Eugene Swank is a financial advisor with LPL Financial in Garland, TX, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has been with LPL Financial (formerly LINSCO Private Ledger) since 2007. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management, as well as model portfolios and research from multiple sources.

Brandon Baker is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds the Series 66 designation and has worked at firms including Bank of America, Merrill, and Thrivent Financial. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage and investment management capabilities, operating with a non-discretionary advisory model.

Kelly Ha is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at J.P. Morgan Securities since 2012, including roles within JPMorgan Chase Bank. Kelly was also involved with THBG Logistics, LLC from 2024 to 2025. 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. The firm combines institutional advisory capabilities with brokerage and investment management functions, delivering recommendations on a non-discretionary basis.

Christian Calderon is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at USAA Investment Services Company and USAA Financial Advisors, Inc. Calderon is based in Garland, TX. J.P. Morgan Securities LLC 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Monica Cooper is a financial advisor at Edward Jones in Wylie, TX, holding a Series 66 designation with 11 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 manages approximately $1.01 trillion in assets under management through a network of more than 23,700 financial advisors and offers a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Lisa Allen is a financial advisor with LPL Financial in Mesquite, TX, holding Series 63 and Series 66 credentials and totaling 24 years of industry experience. Her career includes extensive tenures at Neighborhood Credit Union and LPL Financial, with additional experience at Aflac and MassMutual. Outside of advisory work, she has been active as a delivery driver for DoorDash since 2023. LPL Financial serves a wide range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs and financial planning services, employing both discretionary and non-discretionary management supported by research and technology-driven portfolio options.

Qui Dao is a financial advisor with Merrill in Richardson, TX, holding Series 63 and Series 66 licenses and with 12 years of industry experience. Prior to joining Merrill and Bank of America in 2026, he worked at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank for 12 years and has experience with The University of Texas at Dallas and Q-KUTS. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Derek Vaughn is a financial advisor at Ameriprise in Dallas, TX, holding a Series 66 designation with 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendation reports through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

David Acosta is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2016, following prior roles at HD Vest Advisory Services and HD Vest Investment Services. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Giovanny Olvera is a financial advisor with Merrill, holding a Series 66 designation and six years of industry experience. He has worked at Bank of America and Merrill since 2019 and has prior experience at Texas Tech University and Autozone. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tuan Dau is a financial advisor with Ameriprise in Plano, TX, holding a Series 63 designation and bringing 27 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers 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.

Patrick Orender is a financial advisor with Primerica Advisors in Plano, TX, holding Series 63 and Series 65 licenses and with 24 years of industry experience. He has been affiliated with Primerica Advisors and Primerica Financial Services since 1997. Outside of advisory work, he is a partner in Orenders Champions, LLC, which manages desktop publishing and book sales related to leadership and business. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services primarily through model portfolio strategies managed by unaffiliated asset managers and supports trade execution and custody through established custodians.

Jordan Webb is a financial advisor at Edward Jones in Mesquite, TX, holding a Series 66 designation. Webb began working at Edward Jones in 2026 and has prior experience in various roles including positions at Forney Independent School District and Triumph Logistics. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

James Wade is a CFP® with 36 years of industry experience, currently affiliated with LPL Financial since 2021. His prior experience includes over two decades at Avantax Advisory Services and Avantax Investment Services, along with ownership of Jim Wade Enterprises Inc since 2013. Outside of financial advising, he serves as an election judge in Dallas County. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, various advisory programs, and retirement plan consulting through a national network of representatives.

Jason Habern is a CFP® professional with 27 years of experience at Edward Jones, where he has worked since 1998. He is based in Richardson, TX, and holds Series 63 and Series 66 licenses. Outside of his advisory role, he manages a living trust that includes rental properties for his daughter and her friends while she attends the University of Arkansas. 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 nationwide network of financial advisors and branch offices.

Lawrence Carara is a financial advisor with Raymond James Financial in Allen, TX, holding a Series 66 credential and 15 years of industry experience. He worked at Edward Jones for 11 years before joining Raymond James in 2022. Outside of advising, he is founder and chair of the board of the Grapple & Grow Foundation, a nonprofit focused on supporting underprivileged children through sports grants, and owns a business leasing a plane to a flight school. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, pension plans, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning using advanced modeling tools and maintains affiliations that support municipal and public finance work as well as specialized retirement plan advisory services.

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.