Caleb Smith is a financial advisor with LPL Financial, holding a Series 66 credential and beginning his advisory career in 2026. Prior to joining LPL Financial and Merchant Wealth Management, he gained work experience in various roles across hospitality, education, and retail sectors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, and institutions. The firm provides a range of advisory programs and utilizes model portfolios and third-party research across discretionary and non-discretionary management strategies.

William Burmeier is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Ameriprise in Carrollton, TX. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research and modeling to provide tailored, non-discretionary recommendations. The firm delivers a range of advisory, brokerage, and insurance solutions through its affiliated companies.

Gregory Welsh is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on helping families, small business owners, and non-profits develop and execute successful financial strategies tailored to their unique goals. His expertise includes corporate executive services, divorce transition planning, family wealth management, philanthropic planning, and socially responsible investing. Mr. Welsh holds the Chartered Retirement Planning Counselor (CRPC) designation and has an educational background that includes a high school diploma from John Marshall High School and studies at Oklahoma State University. He is affiliated with professional and community organizations such as 316 Counseling Centers. Beyond his professional work, Mr. Welsh enjoys baseball, football, golfing, and spending time with his family. He is a lifelong fan of Kansas basketball and Kansas City Chiefs football. His approach centers on uncovering clients' priorities to create strategies that pursue their financial goals while promoting generosity and client best interests.

Maya Katzman is a CFP® credentialed financial advisor with 12 years of industry experience. She is currently with OSAIC and previously worked at Lincoln Financial Advisors Corporation for 12 years. Outside of advisory services, she is involved in offering fixed and indexed annuities as well as group health plans. OSAIC serves a wide range of clients including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through a large network of advisors and utilizes tools such as asset-allocation modeling, risk assessment, and automated rebalancing to construct diversified portfolios.

Amy Nelson is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Ameriprise since 2015. Outside of her advisory role, she is involved in selling RodanFields skin care products on a part-time basis. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Jeoffrey Dumas is a financial advisor with Edward Jones in Plano, TX, holding Series 63 and Series 66 credentials and 12 years of industry experience. He has been with Edward Jones since 2019, with a brief hiatus prior to that. Outside of his advisory role, he is involved in land development and oil and gas partnerships. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of financial needs. The firm manages over $1 trillion in assets and offers advisory programs with discretionary and non-discretionary strategies, alongside affiliated mutual funds and tax-efficient services.

Stephen Jones is a Series 66 licensed financial advisor with J.P. Morgan Securities in McKinney, Texas, with two years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2025, and previously held positions at PNC Investments LLC and other firms across various industries. 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 due diligence and an ESG eligibility framework in its recommendations.

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.

Joseph Rosio is a financial advisor with LPL Financial based in Plano, TX, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior experience includes roles at Waddell & Reed, HD Vest Insurance Agency, Avantax Advisory Services, and ongoing employment with the Department of Defense Defense Contract Management Agency. He is also the owner of J. Rosio Tax Services LLC, a tax preparation and accounting business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by proprietary and third-party research, with discretionary and non-discretionary portfolio management options.

Matt Hamedani is a financial advisor at Fisher Investments in Plano, TX, holding a Series 65 designation with two years of industry experience. Prior to joining Fisher Investments in 2021, he worked at Peapack Gladstone Bank from 2017 to 2021 and was affiliated with the University of Arizona until 2017. Fisher Investments serves a global client base, including institutional and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research and provides sub-advisory and retirement plan services.

Soheb Masani is a financial advisor with J.P. Morgan Securities in McKinney, TX, holding Series 65 and Series 63 registrations and three years of industry experience. He has worked at J.P. Morgan Securities and Jpmorgan Chase Bank since 2023, with prior roles at Wells Fargo and Axis Bank Ltd. Outside of financial services, he has experience with Silva Bottling Company and Savoy Development LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG framework when recommending strategies.

Gilbert Zepeda is a financial advisor at OSAIC with 41 years of industry experience. He holds a Series 63 designation and previously worked at Woodbury Financial Services, Inc. for 14 years. Outside of his primary role, he is a senior partner at Legacy Investment Services, Inc., where he engages in marketing, branding, and educational activities to support investment and insurance practices. OSAIC serves a diverse clientele, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing various investment platforms and tools to construct portfolios tailored to client needs.

Leigh Hicks is a financial advisor at LPL Financial with 26 years of industry experience. He has been with LPL Financial since 2009 and holds Series 63 and Series 66 licenses. In addition to his advisory work, Leigh is a commissioned notary public in Plano, Texas. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, with access to in-house and third-party research and investment strategies.

Anderson Brooks is a financial advisor at OSAIC with six years of industry experience. He holds the Series 66 designation and has worked with both OSAIC and Pilot Wealth Advisors, LLC. Brooks also presents adult financial education classes on Social Security and refers clients to trust establishment services through Brooks Legacy Planning. OSAIC Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charities. The firm provides brokerage and advisory services, financial planning, and access to various investment platforms, employing asset-allocation tools and risk assessments to construct portfolios across multiple asset classes.

James Larkin is a financial advisor at Ameriprise with 30 years of industry experience and holds a Series 63 designation. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is a member of two local bands, Random Walk and Acoustic Asylum. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning advice focused on dependable income and tax-aware withdrawal strategies for clients approaching or in retirement.

Jessica Willman is a Series 66-licensed financial advisor with Charles Schwab & Co., Inc. in McKinney, Texas, where she has worked since 2018. She has eight years of industry experience, including roles at Texas Tech University and Primewest Mortgage. Charles Schwab & Co., Inc. serves 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 operates a hybrid model combining non-discretionary advisory relationships with access to discretionary separately managed accounts and conducts centralized supervisory, custody, and order-routing functions.

Jun Tang is a CFP® professional with 17 years of experience in financial advisory roles. He is currently with LPL Financial and has held previous positions at Cetera, Cathay Bank, Capital One Advisors, and USAA Financial Services. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of advisers. The firm offers diverse advisory programs, financial planning, and retirement consulting, combining discretionary and non-discretionary management with research and technology-driven solutions.

William Artzberger is a CFA® charterholder with eight years of experience in the financial services industry. He is currently an advisor at LPL Enterprise LLC and has previously worked at Fisher Investments, Outlook Wealth Advisors, LLC, and Edward Jones. 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, model portfolio programs, third-party asset management arrangements, and a range of brokerage and insurance products within an integrated platform.

Charles Tran is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and 18 years of industry experience. He previously worked at NYLIFE Securities LLC and New York Life Insurance Company from 2007 to 2017 before joining Thrivent in 2017. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm supports combining planning with managed-account programs via a consolidated billing option called WealthPlan, while keeping these services separate.