Traci Bridgman is a financial advisor at Edward Jones in Allen, TX, holding a Series 66 designation with three years of industry experience. She has been with Edward Jones since 2018 and has prior experience at firms including Sign-O-Rama and Wellbridge Healthcare. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Niveniece Turner is a financial advisor at Vanguard Advisers with 10 years of industry experience. She holds Series 63 and Series 66 designations and has been associated with The Vanguard Group, Inc. and its affiliate Vanguard Marketing Corporation since 2016. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach to asset allocation, utilizing proprietary models and primarily Vanguard funds and ETFs in its portfolios.

Anna Blekher is a financial advisor with Ameriprise in Allen, TX, holding a Series 66 designation and 43 years of industry experience. She has worked at Ameriprise and its affiliate since 2005. 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 focused on tax-aware withdrawal strategies and dependable income sources.

Clarence Goforth is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 42 years of industry experience. He has been with Primerica Advisors since 1983 and Primerica Financial Services since 1991. Outside of his advisory role, he is the owner of C & D GoForth, Inc., a business formed for Primerica purposes. 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 within a wrap-fee structure.

Samuel Bryant is a financial advisor with Ameriprise in Celina, TX, holding a Series 66 designation and 10 years of industry experience. He previously worked at Edward Jones for seven years before joining Ameriprise in 2023. Outside of his advisory role, he serves as an investment advisor at Happy State Bank. Ameriprise offers retirement-income planning services targeted at individuals near or in retirement who meet certain asset criteria, providing detailed recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support its clients, with a focus on assets held in Ameriprise Managed Accounts.

Toni Alexander is a financial advisor with Primerica Advisors in McKinney, TX, holding Series 63 and Series 65 licenses and having 16 years of industry experience. She has been associated with PFS Investments Inc. since 2009 and Primerica Financial Services since 2003. In addition to her advisory role, she is involved in selling loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, utilizing model-delivery strategies and a limited number of discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and employs an operational model based on tiered wrap fees rather than fixed fees.

Deborah Swank is a Series 66-registered advisor with LPL Financial in Garland, TX, where she has worked since 2013. She has 12 years of industry experience and has also been employed as a sales associate at Chico's since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Shawna Lazorko is a Series 66 licensed financial advisor with Edward Jones in Rockwall, TX, where she has worked since 2018. She has seven years of industry experience and previously worked at Rockwall High School and Younique. Outside of her advisory role, she is affiliated with a family-owned printing press business and is a distributor for a health products company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and is notable for its extensive network of financial advisors and branch offices, as well as its affiliated mutual funds and trust services.

Stephanie Cano is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and working in the industry for 13 years. She has previously worked at American National Bank of Texas and LPL Financial LLC. Cano currently supports Logsdon Wilson Wealth Advisors, assisting with client onboarding, relationship maintenance, and compliance processes. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers non-discretionary planning and consulting tailored to client goals, incorporating advanced modeling tools and supports municipal and public finance work through a municipal advisor affiliation.

Amanda Trim is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. She worked at Edward Jones for 11 years before joining LPL Financial in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management strategies supported by in-house and third-party research.

Enrique Salazar is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 15 years of industry experience. His prior roles include positions at Wells Fargo, Allstate Financial Services, and Home Depot. Outside of finance, he owns a home esthetics subcontracting business focused on landscaping design and home remodeling projects. 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 through a non-discretionary advisory model.

Bruce O'Leary is a financial advisor at Edward Jones in Allen, TX, holding a Series 66 designation. He has been with Edward Jones since 2026 and has prior experience in various roles across community organizations and businesses. His background includes involvement with multiple churches and leadership roles in media and technology companies. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment options, and fiduciary services supported by a nationwide network of financial advisors and branch offices.

Milton Arnold is a CFP®-designated financial advisor with 33 years of industry experience, currently affiliated with LPL Financial since 2020. His prior experience includes roles at BBVA Securities Inc., BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, Inc., and Compass Bank, spanning two decades. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and technology-driven investment strategies.

Michael Taysom is a financial advisor at Edward Jones in Sunnyvale, TX, with 26 years of industry experience. He has been with Edward Jones since 2009 and holds the Series 63 and Series 66 designations. 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 nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.

Terry Peterman is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and has previously worked at Tyler Junior College, Lone Star College, and Navarro College. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors.

Craig Power is a financial advisor with Edward Jones in Rockwall, TX, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2015 and has concurrently been involved with Classic SleepCare since 2013. Edward Jones is a full-service wealth management firm serving individuals and institutions, offering a broad range of advisory programs and investment options supported by a large national network of advisors and branches.

Skyler Marchand is a financial advisor at Edward Jones with seven years of industry experience. He has held his current position since 2018 and previously worked at Milliman for ten years. He holds a Series 66 designation. 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 through a large network of financial advisors and offers a range of advisory and investment solutions under a fiduciary standard.

John Orsi III is a financial advisor with Robert W. Baird & Co., holding a Series 63 designation and 34 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he serves as a trustee for family-related trusts. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves a diverse client base including individuals, corporate clients, pensions, and charitable organizations. The firm employs a range of portfolio management strategies and integrates internal research and technology, including artificial intelligence, in delivering advisory services.

Erin Williams is a financial advisor with LPL Financial in Wylie, TX, holding a Series 66 designation and nine years of industry experience. Prior to joining LPL Financial in 2021, she worked at Edward Jones from 2016 to 2021. She is also a CPA and has been involved in tax preparation and accounting through her own firm, Erin Z. Williams, CPA, P.C. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charities nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Brad Sewell is a CFP®-designated financial advisor with Edward Jones in Rockwall, TX, bringing 38 years of industry experience. He has been with Edward Jones since 1987. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.