Richard Chaves is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 12 years of industry experience. He has worked at Thrivent since 2023, following prior roles at Fisher Investments and Ameriprise Financial Services. 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 financial analyses and planning on a range of topics, allowing clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while keeping planning and investment management separate.

Jana Martinez is a financial advisor at Edward Jones with four years of industry experience. She holds the ChFC® designation and Series 66 license. Prior to joining Edward Jones, she worked at firms including J.P. Morgan Securities and Merrill. Jana is also the managing member of Verity Innovations LLC, a marketing business focused on content creation for small businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad 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 supports over 23,700 financial advisors nationwide.

Rachel Summerlin is a financial advisor with Ameriprise in McKinney, TX, holding a Series 66 designation and three years of industry experience. Before joining Ameriprise in 2023, she worked for 13 years with the Frisco Independent School District. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service providing written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Adrienne Outman is a financial advisor with Merrill in McKinney, TX, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. She has worked at Bank of America, N.A. since 2019 and at Merrill Lynch Pierce Fenner & Smith since 2016. 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, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jeffrey Snyders is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in developing customized financial strategies aligned with his clients' unique needs and goals. Since 1989, he has worked with individuals, families, and businesses to address complex wealth management challenges, including college education planning, family wealth management strategies, legacy planning, retirement income, tax minimization, and socially responsible investing. Jeffrey focuses on building long-term, multi-generational relationships, assisting clients through significant life transitions such as retirement, inheritance, and funding education. With a Bachelor’s Degree from Western Michigan University, Jeffrey holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Drawing on the global resources of Merrill, he emphasizes a personalized, goals-based approach to wealth management, prioritizing open and honest communication to align financial strategies with clients’ personal priorities. Outside of his professional role, Jeffrey’s personal interests include boating, fishing, hiking, running, skiing, and traveling.

Jonathan Hoopes is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses and possessing 13 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Avalon Securities, and a decade at Moraga Partners LLC and Lion Rock Ventures North America. Outside of advisory work, he is involved in managing Warner Springs Ag LLC, a non-investment business entity. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services. The firm utilizes an integrated platform combining adviser programs with access to model portfolios, third-party management, and insurance products through affiliated entities.

Brian Seitz is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with LPL Financial since 2013. He also operates Seitz Wealth Management as a DBA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, corporations, and charitable organizations, offering a range of advisory programs and financial planning services through a national network of investment adviser representatives.

Gwendolyn Fischer is a financial advisor with Edward Jones in Allen, TX, holding a Series 66 designation and five years of industry experience. She has been with Edward Jones since 2011. Outside of her advisory role, she is a consultant for Arbonne, a nutrition company, where she sells products primarily to herself and her family. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies and services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Fischer is a financial advisor with Equitable Advisors in Plano, TX, holding a Series 66 designation and 21 years of industry experience. He has been with Equitable Advisors since 2005, previously associated with Axa Advisors, LLC for 15 years. He serves on the investment committee at Collin College. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm uses a mix of proprietary and third-party programs to tailor investment solutions and offers ERISA fiduciary services through its network of Investment Adviser Representatives.

James Simpson is a financial advisor with Merrill based in McKinney, TX, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. His career includes roles at Bank of America, N.A. and CUSO Financial Services, LP, with over a decade at InTouch Credit Union prior to joining Merrill. Merrill serves a wide range of clients including individuals, retirement plans, corporations, and institutional clients by providing managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm utilizes multiple program strategy types and emphasizes tax-focused investment capabilities, operating within a platform integrated with Bank of America affiliates.

Tenisha Blair is a CFP®-certified financial advisor at Edward Jones with 11 years of industry experience. She previously worked at USAA Financial Planning Services and Usaa Investment Management Company before joining Edward Jones in 2021. Outside of finance, she is involved in a travel agency business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment options, supported by a nationwide network of more than 23,000 financial advisors.

Cathy Tamez is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Cambridge since 2015. In addition to her advisory role, she is involved in several insurance-related businesses and wellness retail distribution, and she serves as president of Assurance Asset Management, Inc. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals using a range of portfolio management and advisory strategies.

Corina Green is a financial advisor with LPL Enterprise in Plano, TX, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services, Wells Fargo Bank, JPMorgan Securities, and BRG Holdings. LPL Enterprise serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, corporations, and institutions, offering a range of advisory and brokerage services through an integrated platform that combines model portfolios, third-party asset management, and financial planning with access to insurance and lending products.

Christian Jordan is a financial advisor at Equitable Advisors with six years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes positions at Axa Advisors and roles in higher education and nutrition before joining Equitable Advisors. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a range of third-party advisory programs and emphasizes matching clients to tailored investment models and discretionary managers.

Wenxin Cao is a financial advisor with J.P. Morgan Securities in Plano, TX, holding Series 66 and Series 63 licenses and seven years of industry experience. Prior to joining J.P. Morgan in 2019, Cao worked at TD Ameritrade Inc and held roles at the University of Maryland and Regal Bay Investment Group, LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized manager due diligence and applying an ESG eligibility framework in its recommendations.

David Dominguez is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, Fidelity Investments, USAA Investment Management Company, and J.P. Morgan Securities. Outside of financial services, he was involved with Advanced Collision Equipment for six years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Joe Flores is a financial advisor with Equitable Advisors in Plano, TX, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has worked at Equitable Advisors and its predecessor AXA Advisors since 1999. Flores serves as a director of the Biltmore Swim & Racquet Club Homeowners Association, overseeing its operations and financials on a volunteer basis. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm uses a range of advisory models and third-party asset managers to deliver tailored investment solutions and fiduciary services.

Jason Bardin is a financial advisor with Primerica Advisors in Allen, TX, holding Series 65 and Series 63 licenses and having 19 years of industry experience. He has worked at Primerica Advisors since 2007 and has a background in real estate with Keller Williams Realty Lake Cities from 2014 to 2019. In addition to his advisory role, he engages in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-driven investment strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Alexander Kopenhaver is a financial advisor with LPL Financial based in McKinney, TX. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at UT Tyler and The Clubs at Prestonwood. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide through a network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and consulting services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Joseph Williams is a financial advisor with LPL Financial in Plano, TX. He holds Series 63 and Series 66 designations and has 30 years of industry experience, including 21 years with LPL Financial. He has founded and operated businesses under the names Anchor Retirement Services Inc. and Anchor Advisors, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of advisers. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary portfolio management, model portfolios, and research from multiple sources.