Bradley Mickelson is a CFA® charterholder with four years of industry experience. He is currently with Mercer Global Advisors Inc. and previously worked at Spectrum Advisors, Fisher Investments, and Barrow Hanley Global Investors. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach emphasizes globally diversified, risk-appropriate portfolios using Modern Portfolio Theory, with a focus on multi-factor tilts, low-cost index vehicles, and tax management.

Brandon Montgomery is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Personal Capital Advisors Corporation and JP Morgan Securities LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage clients, using an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Michael Putnam is a financial advisor with Empower Advisory Group in Rockwall, TX, holding Series 63 and Series 66 licenses and six years of industry experience. Prior to joining Empower, he worked at GWFS Equities, MWA Financial Services Inc, and Modern Woodmen of America. Outside of his advisory role, he provides transportation services through Uber during non-business hours. Empower Advisory Group offers financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as select IRA and retail brokerage clients. The firm’s approach integrates proprietary and third-party planning tools focused on long-term portfolio returns and saving rates, with services delivered alongside Empower’s administrative and recordkeeping platforms.

Bradley Epstein is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has held roles at Epstein & Kolacz Wealth Management since 2006 and maintains a CPA practice through Epstein & Company PC. Epstein is also involved in tax preparation and consulting services with EB Tax Advisors PLLC. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and pension plans. The firm employs a combination of strategic asset allocation, multi-manager portfolios, and ongoing due diligence, providing discretionary and non-discretionary portfolio management through various platforms.

Ryan Frank is a financial advisor at Edward Jones in Rowlett, TX, with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2018. Prior to joining Edward Jones, he worked at Toyota of Rockwall and Allstate Insurance Co. He is also the managing member of The Ryan Frank Group LLC, a limited liability company. Edward Jones is a wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Melvin Mc Neal Jr. is a CFP® certificant and Series 66 license holder with 13 years of industry experience. He has worked at Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.

Bill Carter is Vice President Private Wealth Management Advisor at Fidelity Investments. In this role, he works with a select group of high net worth families to understand their unique wealth systems and align the structure of their wealth with their personal goals. He aims to facilitate impact and legacy for clients within his sphere. Bill has been with Fidelity Investments since 2010, occupying positions including Account Executive, Regional Planning Consultant, and Vice President Wealth Management Advisor. His experience spans more than a decade, focusing on comprehensive wealth management and planning. He holds a California Insurance License.

Joseph Oreskovich is a financial advisor with Edward Jones in Rowlett, TX. He holds a Series 66 designation and has been with Edward Jones since 2025. Prior to his current role, he has worked in various positions including roles at First Baptist Church Rowlett and Prestonwood Baptist Church. 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, with approximately $1.01 trillion in assets under management supported by a nationwide network of financial advisors and branch offices.

Derek Alfinito is a financial advisor with LPL Financial in Rockwall, TX, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior work includes roles at Securities America Advisors, Securities America, Inc., and Summit Brokerage Services, Inc. He also has experience in the hospitality industry with Adelphia Restaurant and Lounge. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual investors, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors and managing more than $819 billion in discretionary assets.

Trace Dennis is a financial advisor with LPL Financial in Wylie, TX, holding a Series 66 license and with 11 years of industry experience. He has worked at LPL Financial since 2015 and also operates the Jal Dennis Group. Outside of advising, he is a notary and is involved with Dennis Research LLC for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, and institutions through a large network of representatives. The firm offers diverse investment programs and advisory platforms, combining scale with a broad range of financial services beyond traditional investment management.

John Pullen is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 26 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2012 and previously spent five years at Fidelity. Outside of finance, he is involved in agriculture as a farmer, rancher, and beekeeper through the Clay Pullen Cattle and Honey Bee Company. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm's advisory process integrates quantitative and qualitative due diligence to develop model asset allocations and benefits from broader derivatives and commodities capabilities.

David Goodrich is a financial advisor at Osaic Wealth with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Osaic since 2024. His prior experience includes roles at Principal Life Insurance Company and Princor Financial Services Corporation. Goodrich is a managing partner of Goodrich Financial Services, an independent insurance sales and investment business he founded in 1997. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm’s investment process includes model-based asset allocation and portfolio optimization, supported by various tools and strategies, and it is notable for its scale and complex affiliate network.

Mathew Singleton is a CFP® and holds a Series 66 license, currently working with Edward Jones in Sunnyvale, TX. He has six years of industry experience, including a previous role at Twenty-First Century Group and time as a full-time student. Singleton has been with Edward Jones since 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of advisory programs and investment strategies supported by a large nationwide network of advisors and branches, managing approximately $1.01 trillion in assets under management.

Kenneth Mc Kelroy is a CFP® professional with 21 years of experience, currently serving as a financial advisor at Edward Jones since 2004. He is based in Rockwall, TX, and holds Series 63 and Series 66 licenses. Outside of his advisory role, he is associated with FPAH Holdings, a rental property business related to Four Paws Animal Hospital in Rowlett, TX. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 financial advisors.

Shermicker Galloway is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. His prior work includes roles at JP Morgan Securities, LPL Financial, and USAA Financial Planning Services. Outside of finance, he has operated a photography business specializing in portrait, landscape, and event photography since 2017. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services through a large network of independent advisors. The firm provides a multi-manager platform that supports both discretionary and non-discretionary strategies across various program structures.

Maria Hagaman is a financial advisor with Edward Jones in Commerce, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at Built with Principle and Shaw Contract Group. Outside of advising, she owns and operates Whispering Oaks Farm and Ranch LLC, which involves horse and livestock care and hay cultivation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including managed solutions and separately managed accounts. The firm manages approximately $1.01 trillion in assets and has a large network of financial advisors and branch offices across the United States.

Wendy Adkins is a Series 66-licensed financial advisor with Edward Jones in Rockwall, TX, where she has worked since 2011. She has 12 years of industry experience. Outside of her advisory role, she serves as president and secretary of a construction company run by her husband, contributing administrative support on weekends. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs. The firm manages approximately $1.01 trillion in assets and has a large national network of financial advisors and branch offices.

Brett Maikowski is a financial professional at Cetera with nine years of industry experience. He holds a Series 66 designation and has been associated with Cetera and related entities since 2017. Outside of his advisory role, Maikowski serves as president of the Downtown Rockwall Association, a nonprofit organization focused on supporting and promoting downtown Rockwall. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a nationwide network of over 10,000 advisors, managing more than $256 billion in assets.

Allison Wilson is a CFP® with six years of industry experience currently with Raymond James Financial Services Advisors, Inc. She previously worked at Allen Independent School District for 12 years. Outside of her advisory role, she serves on the finance committee of The Cross Church in Wylie, TX. Raymond James Financial Services Advisors, Inc. provides comprehensive financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning supported by advanced analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Seth Panter is a financial advisor at Edward Jones in Rockwall, TX, with one year of industry experience. He holds a Series 66 designation and previously worked at GMR Protection Resources and L3 Technologies. Outside of his advisory role, he is the owner and operator of OneWay Woodworks LLC, a woodworking business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and strategies, supported by a nationwide network of financial advisors and branch offices.