Ryan Seibert is a financial advisor with Edward Jones in Allen, TX, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked in the automotive sector at Christian Brothers Automotive McKinney, Red River Auto, and Mercedes-Benz McKinney. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Madison Begley is a Series 65-licensed financial advisor at OSAIC with seven years of industry experience. Prior to joining OSAIC, Begley worked at Fluent Financial, Sepio Capital, and Realty One Group Signature, among other firms. OSAIC serves a diverse range of clients, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a broad array of investment advisory and brokerage services, utilizing firm-provided tools for asset allocation, risk assessment, and portfolio management across multiple asset classes.

Robert Robles III serves as Senior Resident Director and Wealth Management Advisor at Merrill. He partners with a diverse group of clients, including families, executives, and business owners, to simplify and optimize their financial lives. His approach emphasizes building relationships based on trust and personalized service, coordinating all aspects of clients' financial matters, and adapting strategies to clients' evolving goals and circumstances. He leads with a commitment to clients' long-term well-being, providing high-touch guidance and acting as a central connection point among financial, tax, and legal professionals. In his role at Merrill's McKinney office, Mr. Robles also mentors other advisors and their teams, supporting their professional growth and work-life balance. He began his career at Merrill in 2004 within the Global Research and Economics Group and has been a Wealth Management Advisor since 2007. Mr. Robles holds a degree from New York University Stern School of Business. He has earned professional designations including Certified Private Wealth Advisor (CPWA), Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He is involved in community organizations such as the 9/11 Day Foundation, Frisco ISD Watch Dogs, and the NJ Mental Health Association. He lives in McKinney, Texas, with his wife Melissa, their two children, Evy and Logan, and their Italian Greyhound, Kirby. Outside of work, his interests include sailing, clay target sports, car rallies, and endurance races such as Spartan and Tough Mudder.

Janet Parker is a financial advisor with Charles Schwab in McKinney, TX, holding a Series 66 credential and bringing 11 years of industry experience. She is also the managing partner of Parker Operating Company LLC and Parker Management Consultants LLC, both providing management consulting services. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering both non-discretionary and discretionary investment options supported by multi-asset model portfolios and centralized operational infrastructure.

Lana Mangold is a CFP® with 43 years of industry experience, currently serving as a financial advisor at Cetera. She has held roles at Cetera since 2023 and previously spent 14 years with Sagepoint Financial, Inc. In addition to her advisory work, she is a part owner of Eagle Retirement Group LLC, an investment-related business focused on investments, advisory services, and insurance marketing. Cetera Investment Advisers LLC supports a large network of over 10,000 independent advisors and serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with various investment program options.

Lucas Wakamatsu is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has previously worked with Strategic Wealth Partners and Nuuds. Prior to his financial career, he was associated with professional baseball organizations including the Chunichi Dragons and Cleveland Guardians. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management supported by research from multiple sources.

Elmo Cure III is a financial advisor at OSAIC with 29 years of industry experience. He holds the Series 63 designation and has worked at Royal Alliance Associates, Inc. since 2018, following two years at Signator Investors, Inc. He is also president and owner of Elmo E Cure Jr & Assoc Inc, a C-corporation involved in the sales and marketing of fixed insurance products and brokerage services. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools and risk management techniques to construct diversified portfolios, supporting both discretionary and non-discretionary accounts with access to a range of investment products and third-party services.

C White Jr. is a financial advisor with Osaic Wealth, Inc. based in Plano, Texas, holding a Series 63 designation and 35 years of industry experience. He has worked with Royal Alliance Associates, Inc. for over 10 years and has been involved with College Funding Solutions, Inc. and C&M Legacy USA, Inc. for more than a decade. In addition to his advisory role, he serves as President of LegacyUSA, Inc., where he develops and implements strategic and tactical plans for client engagement. Osaic Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, providing integrated brokerage and advisory services. The firm employs advanced asset-allocation tools and offers access to a range of investment options, supporting both discretionary and non-discretionary management through multiple advisory platforms.

Moab Schiers is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 designation and has previously worked at Fisher Investments, Merrill, Bank of America, and Fidelity Investments. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Doron Elad is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Truist Advisory Services, Commonwealth Financial Network, and Diamond Capital Wealth. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Phillip Eggers is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 35 years of industry experience. He previously worked at Raymond James Financial Services for nine years before joining LPL Financial in 2024. Outside of his advisory role, he is involved in several family-owned businesses, including serving as CEO of Super Duty Fans and owning Euclid Design Group and Eggers Stagecoach Farm. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Madeleine Underwood is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. She previously worked at Woodbury Financial Services and Fidelity Brokerage Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of advisors. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with model portfolios and research from multiple sources.

Robert Chase Jr. is a financial advisor with Ameriprise in Allen, TX, holding a Series 63 designation and 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 1993. Outside of his advisory role, he serves as Treasurer for the First Baptist Church of Plano. Ameriprise offers a retirement-income planning service tailored for individuals nearing or in retirement with significant investable assets. The firm combines research-driven modeling and tax-efficient strategies to provide non-discretionary, personalized recommendations delivered through a centralized consulting team.

Jimmy Lee is a financial advisor with LPL Financial in Plano, TX, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His background includes 26 years with Waddell & Reed, Inc. and various insurance carriers, as well as tax-related business activities such as operating JTL Tax Partners LLC. He is also a commissioned notary. LPL Financial is a nationwide SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a broad network of representatives, offering a range of advisory programs, financial planning, and brokerage services.

Wendy Scholljegerdes is a CFP® professional with 26 years of industry experience, currently serving at Ameriprise. She has worked with Ameriprise Financial Services, Inc. since 2008 and continues with its affiliated entities. Outside of her advisory role, she manages a rental property as an owner and landlord. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficient strategies to deliver written, non-discretionary recommendation reports through a centralized consulting team.

Austin Lester is a financial advisor at LPL Financial with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2018, previously spending seven years at Invest Financial Corporation. Lester also serves as CFO at Milestone Insurance & Investment Services, an insurance agency. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, employing model portfolios and research from internal and third-party sources.

James Hesson is a CFP®-certified financial advisor with 12 years of industry experience, currently affiliated with Raymond James Financial in Allen, TX. Prior to joining Raymond James, he spent nine years with Edward Jones. He also operates JJH LLC, a pass-through entity established for managing income based on his CPA’s advice. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports a wide network of advisors with specialized services such as municipal and public-finance advisory.

Mario Martinez is a financial advisor at Edward Jones in Allen, TX, holding a Series 66 designation with seven years of industry experience. His prior experience includes roles at New York Life, Pruco Securities LLC, and Signator Investors, along with work in education through the Dallas Independent School District and Richland Community College. Outside of finance, he owns a remodeling business, Renova Plus, based in Garland, TX. 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 operates under a fiduciary standard and maintains a large network of advisors and branch offices, offering integrated services such as trust company capabilities and securities-based lending.

Stephen Drake is a financial advisor with Thrivent Investment Management in Allen, TX. He holds a Series 66 designation and has two years of industry experience. Prior to joining Thrivent, he worked in educational settings including Grand Prairie ISD, Faith Family Academy, and Ector County ISD. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic financial planning covering various topics, with the option to combine planning and managed-account services under a consolidated program called “WealthPlan.”

Daniel Finch is a financial advisor with Ameriprise in Fairview, TX, holding a Series 66 designation and 23 years of industry experience. He previously worked at American National Bank of Texas and LPL Financial, serving as Vice President and Senior Financial Advisor at American National Bank of Texas. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, providing tailored Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver customized, non-discretionary recommendations.