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 a Series 66 designation and has been with OSAIC since 2017. Brooks is also the sole member of Pilot Wealth Advisors, LLC, and presents financial education classes on topics such as Social Security. Additionally, he works as an independent contractor assisting clients with trust planning and refers them to attorneys for legal services. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services, emphasizing model-based asset allocation and portfolio optimization supported by various tools and multiple custodial and program arrangements.

Jun Tang is a CFP® professional with 17 years of experience in the financial services industry. He is currently affiliated with LPL Financial and has held prior roles at Cetera, Cathay Bank, Capital One Advisors, and USAA Financial Advisors. Tang operates under LPL’s network in Plano, TX. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Roland Jones is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to build model asset allocations and incorporates an ESG eligibility framework within its recommendations.

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 designations and has worked in various capacities within Fidelity and its affiliated entities since 2000. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios using mutual funds, ETFs, and ETPs, and maintains a distinctive role as a commodity pool operator and fund advisor among large institutional peers.

Gigi Lavergne is a financial advisor with Osaic Wealth, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She previously worked at SagePoint Financial for 11 years and Wealth Advisory Counsel for 16 years. Outside of her advisory role, she is involved in tax preparation through her own firm, S&G Tax Associates, and manages insurance and retirement planning activities as owner of TRI Planning. Osaic Wealth serves a diverse client base including retail and institutional investors, offering a multi-advisor platform with brokerage and advisory services that range from comprehensive financial planning to retirement plan consulting. The firm’s investment approach relies on model-based asset allocation and portfolio optimization, supporting a variety of managed and advisory strategies.

Scott McMurdie is a CFP® professional with 27 years of industry experience, currently with OSAIC since 2023. He previously worked at FSC Securities Corporation for 18 years and Osaic FA, Inc. for four years. Outside of his advisory role, McMurdie serves on the boards of the Garland ISD Education Foundation and the City of Sachse Economic Development Corporation, and he provides notary services and insurance procurement assistance as a sole proprietor. OSAIC Wealth serves a broad range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform that includes comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach centers on model-based asset allocation and portfolio optimization supported by technology tools, while its scale and complex affiliate network mark its presence in the industry.

Maddock May is a CFP® with three years of industry experience, currently serving as an advisor at LPL Financial. Prior to joining LPL, May worked at Moss, Luse & Womble, LLC for five years and has academic experience with Abilene Christian University. May is also involved with North Texas Wealth Management, an entity related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management services using various strategies and third-party resources, supported by extensive operational tools and a broad non-advisory financial services platform.

Kristi Denham is a financial advisor with LPL Financial, holding a Series 66 designation and bringing nine years of industry experience. Her prior roles include positions at UBS Financial Services, First Dallas Securities Inc., and Hodges Capital Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Julio Rodriguez is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Pfs Investments Inc, Terra Wealth, OASIS Advisors, LLC, and Primerica before joining LPL Financial. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Jason Palmer is a Series 66 licensed financial advisor with nine years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2018 and previously held roles at USAA Financial Advisors and Edward Jones. Charles Schwab & Co., Inc. serves primarily 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 options with a multi-asset model portfolio approach and centralized operational support.

Tony Stevens is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63, 65, and 66 designations and has previously worked at E*TRADE Capital Management and Harrisdirect. Outside of his advisory role, Stevens is a partner in KB&T Stevens, LLC, an agriculture-related business based in Wylie, Texas. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process supported by firm-approved tools and models.

Evan Cure is a CFP® and Series 63 holder with two years of industry experience. He currently works at Osaic and is also associated with Cure Financial. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services that include comprehensive financial planning, advisor-managed portfolios, and retirement plan consulting. The firm utilizes a model-based investment approach emphasizing asset allocation and portfolio optimization, supported by various tools and multiple custodial and legacy program arrangements.

Craig Meylan is a financial advisor with LPL Financial, holding Series 63 and Series 65 registrations and 40 years of industry experience. He previously worked at IC Advisory Services, Inc. and The Investment Center, Inc. Meylan also teaches investment classes at two local colleges as part of his sole proprietorship, Financial Solutions. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by advanced advisor tools and a broad array of non-advisory financial services.

Darcy Hogan is a financial advisor at Edward Jones in Richardson, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, Hogan worked at EMG Insurance Brokerage for eight years and GLP & Associates for one year. 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 solutions supported by a large nationwide network of financial advisors and branch offices.

Rusty Acheson is a financial advisor with LPL Financial in Allen, TX, holding Series 63 and Series 66 designations and nine years of industry experience. Prior to joining LPL Financial, he worked at Sigma Financial Corporation and Nylife Securities LLC, and served seven years in the US Navy. Outside of his advisory role, he owns several small businesses, including a faith-based digital content brand called Real Kingdom Courage. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Mario Ayala is a financial advisor with Edward Jones in Mesquite, TX, holding Series 63 and Series 66 credentials and 18 years of industry experience. His work history includes multiple roles at Edward Jones as well as positions at BB&T Investment Services, J.P. Morgan Securities, and Chase Investment Services Corp. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Mitchell Carr is a financial advisor with Charles Schwab who holds Series 63, 65, and 66 licenses and has 22 years of industry experience. His prior work includes roles at LPL Financial, Ameriprise, and Merrill. He serves as a board member of Queen City Restaurant Supply, a family-owned business, without day-to-day responsibilities. Charles Schwab & Co., Inc. serves primarily 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios alongside a formal alternative investment process.