Michael Putnam is a financial advisor at Empower Advisory Group with five years of industry experience. He holds Series 63 and Series 66 credentials and has worked at GWFS Equities, MWA Financial Services Inc, and Modern Woodmen of America. Outside of his advisory role, he provides transportation services as an Uber driver during non-business hours. Empower Advisory Group offers financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select retail clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, delivering point-in-time financial plans and optional managed account solutions.

Bradley Epstein is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has held roles at Epstein & Kolacz Wealth Management since 2006 and maintains a CPA practice through Epstein & Company PC. Epstein is also involved in tax preparation and consulting services with EB Tax Advisors PLLC. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and pension plans. The firm employs a combination of strategic asset allocation, multi-manager portfolios, and ongoing due diligence, providing discretionary and non-discretionary portfolio management through various platforms.

Tamaris Conkleton is a financial advisor at Kestra Advisory with 13 years of industry experience. She holds a Series 66 designation and has worked at firms including NextEra Energy, RegEd, Grove Point Advisors, and H. Beck. Outside the financial sector, she was involved with Perfume & Heels between 2018 and 2019. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and manages multiple platforms, serving clients from large institutional investors to sovereign wealth funds.

Gregory Parsons is a financial advisor with Ameriprise in Forney, TX, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2010. Outside of his advisory role, he is involved in a lighting distribution business and provides consulting services through his own LLC. Ameriprise offers retirement-income planning services focused on clients with significant investable assets, combining research-based modeling and tax-efficient strategies to develop personalized, written recommendations. The firm serves a broad client base through its advisory, brokerage, and insurance solutions.

Lauren Lattig is a CFP®-designated financial advisor with Edward Jones, where she has worked since 2019. She has six years of industry experience and previously worked for Claire's from 2007 to 2019. Outside of her advisory work, she owns and manages Vintage & Lace, a retail store selling clothing, home décor, candles, and jewelry in Greenville, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Jamael Harris is a financial advisor with Primerica Advisors in Rowlett, TX, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has been with Primerica Advisors since 2005 and with Primerica Financial Services since 2002. Outside of his advisory role, he owns a masculine leadership coaching business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating under a tiered wrap-fee structure.

Derek Alfinito is a financial advisor with LPL Financial in Rockwall, TX, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior work includes roles at Securities America Advisors, Securities America, Inc., and Summit Brokerage Services, Inc. He also has experience in the hospitality industry with Adelphia Restaurant and Lounge. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual investors, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors and managing more than $819 billion in discretionary assets.

William Bryan is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has been associated with Edward Jones since 2023. Outside of his advisory role, he has a long-term involvement with church organizations, including Rockwall & Brin Church of Christ and Long Beach Church of Christ. 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 broad range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Rebekah Neiman is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, she worked for Kimberly Neiman, DDS for six years. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and oversees multiple registered investment companies and fund-of-funds.

Michael Warren is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. He previously worked at Russell Reynolds Associates for three years and served in the U.S. Army for eight years. Outside of advising, he is an owner and partner in Climb Rockwall, a climbing gym in Rockwall, TX. 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 advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Patrick Wilker is a financial advisor at Thrivent Investment Management with 18 years of industry experience. He holds a Series 66 designation and has previously worked at U.S. Bancorp Investments, Inc. and Ameriprise Financial Services, Inc. Wilker has been with Thrivent since 2021. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning across various topics, allowing clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Nicholas Cason is a CFP® with 21 years of industry experience, currently with J.P. Morgan Securities. His career includes roles at JP Morgan Chase Bank, TD Ameritrade Investment Management, and Scottrade. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling and centralized due diligence, with an ESG eligibility framework integrated into its investment recommendations.

Cameron Whiteside is a Planning Consultant at Fidelity Investments, a role he has held since 2025. In this capacity, he works with individuals and families to develop personalized financial strategies that align with their goals and values. Prior to this position, Cameron served as a Central Relationship Manager at Fidelity Investments from 2023 to 2025. He began his career as a Stock Broker at Charles Schwab from 2021 to 2023. Cameron holds an AR Insurance License, which complements his expertise in financial planning and client advisory services. Outside of his professional work, he has interests in fitness, movies, outdoor adventures, parenthood, snowboarding, and traveling.

Gregory Pharris is a financial advisor with Edward Jones in Forney, TX, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he serves as President of the Board of Trustees for Forney Independent Schools. 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 affiliated investment options. The firm is notable for its large retail advisor and branch network and offers both discretionary and non-discretionary strategies under a fiduciary standard.

Fung Tien Shia is a CFA® charterholder and holds a Series 66 license with 15 years of industry experience. She has worked at UBS Financial Services since 2022 and previously spent six years at Goldman Sachs & Co. She serves as a board member of the Chamber Orchestra of New York, a nonprofit organization that promotes classical music to youth. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor client plans. The firm operates with institutional trading capabilities alongside wealth management services, offering a broad range of financial products and capital markets activities.

Christopher Martin is a financial advisor with LPL Financial in Rockwall, TX, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with LPL Financial since 2006. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning and third-party asset management, utilizing various investment strategies alongside a broad array of non-advisory financial products and services.

E. Grant Marsh is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Rockwall, TX. His prior experience includes roles at Bank of America and Merrill Lynch. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets.

Tim Do is a financial advisor at Merrill with Series 63 and Series 66 registrations and two years of industry experience. His prior work includes roles at Bank of America, JPMorgan Chase Bank, J.P. Morgan Securities, Trad Capital LLC, Boston Scientific, T-Mobile, and service in the U.S. Navy. 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, and institutional investors.

Jason Palmer is a Series 66-licensed financial advisor with eight years of industry experience. He has worked at Charles Schwab since 2020 and previously held roles at USAA Financial Advisors Inc., USAA Financial Planning, and USAA Investment Services Company between 2018 and 2020. Charles Schwab & Co., Inc. serves a large client base mainly consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios and provides integrated advisory, brokerage, custody, and cash-sweep services.

Jill Slayton is a CFP® professional with 37 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. She previously worked at Woodbury Financial Services Inc. for eight years. Outside of her advisory role, Ms. Slayton owns and manages a cattle business and engages in insurance services related to life, health, and long-term care products. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of advisers and multiple platforms. The firm combines brokerage and advisory services with sophisticated asset-allocation tools and offers access to third-party managers and wrap programs.