Joel Koelpin is a Series 65-licensed financial advisor with Edelman Financial Engines, based in Celina, TX, and has two years of industry experience. He previously worked at Fisher Investments and held various roles in education and banking before joining Edelman Financial Engines. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven proprietary modeling process combined with planner delivery and online tools, offering diversified model portfolios, periodic rebalancing, and both discretionary and non-discretionary management options.

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.

Mark Kingsbery Jr. is a financial advisor with Thrivent Investment Management in Allen, TX, holding Series 63 and Series 66 licenses and having seven years of industry experience. His career has been primarily with Thrivent since 2017, with prior roles including positions at Arizona State University and Starbucks Coffee Company. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based financial planning without discretionary trading authority. The firm’s approach includes comprehensive written recommendations and the option to integrate planning with managed accounts through its consolidated billing program, WealthPlan.

Sean Conti is a financial advisor at LPL Enterprise with 28 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms including Pruco Securities LLC and VALIC Financial Advisors. Outside of his advisory role, he is involved with 3266partners, LLC, an entity created for investing and collecting firearms. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products supported by an integrated platform.

Julian Kidd is a financial advisor with J.P. Morgan Securities in Plano, TX, holding a Series 66 credential and 17 years of industry experience. He has worked at notable firms including Bank of America and Merrill Lynch and is involved as an owner and partner in entertainment ventures such as Urban Air Adventure Park. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors by providing investment consulting and advisory services that include asset-allocation advice, investment manager searches, and customized performance reporting, with an emphasis on quantitative modeling and ESG considerations.

Gregory Parks is a Series 66-licensed financial advisor at Edward Jones in Plano, TX, with three years of industry experience. He has taught a six-week online course as an adjunct professor at Dallas Christian College since 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and maintaining extensive affiliated capabilities alongside its large network of advisors and branch offices.

Brian Janus is a Senior Financial Advisor with over 25 years of experience, including 20 years at Merrill Lynch Wealth Management. He holds the Chartered Retirement Planning Counselor™ designation from the College for Financial Planning Institutes Corp. and a Bachelor's Degree in Business from Miami University in Oxford, Ohio. Brian leads a team that includes Financial Advisors Cindy Chaiten and Harvey Rosenberg, as well as Client Associate Jalen Johnson, dedicated to understanding clients' financial objectives and risk preferences. His expertise covers areas such as business succession, retirement planning, saving for college, and legacy building for multi-generational families and business owners. Brian utilizes his firm's strategic and portfolio resources to address complex financial needs and help clients achieve long-term financial goals. Originally from Cleveland, Brian resides in Chagrin Falls with his wife Sarah, three children, and their French Bulldog, Bear. He has been a CYO Basketball Coach and coaches travel basketball in Chagrin Falls, emphasizing discipline, dedication, and teamwork. Outside of work, Brian enjoys golf, pickleball, fitness, traveling, and basketball.

James Lehman is a financial advisor at Ameriprise with 25 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of advisory work, he is involved in product design through his ownership of QuadCycle, LLC, and participates in other business activities related to support services and consumer product development. Ameriprise is an institutional firm that provides retirement-income planning and a broad range of advisory, brokerage, and insurance solutions. Its retirement-income service combines research, modeling, and tax-efficiency analysis to deliver tailored recommendations, primarily serving clients with significant investable assets.

Milan Smado is a CFP® and holds a Series 66 license with 18 years of industry experience. He has been with Ameriprise since 2009. Ameriprise provides retirement-income planning services primarily for clients with at least $1,000,000 in net investable assets and manages accounts through a combination of research-driven, algorithm-supported recommendations and personalized advisory support. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of its institutional category.

Matthew Manning is a financial advisor at OSAIC with 21 years of industry experience. He holds Series 63 and Series 65 credentials and was previously with MML Investors Services Inc and MassMutual for 13 years. Outside of his advisory role, he is involved as an insurance agent and owns Teleios Financial LLC. OSAIC serves a diverse range of retail and institutional clients through a large network of advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios across various asset classes for both discretionary and non-discretionary accounts.

Joshua Coursey is an Executive Planning Consultant I at Fidelity Investments, where he has been serving since 2025. He focuses on helping clients optimize their company benefits and works to build long-term relationships to support both short- and long-term financial goals. Prior to his current role, Joshua held various positions at Fidelity Investments, including Benefits Planning Consultant, Workplace Planning Consultant, High Net Worth Associate, and Customer Relationship Advocate from 2020 through 2025. Before joining Fidelity, he worked as a Senior Banker at First National Bank in Texas from 2019 to 2020. Joshua holds a California Insurance License. Outside of his professional responsibilities, he enjoys comedy, family activities, football, parenthood, and spending time with his pets.

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.

Christopher Jeng is a financial advisor with Ameriprise in Plano, TX, holding a Series 63 designation and bringing 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service targeted at individuals with significant investable assets, providing detailed Recommendation Reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic automation to deliver non-discretionary retirement planning recommendations through a centralized consulting team.

Jairo Mejia is a financial advisor with LPL Enterprise in Plano, TX, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC, and operates Walker Benefit Group, which focuses on quoting group health, dental, and vision insurance for businesses. LPL Enterprise serves a broad client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third‑party asset management, and a range of brokerage and insurance products via an integrated platform.

Kurt Reinhold is a financial advisor with LPL Financial in McKinney, TX, holding Series 63 and Series 66 licenses and possessing 23 years of industry experience. He has been with LPL Financial since 2008. 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, including discretionary and non-discretionary management, supported by model portfolios and research from multiple sources.

Geoffrey Jarocki is a financial advisor at Edward Jones with one year of experience at the firm and eight years in the industry. His prior roles include positions at Eaton Vance/Morgan Stanley and Resolute Investment Distributors, Inc. He holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

James Keller is a financial advisor at Osaic with 25 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services, Bank of America, and Merrill. Keller is the owner and president of Financial Educators Network of North Texas, a nonprofit focused on adult financial education and literacy. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities, offering integrated brokerage and advisory services. The firm employs advanced asset-allocation tools and provides access to multiple advisory platforms and third-party money managers.

Denise Scharfenberger is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. She has been with LPL Financial since 2013. Outside of her advisory role, she is involved in consulting for The Serial Nester. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by extensive research and model portfolios.

Richard Scordo is a financial advisor with LPL Enterprise in Plano, TX, holding Series 63 and Series 65 credentials and having 20 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Scordo is also the owner and operator of Scordo Insurance Agency, which offers commercial and personal lines insurance, and serves as a board member of Metro Relief, a for-profit organization. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, consulting, model portfolios, third-party asset management, and insurance products within an integrated platform that supports various client needs.

John Hinrichs is a financial advisor with LPL Financial in McKinney, TX, holding a Series 66 designation and with 25 years of industry experience. He has been with LPL Financial since 2009. 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 proprietary and third-party research and technologies.