Linda Groves is a financial advisor at Cetera with 33 years of industry experience. She holds a Series 63 designation and has worked at Avantax Investment Services, Inc. for 28 years, in addition to managing her own CPA practice focused on tax preparation, planning, and IRS liaison services. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, operating with over 10,000 advisors and more than $256 billion in assets under management.

Christanoelle Ume is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 credentials and having 10 years of industry experience. Her career includes roles at Merrill and multiple positions within the Vanguard organization. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs. The firm manages a large client base through a combination of digital delivery and advisor support.

Tammia Rowe is a Certified Financial Planner (CFP®) with 15 years of industry experience. She has worked at J.P. Morgan Securities since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Suzanna Passey is a financial advisor at OSAIC with a Series 66 credential and two years of industry experience. She has previous work experience in education and client service roles, including positions at MG Retirement Advisors and school districts in Washington and Texas. She also serves as a client service specialist with The McMurdie Group, providing administrative support and marketing. OSAIC serves a diverse client base including individuals, institutions, and charitable organizations through a large network of financial advisers. The firm offers integrated brokerage and advisory services with a variety of investment options and utilizes firm-provided tools for portfolio construction and management.

Richard Ford is a financial advisor at OSAIC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Securities America Advisors, TFR Advisors LLP, and WFG Investments Inc. Ford is also involved with Navigation Financial Group as a DBA. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of advisors, using a range of investment tools and platforms to construct portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Jennifer Owens is a Series 66 licensed financial advisor at Edward Jones in Rockwall, TX, with two years of industry experience. Prior to joining Edward Jones, she worked in various roles including at Bare Dermatology and Arbor Diagnostics. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets. The firm is notable for its extensive retail advisor network and affiliated capabilities beyond traditional advisory services.

Julian Correa Estrada is a Series 66 licensed financial advisor with Primerica Advisors, based in Allen, TX, and has three years of industry experience. His prior work includes roles at Merrill, Bank of America, and Wells Fargo Bank. Outside of financial services, he has freelanced in fragrance sales at Macy’s department store and worked with Coworx Staffing. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm relies on model-driven strategies managed by unaffiliated asset managers and provides services through a large network of financial advisors across multiple offices.

Jonathon Kang is a CFP® and Series 66 licensed financial advisor with eight years of industry experience. He has worked at Edward Jones since 2018 and was previously employed by Uplift Education for six years. He is based in Richardson, TX. 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, operating under a fiduciary standard and managing over $1 trillion in assets through a nationwide network of advisors and branch offices.

Paula Hunt is a financial advisor with Edward Jones in Wylie, TX, holding a Series 66 designation and having 10 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Cas Sandra Harris is a financial advisor at Edward Jones in Garland, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, she worked in the residential real estate sector with firms including Dream Finders Homes and Perry Homes. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management, offering a range of advisory programs, tax-efficient services, and affiliated investment products through a nationwide network of more than 23,700 financial advisors.

Donald Dennis is a financial advisor with Primerica Advisors in Plano, TX, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has been with Primerica Financial Services since 1985 and is currently associated with PFS Investments Inc. Dennis is involved in sales of investment-related products and also engages in referrals for home security, automation products, and loan services through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, offering model-driven investment strategies supported by third-party asset managers and custodial services.

Brian Langford is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Ameriprise in Plano, TX. He has been with Ameriprise and its affiliated entities since 2004. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, delivering written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Mitchell Tebon is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His work history includes roles at Bank of America, Matthews Real Estate Investment Services, and Northern Exposure Landscaping, among others. He attended Texas Christian University from 2020 to 2024. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sergio Ortiz is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has held roles at C1PRO and Dream Sponsor, LLC, in addition to his long tenure at J.P. Morgan. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Wesley Oliver is a financial advisor at Edward Jones with 16 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2009. Outside of his advisory role, he is involved as an owner in a property and real estate management business in Rockwall, TX, and has consulted for Scout and Cellar through a partnership. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 financial advisors. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard.

Austin Snyder is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, and Point Bank. He is based in Wylie, Texas. 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. 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 authority.

Taylor Shea is a financial advisor at OSAIC with 12 years of industry experience. He holds the Series 66 credential and has worked previously at FSC Securities Corporation for nine years before joining OSAIC in 2023. In addition to his advisory role, Shea owns Fore Culture, a retail sales business. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs a range of portfolio construction tools and supports multiple advisory platforms to meet the needs of individual investors, institutions, and charitable organizations.

Makenna Wagoner is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and four years of industry experience. She previously worked at Edward Jones and owns a retail business called Magic & Whimsy - Cozy Creations. Wagoner also serves on the boards of L.E.I. Community Outreach and the NEDC Kiwanis. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Corina Nash is a financial advisor with Ameriprise in Garland, TX, holding Series 63, 65, and 66 licenses and 15 years of industry experience. Her prior roles include positions at American National Bank of Texas, LPL Financial, and Strategic Wealth Management. Outside of advising, she serves as President of the Prosper Foundation for Professional Development, a nonprofit organization, and has authored religious publications. Ameriprise offers retirement-income planning services targeting individuals nearing or in retirement, combining research, modeling, and tax-efficient strategies to produce tailored recommendation reports. The firm serves clients with substantial investable assets and provides a broad range of advisory, brokerage, and insurance solutions.

Kyle Roehrig is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also has a concurrent tenure at JPMorgan Chase Bank, N.A. beginning in 2011. He holds the Series 66 designation. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.