George Scarborough is a CFP® professional with 20 years of experience in the financial services industry, currently affiliated with LPL Financial since 2011. His background includes insurance sales focused on annuities, life, and long-term care products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory and brokerage services, featuring discretionary and non-discretionary management, model portfolios, and support from third-party research and portfolio managers.

Obioma Iwueke is a financial advisor at Edward Jones with credentials including the Series 66 designation and four years of industry experience. Prior to joining Edward Jones, Obioma worked at Willis Towers Watson and Moneybarn Ltd, and spent nine years at Zenith Bank Plc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Jerome Davis is a financial advisor at Thrivent Investment Management with nine years of industry experience. His prior roles include positions at Robinhood Markets, Inc., Wells Fargo Clearing, and Raymond James & Associates. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, focusing on holistic, goal-based financial planning without discretionary portfolio management.

Nick Lamb is a financial advisor with Primerica Advisors in Rowlett, TX, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been associated with Primerica Advisors since 1985 and Primerica Financial Services since 1991. In addition to his advisory role, he is involved in selling non-investment products such as home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management primarily to individual and high-net-worth clients through its Lifetime Investment Program, which features model-delivery strategies and selectively managed accounts under a wrap-fee structure. The firm emphasizes third-party asset manager selection and oversight, utilizing BNY Mellon Advisors for model implementation and custody services.

Jason Bell is a CFA® charterholder with Series 63 and Series 66 licenses and has 13 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors, offering a broad range of discretionary and non-discretionary investment strategies and affiliated financial services.

Jeremiah Hipo is a financial advisor at Edward Jones, holding a Series 66 designation and with two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Community Life Church and spent eleven years with Rockwall ISD. Edward Jones is a full-service wealth management firm that serves both individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Starla Howell is a CFP®-certified financial advisor with Edward Jones in Rockwall, TX, and has 10 years of industry experience. She has been with Edward Jones since 2015. Her other business activities include client education and retirement planning. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment options supported by a large nationwide network of financial advisors and branch offices.

Aidan Little is a financial advisor with Vanguard Advisers holding a Series 66 designation and one year of industry experience. Prior to joining Vanguard in 2025, he worked at Lamplighters Investment Advisors, Randstad USA, Powercat Financial, and Meritrust Credit Union. His background also includes roles in educational institutions and retail. Vanguard Advisers serves retail investors and eligible participants in employer-sponsored retirement plans through a combination of automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven investment approach with portfolios primarily constructed from Vanguard funds and ETFs, supported by a large advisor team and digital delivery platform.

Megan Bellinghausen is a financial advisor at Ameriprise in Richardson, TX, holding Series 65 and Series 63 credentials with two years of industry experience. Her prior experience includes roles at Fidelity Investments and teaching positions at Texas Tech University, St. Edward's University, and Bishop Lynch High School. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice tailored to dependable income sources and tax-aware withdrawal strategies.

Michael Danter is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 licenses and 41 years of industry experience. He has worked at Royal Alliance Associates since 2015, First Independent Advisory Services, Inc. since 2010, and has operated as a sole proprietor since 2006. Outside of advisory roles, he is involved in insurance sales through his sole proprietorship. Osaic Wealth serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients via a broad network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to construct portfolios across various asset classes on discretionary or non-discretionary bases.

Mark Hansen II is a financial professional at Cetera with four years of industry experience and holds a Series 66 designation. He also operates a financial services business under the name Second, Comma. Hansen has worked at Cetera and related entities since 2022. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating as a multi-manager platform with access to various model portfolios and investment strategies.

Lauren Greer is a CFP® and holds a Series 66 license, currently serving as an Investment Advisor Representative with Cambridge Investment Research Advisors. She has one year of industry experience and previously worked at Cypress Point Wealth Management, Feedonomics, and other firms. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, employing a range of portfolio management approaches tailored to client objectives.

William Mixdorf is a CFP® with 36 years of industry experience currently with Raymond James Financial Services Advisors, Inc. He previously worked for Commonwealth Financial Network for 15 years. He also serves as a trustee for a family trust account. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

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.