Ryan Adams is a CFP® with 10 years of industry experience and currently serves as a financial advisor at OSAIC in Mesquite, TX. He previously worked at Signator Investors, Inc. for two years and has been involved in insurance support and administration through his sole proprietorship, Financial & Insurance Services of Texas. OSAIC serves a broad mix of retail and institutional clients, including high-net-worth individuals and various organizations, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm utilizes advanced asset-allocation tools and a range of investment products across discretionary and non-discretionary accounts.

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.

Samuth Ean is a financial advisor with LPL Financial, holding Series 66 and Series 63 designations and bringing 21 years of industry experience. He previously worked at EP Wealth Advisors, Inc. from 2016 to 2019. Outside of his advisory role, he serves as Chief Financial Officer of Hometown Capital. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, banks, and corporations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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 the Series 66 designation and has worked previously at Merrill and Bank of America, as well as a brief tenure at Amazon.com. His current roles include positions at both J.P. Morgan Securities and JPMorgan Chase Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

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 at OSAIC with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Royal Alliance since 2019, following a 29-year tenure at Farmers Insurance. He also operates Wainwright Real Estate & Insurance, a business involved in insurance sales and real estate activities. OSAIC serves a diverse client base including individual and institutional investors, offering brokerage, investment advisory, financial planning, and retirement plan consulting services through a large network of affiliated advisers and multiple advisory platforms. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to create portfolios across various investment types, managed on discretionary or non-discretionary bases.

Ramon Gaytan is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Merrill, and JPMorgan Chase Bank. Outside of his advisory role, he owns and manages a rental property. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

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 with J.P. Morgan Securities in Garland, TX, holding Series 63 and Series 66 licenses and 10 years of industry experience. His career has been primarily with JP Morgan entities since 2015. Outside of his financial career, he has experience working with Vae Live, a Vietnamese radio program focused on arts and entertainment. J.P. Morgan Securities LLC provides institutional consulting services to 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 broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

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 the Series 66 designation and has worked previously at SageSpring Wealth Partners, Cetera Wealth Services, and HD Vest Investment Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.

Ramon Pizana III is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has worked at multiple financial institutions, including Bank of America, Merrill, PNC, Regions Bank, BBVA, and Chase. Outside of his advisory role, he owns a business providing automotive window tint services. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, delivering model-based and discretionary strategies for a range of individual and institutional investors.

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.

Ping Yu is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2018, following prior roles at Scottrade Investment Management and Scottrade Inc. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As part of J.P. Morgan, the firm integrates advisory services with brokerage, distribution, and investment management capabilities.