Deborah Hecht is a financial advisor with Ameriprise in Dallas, TX, holding a Series 63 designation and over 34 years of industry experience. She has been with Ameriprise since 2005, including its predecessor firm, Ameriprise Financial Services, Inc. Outside of her advisory role, Hecht serves on the Board of Directors for the Creekside at Lake Highlands homeowners association and creates stained glass crafts that she sells. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research and modeling techniques to provide tailored, non-discretionary recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

George Gile is a financial advisor at Cetera with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including JPMorgan Chase Bank, Morgan Stanley, and Avantax. Outside of his advisory role, he designs and sells fitness clothing as a managing member of Aesthetic Global Fitness LLC and leads group fitness sessions. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and unaffiliated managers and various program structures.

Syed Hussain is a financial advisor with J.P. Morgan Securities in McKinney, TX, holding Series 63 and Series 66 licenses and with 10 years of industry experience. His prior work includes roles at Wells Fargo Advisors and JPMorgan Chase Bank. Outside of advisory services, he is involved in real estate through ownership and partnership roles in SST Capital, LLC, and Lodgicap, LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Marshall Kube is a CFP® with four years of industry experience, currently serving as a financial advisor at Edward Jones since 2023. His prior experience includes roles at JP Morgan Chase Bank, Raymond James Financial, and Charles Schwab & Co. Outside of advising, he is involved in managing a rental property business through Kube V Investments LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, managing over $1 trillion in assets and operating a large national network of financial advisors and branch offices.

Clint Wammack is a financial advisor with Ameriprise in Allen, TX, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Wammack is also co-owner of WLWA, LLC, which supports his advisory business and team practice operations. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Charles Lee is a financial advisor with Ameriprise in Allen, TX, holding a Series 63 designation and 26 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations through a centralized consulting team.

Gary Grahnquist is a financial advisor with Ameriprise in Allen, TX, holding a Series 63 designation and 31 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that incorporate Social Security options, tax-smart withdrawal strategies, and adaptive income planning. The firm combines research and modeling with a centralized consulting team to deliver tailored, non-discretionary advice and offers a broad range of advisory, brokerage, and insurance solutions.

Bryan Suhy is a financial advisor at Edward Jones in Richardson, TX, holding a Series 66 designation. He has been with Edward Jones since 2026, following nine years at IBM and brief roles at CyberlinkASP and Western Governors University. Edward Jones is a wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branch offices.

Kristopher Field is a financial advisor with LPL Financial, holding Series 66, Series 63, and Series 65 credentials and 19 years of industry experience. His prior roles include positions at Hilltop Securities, PNC Investments, and BBVA Wealth Solutions. Outside of advisory work, he is associated with Kadens Collectibles LLC, a non-investment-related business entity. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs and financial planning services supported by research and model portfolios from various sources.

Christopher Rothe is a financial advisor with LPL Financial, holding Series 63 and Series 66 registrations and bringing 12 years of industry experience. He previously worked at Edward Jones from 2016 to 2022 before joining LPL Financial. 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 investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Michael Anderson is a financial advisor with J.P. Morgan Securities holding Series 66 and Series 63 licenses, with nine years of industry experience. He previously worked at Charles Schwab and has a background that includes a brief role with Texas Dreams Gymnastics. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors by providing investment consulting and advisory services through its Institutional Consulting Services program, which combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Demond Dawkins is a financial advisor with LPL Financial in Wylie, TX, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. Prior to joining LPL Financial in 2017, he worked at J P Morgan Chase from 2013 to 2017. He serves as a board member of the Wylie Economic Development Corp and is employed part-time by Macedonia Missionary Baptist Church. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and various investment strategies.

Toby Peters is a financial advisor at LPL Financial with 36 years of industry experience and holds the ChFC®, Series 63, and Series 65 credentials. He previously worked at Woodbury Financial Services, inc. for ten years and OSAIC for two years. Outside of his advisory role, he is an agent with Rycon Financial Group, LLC, where he is involved in the sale and service of traditional insurance products and CPA accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, with available discretionary and non-discretionary management supported by research, model portfolios, and various investment strategies.

Jess Zagurski is an Executive Planning Consultant at Fidelity Investments, a role held since 2025. Jess specializes in collaborating with clients to develop financial plans aimed at helping them work towards their financial goals. Jess has held multiple positions at Fidelity Investments, including Benefits & Planning Consultant (2024-2025), Benefits Relationship Manager (2023-2024), and Workplace Planning Associate (2022-2023). Prior to joining Fidelity, Jess worked as a Branch Office Administrator at Edward Jones in 2022. Jess holds a California Insurance License. Outside of professional responsibilities, Jess has interests in fishing, fitness, football, hiking, and pets.

Janice Wright is a financial advisor at UBS Financial Services in Plano, TX, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 46 years of industry experience, including 32 years with UBS. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and provides research-driven, model-based asset allocations tailored to client goals.

Heidi Jostes is a financial advisor with Thrivent Investment Management and holds a Series 66 designation. She has seven years of industry experience, including prior roles at Merrill, J.P. Morgan Securities, Edward Jones, and other financial institutions. Outside of her advisory work, she provides occasional marketing consulting support for her husband’s business, The Jostes Group, LLC. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial analyses and written recommendations across a range of topics, while keeping planning and managed-account services separate.

Jason Palm is a financial advisor at Edward Jones with a Series 66 designation and over 11 years of industry experience. He has worked primarily with Edward Jones, with a brief period of unemployment from 2024 to 2025. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, affiliated mutual funds, and overlay and tax-efficient services, operating under a fiduciary standard.

Luis Herrera is a financial advisor with Edward Jones in Plano, TX, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at USAA Financial Advisors and USAA Investment Management Company, as well as serving as a product manager at Orchatect. Herrera is also a regional board member of Out Teach, a nonprofit organization focused on educational initiatives. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive retail advisor and branch network alongside affiliated financial capabilities.

Kelsey Taylor is a financial advisor at Equitable Advisors with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Equitable Advisors since 2018. Prior to her current role, she was employed at AXA Advisors and has experience in pediatric therapy and higher education. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, providing financial planning, retirement plan consulting, and asset-management programs. The firm uses a variety of advisory models and third-party asset managers to tailor strategies based on client risk tolerance and financial goals.

Fernando Feliciano is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He previously worked at Bank of America and has held various roles outside finance, including in the restaurant industry. 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 investment strategies for individuals, institutions, and various client types.