Jeff Croswell is a financial advisor with Edward Jones in Cross Roads, TX, holding a Series 66 designation and six years of industry experience. He joined Edward Jones in 2019 after six years at AT&T. Outside of his advisory role, he hosts trivia nights at local restaurants and serves as a soccer referee. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers various advisory strategies and operates under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Gina Husted is a financial advisor at Wells Fargo Advisors with 36 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Prudential Equity Group from 2000 to 2003. Outside of her advisory role, she serves as power of attorney for her mother in Salt Lake City, UT. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning, using Wells Fargo research and planning tools.

Aaron Smith is a financial advisor with Morgan Stanley in Aventura, FL, holding Series 63 and Series 65 licenses and having three years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2022, he worked at PHX Financial and US Pawn, among other roles. He served in the US Marines from 2012 to 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, using structured planning tools and market modeling techniques.

Erin Graft is a Benefits & Planning Consultant in the Executive Services division at Fidelity Investments, a position she has held since 2018. She has been with Fidelity Investments since 2013, serving in various roles including Relationship Manager, Financial Representative in the Plano branch, and High Net Worth Financial Representative. Erin's professional experience centers on building and implementing financial plans for clients, engaging them through open discussions to address important questions and ideas. She approaches her work with a focus on family values, aiming to assist clients as if they were members of her own family. Outside of her professional role, Erin's personal interests include family activities, football, gardening, parenthood, and yoga.

Michael Miller is a financial advisor at Merrill with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Bank of America, N.A. and Merrill for the past 10 years. 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. The firm offers model-based and discretionary strategies designed by internal Chief Investment Office teams and third-party style managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Joe Cruse IV is a financial advisor at Edward Jones in Prosper, TX, holding Series 66 and Series 63 credentials with seven years of industry experience. Prior to joining Edward Jones in 2023, he worked at JPMorgan Chase bank from 2016 to 2023. Outside of his advisory role, he has been a contracted musician for Gateway Church in Southlake, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of advisors and branch offices.

Juan Villamizar is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at UBS Financial Services, Hightower Securities, and Fidelity, where he worked for 15 years in various capacities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and utilizes research from Wells Fargo Investment Institute along with third-party data to support its investment approach.

Constantina Cox is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds a Series 66 designation and has worked at Merrill, Edward Jones, and JPMorgan Chase Bank, N.A. prior to her current roles. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward‑looking capital market assumptions and incorporates an ESG eligibility framework.

Parker Thompson is a financial advisor at RBC Capital Markets with Series 63 and Series 65 credentials and three years of industry experience. His prior experience includes two years with Fisher Investments. Outside of his advisory role, he is a part owner of SWAN LLC, a business involving real estate investment where he provides investment capital. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, and brokerage services, implementing strategies customized to each client’s risk profile.

Caleb Smith is a financial advisor with LPL Financial in Celina, TX, holding a Series 66 designation and new to the industry with less than one year of experience. Prior to entering financial advising, he worked in various roles including positions at Omni Hotels and Resorts PGA and The Indoor Golf Shop. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions supported by technology and operates one of the largest advisory networks in the industry.

Gregory Welsh is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing financial strategies for families, small business owners, and non-profits. Gregory's focus areas include corporate executive services, divorce transition planning, family wealth management strategies, services for endowments and foundations, employee financial health, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, and socially responsible, values-based, and ESG investing. With a background in small business and non-profits, Gregory is trained to help clients manage their life savings to avoid concerns about outliving their retirement resources. He holds the Chartered Retirement Planning Counselor (CRPC) designation and has education from Oklahoma State University and John Marshall High School. He is involved professionally and in the community with the 316 Counseling Centers. Outside of his professional work, Gregory enjoys baseball, football, golfing, and spending time with his family. He emphasizes uncovering what matters to clients and their families to develop financial strategies aligned with their goals.

Damion Robertson is a financial advisor at Edward Jones in Frisco, TX, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices, offering a variety of discretionary and non-discretionary investment strategies under a fiduciary standard.

Tanner Luehrs is a financial advisor at Merrill with seven years of industry experience. He holds a Series 66 designation and has worked at both Bank of America, N.A. and Merrill since 2017. Outside of his advisory role, he owns Luehrs Golf Equipment. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Shea Gordon is a financial advisor with LPL Financial in Frisco, TX, holding a Series 66 designation and bringing 25 years of industry experience. His prior roles include positions at Private Advisor Group, LLC, Stratera, Banc Of America Investment Services, Inc., and AllianceBernstein L.P. Outside of advising, he is involved with Midland National, focusing on non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by technology and a broad network of over 22,800 advisors.

Catherine Jenkins is a Series 66 licensed financial advisor at Edward Jones in Frisco, TX, with seven years of industry experience. She has been with Edward Jones since 2015. Outside of her advisory role, she is a consultant for a hair care product company through a network marketing business. 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 manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 advisors across more than 15,000 branches.

Chelsea Archer is a financial advisor at Thrivent Investment Management with one year of industry experience. She holds Series 63 and Series 66 licenses and has prior experience at Fidelity Investments and Robinhood Financial, LLC. Before entering the financial sector, she worked in several other industries including roles at Chipotle and Altar Cosmetics. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and planning across a wide range of financial topics. The firm offers options for ongoing or one-time planning engagements while keeping planning and managed-account services separate.

James Pruter is a Series 66-licensed financial advisor with Merrill in Frisco, TX, where he has worked since 2013. He has 17 years of industry experience. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jeff Dinkins is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. He is based in Frisco, TX. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Amanda Cecil is a financial advisor at Merrill with 10 years of industry experience. She holds the Series 63 and Series 66 licenses and has been with Merrill and Bank of America since 2016. Cecil serves on the advisory board of Heart House Dallas, a charitable organization. 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, pension plans, corporations, and charitable organizations.

Soheb Masani is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Jpmorgan Chase Bank, Wells Fargo Bank, Axis Bank Ltd., and Silva Bottling Company. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence and a combination of quantitative and qualitative research.