John Elisafidis is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2012. From 2016 to 2023, he was involved with Kookla Ventures, LLC, and Tango Empanadas & Bakery. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis.

Ardarius Singleton is a financial advisor at Vanguard Advisers with three years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Fidelity Brokerage Services prior to joining Vanguard in 2025. His background includes roles in education and community organizations. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach and manages a large client base through a combination of technology and advisor support.

Roger Behymer is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with LPL Financial since 2011 and previously worked at Edward Jones from 2010 to 2011. His outside business activities include operating an investment-related DBA for his LPL business. 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, with advice delivered primarily by investment adviser representatives using a range of discretionary and non-discretionary strategies.

Jason Palmer is a financial advisor with Ameriprise, holding a Series 63 designation and 26 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory work, he is the founder and managing partner of Genesis 1:1, LLC, a financial planning firm, and serves on the Investment and Finance Lab Advisory Board. Ameriprise offers a retirement-income planning service for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to produce written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Michael Morrison is a financial advisor with Cetera who holds a Series 63 designation and has 31 years of industry experience. He has worked at Cetera since 2019 and previously at Summit Financial Group Inc and Summit Brokerage Services, Inc. Morrison is also licensed to sell fixed insurance products, including life and annuities. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform with discretionary and non-discretionary program options.

Shaun Scott is a financial advisor with Ameriprise in Plano, TX, holding Series 63 and Series 65 licenses and 14 years of industry experience. He previously worked at UBS Financial Services and LPL Financial before joining Ameriprise in 2017. In addition to his advisory role, he owns and manages SWS Ensemble Solutions Consulting, a business unrelated to investment services. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides customized retirement-income planning and tax-aware withdrawal strategies.

Obioma Iwueke is a financial advisor at Edward Jones with credentials including the Series 66 designation and four years of industry experience. Prior to joining Edward Jones, Obioma worked at Willis Towers Watson and Moneybarn Ltd, and spent nine years at Zenith Bank Plc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Jerome Davis is a financial advisor at Thrivent Investment Management with nine years of industry experience. His prior roles include positions at Robinhood Markets, Inc., Wells Fargo Clearing, and Raymond James & Associates. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, focusing on holistic, goal-based financial planning without discretionary portfolio management.

Nick Lamb is a financial advisor with Primerica Advisors in Rowlett, TX, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been associated with Primerica Advisors since 1985 and Primerica Financial Services since 1991. In addition to his advisory role, he is involved in selling non-investment products such as home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management primarily to individual and high-net-worth clients through its Lifetime Investment Program, which features model-delivery strategies and selectively managed accounts under a wrap-fee structure. The firm emphasizes third-party asset manager selection and oversight, utilizing BNY Mellon Advisors for model implementation and custody services.

Jason Bell is a CFA® charterholder with Series 63 and Series 66 licenses and has 13 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors, offering a broad range of discretionary and non-discretionary investment strategies and affiliated financial services.

Jeremiah Hipo is a financial advisor at Edward Jones, holding a Series 66 designation and with two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Community Life Church and spent eleven years with Rockwall ISD. Edward Jones is a full-service wealth management firm that serves both individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Starla Howell is a CFP®-certified financial advisor with Edward Jones in Rockwall, TX, and has 10 years of industry experience. She has been with Edward Jones since 2015. Her other business activities include client education and retirement planning. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment options supported by a large nationwide network of financial advisors and branch offices.

Aidan Little is a financial advisor with Vanguard Advisers in Plano, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Vanguard, he worked at Lamplighters Investment Advisors and held various roles in financial and educational organizations. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach with portfolios primarily constructed from Vanguard funds and ETFs, offering tax-aware features and customization options.

Megan Bellinghausen is a financial advisor at Ameriprise in Richardson, TX, holding Series 65 and Series 63 credentials with two years of industry experience. Her prior experience includes roles at Fidelity Investments and teaching positions at Texas Tech University, St. Edward's University, and Bishop Lynch High School. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice tailored to dependable income sources and tax-aware withdrawal strategies.

Michael Danter is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 licenses and 41 years of industry experience. He has worked at Royal Alliance Associates since 2015, First Independent Advisory Services, Inc. since 2010, and has operated as a sole proprietor since 2006. Outside of advisory roles, he is involved in insurance sales through his sole proprietorship. Osaic Wealth serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients via a broad network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to construct portfolios across various asset classes on discretionary or non-discretionary bases.

Mark Hansen II is a financial professional at Cetera with four years of industry experience and holds a Series 66 designation. He also operates a financial services business under the name Second, Comma. Hansen has worked at Cetera and related entities since 2022. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating as a multi-manager platform with access to various model portfolios and investment strategies.

Lauren Greer is a CFP® and holds a Series 66 license, currently serving as an Investment Advisor Representative with Cambridge Investment Research Advisors. She has one year of industry experience and previously worked at Cypress Point Wealth Management, Feedonomics, and other firms. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, employing a range of portfolio management approaches tailored to client objectives.

Amy Datema is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Ameriprise Financial Services, LLC. Her previous roles include tenures at Lake Michigan Credit Union, LPL Financial LLC, and Comerica Securities, Inc. She also engages in independent insurance brokering. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement income planning through written reports and ongoing advice. The firm’s approach combines proprietary research, third-party data, and algorithmic tools to deliver advice focused on dependable income and tax-aware withdrawal strategies.

Richard Smith Jr. is a CFP® professional with 31 years of industry experience, currently advising at Cetera. He has held various roles at Cetera and Avantax, and owns Smith Financial & Associates PC, where he provides tax preparation and financial services. Outside of his advisory work, he coaches nonprofit youth baseball and manages related nonprofit activities. Cetera Investment Advisers LLC serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a broad range of portfolio management, financial planning, and retirement services.

William Mixdorf is a CFP® with 36 years of industry experience currently with Raymond James Financial Services Advisors, Inc. He previously worked for Commonwealth Financial Network for 15 years. He also serves as a trustee for a family trust account. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.