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 11 years of industry experience. He holds the Series 66 designation and has worked at JP Morgan Chase Bank, Fidelity Personal and Workplace Advisors, and Fidelity Brokerage Services LLC. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Salman Tejani is a financial advisor at Edward Jones with eight years of industry experience and holds a Series 66 designation. His prior experience includes roles at J.P. Morgan Securities LLC, Merrill Lynch, Apex Clearing Corporation, and Prosperity Bank. He has also started a house flipping business with his fiancée as a managing partner of T&S Acquisitions LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Anderson Brooks is a financial advisor at OSAIC with six years of industry experience. He holds the Series 66 designation and has worked with both OSAIC and Pilot Wealth Advisors, LLC. Brooks also presents adult financial education classes on Social Security and refers clients to trust establishment services through Brooks Legacy Planning. OSAIC Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charities. The firm provides brokerage and advisory services, financial planning, and access to various investment platforms, employing asset-allocation tools and risk assessments to construct portfolios across multiple asset classes.

Jun Tang is a CFP® professional with 17 years of experience in financial advisory roles. He is currently with LPL Financial and has held previous positions at Cetera, Cathay Bank, Capital One Advisors, and USAA Financial Services. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of advisers. The firm offers diverse advisory programs, financial planning, and retirement consulting, combining discretionary and non-discretionary management with research and technology-driven solutions.

Roland Jones is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2012, following a tenure at JP Morgan Chase Bank beginning in 2011. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Charles Tran is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and 18 years of industry experience. He previously worked at NYLIFE Securities LLC and New York Life Insurance Company from 2007 to 2017 before joining Thrivent in 2017. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm supports combining planning with managed-account programs via a consolidated billing option called WealthPlan, while keeping these services separate.

Aleah Powell is a Series 66 licensed financial advisor with Edward Jones, based in Royse City, TX. She has one year of experience in the financial industry, joining Edward Jones in 2024 after previous roles in the medical supplies sector. Outside of advisory work, she is involved with Fork Paradise LLC, an RV park business in Yantis, TX. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional investors. The firm manages over $1 trillion in assets through a nationwide network of advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.

Randy Siebert is a financial advisor at Fidelity with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked across multiple Fidelity entities since 2000. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including model portfolio construction through proprietary research, quantitative analysis, and algorithmic methodologies. The firm also serves registered investment companies and provides oversight of sub-advisers as part of its comprehensive investment process.

Gigi Lavergne is a financial advisor with Osaic Wealth, Inc. She holds Series 63 and Series 65 licenses and has 25 years of industry experience. Her prior roles include positions at SagePoint Financial and Wealth Advisory Counsel. Lavergne is also involved in insurance services and tax preparation through her ownership of related businesses. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a range of investment options and uses firm-supported tools to build and manage portfolios on both discretionary and non-discretionary bases.

Scott McMurdie is a CFP® with 27 years of experience in the financial services industry. He has been with Osaic since 2023 and previously worked for FSC Securities Corporation for 18 years. He serves on the boards of the Garland ISD Education Foundation and the Sachse Economic Development Corporation, both nonprofit organizations. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients and offers integrated brokerage and advisory services. The firm employs various portfolio construction tools and supports multiple advisory platforms, including third-party money managers and managed-account solutions.

Maddock May is a CFP®-designated financial advisor with LPL Financial, based in Allen, TX, and has three years of industry experience. Prior to joining LPL Financial, May worked at Moss, Luse & Womble, LLC for five years and was affiliated with Abilene Christian University for several years. May is also associated with North Texas Wealth Management. 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 financial planning and advisory programs, including model portfolios and research support, and provides both discretionary and non-discretionary management across its offerings.

Kristi Denham is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. She previously worked at UBS Financial Services, First Dallas Securities Inc., and Hodges Capital Management. Denham operates Inspired Wealth Management LLC, an investment-related business affiliated with her LPL practice. 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, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management approaches supported by LPL Research and third-party subadvisors.

Julio Rodriguez is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. His prior roles include positions at OASIS Advisors, Terra Wealth, Pfs Investments Inc, and Primerica. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs with both discretionary and non-discretionary management, supported by research and model portfolios.

Jason Palmer is a Series 66-licensed financial advisor with eight years of industry experience. He has worked at Charles Schwab since 2020 and previously held roles at USAA Financial Advisors Inc., USAA Financial Planning, and USAA Investment Services Company between 2018 and 2020. Charles Schwab & Co., Inc. serves a large client base mainly consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios and provides integrated advisory, brokerage, custody, and cash-sweep services.

Tony Stevens is a financial advisor with Morgan Stanley Wealth Management, holding Series 63, 65, and 66 credentials and 25 years of industry experience. He has previously worked extensively with E*TRADE Capital Management and E*TRADE Securities. Outside of his advisory role, Stevens is a partner in KB&T Stevens, LLC, an agricultural property management business based in Wylie, Texas. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning services supported by structured discovery processes and firm-approved tools.

Evan Cure is a CFP® professional affiliated with Osaic Wealth, Inc. and has two years of industry experience. He has worked at Osaic since 2024 and operates Cure Financial, a registered representative firm established in 2022. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, and charitable organizations through a broad network of advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and third-party solutions to manage portfolios with a range of investment options.

Craig Meylan is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has 40 years of industry experience, including nearly three decades at The Investment Center, Inc. and 19 years at IC Advisory Services, Inc. In addition to his advisory work, he teaches investment classes at two local colleges. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research, model portfolios, and technology-driven strategies.

Rusty Acheson is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and nine years of industry experience. His prior roles include positions at Sigma Financial Corporation, Nylife Securities LLC, and New York Life Insurance Company. He served in the US Navy for seven years. Outside of his advisory role, he operates a faith-based digital content brand called Real Kingdom Courage. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services supported by a range of model portfolios, research resources, and technology-driven solutions.

Mario Ayala is a financial advisor at Edward Jones with 17 years of industry experience. He has been with Edward Jones since 2017 and previously worked at BB&T Investment Services from 2015 to 2017. His credentials include Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.