Kimberly Shouse Bourland is a financial advisor with Ameriprise in Richardson, TX, holding a Series 66 designation and nine years of industry experience. She has worked with Ameriprise and its affiliated entities since 2009. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Robert Mackey is a Wealth Management Advisor at Merrill Lynch Wealth Management and leads the Mackey Brennan Wealth Management Group, a team of seven professionals. Since joining Merrill Lynch in 1991, Robert has been recognized by Forbes from 2018 through 2025 as one of the Best-in-State Wealth Advisors, and his team has been similarly honored from 2023 to 2026. He also earned a place on Barron's Top 1,200 Financial Advisors list in 2015. Robert trains and mentors other financial advisors nationwide, emphasizing a goals-based wealth management approach. Robert's expertise includes family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, and small business strategies. He works closely with affluent families and business owners to align their investments with estate and retirement plans, often coordinating meetings with clients' attorneys and CPAs. His firm focuses on understanding clients' fears, hopes, and envisioned lifestyles to create holistic investment solutions. Robert also educates the next generation on financial management. He holds a Bachelor's degree in Economics and Finance from Spring Hill College and has earned professional credentials including Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Robert serves on the boards of John Paul II High School in Plano, Mother Teresa Catholic School in Frisco, and The Catholic Foundation in Dallas. He lives in Parker, Texas with his wife Cathy and their three children. His personal interests include hiking, running, spending time with family, and traveling.

Albert Bryant is a financial advisor with Raymond James Financial, holding CFP®, ChFC®, and Series 66 designations and three years of industry experience. His prior roles include positions at First Choice Financial Planning, Raymond James Financial Services, Inc., Superpowers HQ, and State Farm. He is also associated with Dawson Private Wealth, where he provides financial advice to clients. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and consulting using analytical tools and supports its clients primarily through its advisory programs and partnerships.

Marcella Shaikh is a financial advisor at LPL Enterprise with one year of industry experience. Prior to joining LPL Enterprise in 2025, she worked for seven years with the Garland Independent School District and spent seven years in homemaking. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products through an integrated platform.

Kuumba Smith is a financial advisor at Cetera with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms including Avantax and 1st Global. Smith is the founder and manager of Smittox Brewing Co., LLC, a beer production and brand merchandising venture that is not currently active. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with a range of portfolio management and retirement services, overseeing more than $256 billion in assets.

Evguenia Funderburk is a CFP®-certified financial advisor with Ameriprise in McKinney, TX, with 18 years of industry experience. She has been with Ameriprise and its affiliate since 2007. Outside of advising, she has a past involvement with a Texas-based bowling tournament business that is currently inactive. Ameriprise is a large institutional firm offering a retirement-income planning service targeted at individuals with significant investable assets, combining research-driven recommendations and algorithmic tools to support tax-efficient withdrawal strategies and income planning.

Herbert Poledna III is a financial advisor with Ameriprise in McKinney, TX, holding a Series 63 designation and 26 years of industry experience. He has worked at Ameriprise and its related entities since 2016, as well as at Massachusetts Mutual Life Insurance Company from 2015 to 2017. Outside of his advisory role, he serves as Practice Manager of Encircle Wealth Advisors, where he leads research and portfolio construction. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on providing written recommendations and annual planning advice centered on dependable income sources and tax-aware withdrawal strategies.

Tammie Walker is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Walker is involved in community activities as Vice President of Development on the Board of Directors for the Celina Education Foundation. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Christine Sager is a financial advisor with LPL Financial holding Series 65 and Series 66 credentials and 11 years of industry experience. Her prior roles include positions at Edward Jones and Wisdom Index Advisors. 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 supported by model portfolios, research, and various management options.

Laura Gedge is a financial advisor with Raymond James & Associates in McKinney, TX, holding Series 63 and Series 65 credentials and four years of industry experience. She previously worked at Inland Securities Corporation for six years. Outside of her advisory work, she is the managing member of Raining Beads LLC, a business creating and selling beaded products online and at markets. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing various portfolio management styles and affiliated research.

Susana Rosello is a Senior Financial Advisor with Merrill Lynch Wealth Management Group. She brings extensive experience in the financial services industry to her role, focusing on helping clients achieve their financial goals through a disciplined wealth management process. Her approach involves establishing client objectives, setting appropriate strategies, implementing customized recommendations, and reviewing progress regularly. Susana works with a diverse client base, including individuals, families, small business owners, and corporate executives. She collaborates closely with clients and leverages the resources available through Merrill and Bank of America specialists in areas such as trust and estate planning, insurance, lending, banking, and corporate retirement planning. Her work emphasizes partnering with clients and their other advisors to deliver comprehensive wealth management solutions. She holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Susana completed her high school education at Bensalem High School.

Jace Yeung is a financial advisor with J.P. Morgan Securities in Plano, TX, holding Series 63 and Series 66 licenses with 15 years of industry experience. He has been with J.P. Morgan Securities since 2013 and has also worked at JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm delivers advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Steven Kalmus is a CFP® with 17 years of experience in financial advising, currently with Ameriprise since 2020. He previously worked at USAA in various advisory and financial planning roles from 2008 to 2020. Kalmus is also the owner of Glide Path Partners LLC, through which he manages his advisory business. Ameriprise provides retirement-income planning services targeting clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized recommendations. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions.

Christopher Mankoff is a CFP® with 16 years of industry experience, currently affiliated with LPL Financial in Plano, TX. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Waddell & Reed, and insurance agencies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide through a large network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management options.

Charles Nail is a financial advisor with Equitable Advisors in Plano, TX, holding Series 65 and Series 63 credentials and seven years of industry experience. Prior to his current role beginning in 2019, he worked at AXA Advisors, Morgan Stanley, and Olympus Wealth Management. He serves as a board member for City House Non-Profit and is a member of the Rotary Club. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of third-party advisory programs and emphasizes matching clients with appropriate investment models or discretionary managers.

Rachael Gordon is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds Series 63 and Series 66 licenses and has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2017. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Ellen Thomas is a financial advisor with Primerica Advisors in Plano, TX. She holds the Series 63 and Series 65 licenses and has one year of industry experience. Prior to her current role, she worked at PFS Investments Inc. and Primerica Financial Services and spent 19 years with Rains ISD. She also has experience working with the YMCA. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, corporate, and charitable clients. The firm delivers advisory services through a large network of advisors using model-driven investment strategies managed by third-party asset managers.

Jason Brownstein is a CFP® with four years of industry experience, currently serving as a financial advisor at Edward Jones. His prior experience includes roles at LPL Financial and Charles Schwab. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices.

Bryan Brokaw is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Edward Jones since 2005. He holds Series 63 and Series 66 licenses and is based in Wylie, TX. 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 through a large nationwide network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Sarah Marshall is a Series 66-licensed financial advisor with 18 years of industry experience, currently with LPL Financial since 2013. She operates Texan Wealth Management and owns Texan Wealth Insurance, an agency offering property and casualty insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of advisers. The firm provides a range of advisory programs, financial planning, and retirement consulting, offering both discretionary and non-discretionary management supported by proprietary and third-party research.