Nathan Anderson is a financial advisor at OSAIC with 17 years of industry experience. He previously worked at Woodbury Financial Services, Inc. for 16 years before joining OSAIC in 2024. Anderson holds Series 63 and Series 65 credentials. Outside of his advisory work, he serves as president of the McKinney North Stars Hockey Club, a 501(c)(3) organization. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services alongside financial planning, retirement plan consulting, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios managed on discretionary or non-discretionary bases.

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.

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.

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.

Chris Padilla is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2014. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Bryan Townley is a financial advisor at Ameriprise with 12 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 11 years. Outside of his advisory role, he serves as the head basketball coach at Lucas Christian Academy, a local private high school in Lucas, TX. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

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.

Ann Holder is a financial advisor at Merrill with 12 years of industry experience and holds a Series 66 designation. She has worked at both Bank of America, N.A., and Merrill since 2015. Outside of her advisory role, she is the owner of Insurance Architects, LLC, a limited liability company established to hold land for long-term investment purposes. 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. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

John Checki Jr. is a CFP®-designated financial advisor with 37 years of industry experience, currently affiliated with OSAIC since 2024. He previously spent over two decades with Securities America Advisors, Inc., and has concurrently operated his CPA practice since 1976, providing tax advice alongside his advisory work. Checki also engages in insurance sales under the Checki Financial name. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities through a large network of advisors and advisory platforms. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk management, and access to third-party investment solutions.

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.

Brandon Rainey is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He manages a family farm through his involvement with Sadler Farms, LLC, which he oversees for liability management and estate planning purposes. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs. The firm supports a nationwide network of over 23,700 financial advisors and offers both discretionary and non-discretionary strategies, along with affiliated mutual funds and tax-efficient services.

David Ryzman is a CFP® professional with 25 years of industry experience, currently affiliated with LPL Financial. He previously worked for Securities America Advisors and Securities America Inc for a decade. Outside of his advisory duties, he is involved with Project Tico LLC, a real estate rental business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, and institutions. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Connor Murphy is a financial advisor at Merrill with 5 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bank of America, Equitable Advisors, and Axa Advisors. Outside of finance, he spent several years involved with professional rugby clubs, including the Houston SaberCats and London Irish Rugby Club. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers for individuals, high-net-worth clients, and institutional investors.

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.