Joe Flores is a financial advisor with Equitable Advisors in Plano, TX, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has worked with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Flores serves as a director of the Biltmore Swim & Racquet Club Homeowners Association, overseeing its operations and financials on a voluntary basis. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and various third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Jason Bardin is a financial advisor with Primerica Advisors in Allen, TX, holding Series 65 and Series 63 licenses and having 19 years of industry experience. He has worked at Primerica Advisors since 2007 and has a background in real estate with Keller Williams Realty Lake Cities from 2014 to 2019. In addition to his advisory role, he engages in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-driven investment strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Joseph Williams is a financial advisor with LPL Financial in Plano, TX. He holds Series 63 and Series 66 designations and has 30 years of industry experience, including 21 years with LPL Financial. He has founded and operated businesses under the names Anchor Retirement Services Inc. and Anchor Advisors, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of advisers. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary portfolio management, model portfolios, and research from multiple sources.

Shonda Young is a financial advisor at Edward Jones with 12 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2011. She has a registered but inactive real estate investing LLC. 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 national network of advisors and branch offices.

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 with Thrivent Investment Management in Garland, TX, holding Series 66 and Series 63 licenses and six years of industry experience. His background includes roles at Fidelity Brokerage Services LLC and several other firms, along with ownership of a freelance carpentry business and a position as a roof inspector for Bacon Roofing. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, delivering goal-based financial planning without discretionary portfolio management or institutional client services.

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 11 years of industry experience. He has worked at Edward Jones since 2017 and previously spent seven years with Tenet Healthcare. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, with approximately $1.01 trillion in assets under management supported by a nationwide network of over 23,000 financial advisors.

James Keller is a financial advisor at Osaic with 25 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services, Bank of America, and Merrill. Keller is the owner and president of Financial Educators Network of North Texas, a nonprofit focused on adult financial education and literacy. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities, offering integrated brokerage and advisory services. The firm employs advanced asset-allocation tools and provides access to multiple advisory platforms and third-party money managers.

Denise Scharfenberger is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. She has been with LPL Financial since 2013. Outside of her advisory role, she is involved in consulting for The Serial Nester. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by extensive research and model portfolios.

Khanh Nguyen is a financial advisor with J.P. Morgan Securities in Richardson, TX, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has worked with J.P. Morgan Securities since 2016 and was previously associated with JPMorgan Chase Bank, N.A. Outside of his advisory role, Nguyen is involved in real estate through ownership interests in investment properties and short-term rentals, with management handled by others. 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 applying an ESG eligibility framework in its recommendations.

Karen Bellinghausen is a Series 63-registered financial advisor with Ameriprise in Dallas, TX, bringing 36 years of industry experience. She has been with Ameriprise and its affiliate since 2005. Outside of her advisory role, she owns a consulting business in Dallas. Ameriprise is an institutional firm that offers a retirement-income planning service for clients typically holding at least $1 million in investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports delivered through a centralized consulting team in partnership with the client’s advisor.

Charles Eshelman is a financial advisor with Equitable Advisors in Richardson, TX, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

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.