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 at OSAIC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Sagepoint Financial, Inc. and Questar Asset Management, Inc. Outside of advising, he teaches stewardship education in churches and life fellowship groups. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm uses model-based asset allocation and portfolio optimization techniques and supports discretionary and third-party managed strategies across various account types.

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.

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 and holds Series 63 and Series 66 licenses. He has previously worked at Bank of America, Merrill, and Fidelity, among other firms. Outside of his advisory role, Gonzalez is involved in several real estate holding companies and works part-time with Bemoxie Supplements, where he manages vendor relationships and business operations. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, and endowments through a non-discretionary advisory program focused on asset allocation advice, manager searches, and customized performance reporting, supported by centralized due diligence and incorporating ESG considerations in its recommendations.

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 at J.P. Morgan Securities with eight years of industry experience. He holds the Series 66 designation and has worked at firms including Merrill, Bank of America, AXA Advisors, and JPMorgan Chase Bank. His professional background also includes seven years at Sysco Chicago prior to his financial services career. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process involves centralized due diligence with a manager solutions team that uses quantitative and qualitative research to develop model asset allocations, focusing on written asset allocation advice, investment manager searches, and customized performance reporting.

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 CFP® professional with 16 years of industry experience, currently serving at Edward Jones in Rowlett, TX. She has been with Edward Jones since 2009 and has concurrently held a faculty position at Lindenwood University since 2010. Outside of her advisory role, she owns Premier Homes USA, LLC, a business focused on purchasing, rehabbing, and selling properties. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

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.

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, Texas, holding a Series 66 designation and six years of industry experience. Prior to joining LPL Financial in 2026, Tibble worked at Goldman Sachs & Co. LLC for five years and gained experience at firms including The Ayco Company and MOCA Platform. Outside of finance, Tibble works part-time with Rover, providing dog care services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, supported by various advisory platforms and technology tools, and oversees over $819 billion in discretionary assets with a network of more than 22,800 advisors.

Nicole Hamburg is a Series 66-licensed financial advisor with 12 years of industry experience. She has worked at OSAIC since 2023 and previously spent nine years at FSC Securities Corporation. Outside of advising, she holds a vice president position involving fixed and traditional insurance sales and is also commissioned as a notary. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services across multiple programs. The firm employs a model-based investment process with portfolio optimization tools and manages assets through discretionary and advisor-managed strategies, third-party managers, and proprietary models.

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.