Melissa Carlisle is a CFP® and holds a Series 66 license with Edward Jones in Murphy, TX, where she has worked since 2015. She has 10 years of industry experience. Outside of her financial advisory role, she is a partner in an LLC established to manage her family farm and preserve it for future generations. 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 and investment solutions, supported by a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Scott Parker is a financial advisor with Charles Schwab in McKinney, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Charles Schwab since 2012 and previously worked at Mutual of Omaha for 20 years. Parker is also managing partner of Parker Operating Company, LLC, and directs staff at Parker Management Consultants LLC, both roles related to non-investment business activities. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering a range of advisory and brokerage services through its integrated Schwab Wealth Advisory program. The firm combines non-discretionary client advisory with access to discretionary separately managed accounts and provides multi-asset model portfolios, alternative investment options, and centralized operational services.

Caleb Springer is a financial advisor with LPL Financial in Plano, TX. He holds the Series 66 designation and has one year of industry experience. His prior roles include positions at Ouachita Baptist University and Inside-Out Solutions. 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 representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.

Melinda Lapert is a financial advisor with Wells Fargo Advisors in Plano, TX, holding a Series 63 designation and bringing 40 years of industry experience. She has been with Wells Fargo Advisors and its affiliates since 2012. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations across various financial needs.

Matthew Irwin is a Series 63–licensed financial advisor with 28 years of industry experience. He has worked at LPL Financial since 2022 and was previously with Ameriprise Financial Services, Inc. for 17 years. Based in Dallas, TX, Irwin provides advisory services through LPL Financial. 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 financial planning and advisory programs, including discretionary and non-discretionary management, supported by proprietary and third-party research.

Randy Matthews is a financial advisor with LPL Financial in Plano, TX, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with LPL Financial since 2011. In addition to his advisory role, he operates a separate business under the name Matthews Wealth Management and is involved in selling fixed insurance products through Crump Insurance Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management, supported by research and model portfolios.

Timothy Pietrykowski is a financial advisor with Primerica Advisors in Plano, TX, holding Series 65 and Series 63 credentials and over 32 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1993. He served as a board member of Lapeer Assembly of God from 2011 to 2014 and also engages in sales of loan products and home security referrals through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services through a large network of advisors using model-based investment strategies and offers a range of portfolio models, including recent additions that invest in cryptocurrency-related ETFs.

Mark Larimore is a financial advisor with LPL Financial in Plano, TX, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has been with LPL Financial since 2005. Outside of his advisory role, he serves as a board member for PTOP Property Owners Association, Inc. 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. The firm offers a range of advisory programs, financial planning, and brokerage services, with both discretionary and non-discretionary management supported by research from internal and third-party sources.

Peter Jay is a financial advisor at Vanguard Advisers based in Plano, TX, holding a Series 66 designation and with one year of industry experience. Prior to joining Vanguard, he worked at Bank of America and Merrill. Outside of his advisory role, he owns and operates Amazing Grazing, a family farm focused on raising livestock, poultry, and gardening. Vanguard Advisers offers automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary models to construct portfolios largely from Vanguard funds and ETFs, with various customization options and a digital delivery platform serving hundreds of thousands of clients.

Andrew Ross is a ChFC® credentialed financial advisor with Ameriprise in Dallas, TX, bringing 52 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, Ross owns a botanical skin care and nutritional products business and has served in a temporary office management role. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research-driven, tax-efficient strategies and algorithmic tools to provide tailored recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Michael Pak is a financial advisor with LPL Financial, holding Series 63 and Series 66 registrations and 27 years of industry experience. His prior roles include positions at CUSO Financial Services, InTouch Credit Union, Park Avenue Securities, Guardian Life Insurance Company, and Wedbush Securities Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services utilizing both discretionary and non-discretionary management across diverse strategies.

Taylor Brennan is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2019. Prior to this, he was associated with Love The Pearls Inc., a jewelry business, where he remains a minority owner. Brennan also serves as an associate trustee for the Founders of Doctors' Hospital Inc. in Tulsa, observing financial board meetings. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment strategies through a large nationwide network of advisors and branch offices.

Brandy Phipps is a financial advisor at LPL Financial with 28 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at LPL Financial since 2019, following six years with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. 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 advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by model portfolios and research from LPL Research and third-party subadvisors.

Preetinder Chatha is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC., where he spent over 30 years. 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 wealth portfolio programs, and access to third-party asset management, supported by an integrated platform that combines adviser programs with a range of financial products.

John Hanson is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Prosperity Bank since 2014 and has been affiliated with Raymond James Financial Services Advisors, Inc. since 2016. Hanson is also associated with Prosperity Private Investments as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, and institutional clients. The firm offers tailored non-discretionary planning and consulting, employing risk profiling and analytical tools, and supports clients through its advisory programs and partnerships, including municipal and public-finance services.

George Taggart is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018, following roles at US Health Advisors, David McDavid Lincoln, and Olathe Ford Lincoln. Outside of his advisory work, he is involved in community sports as the chief umpire for youth baseball and softball and owns a trailer rental business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of investment strategies and affiliated services supported by a large network of advisors and branch offices nationwide.

Cassandra Cardwell is a financial advisor with Primerica Advisors in Plano, TX, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Her career includes roles at PFS Investments Inc. and Primerica Financial Services, as well as work with Richardson and Garland Independent School Districts. She is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm employs a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Mark Heck is a financial advisor at LPL Financial with 24 years of industry experience. He holds the Series 66 designation and has worked with firms including SCF Investment Advisors, INC. and Advisor Resource Council. Heck is also involved with Dallas Financial Wholesalers, a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and technology such as machine learning to support diversified investment strategies.

David Downs is a financial advisor with Equitable Advisors in Plano, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Beyond his advisory role, Downs serves as Chair of the Board Executive Committee for the Collin College Education Foundation and is involved with the Plano Chamber of Commerce, currently serving as its Vice Chair and 2024 Chair. He is also active in photography through his businesses, David Downs Photography and Benton Downs Photography. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm works with a broad client base and utilizes third-party asset managers and advisory programs to implement customized investment solutions.

Stephanie Kunego is a financial advisor with Ameriprise in McKinney, TX, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Ameriprise, she worked at Teaching Strategies and spent eight years at Istation (Amira Learning). Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. This service provides tailored, ongoing advice based on proprietary research and collaborative planning with clients’ advisors.