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.

Catherine Garcia is a financial advisor at Merrill with eight years of industry experience and a Series 66 designation. Her prior roles include positions at Edward Jones, Thrivent Financial, and Transamerica Financial Advisors. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, pension plans, and charitable organizations.

Stacy Tuma is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and six years of industry experience. Her prior roles include positions at MassMutual and Primerica Financial Services. Outside of finance, she owns ClkCourse with Stacy, a non-investment related business. Primerica Advisors serves primarily individual investors and offers a wrap-fee asset management program that incorporates model-delivery strategies managed by unaffiliated asset managers. The firm operates at scale with nearly 3,700 advisors and manages approximately $15.5 billion in assets under management.

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.

Mehdi Ahmadi is a financial advisor at Edward Jones with eight years of industry experience. He has held his current role since 2017 and previously worked at Nokia from 2014 to 2017. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a range of financial needs. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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.

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.

Nicholas Sampl is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds the Series 63 and Series 66 credentials and has previously worked at United Scripts, McKesson, and Ameristar Casino. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial analyses and written recommendations across a broad range of planning topics. The firm separates its planning service from managed accounts and emphasizes ongoing review without discretionary trading authority.

Christine Norton is a financial advisor at Edward Jones with seven years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2018. Prior to that, she held various roles in healthcare-related organizations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment options with a nationwide network of over 23,000 advisors.

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.

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.

Cathy Grimes is a financial advisor with Ameriprise in The Colony, TX, holding a Series 66 designation and 12 years of industry experience. She has been with Ameriprise and its related entities since 1998. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement recommendations through a centralized consulting team.

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.

Jeffrey Minucci is a CFP® professional with 25 years of experience in the financial services industry. He currently works with LPL Financial and has previously been associated with Securities America Advisors and OSAIC. Outside of his advisory role, he is a business owner of Pet Evolution. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, institutions, and charitable organizations. The firm provides various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management as well as model portfolios and research from multiple sources.

Gerald Pierce is a CFP® professional with 27 years of experience in the financial industry. He has been with Edward Jones since 1999. 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 broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Richard Stevens is a financial advisor with Edward Jones in McKinney, TX, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Edward Jones since 2001. Stevens previously owned STEVECORP, INC., a Maaco auto paint and bodywork business that was closed and sold in 2003. 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, including discretionary and non-discretionary strategies, and maintains a large nationwide network of advisors and branch offices.

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.