Daniel Francis is a financial advisor at Edward Jones in Midlothian, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked for 12 years with Midlothian ISD, where he also serves as a substitute bus driver and scoreboard operator. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, and manages over $1 trillion in assets across a large network of advisors and offices.

Robyn Kirby is a financial advisor with Edward Jones in Grand Prairie, TX, holding Series 63 and Series 66 licenses and 26 years of industry experience. Kirby has been with Edward Jones since 1999. Outside of advising, Kirby purchases essential oil products from Young Living but does not actively solicit sales. 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. The firm operates with a large nationwide network of advisors and branch offices and provides affiliated capabilities beyond advisory services.

Steven Ard is a financial advisor with J.P. Morgan Securities in Mansfield, TX, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. for the past 10 years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to build model asset allocations and includes capabilities in derivatives and commodities.

Chris Daniels is a financial advisor at Edelman Financial Engines with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Personal Capital and TDAmeritrade. Daniels has been with Edelman Financial Engines since 2025. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and offers sub-advisory services, supporting a large client base through advisor-led and online platforms.

Jared Levy is a financial advisor at Cetera with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Peak American Investment Advisors and The Westwood Group. Outside of his advisory role, he conducts economic and market-related interviews with media outlets such as Fox News and Fox Business through his LLC, Delancey Strategies. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Allison Williams is a financial advisor at UBS Financial Services in Dallas, TX, holding a Series 66 designation with 23 years of industry experience. She joined UBS in 2024 after eight years at Merrill. UBS Financial Services serves individual, corporate, and institutional clients offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management through its range of proprietary research, capital markets services, and fiduciary financial planning.

Sharon Stark is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation and Series 63 license. She has 23 years of industry experience, including prior roles at United Planners Financial Services, Signator Investors, and Transamerica Financial Advisors. Outside of advising, Stark is an author and educator, having written the book "Your Retirement GPS" and engaging in podcasting and speaking activities. Cambridge Investment Research Advisors serves individual and institutional clients, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple platform options.

Taylor Hundley is a financial advisor with LPL Financial in Dallas, TX, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has previously worked at Sagepoint Financial, Inc. and American General Securities Incorporated. Outside of his advisory role, Hundley acts as a trustee for the WC Hundley Family Trust. 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 a range of financial planning and portfolio management services, combining advisory capabilities with non-advisory financial products and partnerships.

David Miller is a financial advisor at OSAIC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Securities America Advisors, Inc. and Sunset Financial Services Inc. His background includes roles as an insurance broker, marketing and placing insurance products for risk management. OSAIC Wealth serves a diverse client base including retail, high-net-worth, institutional, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach relies on model-based asset allocation, portfolio optimization, and a range of managed account programs supported by various custodial and third-party platforms.

Stephanie Wooldridge is a financial advisor with J.P. Morgan Securities in Arlington, TX, holding Series 63 and Series 66 licenses and offering 18 years of industry experience. She has been with J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2011. Outside of her advisory role, she serves as a board member and treasurer for the Garner Fine Arts Academy PTA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative screens and qualitative research to develop model asset allocations and offers distinctive regulatory registrations that support broader derivatives and commodities capabilities.

Sergio Ortiz is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His career includes roles at C1PRO and Dream Sponsor, LLC prior to his current tenure at J.P. Morgan Securities and JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm’s advisory process integrates quantitative and qualitative research, and it offers expanded derivatives and commodities capabilities through specialized regulatory registrations.

Elizabeth Le is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. She has been with Fidelity since 2022, progressing through roles as a Retirement Specialist and Workplace Planning & Advice Consultant before assuming her current position in 2026. In her role, Elizabeth focuses on ensuring that planning needs are met with high standards by identifying unique goals, addressing inefficiencies, and working toward successfully meeting objectives. Her experience spans benefits planning and retirement consulting within the investment services sector. Outside of her professional work, Elizabeth has interests in art, hiking, museums, outdoor adventures, and yoga.

Charlotte Logann is a financial advisor at Merrill with 33 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill since 1984. Outside of her advisory role, she serves as an executor for a friend. 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, offering model-based and discretionary investment strategies for a diverse client base including individuals, high-net-worth clients, and institutional investors.

Adam Wilson is a financial advisor at UBS Financial Services with 27 years of industry experience. He has been with UBS since 1996 and holds the Series 63 and Series 65 designations. Outside of his advisory role, Wilson serves as president and board member of a homeowners association in Dallas, Texas. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans for clients.

Christina Clemmons is a financial advisor with Cetera, holding a Series 66 designation and six years of industry experience. She has previously worked at Merrill from 2019 to 2026 and Bank of America from 1995 to 2019. Clemmons is based in Cedar Hill, TX. Cetera Investment Advisers LLC operates as a nationwide network of independent advisors serving individual clients, employer-sponsored retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers a range of portfolio management and financial planning services through multiple program structures and custodial relationships.

Sanjeev Kumar is a Series 66-credentialed financial advisor with 21 years of industry experience, currently affiliated with LPL Financial in Arlington, TX. His prior work includes 16 years at Waddell & Reed, Inc. and involvement with various insurance carriers through W & R Insurance Agencies. He is also active with the IITNT Alumni Association. 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 and access to third-party asset management, supported by a large network of investment adviser representatives.

Denissia Gordon is a financial advisor with Cetera, holding a Series 66 designation and 13 years of industry experience. She has worked with Avantax Advisory Services for 12 years prior to joining Cetera in 2024. Outside of her advisory role, she is employed as a fulfillment center warehouse associate. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporations, charities, and institutional accounts. The firm offers a multi-manager platform with various discretionary and non-discretionary portfolio management options and access to third-party money managers.

Kathleen Mcinerney is a financial advisor with LPL Financial based in Dallas, TX, holding the CFP® designation and Series 63 and 65 licenses. She has 36 years of industry experience and has been associated with Energy Advisors and LPL Financial for 30 years. She serves as a director of a family business, Energy Advisers, without active involvement or compensation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, institutions, and retirement plans. The firm offers a range of financial planning and portfolio management solutions, leveraging both proprietary research and third-party strategies.

Charles Jones is a financial advisor with Ameriprise in Dallas, TX, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in a timber business in Mississippi. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations, supported by a centralized consulting team, and offers a broad range of advisory, brokerage, and insurance solutions.

Anthony Carrell is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 credentials and over 21 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Citigroup Global Markets. Outside of his advisory work, he is involved with JYM Supplement Science as a fitness mentor. Ameriprise serves clients primarily through its retirement-income planning service, targeting individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered by a centralized consulting team.