Keith Pinkard is a financial advisor at Primerica Advisors in Plano, TX, holding Series 63 and Series 65 licenses with six years of industry experience. He has worked at Primerica Advisors since 2020 and previously spent 16 years with Cedar Hill Independent School District. Outside of his advisory role, he is involved in sales of loan products and referrals for home security and automation services through affiliated companies. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program focusing on model-delivery strategies and manages approximately $15.5 billion in assets through a large network of financial advisors.

Luke Trahan is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for five years and Staff Care, Inc. for nine years. 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 and third-party asset management, supported by a network of investment adviser representatives who implement model portfolios and customized strategies.

Thomas Hosey is a financial advisor with Edward Jones in Rockwall, TX, holding Series 63 and Series 66 designations and 35 years of industry experience. He has been with Edward Jones since 1991. Outside of his advisory role, Hosey is involved in aviation and property management through several business interests, including a partnership in TJH Aviation and leadership roles in Greenville Blue Sky Holdings, LP and Hosey Enterprises, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and a securities-based lending option, supported by a nationwide network of financial advisors and branch offices.

Esther Olivas is a financial advisor with Edward Jones in Plano, TX, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Before joining Edward Jones in 2026, she worked at JPMorgan Chase Bank and JPMorgan Securities LLC from 2015 to 2026, and at Express in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of advisors and branch offices.

Peter Beswerchij is a financial advisor at UBS Financial Services with 36 years of industry experience. He has been with UBS since 2006 and holds Series 63 and Series 65 designations. Outside of finance, he is a Tai Chi instructor at Motor City Tai Chi in Troy, Michigan. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant operations and market-making activities.

Johnny Maberry is a financial advisor at Ameriprise in Fort Worth, TX, with 16 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2013. Maberry is also involved in paraplanning through WLWA, LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering personalized, algorithm-assisted advice primarily for clients maintaining assets in Ameriprise-managed accounts.

Jonathon Condren is a financial advisor at Merrill with Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at LPL Financial LLC, TIAA, Vanguard Marketing Corporation, and Fidelity Investments. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Michael Vestal is a financial advisor with Cambridge Investment Research Advisors, holding CFP® and ChFC® designations and possessing 29 years of industry experience. He has worked at Cambridge since 2017 and previously held roles at WFG Investments, TIAA CREF, and 1st Global Advisors. Outside of his advisory work, he owns Vestal Financial, Inc., a business focused on insurance and benefits. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports multiple management platforms, offers access to third-party advisers and sub-advisors, and develops proprietary model strategies through Founders Gate Capital.

Christopher Martin is a financial advisor with LPL Financial in Rockwall, TX, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with LPL Financial since 2006. 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 and third-party asset management, utilizing various investment strategies alongside a broad array of non-advisory financial products and services.

Kenneth Picerno is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Cetera. His career includes 15 years at Avantax Investment Services and a long-standing CPA practice providing accounting and tax services. He also holds fiduciary trustee roles managing financial reports and trust distributions. Cetera Investment Advisers LLC is an SEC-registered firm offering a multi-manager platform to a broad client base, including individuals, retirement plans, and institutional accounts. The firm provides various portfolio management and financial planning services through a nationwide network of independent advisors.

Robert Mefford is a financial advisor with OSAIC, holding a Series 66 designation and over 21 years of industry experience. He has worked at Tate Financial Group and FSC Securities Corporation, among others. Outside of advising, he owns Mefford Investments LLC and operates a sole proprietorship focused on insurance needs analysis and life insurance sales. OSAIC Wealth serves a diverse client base including retail, institutional, high-net-worth, retirement plans, charities, and corporate clients, offering a broad range of brokerage and advisory services. The firm employs model-based asset allocation and portfolio optimization tools, supporting multiple investment strategies and third-party manager selections.

E. Grant Marsh is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Rockwall, TX. His prior experience includes roles at Bank of America and Merrill Lynch. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets.

Maya Katzman is a CFP® professional with 12 years of experience in the financial services industry. She has worked at Osaic since 2025, following a 12-year tenure at Lincoln Financial Advisors Corporation. Katzman is based in Plano, TX, and also holds licenses including Series 63 and Series 65. Outside of advising, she acts as an insurance agent offering fixed and indexed annuities as well as group health plans. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment approach with portfolio optimization tools and offers a range of advisory and brokerage services through a large multi-advisor platform.

Randolph Balch is a financial advisor with OSAIC who holds a Series 63 designation and brings 52 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2018 and previously at Signator Investors, Inc., and the Ramsey Insurance Agency. Outside of financial advising, Balch owns and operates a hay farm producing Coastal Bermuda Grass and manages a property maintenance business. OSAIC Wealth serves a wide range of clients, including retail and institutional investors, providing brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation, portfolio optimization, and offers a variety of investment programs supported by both proprietary models and third-party managers.

Amy Nelson is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Ameriprise since 2015. Outside of her advisory role, she is involved in selling RodanFields skin care products on a part-time basis. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Silveria Hufstedler is a financial advisor at LPL Financial with 19 years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones for five years before joining LPL Financial in 2012. In addition to her advisory role, she offers Medicare Supplemental coverage to clients who have enrolled in Medicare Parts A and B. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions through a large network of investment adviser representatives.

Tim Do is a financial advisor at Merrill with Series 66 and Series 63 credentials and two years of industry experience. His prior work history includes roles at Bank of America, JPMorgan Chase Bank, J.P. Morgan Securities, and Trad Capital LLC. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Danny Pena Rauda is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Bank of America and PLS Financial Services. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Martin Kogel is a financial advisor with Edward Jones in Murphy, TX. He holds a Series 66 designation and has 10 years of industry experience, all with Edward Jones. 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 strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Gregory Padlo is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Chase Bank, N.A., J.P. Morgan Securities, LLC, and Fidelity in various capacities since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, incorporating forward-looking capital market assumptions and an ESG eligibility framework.