Steven Lindberg is a financial advisor at OSAIC with 33 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining OSAIC in 2024, he worked at Woodbury Financial Services, LPL Financial, and Equitable Advisors. Outside his advisory role, he serves as president of Lindberg Financial LLC, which sells insurance products. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations, offering both brokerage and advisory services through various programs. The firm utilizes a model-based investment approach emphasizing asset allocation, portfolio optimization, and discretionary management options.

Karey Rebello is a CFP® professional with eight years of industry experience, currently serving at Cambridge Investment Research Advisors since 2026. Prior to this, Rebello worked at IWG Investment Advisors LLC for five years and at LSF Capital LLC for two years. Outside of advising, Rebello is a 50% owner of LS Financial Group LLC, which holds a minority interest in an affiliated insurance firm. Cambridge Investment Research Advisors, Inc. provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs to a diverse client base including individuals, pension plans, and charitable organizations. The firm manages assets across multiple platforms, supporting discretionary and non-discretionary management alongside proprietary model strategies.

Brett Blair is a financial advisor at LPL Financial in Denton, TX, holding a Series 66 designation with 10 years of industry experience. His prior roles include positions at SPC and Sigma Financial Corporation. Blair is involved in managing Blair Financial LLC, a business entity for tax and investment purposes. 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, utilizing various portfolio management strategies and technology tools across a large network of advisors.

Janine Hartman is a financial advisor at Merrill with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several notable firms, including Goldman Sachs, Fidelity Investments, and JP Morgan Chase. 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 tailored for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Alexander Epps is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his career in the financial services industry in 2013 and joined Merrill Lynch in 2017. Alexander specializes in designing customized strategies to help a select group of high-net-worth individuals, families, and business owners pursue their short- and long-term financial goals. His expertise includes family wealth management strategies, investment consulting for defined contribution plans, legacy planning, managing new wealth, personal retirement planning, and portfolio management services. Alexander's approach is planning-first, analyzing each client's full financial picture to build personalized plans that evolve with clients' changing needs. He holds a Bachelor of Arts degree in Business Administration from Austin College and is a Personal Investment Advisor (PIA). Outside of his professional life, Alexander enjoys an active lifestyle with his wife, Crystal, and their daughter, Hannah. They share interests in sports, travel, and spending meaningful time together. Alexander is also involved in the professional organization Let's Grow McKinney.

David Rouse is a CFP® professional affiliated with LPL Financial, bringing 33 years of experience in the financial industry. His prior work includes roles at Equity Services Inc, National Life, and United Planners' Financial Services of America. He is also a CPA involved in tax preparation and accounting. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm provides financial planning, model portfolio programs, and institutional platforms, supporting over 22,800 advisors and more than $819 billion in discretionary assets.

Thanhha Ha is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 18 years of industry experience. She has worked at Cambridge Investment Research Advisors since 2010 and previously held roles at B. Riley Wealth Management and Morgan Stanley & Co. LLC. Ha is also an independent insurance agent for various companies and owns Pinecrest Financial in Allen, Texas. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm offers both discretionary and non-discretionary management through multiple platforms and access to unaffiliated third-party advisers and proprietary model strategies.

Prashant Pillalamarri is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works with individuals, families, trusts, and small to mid-size business owners, developing customized financial strategies tailored to each client's unique needs and goals. His approach prioritizes building trust and understanding clients’ full financial pictures to provide personalized wealth management solutions. Prashant’s expertise spans a broad range of areas including college education planning, family wealth management, retirement planning, legacy planning, investment consulting for defined contribution plans, and international wealth management. He holds several professional designations such as CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR® (CPFA), Chartered Retirement Planning Counselor™ (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His comprehensive planning approach covers investments, tax minimization strategies, insurance, and estate planning. He earned a Master’s Degree in Engineering from the University of Iowa and a Bachelor’s Degree in Engineering from the University of Bombay. Prashant is fluent in English, Marathi, Gujarati, and Hindi. He is involved in community organizations including the American Cancer Society and the Pay it Forward Fertility Foundation. In his personal time, he enjoys cooking, ice hockey, music, spending time with his family, and watching movies.

Gary Booth is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at LPL Financial since 2026. His prior experience includes over a decade at Raymond James Financial Services Advisors and an earlier tenure at LPL Financial. Outside of advising, he is CEO of an accounting firm and serves as a board member for Bancroft Bag, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive advisor tools and notable scale in non-advisory financial services.

Philip Crow is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 credentials and has 26 years of industry experience. His career includes prior roles at Hornor, Townsend, and Kent, Inc., Northwestern Mutual Investment Management, and other firms. He also serves as a Compliance Officer for Mainspring Wealth Advisors, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Dedrick Adell is a financial advisor with LPL Financial, holding the ChFC® designation and over 16 years of industry experience. His prior career includes roles with Guardian Life Insurance Company, Park Avenue Securities, Mass Mutual, New York Life, and Prudential. He is also a member of the Board of Trustees at the Friendship Baptist Church of The Colony, where he participates in ministry and church business affairs. 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 portfolio programs, and institutional platforms, supported by advanced research and operational tools.

Janie Lehmer is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has over 13 years of experience in the financial services industry and focuses on delivering personalized wealth management strategies tailored to clients' individual priorities and goals. Her expertise includes college education planning, family wealth management, legacy planning, liquidity management, retirement planning, and tax minimization, among other areas. Janie holds professional designations as a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned her High School Diploma/GED from Collin College. Active in her community, Janie serves on the North Texas Leadership Board for the Arthritis Foundation. As a North Texas native, wife, mother, and dog mom, Janie values the importance of understanding clients' life priorities beyond markets and returns. She aims to build lasting relationships by collaborating with clients to create financial approaches that align with their families, goals, and aspirations. Outside of work, Janie enjoys cooking, music, painting, reading, traveling, watching movies, writing, and spending time with her family.

Landon Ritter is a financial advisor at Edward Jones in Celina, TX, holding a Series 66 designation. He has three years of industry experience, including prior roles at Offr Group and World Financial Group. 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, supported by a large network of financial advisors and branch offices across the United States.

John Friday is a financial advisor at Edward Jones with 38 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2009. 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 nationwide network of approximately 23,700 advisors and 15,100 branch offices.

Brian Sieling is a Senior Financial Advisor with Merrill Lynch Wealth Management. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations and focuses on providing personalized, client-centered financial strategies. Brian works closely with clients to address areas such as retirement income planning, special needs planning, legacy planning, and portfolio management, and he collaborates with other professionals including attorneys and CPAs to deliver comprehensive wealth management solutions. Brian earned a Bachelor's Degree in Mechanical Engineering from Texas Tech University System. His approach emphasizes clarity and simplicity in helping clients navigate their financial lives. He serves a broad client base including current and retired oil and gas industry employees, engineers, business owners, and families with special needs children. Drawing from his experience as a parent of a special-needs child, Brian has particular expertise in guiding families through the complexities of special needs trusts and related government assistance. Beyond his professional responsibilities, Brian is involved in community organizations such as MainGait Therapeutic Horsemanship and North Texas Team Hoyt. He also enjoys a variety of personal interests including sports, reading, and spending time with his family.

Samuel Koessl is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and three years of industry experience. His prior experience includes roles at Securities America Advisors, Sanus Modo LLC, and Sana Via Inc. Outside of his advisory work, he is involved with Tulla Patisserie and Cafe. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services and investment options, supported by a large network of advisors and advanced operational tools.

Joseph Jones is a financial advisor with Edward Jones in Denton, TX, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2015. 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 is known for its extensive advisor and branch network, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and trust services.

Kyle Parkin is a Certified Financial Planner (CFP®) with 11 years of industry experience. He has worked at J.P. Morgan Securities and JPMORGAN Chase Bank, N.A. since 2020, following prior roles at Edward Jones and Fidelity Brokerage Services LLC. 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. The firm’s advisory process combines quantitative screens and qualitative research to build model asset allocations and incorporates broader derivatives and commodities capabilities.

David Gilmore is a CFP® professional with over 31 years of experience in the financial industry. He has been with Edward Jones since 2003. Outside of his advisory role, he serves as a director on the McMath Band Scholarship Foundation board and works as a radio color analyst for Lake Dallas football games. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jamie Richardson is a financial advisor with Raymond James Financial in Frisco, TX, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has worked at Raymond James since 2002 and is also an associate at Southside Bank, where he has served since 2019. 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, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools to illustrate potential outcomes and supports municipal and public finance work through a municipal advisor affiliation.