Suzanna Passey is a financial advisor at OSAIC in Richardson, TX, holding a Series 66 designation with two years of industry experience. Her prior work includes roles at MG Retirement Advisors and client service support at The McMurdie Group. OSAIC serves a wide range of clients including individual investors, retirement plans, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. The firm utilizes a model-based investment process with various portfolio management options and is notable for its scale and complex affiliate network.

Richard Ford is a financial advisor at OSAIC with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Securities America Advisors and Hodges Capital Management Inc. He is also involved with Navigation Financial Group as a separate business activity. OSAIC serves a diverse client base that includes retail and institutional investors, offering a range of advisory and brokerage services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization strategies supported by risk-tolerance assessments and efficient frontier analysis.

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.

Jonathon Kang is a CFP® and Series 66 licensed financial advisor with eight years of industry experience. He has worked at Edward Jones since 2018 and was previously employed by Uplift Education for six years. He is based in Richardson, TX. 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 solutions, operating under a fiduciary standard and managing over $1 trillion in assets through a nationwide network of advisors and branch offices.

Michael Mackey is a financial advisor at Edward Jones with 17 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments for 10 years before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Tamara Warfield is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. She holds the Series 66 designation and is based in Allen, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

Paula Hunt is a financial advisor with Edward Jones in Wylie, TX, holding a Series 66 designation and having 10 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Donald Dennis is a financial advisor with Primerica Advisors in Plano, TX, holding Series 65 and Series 63 licenses and having 12 years of industry experience. He has been associated with Primerica Financial Services since 1985 and with PFS Investments Inc. since 2022. In addition to his advisory role, he receives non-investment compensation related to the sale of loan products and home security services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, corporate, and charitable clients. The firm employs model-delivery strategies managed by third-party asset managers and supports trade execution and custody through established custodians.

Brian Langford is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Ameriprise in Plano, TX. He has been with Ameriprise and its affiliated entities since 2004. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, delivering written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Wesley Oliver is a financial advisor at Edward Jones with 16 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2009. Outside of his advisory role, he is involved as an owner in a property and real estate management business in Rockwall, TX, and has consulted for Scout and Cellar through a partnership. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 financial advisors. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard.

Austin Snyder is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, and Point Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a quantitative and qualitative research process.

Taylor Shea is a financial advisor at OSAIC with 12 years of industry experience, including nine years at FSC Securities Corporation prior to joining OSAIC in 2023. He holds a Series 66 designation. Outside of his advisory role, Shea owns Fore Culture, a retail sales business structured as an LLC. OSAIC Wealth serves a diverse clientele including individual investors, retirement plan sponsors, charities, and corporations through a multi-advisor platform. The firm offers a range of brokerage and advisory services, using model-based asset allocation, portfolio optimization tools, and discretionary as well as third-party-managed investment strategies.

Makenna Wagoner is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and four years of industry experience. She previously worked at Edward Jones and owns a retail business called Magic & Whimsy - Cozy Creations. Wagoner also serves on the boards of L.E.I. Community Outreach and the NEDC Kiwanis. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Corina Nash is a financial advisor with Ameriprise in Garland, TX, holding Series 63, 65, and 66 licenses and 15 years of industry experience. Her prior roles include positions at American National Bank of Texas, LPL Financial, and Strategic Wealth Management. Outside of advising, she serves as President of the Prosper Foundation for Professional Development, a nonprofit organization, and has authored religious publications. Ameriprise offers retirement-income planning services targeting individuals nearing or in retirement, combining research, modeling, and tax-efficient strategies to produce tailored recommendation reports. The firm serves clients with substantial investable assets and provides a broad range of advisory, brokerage, and insurance solutions.

Kyle Roehrig is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and previously spent three years at Edward Jones. He holds a Series 66 designation. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and includes broader derivatives and commodities capabilities.

J Raul Morales is a financial advisor with Edward Jones in Allen, TX, holding Series 63 and Series 66 licenses and six years of industry experience. He previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A., and has experience working as a sales associate in a sporting goods retail setting. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a large network of advisors and offices, offering discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Caleb Parsley is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has prior work experience in sales and hospitality. 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 provides a range of advisory and brokerage services, including financial planning and access to third-party asset management, combining extensive resources with a large network of investment adviser representatives.

Travis Haukedahl is a financial advisor at LPL Financial with 18 years of industry experience. He holds a Series 66 designation and has worked at several notable firms, including Western International Securities, J.P. Morgan Securities, and Chase Investment 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional programs.

Bryan Webb is a financial advisor with Edward Jones in Mesquite, TX. He holds the Series 66 designation and has 12 years of industry experience, all of which has been with Edward Jones since 2014. Prior to his advisory career, he operated an LLC as a real estate agent but has not been active in that role for over a decade. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.