Roger Behymer is a financial advisor at LPL Financial with 20 years of industry experience. He holds Series 63 and Series 65 registrations and has been with LPL Financial since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and various technology-driven strategies.

Jason Palmer is a financial advisor with Ameriprise, holding a Series 63 designation and 26 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory work, he is the founder and managing partner of Genesis 1:1, LLC, a financial planning firm, and serves on the Investment and Finance Lab Advisory Board. Ameriprise offers a retirement-income planning service for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to produce written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Michael Morrison is a financial advisor with Cetera who holds a Series 63 designation and has 31 years of industry experience. He has worked at Cetera since 2019 and previously at Summit Financial Group Inc and Summit Brokerage Services, Inc. Morrison is also licensed to sell fixed insurance products, including life and annuities. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform with discretionary and non-discretionary program options.

Shaun Scott is a financial advisor with Ameriprise in Plano, TX, holding Series 63 and Series 65 licenses and 14 years of industry experience. He previously worked at UBS Financial Services and LPL Financial before joining Ameriprise in 2017. In addition to his advisory role, he owns and manages SWS Ensemble Solutions Consulting, a business unrelated to investment services. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides customized retirement-income planning and tax-aware withdrawal strategies.

George Scarborough is a CFP® professional with 20 years of experience in the financial services industry, currently affiliated with LPL Financial since 2011. His background includes insurance sales focused on annuities, life, and long-term care products. 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 offers a range of advisory and brokerage services, featuring discretionary and non-discretionary management, model portfolios, and support from third-party research and portfolio managers.

Jennifer Gomez is a Series 66-licensed financial advisor with seven years of industry experience. She currently works at Thrivent Investment Management and Thrivent Financial, where she has been since 2020. Prior to that, she worked at Ameriprise Financial Services and Hilltop Securities. 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 a range of topics and allows clients to combine planning with managed-account services while keeping the two service offerings separate.

Jonathan Pace is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Pro-Integrity Securities, Inc. and operated PACE Insurance Agency and Farmers Insurance Group since 1990. He also owns AP Insurance Services, LLC, which markets fixed and variable insurance products. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary managed portfolios.

Brian Layman is a financial advisor with Edward Jones in McKinney, TX. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked in various educational roles, including positions at several school districts. Outside of his advisory work, he serves as a public address announcer for Frisco ISD high school football games. 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 manages approximately $1.01 trillion in assets and operates a large national network of advisors and branches.

John Checki III is a financial advisor with OSAIC based in Plano, TX, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. Prior to joining OSAIC in 2024, he worked at Securities America Advisors and Securities America Inc from 2013 to 2024. He serves as a board member of Amira's House and United Rocks, both nonprofit organizations. OSAIC serves a diverse client base including individuals, institutions, and charitable organizations through a large network of advisers and multiple platforms. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party managers to construct portfolios with a range of investment types, managed either discretionarily or non-discretionarily.

Jason Bell is a CFA® charterholder with Series 63 and Series 66 licenses and has 13 years of industry experience. He has been with Edward Jones since 2014. 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 through a nationwide network of over 23,000 advisors, offering a broad range of discretionary and non-discretionary investment strategies and affiliated financial services.

Robert Thomas is a Wealth Management Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management, where he has been employed since April 2013. He co-heads a dedicated Wealth Advisory Team of three and focuses on developing deep relationships with clients by understanding their needs and collaborating with other professionals such as attorneys and CPAs. His approach emphasizes fee transparency and a consultative process to help clients pursue their financial goals through custom investment strategies and a wide range of Merrill Lynch model portfolios and third-party investment options. Robert is a CERTIFIED FINANCIAL PLANNER® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc., which he obtained in 2017. He also holds the Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA) designations. He earned a bachelor's degree in Economics & Commerce from Hampden-Sydney College, where he also played varsity lacrosse for four years. His expertise includes education planning, family wealth management strategies, legacy planning, managing new wealth, retirement income, tax minimization, philanthropic planning, and socially responsible investing. Robert is involved in his community as a member of the McKinney Rotary Club and serves as a YMCA coach. He resides in Dallas with his wife, Shannon, their son Henry, daughter Miller, and their dog Beau. His personal interests include fishing, football, genealogy, golfing, hunting, ice hockey, racquetball, reading, running, and spending time with his family.

Dylan Mobly is a Series 66-credentialed financial advisor with 11 years of industry experience, currently serving at J.P. Morgan Securities in Plano, TX. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2017. Outside of his advisory role, Mobly has been involved in sports officiating since 2009. J.P. Morgan Securities LLC offers 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 to guide investment recommendations.

Jacob Andrade is a financial advisor with Charles Schwab & Co., Inc. He holds a Series 66 designation and has been with Charles Schwab since 2026. Prior to joining Schwab, he completed his education at Baylor University and has diverse experience outside the financial industry. Charles Schwab & Co., Inc. serves a large client base, primarily 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 advisory relationships alongside discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence on alternative investments.

Aidan Little is a financial advisor with Vanguard Advisers holding a Series 66 designation and one year of industry experience. Prior to joining Vanguard in 2025, he worked at Lamplighters Investment Advisors, Randstad USA, Powercat Financial, and Meritrust Credit Union. His background also includes roles in educational institutions and retail. Vanguard Advisers serves retail investors and eligible participants in employer-sponsored retirement plans through a combination of automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven investment approach with portfolios primarily constructed from Vanguard funds and ETFs, supported by a large advisor team and digital delivery platform.

Megan Bellinghausen is a financial advisor at Ameriprise in Richardson, TX, holding Series 65 and Series 63 credentials with two years of industry experience. Her prior experience includes roles at Fidelity Investments and teaching positions at Texas Tech University, St. Edward's University, and Bishop Lynch High School. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice tailored to dependable income sources and tax-aware withdrawal strategies.

Terence Sievert is a Series 66-licensed financial advisor with Edward Jones in McKinney, TX, bringing seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Hewlett Packard Enterprise and Fujitsu Defense and National Security. He also serves as Chief Executive and Chairman of the Board of the Stay in the Fight Veterans Foundation, a nonprofit supporting high-risk veterans in North Texas. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Mark Hansen II is a financial professional at Cetera with four years of industry experience and holds a Series 66 designation. He also operates a financial services business under the name Second, Comma. Hansen has worked at Cetera and related entities since 2022. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating as a multi-manager platform with access to various model portfolios and investment strategies.

Scott Anderson is a financial advisor with Edward Jones in McKinney, TX, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at United Rentals for six years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and strategies, supported by a large nationwide network of advisors and branch offices.

Brandon Bartels is a financial advisor with J.P. Morgan Securities in Princeton, TX, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Fidelity Investments, Bank of America, Merrill, and JPMorgan Chase Bank. 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 team of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities.

Daylen Fleitman is a financial advisor at Merrill with Series 63 and Series 66 designations and one year of industry experience. Prior to joining Merrill, he held positions at Merit Financial Advisors, Purshe Kaplan Sterling Investments, and Equitable Advisors. He also has experience at WineU and Stonebriar Country Club. 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 strategies for a range of individual and institutional clients.