Rahul Sharma is a financial advisor at Ameriprise with 10 years of industry experience and a Series 66 designation. He has been with Ameriprise since 2016 in various capacities and currently works in Plano, TX. Outside of his advisory role, he serves as a Finance Fellow with the Open Avenues Foundation, where he helps train students in personal finance skills to prepare them for careers in the marketplace. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services focused on dependable income and tax-aware withdrawal strategies. The firm’s approach includes collaboration between a centralized service team and financial advisors, using comprehensive research and proprietary tools to deliver tailored recommendations.

Jill Slayton is a CFP®-certified financial advisor with 37 years of industry experience. She currently works at OSAIC and has prior experience at Woodbury Financial Services, Transamerica Financial Advisors, LPL Financial, and Cetera Investment Services. Outside of her advisory role, she raises and sells cattle as a sole proprietor. OSAIC serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolios. The firm’s investment process features model-based asset allocation and portfolio optimization alongside discretionary and third-party managed strategies.

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 Rockwall, TX, holding a Series 66 designation and seven years of industry experience. Prior to joining Merrill and Bank of America in 2022, he worked at Edward Jones for three years and has experience in the electric supply sector. Outside of his advisory role, he owns a lawn service business serving five clients locally. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

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 CFP® professional with 36 years of industry experience, currently serving at LPL Financial since 2006. She holds a Series 63 license and operates out of Wylie, TX. Outside of her advisory role, she is involved with Jal Dennis Group Investment Services, an investment-related business connected to her work at LPL. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a diverse range of solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Bryan Camper is a CFP® professional with 20 years of industry experience, currently affiliated with OSAIC since 2023. He has previously worked at Sagepoint Financial, Inc. and Covenant Capital Advisors, LLP, where he has also been involved in life insurance and long-term care insurance sales. OSAIC Wealth serves a diverse client base including retail investors, high-net-worth households, retirement plans, charities, and corporations. The firm offers a range of brokerage and advisory services supported by model-based asset allocation, portfolio optimization, and access to multiple custodial and legacy program arrangements.

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 a Series 66 designation and three years of industry experience. Prior to joining OSAIC in 2023, he worked with Financial & Insurance Services of Texas beginning in 2022. During college, he also gained experience assisting a registered representative with administrative duties. OSAIC Wealth serves a wide range of clients, including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a diverse platform that emphasizes model-based asset allocation and portfolio optimization.

Randy Matthews is a financial advisor with LPL Financial in Plano, TX, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes prior roles at Merrill, Chase Investment Services, Citigroup Global Markets, and Morgan Stanley. He also sells fixed insurance products as a general agent through Crump Insurance Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory solutions including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

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 with two years of industry experience and holds the Series 66 designation. Prior to joining Vanguard, he worked at Merrill and Bank of America. Outside of his advisory role, he owns and operates a family farm involved in raising livestock, poultry, and gardening. Vanguard Advisers offers automated and human-supported investment advice through its digital and personal advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach to asset allocation, utilizing proprietary methodologies and primarily Vanguard funds and ETFs in its portfolios.

Andrew Ross is a Chartered Financial Consultant (ChFC®) affiliated with Ameriprise, with 53 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, Ross owns a botanical skin care and nutritional products business and serves part-time as a temporary receptionist and office manager. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, with a specialized retirement income service that provides tailored planning and recommendations focused on reliable income sources and tax-aware withdrawal strategies.

Brandy Phipps is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 28 years of industry experience. Her prior roles include positions at Cambridge Investment Research Advisors, Oppenheimer, and Morgan Stanley. 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 wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

James Nordby is a financial advisor at Primerica Advisors with seven years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Fisher Investments and Strategic Wealth Designers. Outside of finance, he is involved with Tammy Trylko Interiors LLC, operating under the name The Fandyman. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, as well as corporate and charitable clients. The firm operates on a large scale and delivers advisory services primarily through model-driven strategies managed by unaffiliated asset managers.

Sean Boulger is a financial advisor at Edward Jones in Rowlett, TX, holding Series 66 and Series 63 licenses with three years of industry experience. His prior work includes roles at JP Morgan Securities LLC and JPMorgan Chase Bank, N.A. Sean has also worked in emergency medical services with Acadian Ambulance Service and Champion EMS. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering both discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and maintains a large national network of financial 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 licenses and bringing 28 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Beyond his advisory role, Downs serves as Chair of the Board Executive Committee for the Collin College Education Foundation and is involved with the Plano Chamber of Commerce, currently serving as its Vice Chair and 2024 Chair. He is also active in photography through his businesses, David Downs Photography and Benton Downs Photography. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm works with a broad client base and utilizes third-party asset managers and advisory programs to implement customized investment solutions.