Stephen Dault is a financial advisor with LPL Financial in Murphy, TX, holding Series 63 and Series 66 licenses. He has 17 years of industry experience and has been with LPL Financial since 2012. Outside of his advisory work, he manages a tax-related real estate business entity. 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 advisory programs, financial planning, and brokerage services, including model portfolios and retirement plan consulting.

Dee Morgan is a financial advisor with Thrivent Investment Management, holding Series 63, 65, and 66 registrations and 18 years of industry experience. Dee has worked at Thrivent since 2025, with prior roles at Cambridge Investment Research, First Command Financial, LPL Financial, and Securities America. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based financial planning without discretionary trading authority. The firm combines planning and managed-account services through its WealthPlan offering while maintaining separate delivery of these services.

Trenton Marsh is a financial advisor at Edward Jones with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Edward Jones since 2013. 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 solutions, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

Brian Rudloff is a financial advisor with Ameriprise in Allen, Texas, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked with Ameriprise since 2018, following 11 years at Investment Professionals, Inc. Outside of advising, Rudloff owns and manages a commercial real estate property through his LLC. Ameriprise is a large institutional firm offering a range of advisory, brokerage, and insurance solutions. It provides a specialized retirement-income planning service targeting clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations.

Eddy Villaseca is a financial advisor with Primerica Advisors in Allen, TX, holding Series 65 and Series 63 licenses and two years of industry experience. His prior roles include work with PFS Investments Inc. and Primerica Financial Services, as well as experience at Gensler. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors alongside corporate and charitable clients. The firm operates at scale with several thousand advisors and offices, offering model-based investment strategies through third-party asset managers.

Carl Barnhart is a financial advisor at Vanguard Advisers with four years of industry experience. He holds Series 66, Series 63, and Series 65 licenses. Prior to joining Vanguard, he worked at Fisher Investments, J.P. Morgan Securities, Fidelity Investments, and Frost Bank. Vanguard Advisers offers automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs, supported by a digital platform and a large advisor team.

Matthew Taylor is a financial advisor with Edward Jones in Mesquite, TX, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with Edward Jones since 2000. Outside of advising, he serves as Vice President of Dragonrock Ventures LLC, a real estate business. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Steven Dawson is a CFP® with 16 years of industry experience, currently affiliated with Raymond James Financial. He has held roles at Ameriprise Financial Services and Coleman Research and serves as CEO of Dawson Private Wealth, LLC, an independent investment management firm associated with Raymond James. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary consulting using risk profiling and analytical modeling to support client goals.

David Stagg is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked at Pure Fishing-Plano for five years and Coca-Cola Refreshments for seven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Jennifer Smith is a Series 66–licensed financial advisor with Edward Jones, based in Plano, TX, and has one year of industry experience. She has been with Edward Jones since 2014, working in various capacities within the firm. 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, including managed solutions and separately managed accounts, and operates under a fiduciary standard while managing approximately $1.01 trillion in assets.

John Pittman is a Series 66-credentialed financial advisor with Edward Jones, based in Allen, TX. He has 10 years of industry experience, all of which have been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mark Brooks is a financial advisor with Fidelity in Westlake, TX, holding Series 63 and Series 66 licenses and having 11 years of industry experience. He has been with various divisions of Fidelity since 2013, including Fidelity Personal and Workplace Advisors since 2018 and Fidelity Investments since 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolios constructed through a combination of fundamental research, quantitative analysis, and algorithmic methods. The firm also serves as a commodity pool operator and advises multiple registered investment companies with established governance practices.

Suzanne Himler is a financial advisor with Primerica Advisors in Plano, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked with PFS Investments Inc. since 2000 and Primerica Financial Services since 1999. In addition to her advisory role, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities while maintaining oversight of its investment models.

Mitchell Gosse is a financial advisor at Edward Jones in Plano, TX, holding a Series 66 designation. He began his career at Edward Jones in 2026 and previously worked at Nestle USA for five years. He also has experience from Indiana University and Burlington Central High School. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Hallie Fischer is a financial advisor with Edward Jones in Allen, TX. She holds a Series 66 designation and has been associated with Edward Jones since 2016, with a total of four years at the firm. Her prior experience includes roles at ISN and Southern Methodist University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets through a broad network of financial advisors and branch offices. The firm offers a range of advisory and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Juan Mejia is a Financial Consultant currently working at Fidelity Investments. He has held various roles at Fidelity since 2019, including Financial Representative, Investment Management Consultant I and II, before assuming his current position in 2026. Prior to joining Fidelity, Juan worked as a Financial Advisor at Merrill Lynch from 2017 to 2019. Throughout his career, Juan has focused on helping clients make informed decisions regarding their financial futures. He collaborates with clients to develop personalized financial plans that align with their goals, emphasizing effective cash management, protection of key assets, and long-term wealth building.

Matthew Spicer is a financial advisor with Edward Jones in Wylie, TX. He holds a Series 66 designation and joined Edward Jones in 2025. Prior to his career in financial advising, he worked in education with Wylie ISD and Frenship ISD for a combined 11 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

Mark Hendrick is a Series 66 licensed financial advisor with Edward Jones in Richardson, TX, where he has worked since 2011. He has 14 years of industry experience. Outside of his advisory role, he is the president and secretary of DARTBROOK BUNGALOW, LLC, a rental property business in Rowlett, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and pension plans. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Buddy Camper is a financial advisor with OSAIC who holds Series 63 and Series 65 credentials and has 18 years of industry experience. He previously worked at Sagepoint Financial, Inc. and Questar Capital Corporation/Questar Asset Management. Camper also teaches stewardship education in churches through an outreach ministry and serves as a partner at Covenant Capital Advisors, where he works as a wealth manager and investment advisor. OSAIC serves a wide range of retail and institutional clients, offering brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios across various asset classes.

Julia Donato is a financial advisor with Ameriprise in Dallas, TX, holding a Series 66 designation and seven years of industry experience. She has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2016. Prior to her financial career, she was involved with Kotta Sushi Lounge for five years. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports focused on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis delivered through a centralized consulting team, with a product-selection process that includes affiliated funds.