Roger Behymer is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with LPL Financial since 2011 and previously worked at Edward Jones from 2010 to 2011. His outside business activities include operating an investment-related DBA for his LPL business. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered primarily by investment adviser representatives using a range of discretionary and non-discretionary 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 at Cetera with 32 years of industry experience. He holds a Series 63 designation and has worked previously at firms including Summit Financial Group Inc and VSR Financial Services, Inc. He also sells fixed insurance products such as life and annuities. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate and charitable clients, as well as institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with multiple program options and affiliations supporting a large-scale platform.

Shaun Scott is a financial advisor with Ameriprise in Plano, TX, holding Series 63 and Series 65 licenses and 14 years of industry experience. He previously worked at UBS Financial Services and LPL Financial before joining Ameriprise in 2017. In addition to his advisory role, he owns and manages SWS Ensemble Solutions Consulting, a business unrelated to investment services. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides customized retirement-income planning and tax-aware withdrawal strategies.

George Scarborough is a CFP® with 20 years of experience in the financial industry. He has been with LPL Financial since 2011 and previously worked at Securities America Advisors, Inc. from 2006 to 2011. Outside of his advisory role, he operates Ricker Retirement Specialists, focusing on non-variable insurance products such as annuities, life, and long-term care insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions, providing a range of financial planning, portfolio management, and institutional platforms.

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. He holds Series 66 and Series 63 licenses and has worked previously at Robinhood Markets, Inc., Wells Fargo Clearing, Raymond James & Associates, and Wells Fargo Bank. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, focusing on goal-based analyses and written recommendations across a broad range of financial planning topics. The firm offers these services on a one-time or ongoing basis without discretionary trading authority, allowing clients to combine planning with managed-account programs under a consolidated billing option.

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® and holds a Series 66 license, with 11 years of industry experience, all of which have been at Edward Jones. She is based in Rockwall, TX, where she focuses on investments, client education, and retirement planning. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients, offering a broad range of advisory programs and affiliated investment products. The firm is notable for its extensive retail advisor and branch network, as well as its integrated services including trust, securities-based lending, and tax-efficient investment strategies.

Aidan Little is a financial advisor with Vanguard Advisers in Plano, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Vanguard, he worked at Lamplighters Investment Advisors and held various roles in financial and educational organizations. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach with portfolios primarily constructed from Vanguard funds and ETFs, offering tax-aware features and customization options.

Megan Bellinghausen is a financial advisor at Ameriprise with Series 65 and Series 63 licenses and two years of industry experience. Her prior work includes roles at Fidelity Investments and Ameriprise, as well as academic positions at Texas Tech University and St. Edward's University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and annual advice based on extensive investment research and client collaboration.

Michael Danter is a financial advisor with OSAIC based in Sunnyvale, Texas, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His work history includes tenures at Royal Alliance Associates and First Independent Advisory Services, along with operating as a sole proprietor since 2006. Outside of advisory roles, he is involved in insurance sales focused on life and health. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporations, offering both brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various strategies including Unified Managed Accounts and third-party manager programs.

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 advisor with Cambridge Investment Research Advisors. She has one year of experience in the financial industry, with prior roles at Cypress Point Wealth Management, Feedonomics, Kforce, LiveArea, and PFSweb. Cambridge Investment Research Advisors, Inc. provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs to a broad mix of individual and institutional clients, including pension and charitable organizations. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

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 CFP®-designated financial advisor with 15 years of industry experience. She has worked at J.P. Morgan Securities since 2016 and was previously with Fidelity from 2012 to 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative research to develop model asset allocations, offering clients a range of eligible investment strategies including ESG frameworks.