Paul O'Leary is a financial advisor at Osaic with 34 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Osaic in 2025, he worked for Lincoln Financial Advisors Corporation for 17 years. Outside of his advisory role, O'Leary is involved in insurance brokerage and consulting related to group employee and executive benefits, and he owns a consulting firm focused on executive and employee benefits. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors through a large network of affiliated advisers and multiple advisory platforms. The firm employs asset-allocation tools, efficient-frontier analysis, and automated rebalancing to manage portfolios consisting of various asset classes, offering both discretionary and non-discretionary account management.

Jennifer Richter is a financial advisor with LPL Financial in Prosper, TX, holding a Series 66 designation. She has been with LPL Financial LLC/Thomson Investment Group since 2005, totaling 21 years of industry experience. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm provides a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Justin Brown is a financial advisor with LPL Financial holding Series 63 and Series 66 credentials and 19 years of industry experience. His prior roles include positions at Edward Jones, BOK Financial, Merrill, and New York Life Insurance Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm provides a range of advisory programs and financial planning services utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Rima Alobaidi is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds the Series 66 designation and has worked at Bank of America, Merrill, Ameris Bank, and Wells Fargo Bank prior to joining J.P. Morgan in 2025. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary advice delivered by select Wealth Advisors, including Rima, with clients retaining final decision-making authority.

Nicole Fry is a financial advisor at Ameriprise with nine years of industry experience. She holds a Series 66 designation and has worked at Ameriprise and its affiliated entities since 2014. Outside of her advisory role, she works as an independent contractor driver for DoorDash. Ameriprise is a large institutional firm that offers retirement-income planning services tailored to individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to provide non-discretionary, written recommendations through a centralized consulting team.

Natalia Herken is a financial advisor at Edelman Financial Engines with 16 years of industry experience. She holds the Series 66 and Series 65 designations and previously worked at Fisher Investments and American Century Investment Services Inc. Herken is based in Van Alstyne, Texas. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment options with a focus on diversified portfolios, periodic rebalancing, and long-term strategy.

Mark Hutchison is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He has been with Wells Fargo entities since 2009, including Wells Fargo Advisors LLC prior to his current role. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm employs a large network of advisors and uses research-driven approaches based on diversification and modern portfolio theory.

Kevin Pittman is a financial advisor with Ameriprise in Prosper, TX, holding a Series 63 designation and over 34 years of industry experience. He has been with Ameriprise since 1991. Outside of his advisory role, he owns and manages a family real estate business and operates Pittman Financial Planning, LLC. Ameriprise provides retirement-income planning services tailored to individuals with significant investable assets, combining research, modeling, and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Wendy Scholljegerdes is a CFP® professional with 26 years of industry experience, currently serving at Ameriprise. She has worked with Ameriprise Financial Services, Inc. since 2008 and continues with its affiliated entities. Outside of her advisory role, she manages a rental property as an owner and landlord. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficient strategies to deliver written, non-discretionary recommendation reports through a centralized consulting team.

Toby Peters is a financial advisor at LPL Financial with 36 years of industry experience and holds the ChFC®, Series 63, and Series 65 credentials. He previously worked at Woodbury Financial Services, inc. for ten years and OSAIC for two years. Outside of his advisory role, he is an agent with Rycon Financial Group, LLC, where he is involved in the sale and service of traditional insurance products and CPA accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, with available discretionary and non-discretionary management supported by research, model portfolios, and various investment strategies.

Brian Seitz is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with LPL Financial since 2013. He also operates Seitz Wealth Management as a DBA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, corporations, and charitable organizations, offering a range of advisory programs and financial planning services through a national network of investment adviser representatives.

Joel Koelpin is a Series 65-licensed financial advisor with Edelman Financial Engines, based in Celina, TX, and has two years of industry experience. He previously worked at Fisher Investments and held various roles in education and banking before joining Edelman Financial Engines. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven proprietary modeling process combined with planner delivery and online tools, offering diversified model portfolios, periodic rebalancing, and both discretionary and non-discretionary management options.

Matthew Manning is a financial advisor at OSAIC with 21 years of industry experience. He holds Series 63 and Series 65 credentials and was previously with MML Investors Services Inc and MassMutual for 13 years. Outside of his advisory role, he is involved as an insurance agent and owns Teleios Financial LLC. OSAIC serves a diverse range of retail and institutional clients through a large network of advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios across various asset classes for both discretionary and non-discretionary accounts.

Jill Ehlers is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. Her prior roles include positions at Envision Wealth Strategies, Walnut Hill Advisors, Principal Securities Inc, Vintage Financial Group, and Principal Life Insurance Company. She serves as a volunteer board member for the Elkhorn Public School Foundation and has entrepreneurial involvement with a YouTube and social media platform focused on financial topics. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm utilizes multiple investment platforms and offers both proprietary models and access to third-party strategists, with a range of discretionary and non-discretionary implementation options.

Constantina Cox is a Series 66-licensed financial advisor with 15 years of industry experience. She has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. since 2017 and previously at Merrill from 2012 to 2017. 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 combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Caleb Smith is a financial advisor with LPL Financial, holding a Series 66 credential and beginning his advisory career in 2026. Prior to joining LPL Financial and Merchant Wealth Management, he gained work experience in various roles across hospitality, education, and retail sectors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, and institutions. The firm provides a range of advisory programs and utilizes model portfolios and third-party research across discretionary and non-discretionary management strategies.

Robert Franze is a financial advisor at Edward Jones with eight years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Edward Jones in 2018, he worked at Clipper Magazine and had a brief period of unemployment. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm has a large network of advisors and branch offices and offers additional services such as tax-efficient investing and proxy voting under a fiduciary standard.

Alan Thomas is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has been with Edward Jones since 1998. Outside of advising, he owns and operates a cattle business in Honey Grove, Texas. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

John Neri is a CFP® with 12 years of experience in the financial services industry. He is currently affiliated with LPL Financial and previously spent over a decade at Cambridge Investment Research Advisors, Inc. He is also the owner of The Finity Group LLC, where he operates as an independent insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a variety of advisory programs and financial planning services, combining discretionary and non-discretionary management with research-driven model portfolios and innovative technologies.

Lee Thomson is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, Thomson is the owner and General Manager of LTJT, LLC, an entity established for personal legal estate planning purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.