Eddie Dixon III is a financial advisor at Edward Jones in Frisco, TX, with 14 years of industry experience. He holds the Series 66 designation and 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, including both non-high-net-worth and high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

Nathan Lingrosso is a financial advisor at Merrill with 14 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Smith Barney for 12 years before joining Merrill in 2023. Merrill, together 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using a range of model-based and discretionary investment strategies.

Peter Chung is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and three years of industry experience. He has been with Ameriprise in various roles since 2020. Outside of his advisory work, he has co-owned a retail business, Paris Nail Bar LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies. The firm employs a non-discretionary approach and integrates its investment research and third-party data to develop personalized Recommendation Reports.

Gregory Lively is a financial advisor at Osaic with 30 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked as a self-employed tax preparation and planning professional since 1992. Outside of financial advising, he owns a sole proprietorship providing tax preparation and planning services. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of advisers, offering brokerage and investment advisory services, financial planning, and access to various managed account solutions. The firm uses asset-allocation tools and risk assessment methods to construct diversified portfolios and supports multiple advisory platforms and third-party services.

John Nabers is a financial advisor with Edward Jones in McKinney, TX, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a wealth management firm serving more than four million individual and institutional clients with a wide range of advisory services, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices. The firm offers discretionary and non-discretionary strategies, separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

James Yoo is a CFP® and CFA® credentialed financial advisor with 17 years of industry experience. He is currently with Edward Jones in Frisco, TX, where he has worked since 2025. Prior to joining Edward Jones, he held positions at Fidelity Investments, CitiGroup, and Fidelity Personal and Workplace Advisors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors.

Yash Ajmeri is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A., Bank of America N.A., and Merrill. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities.

Lindsay Jones is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. In addition to her advisory role, she owns and operates LHJ Holdings LLC, managing practice-related expenses. Ameriprise is a large institutional firm offering retirement-income planning services primarily for individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement recommendations through a centralized consulting team.

Nathan Anderson is a financial advisor at OSAIC with 17 years of industry experience. He previously worked at Woodbury Financial Services, Inc. for 16 years before joining OSAIC in 2024. Anderson holds Series 63 and Series 65 credentials. Outside of his advisory work, he serves as president of the McKinney North Stars Hockey Club, a 501(c)(3) organization. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services alongside financial planning, retirement plan consulting, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios managed on discretionary or non-discretionary bases.

Zachary Farris is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 licenses and five years of industry experience. He has worked at J.P. Morgan Securities since 2020 and has also been employed at JPMorgan Chase Bank since 2017. Prior to joining the financial industry, he worked at Sam's Club from 2016 to 2020. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and incorporating an ESG eligibility framework in its investment recommendations.

Ann Holder is a financial advisor at Merrill with 12 years of industry experience and holds a Series 66 designation. She has worked at both Bank of America, N.A., and Merrill since 2015. Outside of her advisory role, she is the owner of Insurance Architects, LLC, a limited liability company established to hold land for long-term investment purposes. Merrill, together 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 serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Brett Bowles is a financial advisor at Stifel in Denton, TX, holding a Series 66 designation. He has professional experience outside the financial industry, including two years at Community Driving School and ten years with EMSISD. Stifel serves a wide range of clients, including individuals, institutional investors, charitable organizations, and government entities. The firm offers brokerage and advisory services informed by proprietary investment analysis and planning methodologies developed by its Investment Strategy Group.

Vernon Kim is a financial advisor with LPL Financial based in Frisco, TX, holding a Series 63 designation and having 33 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, with a combined tenure of 15 years. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Fielder Whittington is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC since 2018. Outside of his advisory role, Whittington is active as a freelance drummer and a self-employed artist in Denton, Texas. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction and serves as an advisor to multiple registered investment companies.

Zachary Friday is a financial advisor at Edward Jones in Celina, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he was involved with DBND Publishing and operated Vapor-ettes LLC. He also has experience as a publisher receiving royalties from Amazon. 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, offering a range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.

Connor Murphy is a financial advisor at Merrill with 5 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bank of America, Equitable Advisors, and Axa Advisors. Outside of finance, he spent several years involved with professional rugby clubs, including the Houston SaberCats and London Irish Rugby Club. 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 supported by internal and third-party managers for individuals, high-net-worth clients, and institutional investors.

Steven Martinez is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 28 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with tailored services that include investment recommendations, performance reporting, participant education, and plan benchmarking.

Ryan Hood is a CFP®-certified financial advisor with 15 years of industry experience. He currently works at Edward Jones in Frisco, TX, having joined the firm in 2021 after roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Outside of his advisory work, he owns passive rental properties managed by others. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a broad network of advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Bradly Clark is a CFP®-certified financial advisor with nine years of industry experience. He is currently affiliated with Cetera and has prior experience at Legacy Financial Advisors and American General Life Insurance. He also serves as a registered assistant at Legacy Financial Advisors, where he assists with annuity and fee-based business. Cetera Investment Advisers LLC is an SEC-registered firm that distributes services through a nationwide network of independent advisors, serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning solutions through a multi-manager platform with access to both affiliated and third-party managers.

Ryan Merchant is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 25 years of industry experience. He worked at Edward Jones for 24 years before joining LPL Financial in 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.