Ha Ellender is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, also working at JP Morgan Chase Bank since 2018. Outside of her advisory role, she is an owner and partner of Tommy Real Estate LLC, where she manages residential rental properties. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering 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 brokerage and investment management capabilities, offering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Brian Shepherd is a CFP®-designated financial advisor with Edward Jones, based in Garland, TX, and has 30 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1995. Shepherd serves as Immediate Past President of the Exchange Club of Garland and is a trustee at Gatewood Baptist Church. He also receives book royalties from The Old Paths Publications. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 advisors, offering a range of advisory programs and affiliated investment products.

Jacob Lazorko is a financial advisor at Edward Jones in Rockwall, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked with Belfour Spirits and was involved with Lazorko Enterprises and the Major League Baseball Players Alumni Association for over a decade. 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 strategies supported by a nationwide network of over 23,700 advisors and more than 15,000 branch offices.

Zablon Muruli is a Series 66-licensed financial advisor at Cetera with 21 years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax and Fisher Investments, with a decade spent at Fidelity Investments. Outside of advisory work, he is a member of WERE LLC, a passive equity partner involved in the purchase, repair, and sale of residential real estate properties. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, and institutional clients with a broad range of portfolio management, financial planning, and retirement services. The firm operates a multi-manager platform offering diverse investment strategies across discretionary and non-discretionary authorities, supported by a large network of advisors and substantial assets under management.

Niveniece Turner is a financial advisor at Vanguard Advisers with 10 years of industry experience. She holds Series 63 and Series 66 designations and has been associated with The Vanguard Group, Inc. and its affiliate Vanguard Marketing Corporation since 2016. 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 approach to asset allocation, utilizing proprietary models and primarily Vanguard funds and ETFs in its portfolios.

Clarence Goforth is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 42 years of industry experience. He has been with Primerica Advisors since 1983 and Primerica Financial Services since 1991. Outside of his advisory role, he is the owner of C & D GoForth, Inc., a business formed for Primerica purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients within a wrap-fee structure.

Toni Alexander is a financial advisor with Primerica Advisors in McKinney, TX, holding Series 63 and Series 65 licenses and having 16 years of industry experience. She has been associated with PFS Investments Inc. since 2009 and Primerica Financial Services since 2003. In addition to her advisory role, she is involved in selling loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, utilizing model-delivery strategies and a limited number of discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and employs an operational model based on tiered wrap fees rather than fixed fees.

Deborah Swank is a financial advisor at LPL Financial with 12 years of industry experience. She holds a Series 66 designation and has been with LPL Financial since 2013. Outside of financial advising, she works as a sales associate at Chico’s. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives.

Shawna Lazorko is a Series 66 licensed financial advisor with Edward Jones in Rockwall, TX, where she has worked since 2018. She has seven years of industry experience and previously worked at Rockwall High School and Younique. Outside of her advisory role, she is affiliated with a family-owned printing press business and is a distributor for a health products company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and is notable for its extensive network of financial advisors and branch offices, as well as its affiliated mutual funds and trust services.

Amanda Trim is a financial advisor at LPL Financial with 15 years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones from 2010 to 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, providing a wide range of advisory and brokerage services through a large network of investment adviser representatives.

Enrique Salazar is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 15 years of industry experience. His prior roles include positions at Wells Fargo, Allstate Financial Services, and Home Depot. Outside of finance, he owns a home esthetics subcontracting business focused on landscaping design and home remodeling projects. 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 non-discretionary advisory model.

Michael Taysom is a financial advisor at Edward Jones in Sunnyvale, TX, with 26 years of industry experience. He has been with Edward Jones since 2009 and holds the Series 63 and Series 66 designations. 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 through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.

Terry Peterman is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and has previously worked at Tyler Junior College, Lone Star College, and Navarro College. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors.

Craig Power is a financial advisor with Edward Jones in Rockwall, TX, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2015 and has concurrently been involved with Classic SleepCare since 2013. Edward Jones is a full-service wealth management firm serving individuals and institutions, offering a broad range of advisory programs and investment options supported by a large national network of advisors and branches.

Skyler Marchand is a financial advisor at Edward Jones with eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at Milliman for ten years. He holds a Series 66 designation. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Erin Williams is a financial advisor with LPL Financial based in Wylie, TX, holding a Series 66 license and nine years of industry experience. Prior to joining LPL Financial in 2021, she spent five years at Edward Jones. Williams also operates a CPA practice, Erin Z. Williams, CPA, P.C., which provides tax preparation and accounting services. 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 broad range of financial planning and investment services delivered through a large network of advisors who implement various portfolio strategies, supported by proprietary research and technology tools.

Jeremy Scholl is a financial advisor with LPL Financial in Plano, TX, holding a Series 66 designation and 24 years of industry experience. He spent over two decades with Equitable Advisors and Axa Advisors before joining LPL Financial in 2022. Outside of his advisory work, Scholl operates Scholl Wealth Management, which includes a non-variable insurance agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, and institutions. The firm offers a range of financial planning and investment management solutions, leveraging a large network of advisors and incorporating both proprietary research and third-party strategies.

Brad Sewell is a CFP®-designated financial advisor with Edward Jones in Rockwall, TX, bringing 38 years of industry experience. He has been with Edward Jones since 1987. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Stephen Dault is a financial advisor with LPL Financial in Murphy, Texas, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He previously worked at Edward Jones from 2008 to 2012 before joining LPL Financial, where he has been since 2012. 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, model portfolio programs, and institutional platforms, with advice and account management delivered primarily by its investment adviser representatives.

Dee Morgan is a financial advisor with Thrivent Investment Management, holding Series 63, 65, and 66 registrations and 18 years of industry experience. Dee has worked at Thrivent since 2025, with prior roles at Cambridge Investment Research, First Command Financial, LPL Financial, and Securities America. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based financial planning without discretionary trading authority. The firm combines planning and managed-account services through its WealthPlan offering while maintaining separate delivery of these services.