Samantha Hendricks is a Series 66-licensed financial advisor with 18 years of industry experience. She has worked at Edward Jones since 2017 and previously held roles at Park Avenue Securities and Guardian Life Insurance. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and affiliated investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Anayansi Testa is a Series 66-licensed financial advisor with Morgan Stanley, bringing eight years of industry experience. She has worked at Morgan Stanley since 2017, including its Smith Barney division, and previously held roles at Independent Financial Group, LLC and Wells Fargo Bank, N.A. Outside of advising, she owns KCM Digital Media LLC, a business focused on video content creation for social media and retail platforms. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques.

Janai Deitt is a financial advisor with Thrivent Investment Management in Allen, TX, holding the Series 66 designation and three years of industry experience. Her prior roles include positions at First Command Advisory Services and military service in the US Army. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering holistic, goal-based financial analyses and planning without discretionary portfolio management.

Josue Gonzalez is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Bank of America, Merrill, Fidelity, and J.P. Morgan Chase Bank. Outside of his advisory role, Gonzalez is involved in several real estate holding companies and works with Bemoxie Supplements in vendor relations and business operations. 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 reporting. The firm combines its large institutional advisory capabilities with brokerage and investment management services, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Ashton Myatt is a financial advisor at Ameriprise with two years of industry experience. Prior to joining Ameriprise in 2025, he worked at Goldman Sachs, Ayco from 2022 to 2025. He holds a Series 66 designation. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet certain asset criteria. The firm provides written recommendation reports incorporating income sources, Social Security options, and tax-efficient withdrawal strategies, utilizing a combination of research, modeling, and algorithmic automation.

Jason Stern is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and seven years of industry experience. His career includes roles at Merrill, Bank of America, AXA Advisors, 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis with an in-house manager solutions team and centralized due diligence.

Alicia Moulton is a financial advisor at Edward Jones with four years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2021. Prior to her advisory role, she worked in healthcare and education, including a position as an adjunct instructor at Texas A&M University-Commerce. Alicia and her daughter started an online clothing boutique, Styles by Emma Ruth, though the business has not been actively developed. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs, investment strategies, and affiliated financial services, supported by a nationwide network of over 23,000 financial advisors.

Kristin Hall is a Certified Financial Planner® with 15 years of experience at Edward Jones, where she has worked since 2009. She has also been affiliated with Lindenwood University since 2010. Outside of her advisory role, she is the owner of Premier Homes USA, LLC, a business involved in purchasing, rehabilitating, and selling properties. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and managed solutions. The firm manages approximately $1.01 trillion in client assets through a large network of financial advisors and branches nationwide.

Eric Bush is a financial advisor with Primerica Advisors in Allen, TX, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Primerica Advisors since 2003 and with Primerica Financial Services since 2002. In addition to advisory work, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, managing approximately $15.5 billion in assets across nearly 3,700 financial advisors. The firm utilizes model-driven investment strategies overseen by third-party managers and emphasizes advisory services for individual investors rather than institutional portfolios.

Harry Porter Jr. is a financial advisor at Merrill with a Series 66 designation. He has been with Merrill since 2024 and has prior experience at Bank of America and other firms in various roles. 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 investors.

Jeffrey Zamora is a financial advisor with Ameriprise in Dallas, TX, holding a Series 66 designation and 15 years of industry experience. He has worked at Ameriprise since 2019 and previously spent eight years with Mass Mutual Life Insurance Company and Mass Mutual Investors Services. Ameriprise serves individuals approaching or in retirement who meet specific eligibility criteria, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers advisory, brokerage, and insurance solutions through affiliated entities and employs algorithmic automation alongside oversight committees to generate and tailor retirement income recommendations.

Bruce Bordelon is a CFP® professional with 39 years of industry experience, currently serving as a financial advisor at Ameriprise in Plano, Texas. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he has established an LLC for tax purposes. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide annual non-discretionary recommendations through a centralized consulting team.

Morgan Tibble is a financial advisor with LPL Financial in Allen, TX, holding a Series 66 designation and six years of industry experience. Prior to joining LPL Financial in 2026, he worked at Goldman Sachs & Co. LLC for five years and has held roles at The Ayco Company, MOCA Platform, and other organizations. Outside of finance, he is a part-time employee with Rover, a dog care organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of advisors. The firm offers a wide range of financial planning and advisory programs, including discretionary and non-discretionary management, utilizing model portfolios and research from multiple sources.

Nicole Hamburg is a Series 66-licensed advisor with 11 years of industry experience, currently affiliated with OSAIC since 2023. She previously worked at FSC Securities Corporation for nine years. Outside of advisory work, Hamburg holds a vice president position focused on fixed and traditional insurance products. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a broad network of affiliated advisors. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party money managers to construct diversified portfolios tailored to client risk tolerance.

Alan Spencer is a financial advisor at Cetera with 37 years of industry experience. He holds the CFP®, PFS™, and Series 63 designations. In addition to his advisory role, Spencer owns Alan Spencer & Associates, PC, a tax preparation and accounting firm. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management and financial planning services through a multi-manager platform.

William Alderdice Jr. is the sole advisor at Silverbrook Investment Advisors, Inc. in Plano, TX, with 23 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Silverbrook since its founding in 2010. Silverbrook Investment Advisors serves individual clients by providing portfolio management services and manages approximately $2.79 million in regulatory assets across 27 client relationships. The firm operates as an independent, single-advisor investment adviser, focusing on one-on-one portfolio management and account reviews.

Raymon Tanner Jr. is a financial advisor with Act Wealth Management, LLC in Allen, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Act Wealth Management since 2010, working as part of a five-advisor team. Act Wealth Management serves individuals, business entities, trusts, estates, and charitable organizations, offering discretionary investment management and financial planning on a fee-only basis. The firm employs a combination of fundamental, technical, charting, and cyclical analysis across various asset classes and generally manages a relatively large asset base per advisor with a small client roster.

Daniel Archer Jr. is a CFP® professional with 24 years of industry experience. He has been with Act Wealth Management, LLC since 2010, working as part of a five-advisor team. Act Wealth Management serves individuals, business entities, trusts, estates, and charitable organizations, offering discretionary investment management and fee-only financial planning. The firm combines multiple analytical methods and uses a range of investment strategies across equities, fixed income, mutual funds, and ETFs, managing approximately $569 million for about 264 clients.

Brennan Cross is a financial advisor at Act Wealth Management, LLC with 23 years of industry experience. He has been with Act Wealth Management since 2010. Brennan holds Series 63 and Series 66 designations. Act Wealth Management serves individuals, including high-net-worth clients, as well as business entities, trusts, estates, and charitable organizations. The firm provides discretionary investment management and fee-only financial planning, using a combination of fundamental, technical, and cyclical analysis to implement a range of investment strategies across multiple asset classes.

Ethan Seigler is a financial advisor with Act Wealth Management, LLC in Allen, TX, holding a Series 65 designation and one year of industry experience. Prior to joining Act Wealth Management, he worked in various roles including at Uber Eats and Agile Financial Systems. Act Wealth Management serves individuals, business entities, trusts, estates, and charitable organizations, offering discretionary investment management and financial planning on a fee-only basis. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to implement diverse investment strategies and manages approximately $569 million for about 264 clients through a five-advisor team.