Joseph Williams is a financial advisor at LPL Financial with 30 years of industry experience. He has held securities licenses Series 63 and Series 66 and has been with LPL Financial since 2005. Williams is also involved with Anchor Retirement Services Inc. and operates Anchor Advisors, Inc. in Plano, TX. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools.

Shonda Young is a financial advisor with Edward Jones in Lavon, TX, holding a Series 66 designation and 13 years of industry experience. She has been with Edward Jones since 2011. She established an LLC related to real estate investing, though it remains inactive. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages a broad range of investment strategies and operates an SEC-registered advisory program, supported by a large nationwide network of advisors and branches.

Dyne Buckley is a CFP® and Series 66-registered financial advisor with Edward Jones, based in Rockwall, TX, with five years of industry experience. Prior to joining Edward Jones in 2021, Buckley worked at ExxonMobil for four years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Mark Kingsbery Jr. is a financial advisor with Thrivent Investment Management in Allen, TX, holding Series 63 and Series 66 licenses and having seven years of industry experience. His career has been primarily with Thrivent since 2017, with prior roles including positions at Arizona State University and Starbucks Coffee Company. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based financial planning without discretionary trading authority. The firm’s approach includes comprehensive written recommendations and the option to integrate planning with managed accounts through its consolidated billing program, WealthPlan.

Bennett Andersen is a financial advisor at Thrivent Investment Management with six years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Fidelity Brokerage Services and other firms. Outside of his advisory role, he operates a freelance carpentry business and works as a roof inspector for Bacon Roofing. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive goal-based financial planning without discretionary trading authority and with periodic review of client recommendations.

Antonio Caufield is a Series 66-credentialed financial advisor with Edward Jones in Garland, Texas, where he has worked since 2007. He has 18 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Lehman is a financial advisor at Ameriprise with 25 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of advisory work, he is involved in product design through his ownership of QuadCycle, LLC, and participates in other business activities related to support services and consumer product development. Ameriprise is an institutional firm that provides retirement-income planning and a broad range of advisory, brokerage, and insurance solutions. Its retirement-income service combines research, modeling, and tax-efficiency analysis to deliver tailored recommendations, primarily serving clients with significant investable assets.

Milan Smado is a CFP® and holds a Series 66 license with 18 years of industry experience. He has been with Ameriprise since 2009. Ameriprise provides retirement-income planning services primarily for clients with at least $1,000,000 in net investable assets and manages accounts through a combination of research-driven, algorithm-supported recommendations and personalized advisory support. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of its institutional category.

Joshua Panter is a financial advisor at Edward Jones in Rockwall, TX, with seven years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2019. Prior to his advisory career, he spent time at Varsity Tutors and Wylie Independent School District. 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 range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, affiliated mutual funds, and tax-efficient services.

Ted Perry is a financial advisor with Primerica Advisors in Mesquite, TX, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes roles at Fiesta Mart, Inc. from 2008 to 2020 and ongoing positions with PFS Investments Inc. and Primerica Financial Services since 2000 and 2002, respectively. Outside of his advisory work, he has worked as a Lyft driver in San Francisco. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of discretionary separately managed accounts. The firm employs a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Joshua Coursey is an Executive Planning Consultant I at Fidelity Investments, where he has been serving since 2025. He focuses on helping clients optimize their company benefits and works to build long-term relationships to support both short- and long-term financial goals. Prior to his current role, Joshua held various positions at Fidelity Investments, including Benefits Planning Consultant, Workplace Planning Consultant, High Net Worth Associate, and Customer Relationship Advocate from 2020 through 2025. Before joining Fidelity, he worked as a Senior Banker at First National Bank in Texas from 2019 to 2020. Joshua holds a California Insurance License. Outside of his professional responsibilities, he enjoys comedy, family activities, football, parenthood, and spending time with his pets.

Willard Nopper is a financial advisor with Edward Jones in Lucas, TX, holding Series 63 and Series 66 licenses and having 11 years of industry experience. He has been with Edward Jones since 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a range of advisory programs with discretionary and non-discretionary strategies under a fiduciary standard.

James Keller is a Series 66 licensed financial advisor with 25 years of industry experience. He is currently with OSAIC, having joined in 2024, and previously worked at Woodbury Financial Services, Bank of America, Merrill, Banc of America Investment Services, Inc., and Equitable Advisors. Outside of his advisory role, Keller serves as owner and president of the nonprofit Financial Educators Network of North Texas, which focuses on adult financial education and literacy. OSAIC Wealth serves a diverse range of clients including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering both brokerage and advisory services. The firm utilizes a model-based investment process with tools for asset allocation and portfolio optimization, supporting various strategies including discretionary management and third-party manager selection.

Denise Scharfenberger is a financial advisor with LPL Financial in Allen, TX, holding Series 63 and Series 66 licenses and possessing 31 years of industry experience. She has been with LPL Financial since 2013 and previously worked at 1st Global Advisors Inc for five years. Outside of her advisory work, she is involved in a consulting business called The Serial Nester. 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 and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Khanh Nguyen is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with J.P. Morgan Securities since 2016 and also has ongoing involvement with IMAC Concept LLC. Outside of advisory work, he has interests in real estate through ownership in short-term rental properties managed by third parties. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary, customized asset allocation advice and investment manager searches supported by centralized due diligence and a combination of quantitative and qualitative research.

Karen Bellinghausen is a financial advisor with Ameriprise in Richardson, TX, holding a Series 63 designation and 37 years of industry experience. She has been with Ameriprise and its related entities since 2005. Outside of her advisory role, she owns a consulting business in Dallas, TX. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement planning recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Charles Eshelman is a financial advisor with Equitable Advisors in Richardson, TX, holding Series 63 and Series 66 credentials and with 39 years of industry experience. He has been with Equitable Advisors since 1999, including time under the AXA Advisors name prior to 2020. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individual, institutional, and charitable clients. The firm uses a network of Investment Adviser Representatives and offers a range of advisory models implemented by third-party managers and sponsored programs.

Lindsay Campione is a Series 66-licensed financial advisor with Edward Jones, where she has worked since 2012, accumulating 14 years of experience. She is based in Sunnyvale, TX, and has two years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including diverse households and corporate entities. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

William Shea is a CFP® and ChFC® with 31 years of industry experience. He is currently with OSAIC and was previously with FSC Securities Corporation for 28 years. Outside of his advisory role, he is president of a fixed and traditional insurance business. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, and charities. The firm offers brokerage and advisory services with a model-based investment approach emphasizing portfolio optimization and risk management.

Diana Farrar is a financial advisor with Primerica Advisors in Mesquite, TX, holding Series 63 and Series 65 licenses and having 22 years of industry experience. She has been affiliated with PFS Investments Inc. and Primerica Financial Services since 2004. Farrar is also an author contracted with Author House Publishing. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with thousands of advisors and delivers advisory services using model-based investment strategies managed by unaffiliated asset managers.