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.”

Travis Federick is a financial advisor with Ameriprise in Plano, TX, holding a Series 63 designation and 30 years of industry experience. He has been with Ameriprise since 1998. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, delivering written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to produce tailored retirement plans and offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Jill Ehlers is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. Her prior roles include positions at Envision Wealth Strategies, Walnut Hill Advisors, Principal Securities Inc, Vintage Financial Group, and Principal Life Insurance Company. She serves as a volunteer board member for the Elkhorn Public School Foundation and has entrepreneurial involvement with a YouTube and social media platform focused on financial topics. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm utilizes multiple investment platforms and offers both proprietary models and access to third-party strategists, with a range of discretionary and non-discretionary implementation options.

Sam Thornal II is a CFP®, ChFC®, and holds a Series 66 license with 24 years of experience in the financial services industry. He has been with Ameriprise since 2005, serving in advisory roles for over 18 years. Outside of his advisory work, Thornal is involved in multiple business ventures including ownership and executive roles in companies focused on fire protection, pest control, and kitchen exhaust cleaning. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides retirement planning through a written Recommendation Report and ongoing tax-aware withdrawal strategies. The firm’s approach includes algorithmic tools and third-party research, operating within a defined investment universe influenced by affiliated product offerings.

Karen Bellinghausen is a Series 63-registered financial advisor with Ameriprise in Dallas, TX, bringing 36 years of industry experience. She has been with Ameriprise and its affiliate since 2005. Outside of her advisory role, she owns a consulting business in Dallas. Ameriprise is an institutional firm that offers a retirement-income planning service for clients typically holding at least $1 million in investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports delivered through a centralized consulting team in partnership with the client’s advisor.

Charles Eshelman is a financial advisor with Equitable Advisors in Richardson, TX, holding Series 63 and Series 66 credentials and with 39 years of industry experience. He has been with Equitable Advisors since 1999, including time under the AXA Advisors name prior to 2020. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individual, institutional, and charitable clients. The firm uses a network of Investment Adviser Representatives and offers a range of advisory models implemented by third-party managers and sponsored programs.

Thomas Herrin is a CFP® certificant with 25 years of experience in the financial services industry. He is currently affiliated with LPL Financial and also provides investment advisory services through Financial Advocates Investment Management. Herrin has previously worked with Raymond James Financial Services Advisors and operates several non-investment business entities. 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, utilizing discretionary and non-discretionary management supported by research, model portfolios, and various investment strategies.

William Shea is a financial advisor at OSAIC with 31 years of industry experience. He holds the CFP® and ChFC® designations and was previously with FSC Securities Corporation for 28 years. Shea also serves as president of a fixed and traditional insurance business. OSAIC serves a broad range of retail and institutional clients through a large network of advisors, offering integrated brokerage and investment advisory services. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management across multiple investment platforms.

Keith Pinkard is a financial advisor at Primerica Advisors in Plano, TX, holding Series 63 and Series 65 licenses with five years of industry experience. He has been with Primerica Advisors since 2020 and previously worked 16 years at Cedar Hill ISD. Outside of his advisory role, he is involved in sales of loan products and home-related services through affiliated Primerica companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, managing potential conflicts through disclosure and oversight.

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.

Esther Olivas is a financial advisor with Edward Jones in Plano, TX, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Before joining Edward Jones in 2026, she worked at JPMorgan Chase Bank and JPMorgan Securities LLC from 2015 to 2026, and at Express in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of advisors and branch offices.

Peter Beswerchij is a financial advisor at UBS Financial Services with 36 years of industry experience. He has been with UBS since 2006 and holds Series 63 and Series 65 designations. Outside of finance, he is a Tai Chi instructor at Motor City Tai Chi in Troy, Michigan. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant operations and market-making activities.

Johnny Maberry is a financial advisor at Ameriprise in Fort Worth, TX, with 16 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2013. Maberry is also involved in paraplanning through WLWA, LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering personalized, algorithm-assisted advice primarily for clients maintaining assets in Ameriprise-managed accounts.

Jonathon Condren is a financial advisor at Merrill with Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at LPL Financial LLC, TIAA, Vanguard Marketing Corporation, and Fidelity Investments. 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, high-net-worth clients, and institutional investors.

Michael Vestal is a CFP® and ChFC® with 29 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2017 and previously held roles at Wfg Investments and TIAA CREF. He is also the owner of Vestal Financial, Inc., a business focused on insurance, benefits, and human resources. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a broad network of independent Financial Professionals using a range of portfolio management and model-based solutions.

Joe Cruse IV is a financial advisor at Edward Jones with seven years of industry experience. His previous roles include work at JPMorgan Chase Bank and involvement with Gateway Church in Southlake, TX, where he also served as a contracted musician. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Alejandro Esparza is a financial advisor at Merrill with Series 66 and Series 63 designations and two years of industry experience. His prior work includes roles at Bank of America, NYLIFE Securities LLC, and New York Life. Outside finance, he has experience with Meraki Solar and Meraki Solutions. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Constantina Cox is a Series 66-licensed financial advisor with 15 years of industry experience. She has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. since 2017 and previously at Merrill from 2012 to 2017. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

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.

Robert Mefford is a financial advisor at OSAIC with 21 years of industry experience. He holds a Series 66 designation and has worked previously at Tate Financial Group and FSC Securities Corporation. Outside of advisory services, Mefford owns and operates a sole proprietorship analyzing and providing life insurance solutions. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party managers across multiple advisory platforms.