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.

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.

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.

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.

Shonda Young is a financial advisor at Edward Jones with 12 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2011. She has a registered but inactive real estate investing LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Willard Nopper is a financial advisor with Edward Jones in Lucas, TX, holding Series 63 and Series 66 licenses and having 11 years of industry experience. He has been with Edward Jones since 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a range of advisory programs with discretionary and non-discretionary strategies under a fiduciary standard.

Rachel Sampl is a Series 66-licensed financial advisor with nine years of industry experience. She is currently with Thrivent Investment Management and has previously worked at firms including Mass Mutual and LPL Enterprise. Her background also includes roles outside finance, such as at Ameristar Casino St. Charles and Carol House Furniture. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across a wide range of financial planning topics. The firm provides these services through a network of Financial Advisors without discretionary trading authority and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Luke Trahan is a financial advisor affiliated with LPL Financial, holding a Series 66 designation and bringing seven years of industry experience. He previously worked at Edward Jones for five years and Staff Care, Inc. for nine years. 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 financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL Research and third-party subadvisors.

Kenneth Picerno is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Cetera. His career includes 15 years at Avantax Investment Services and a long-standing CPA practice providing accounting and tax services. He also holds fiduciary trustee roles managing financial reports and trust distributions. Cetera Investment Advisers LLC is an SEC-registered firm offering a multi-manager platform to a broad client base, including individuals, retirement plans, and institutional accounts. The firm provides various portfolio management and financial planning services through a nationwide network of independent advisors.

Silveria Hufstedler is a financial advisor with LPL Financial in Murphy, Texas, holding a Series 66 designation and 19 years of industry experience. She has been with LPL Financial since 2012. Hufstedler is also licensed to offer Medicare Supplemental insurance coverage to clients. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm provides financial planning, advisory programs, and brokerage services supported by proprietary and third-party research across diverse investment strategies.

Martin Kogel is a financial advisor with Edward Jones in Murphy, TX. He holds a Series 66 designation and has 10 years of industry experience, all with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Robert Franze is a financial advisor at Edward Jones with eight years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Edward Jones in 2018, he worked at Clipper Magazine and had a brief period of unemployment. 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 has a large network of advisors and branch offices and offers additional services such as tax-efficient investing and proxy voting under a fiduciary standard.

Brooke Bailey is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and seven years of industry experience. She previously worked at Merrill and Wells Fargo in various capacities before joining Schwab in 2025. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and alternative investment options.

Kristi Denham is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. She previously worked at UBS Financial Services, First Dallas Securities Inc., and Hodges Capital Management. Denham operates Inspired Wealth Management LLC, an investment-related business affiliated with her LPL practice. 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 retirement consulting services, utilizing both discretionary and non-discretionary management approaches supported by LPL Research and third-party subadvisors.

Julio Rodriguez is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. His prior roles include positions at OASIS Advisors, Terra Wealth, Pfs Investments Inc, and Primerica. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs with both discretionary and non-discretionary management, supported by research and model portfolios.

Tony Stevens is a financial advisor with Morgan Stanley Wealth Management, holding Series 63, 65, and 66 credentials and 25 years of industry experience. He has previously worked extensively with E*TRADE Capital Management and E*TRADE Securities. Outside of his advisory role, Stevens is a partner in KB&T Stevens, LLC, an agricultural property management business based in Wylie, Texas. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning services supported by structured discovery processes and firm-approved tools.

Craig Meylan is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has 40 years of industry experience, including nearly three decades at The Investment Center, Inc. and 19 years at IC Advisory Services, Inc. In addition to his advisory work, he teaches investment classes at two local colleges. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research, model portfolios, and technology-driven strategies.

Patrick Cloutier is a financial advisor with LPL Financial in McKinney, TX, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He previously worked at Woodbury Financial Services Inc. for five years before joining LPL Financial in 2020. Cloutier has an LLC established for group health insurance purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Priscilla Opoku is a financial advisor at Fidelity with five years of industry experience. She previously worked at UBS, Ballard Spahr LLP, and PNC Wealth Management. Opoku holds a Series 66 designation. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction in managing portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.