Robert Nursey is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and over 39 years of industry experience. He has worked with Cetera and its affiliated entities since 2025 and previously spent over two decades at Concourse Financial Group Securities Inc. Nursey is also a managing member of Ivy League Wealth Management, LLC, where he provides financial planning and insurance services, and serves as a FINRA arbitrator and expert witness. Cetera Investment Advisers LLC operates a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services through a nationwide network of independent advisors.

Jeremy Thompson is a financial advisor at Edward Jones in Midlothian, TX, holding Series 66 and Series 63 credentials with 12 years of industry experience. His prior work includes roles at JP Morgan Chase Bank and Mass Mutual Investors Services. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Stephanie Woehr is a CFP®-credentialed financial advisor with Edward Jones, where she has worked since 2019. She has six years of industry experience, including prior roles at Regions Bank and a 15-year involvement with Madeline's Interiors. Outside of her advisory work, she serves as a volunteer on the Financial Advisory Council for St. Vincent de Paul Catholic Church in Arlington, TX, assisting with the church’s financial oversight. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Leslie Stephenson is a financial advisor with LPL Financial in Dallas, TX, holding Series 65 and Series 63 credentials and 12 years of industry experience. Prior to joining LPL Financial in 2019, Leslie worked at Oppenheimer & Co. Inc and Familywealth Asset Management. Leslie is also a notary public in Dallas, with related investment notary duties performed monthly. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and access to third-party asset managers, supported by advanced operational and research tools.

Tiffany Price is a financial advisor with Primerica Advisors in Grand Prairie, TX, holding Series 63 and Series 65 licenses and three years of industry experience. She has worked with Primerica Advisors since 2023 and Primerica Financial Services since 2022. Outside of advisory services, she is involved in sales of loan products and home security and automation referrals through affiliated companies. 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. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Joshua Mayo is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. In this role, he focuses on helping clients maximize the benefits their companies offer and supports them in working towards their financial goals. Prior to his current position, he served as a Workplace Planning Consultant at Fidelity from 2022 to 2023. His professional experience centers on benefits and financial planning within the workplace. Outside of his professional responsibilities, Joshua has personal interests in bowling, comedy, movies, and yoga.

Ryan Woolhiser is a CFA®-credentialed financial advisor with 18 years of industry experience. He is currently with MassMutual Investors Services and MassMutual Life Insurance Company, having previously worked at firms including CNR Securities, City National Rochdale, Invesco Distributors, and Oppenheimerfunds Distributor. Outside of his advisory role, Woolhiser owns and manages a short-term rental property listed on Airbnb. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, structuring client engagements around collaborative, goal-focused financial planning.

Timothy Rice is a financial advisor with LPL Financial in Arlington, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked for Waddell & Reed, Inc. and various insurance carriers for 25 years. Rice has been involved in nonprofit activities, including the Timothy Spencer Rice Scholarship Fund since 1996 and the Miss South Carolina Scholarship Organization since 2010. 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 and access to model portfolios, third-party asset management, and institutional platforms.

Margaret Capehart is a CFP®-certified financial advisor with Ameriprise in Arlington, TX, and has 23 years of industry experience. She has been with Ameriprise and its related entities since 2013. Outside of her advisory role, she is involved with Certainty of the Uncertainty, LLC, an advisor-owned entity focused on practice management. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which emphasizes dependable income sources and tax-aware withdrawal strategies.

Martin Flahive is a financial advisor with Charles Schwab, holding CFA®, Series 66, and Series 63 designations and 16 years of industry experience. His prior roles include positions at GM Financial, Kestra Investment Services, UBS Financial Services, and 1st Global Advisors. Outside of his advisory role, he has managed a real estate investment entity, M77 Principled Investments LLC. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management with integrated brokerage, custody, and financial planning services.

Brandon Wilk is a financial advisor at UBS Financial Services with 15 years of industry experience. He has been with UBS since 2014 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he coaches youth and high school lacrosse players with the Highland Park Lacrosse Association in Texas. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocation to tailor strategies. The firm also offers capital markets services, including principal trading, underwriting, and futures commission merchant activities.

Christopher Queen is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes tenures at Morgan Stanley and Citigroup Global Markets before joining Wells Fargo in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

B. Seastone is a financial advisor with Ameriprise in Frisco, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in independent insurance brokering and owns a consulting firm, Seastone Consulting LLC, as well as managing a car-collection LLC. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets, providing detailed, non-discretionary recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach, emphasizing assets held in Ameriprise managed accounts and utilizing algorithmic tools overseen by a dedicated retirement income team.

Christopher Jordan is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has worked at Regions Bank and Cetera since 2013. Outside his advisory role, he is a part owner of MJD Enterprises LLC and invests in StackPath, LLC, a security platform company. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and provides access to multiple investment strategies and third-party money managers.

Karin Stewart is a financial advisor at OSAIC with 23 years of industry experience. She holds a Series 66 designation and has worked previously at Woodbury Financial Services, Questar Capital Corporation, and American United Life. Outside of her advisory role, she serves as CEO of Capital Portfolios LLC, an entity involved in selling and servicing insurance products. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, supporting various investment strategies and third-party manager selections.

Ronald Hughey is a CFP® professional with 39 years of experience in the financial industry. He has worked at OSAIC since 2024 and previously spent over two decades at Securities America Advisors, Inc. Aside from his advisory role, Hughey provides occasional tax preparation services for clients. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services featuring model-based asset allocation, portfolio optimization, and access to third-party managers and alternative investments.

Jennifer Wisdom is a financial advisor with Edward Jones in Lancaster, TX, holding a Series 66 designation and one year of industry experience. She has been with Edward Jones since 2007 in various capacities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Lauren Clay is a Series 66-licensed financial advisor with 18 years of industry experience. She joined Edward Jones in 2026 after spending a combined 18 years at Merrill and one year at Citigroup Global Markets. Lauren is based in Dallas, 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 strategies supported by a large network of financial advisors and branch offices across the United States.

Robin Webb is a financial professional with Cetera, holding Series 63 and Series 65 licenses and two years of industry experience. His previous experience includes roles at Coble Cravens Investments and Insurance and Eagle Financial Group. Outside of finance, Webb serves as a vice-president and instructor at Texas Baptist Bible College, is a board member of Beech Mountain Bible Conference, and works as a high school baseball umpire. Cetera Investment Advisers LLC is a nationwide SEC-registered advisor serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform, combining affiliated and third-party managers, with more than 10,000 advisors and $256 billion in assets under management.

Christopher Jeffers is a financial advisor at Cambridge Investment Research Advisors with over 31 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Cambridge in 2014, he spent 19 years at Equitable Advisors. Outside of his advisory role, Jeffers is an independent insurance agent representing various insurance companies. Cambridge Investment Research Advisors serves a diverse client base, including individual, institutional, pension, and charitable organizations, providing financial planning, investment management, retirement plan advisory, and wrap-fee programs. The firm offers multiple platform options and proprietary model strategies, supporting both discretionary and non-discretionary management for its clients.