Jamaul Pride is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and four years of industry experience. He also serves as CCO/COO of Dawson Private Wealth, LLC, an independent investment management firm affiliated with Raymond James. In addition to his advisory roles, he owns and operates Five Hearts Hot Sauce, LLC, where he is involved in production, packaging, distribution, marketing, and social media. 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 institutions. The firm offers tailored, non-discretionary planning and utilizes various analytical tools to support client goals while maintaining specialized municipal and public finance advisory capabilities.

Paul Brown is a financial advisor with Edward Jones in Murphy, TX, holding a Series 66 designation and six years of industry experience. He has been with Edward Jones since 2019 and has prior experience at Vanco Payment Systems and Ludus Ticketing. Outside of his advisory role, he is involved in retail bike sales and service at John's Trikes and Bikes and works as an assistant coach providing weekend nutrition and health support at TPB Health. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices. The firm offers a range of advisory programs and services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Dubina III is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. His prior experience includes roles at CUSO Financial Services LP, Regions Bank, Cetera Investment Services LLC, TD Ameritrade, and Scottrade. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, leveraging both proprietary and third-party research across diversified and alternative strategies.

Stewart Mc Lauchlan is a financial advisor at Ameriprise in Dallas, TX, holding Series 63 and Series 65 credentials with 37 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he serves on the Board of Directors and various committees for the Bonaventure Homeowners Association. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, providing written recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory expertise to deliver tailored retirement income plans, primarily for clients with Ameriprise-managed accounts.

Gary Sieburg is a financial advisor with LPL Financial in Garland, TX, holding the CFP® designation and Series 63 and 66 licenses. He has 40 years of industry experience, including over 20 years at LPL Financial. Outside of his advisory role, he sells fixed insurance products, Medicare supplements, and annuities through Senior Market Sales and Crump. LPL Financial serves a diverse client base, including individuals, retirement plans, and institutions, offering financial planning, advisory programs, and brokerage services through a nationwide network of investment adviser representatives. The firm provides both discretionary and non-discretionary management with access to model portfolios, research, and a variety of investment strategies.

Juliann Chapman is a CFP®-certified financial advisor with 23 years of industry experience. She is currently with LPL Financial and previously worked at OSAIC, FSC Securities Corporation, and The Legacy One Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Victor Barton is a financial advisor at Thrivent Investment Management with seven years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Thrivent since 2018. Prior to his current role, he spent ten years at St. Mark's School of Texas and five years at The University of Texas at Dallas. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning with a focus on broad financial topics and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan.

Todd Hooper is a financial advisor with Edward Jones in Rockwall, TX, holding a Series 66 credential and 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he is the managing member of FIVE3025 LLC, a real estate entity related to his office condominium. 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 through a nationwide network of more than 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Justin Fruhwirth is a financial advisor at Ameriprise with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including LPL Financial, TIAA-CREF, TD Ameritrade, and Scottrade. In addition to his advisory role, he serves as a portfolio manager in the trust department of American National Bank of Texas, where he creates investment models and proposals for the trust investment committee. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored income strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Nick Crimi is a Benefits & Planning Consultant with Fidelity Investments, serving in the Executive Services division since 2024. Prior to this role, he worked as a Workplace Planning Consultant at Fidelity from 2022 to 2024. He focuses on helping clients utilize Fidelity's financial tools and resources to develop tailored financial strategies that support their short-term objectives and long-term goals. Nick's approach centers on aligning financial planning with each client's unique aspirations. Outside of his professional work, he has personal interests that include board games, comedy, fitness, food, social events with friends, and traveling.

John Pesano is a financial advisor with Osaic Wealth, Inc. based in Richardson, TX, holding a Series 66 designation and 19 years of industry experience. He previously worked at FSC Securities Corp for nine years before joining Osaic in 2023. Outside of his advisory role, he is president of Online Elevation LLC, a company specializing in B2B sales of website optimization, online marketing, and reputation management services. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors with a broad range of investment and financial planning services. The firm offers integrated brokerage and advisory platforms, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Lauren Starr is a financial advisor at Edward Jones with 8 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2014. Previously, she was involved with Texas Land Design LLC from 2008 to 2017. 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 and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brian Ratcliff is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 30 years of industry experience. His prior roles include positions at VOYA Financial Advisors and operating his own firm, Ratcliff Financial Services, since 1991. Outside of advising, he is involved with Heights Baptist Church as Vice Chair and Chair of Deacons and organizes charity car shows to support local food pantry initiatives. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform, enabling advisors to implement model portfolios, select third-party managers, or create customized strategies.

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.

Maya Bensen is a financial advisor with J.P. Morgan Securities in Plano, TX, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Her prior experience includes roles at Northwestern Mutual and Hofstra University. 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 combination of wealth advisory and affiliated brokerage and investment management capabilities.

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 at LPL Financial with 20 years of industry experience. He holds Series 63 and Series 65 registrations and has been with LPL Financial since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and various technology-driven 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 at Ameriprise in Plano, TX, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services from 2014 to 2017. Outside of his advisory role, Scott owns and manages SWS Ensemble Solutions Consulting, a business unrelated to investment services. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendation reports through a centralized consulting team.