Mitchell Carr is a financial advisor at Charles Schwab with 21 years of industry experience. He holds Series 63, 65, and 66 designations and has been with Charles Schwab since 2017, following four years at LPL Financial. He serves as a board member of Queen City Restaurant Supply, where he holds non-voting ownership. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, custody, and cash-sweep services through its Schwab Wealth Advisory program. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios alongside a formal alternative investment vetting process.

Rahul Sharma is a Series 66 licensed financial advisor with Ameriprise Financial Services, LLC in Plano, TX, bringing nine years of industry experience. He has been with Ameriprise since 2016, transitioning within the firm’s affiliated entities. Outside of his advisory role, he serves as a Finance Fellow with the Open Avenues Foundation, where he trains students in personal finance skills to prepare them for careers in the marketplace. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm’s approach combines proprietary research, third-party data, and algorithmic tools to deliver tailored planning focused on reliable income and tax-aware strategies.

Jill Slayton is a CFP® professional with 37 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. She previously worked at Woodbury Financial Services Inc. for eight years. Outside of her advisory role, Ms. Slayton owns and manages a cattle business and engages in insurance services related to life, health, and long-term care products. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of advisers and multiple platforms. The firm combines brokerage and advisory services with sophisticated asset-allocation tools and offers access to third-party managers and wrap programs.

Heather Brown is a financial advisor with Primerica Advisors in Plano, TX, holding Series 63 and Series 65 licenses and having nine years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2016. Outside of her advisory role, she is involved with Windy Hill Farm, an enterprise she has operated since 2006. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients, structured as a wrap-fee solution rather than institutional plan management.

Joshua Reeh is a financial advisor with Merrill in Murphy, TX, holding a Series 66 designation and seven years of industry experience. His work history includes positions at Bank of America, Merrill, and Edward Jones. Outside the financial sector, he owns a lawn service business in Richardson, TX, which he manages part-time. Merrill, alongside 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 model-based and discretionary investment strategies.

Tyler Burns is a CFP® and holds a Series 66 license, with 13 years of experience in the financial industry. He 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, offering a range of advisory programs and investment strategies supported by a large national network of financial advisors and branch offices.

Julia Thorman is a financial advisor at LPL Financial in Wylie, TX, with 36 years of industry experience. She holds the CFP® and Series 63 designations and has been with LPL Financial since 2006. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory services, including model portfolios and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches.

Bryan Camper is a CFP® with 20 years of industry experience, currently affiliated with OSAIC since 2023. He has held roles at Sagepoint Financial, Questar Capital Corporation, Questar Asset Management, and Covenant Capital Advisors, where he also serves as a wealth manager. In addition to advisory services, he is involved in life insurance and long-term care insurance sales. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and nonprofits, offering integrated brokerage and advisory services. The firm employs asset-allocation tools and multiple advisory platforms to manage portfolios that may include a range of investment products, supporting both discretionary and non-discretionary accounts.

Melissa Carlisle is a CFP® and holds a Series 66 license with Edward Jones in Murphy, TX, where she has worked since 2015. She has 10 years of industry experience. Outside of her financial advisory role, she is a partner in an LLC established to manage her family farm and preserve it for future generations. 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 solutions, supported by a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Alex Turan is a financial advisor at Edward Jones in Richardson, TX, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Forvis LLP and self-employed consulting, as well as over a decade in the automotive and related industries. 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 and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Gabriel Klawa is a financial advisor at OSAIC with two years of industry experience. He holds a Series 66 designation and previously worked as an intern at Financial & Insurance Services of Texas while attending college. His background also includes a year in carpentry and several years as a full-time student. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services using advanced portfolio construction tools and a variety of investment options, supporting both discretionary and non-discretionary management approaches.

Randy Matthews is a financial advisor with LPL Financial in Plano, TX, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with LPL Financial since 2011. In addition to his advisory role, he operates a separate business under the name Matthews Wealth Management and is involved in selling fixed insurance products through Crump Insurance Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management, supported by research and model portfolios.

Tanner Seabourn is a CFP® and ChFC®-credentialed financial advisor with five years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc. and has prior experience at firms including AGIA, VALIC Financial Advisors, Inc., and PFS Investments Inc. Outside his advisory role, he is also engaged in non-securities insurance product activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Peter Jay is a financial advisor at Vanguard Advisers based in Plano, TX, holding a Series 66 designation and with one year of industry experience. Prior to joining Vanguard, he worked at Bank of America and Merrill. Outside of his advisory role, he owns and operates Amazing Grazing, a family farm focused on raising livestock, poultry, and gardening. Vanguard Advisers offers automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary models to construct portfolios largely from Vanguard funds and ETFs, with various customization options and a digital delivery platform serving hundreds of thousands of clients.

Andrew Ross is a ChFC® credentialed financial advisor with Ameriprise in Dallas, TX, bringing 52 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, Ross owns a botanical skin care and nutritional products business and has served in a temporary office management role. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research-driven, tax-efficient strategies and algorithmic tools to provide tailored recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Brandy Phipps is a financial advisor at LPL Financial with 28 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at LPL Financial since 2019, following six years with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. 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 a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by model portfolios and research from LPL Research and third-party subadvisors.

Sean Boulger is a financial advisor at Edward Jones in Rowlett, TX, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to joining Edward Jones, he worked at JP Morgan Securities LLC and JPMorgan Chase Bank, N.A. from 2022 to 2025. His background also includes roles in healthcare and emergency medical services. 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, managing approximately $1.01 trillion in assets with a large nationwide network of advisors and branch offices.

George Taggart is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018, following roles at US Health Advisors, David McDavid Lincoln, and Olathe Ford Lincoln. Outside of his advisory work, he is involved in community sports as the chief umpire for youth baseball and softball and owns a trailer rental business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of investment strategies and affiliated services supported by a large network of advisors and branch offices nationwide.

Cassandra Cardwell is a financial advisor with Primerica Advisors in Plano, TX, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Her career includes roles at PFS Investments Inc. and Primerica Financial Services, as well as work with Richardson and Garland Independent School Districts. She is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm employs a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

David Downs is a financial advisor with Equitable Advisors in Plano, TX, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 1999. Outside of his advisory role, Downs serves as Chair of the Board Executive Committee for the Collin College Education Foundation and holds leadership positions with the Plano Chamber of Commerce. He is also involved in photography through two small businesses. 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 third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage channels tailored to client goals and risk tolerance.