Ryan Adams is a CFP® with 10 years of industry experience, currently serving as a financial advisor at OSAIC since 2018. He previously worked at Signator Investors, Inc. and operates a sole proprietorship focused on property, casualty, life, disability, and long-term care insurance support. OSAIC serves a diverse client base, including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform that features model-based asset allocation, portfolio optimization, and a range of tailored investment programs.

Jonathan Lopez is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Charles Schwab in 2020, he worked at E*TRADE Capital Management and E*TRADE Securities from 2015 to 2020. 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, using multi-asset model portfolios and a centralized operational structure.

Kathleen Finley is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and 14 years of industry experience. She previously worked at Edward Jones for nine years before joining Raymond James in 2023. She also operates Kathleen C Finley, LLC, which supports her work as an independent financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm emphasizes tailored, non-discretionary advice using analytical tools and supports a wide range of client types, including pension plans and charitable organizations.

Torsten Holmes is a financial advisor at Edward Jones with 26 years of industry experience. He has held his current position since 1999 and holds Series 63 and Series 66 designations. Outside of his advisory role, he is a manager of a commercial real estate business, Twin Creeks Real Estate Group. Edward Jones is a full-service wealth management firm with over 23,700 financial advisors serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Brumfield is a financial advisor with Primerica Advisors in Plano, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Primerica Advisors since 1999 and was previously employed by SiriusXM for 11 years. Outside of advisory work, he is involved in business activities related to mortgage product sales and home security referrals through Primerica-affiliated companies and also works part-time with Citicorp Trust Bank on home equity lending matters. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable accounts. The firm uses model-delivery strategies managed by unaffiliated asset managers and partners with BNY Mellon Advisors and Pershing for trade execution and custody.

Dante Colmenares is a financial advisor at Vanguard Advisers with three years of industry experience. He holds Series 66 and Series 63 designations and has previously worked at Fidelity Brokerage Services, Charles Schwab & Co., and Mutual of Omaha Investor Services. Vanguard Advisers provides 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’s investment approach is goal-based and algorithm-driven, utilizing proprietary models to personalize asset allocations and offering portfolios constructed mainly from Vanguard funds and ETFs.

Samuth Ean is a financial advisor with LPL Financial, holding Series 66 and Series 63 licenses and bringing 21 years of industry experience. He previously worked at EP Wealth Advisors, Inc. and Ballou Plum Wealth Advisors LLC, and has served as Chief Financial Officer for Hometown Capital since 2020. LPL Financial is a national broker-dealer and registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of financial planning, asset management, and institutional platforms, utilizing both proprietary and third-party strategies.

Jaime Heimsath is a financial advisor with Ameriprise based in Plano, TX, holding a Series 66 designation and 18 years of industry experience. He has worked with Ameriprise and Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement with substantial investable assets, providing detailed written Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated entities, emphasizing managed accounts and utilizing algorithmic tools to support retirement income recommendations.

James Williams IV is a financial advisor at Raymond James Financial with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Raymond James Financial Services since 2011. Outside of his advisory role, Williams is also active as a vocalist and actor on a part-time basis. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm provides tailored, non-discretionary planning and employs analytical tools to support client goals, with specialized programs for municipal advising and SIMPLE IRA consulting.

Rezaul Kazi is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America before joining J.P. Morgan in 2022. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s non-discretionary program focuses on asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by a centralized due diligence process.

Christopher White is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has worked previously at J.P. Morgan Securities and Champ Sports/Footlocker. White has been with Edward Jones since 2018, with a brief gap before rejoining the firm in 2025. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated financial products through a large national network of advisors and branch offices.

Larry Wainwright is a financial advisor with OSAIC based in Allen, TX, holding Series 63 and Series 66 licenses with 22 years of industry experience. He previously worked at Royal Alliance for seven years and Farmers Insurance for 29 years. Outside of advisory work, he operates Wainwright Real Estate and Wainwright Insurance, which include real estate sales and insurance services. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform that emphasizes model-based asset allocation and portfolio optimization.

Ramon Gaytan is a financial advisor with J.P. Morgan Securities in Mesquite, TX, holding a Series 66 designation and 18 years of industry experience. His career includes roles at Bank of America, Merrill, and multiple tenures at J.P. Morgan Securities and JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm integrates quantitative and qualitative research in its advisory process and maintains regulatory registrations that support broader derivatives and commodities capabilities.

Jared Mc Ferron is a CFA® charterholder with eight years of industry experience. He currently works at Edward Jones in Plano, TX, where he has been since 2022. His prior experience includes roles at Guidestone Financial Resources, Frost Investment Advisors, and First Command Advisory 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 network of financial advisors and branch offices nationwide.

Quinton Wong is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses. His career has been primarily with JP Morgan Chase entities since 2015. In 2017, he was involved with Vae Live Vietnamese Radio focused on arts and entertainment. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program emphasizing written asset allocation advice, investment manager searches, and customized performance reporting. Their approach integrates centralized due diligence combining quantitative and qualitative research and includes capabilities in derivatives and commodities.

Philip Hanna is a financial advisor at Thrivent Investment Management in Allen, TX, with eight years of industry experience. He holds Series 63 and Series 65 credentials. His previous work includes roles at JP Morgan Securities, Lyft, and the New York State Common Retirement Fund. Outside of financial advising, he operates an e-commerce business purchasing and reselling used car parts on eBay. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based analyses and broad financial planning topics without discretionary trading authority. The firm offers a consolidated billing option combining planning and managed-account services while maintaining them as separate engagements.

Steven Ford is a financial advisor with Ameriprise in Richardson, TX, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at First Command and Edward Jones, as well as service in the United States Navy Reserve. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Jessica Colston is a financial advisor at LPL Financial with eight years of industry experience. She holds a Series 66 designation and has previously worked at SageSpring Wealth Partners, Cetera Wealth Services, CETERA Advisor Networks, Carson Group, and HD Vest Investment Services. 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, wrap and model portfolio programs, third-party asset management, and institutional platforms.

Neal Norton is a financial advisor with Edward Jones in Allen, TX, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. He has been with Edward Jones since 2005. 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 strategies through a large nationwide network of financial advisors and branch offices.

Shafen Crawford is a CFP® and holds a Series 66 license with 12 years of industry experience, all of which has been with Edward Jones. He is based in Garland, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across wealth segments, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.