Jr. is the sole advisor at Silverbrook Investment Advisors, Inc. in Plano, TX, with 23 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Silverbrook since its founding in 2010. Silverbrook Investment Advisors serves individual clients by providing portfolio management services and manages approximately $2.79 million in regulatory assets across 27 client relationships. The firm operates as an independent, single-advisor investment adviser, focusing on one-on-one portfolio management and account reviews.