David King is a financial advisor with LPL Enterprise LLC in Plano, TX, holding Series 63 and Series 65 credentials and 30 years of industry experience. His prior experience includes roles at Ameriprise Financial Services, CETERA Advisor Networks, and United Capital Financial Advisors. He is also involved in insurance and fixed annuity sales through the IMO Annuity and Life Advisors. LPL Enterprise serves a diverse client base including individuals, retirement plans, and institutional clients through advisory and brokerage services. The firm offers financial planning, model portfolio programs, and third-party asset management, combining adviser programs with active sales of financial products such as insurance.

Christopher White is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has worked previously at J.P. Morgan Securities and Champ Sports/Footlocker. White has been with Edward Jones since 2018, with a brief gap before rejoining the firm in 2025. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated financial products through a large national network of advisors and branch offices.

Larry Wainwright is a financial advisor at OSAIC with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Royal Alliance since 2019, following a 29-year tenure at Farmers Insurance. He also operates Wainwright Real Estate & Insurance, a business involved in insurance sales and real estate activities. OSAIC serves a diverse client base including individual and institutional investors, offering brokerage, investment advisory, financial planning, and retirement plan consulting services through a large network of affiliated advisers and multiple advisory platforms. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to create portfolios across various investment types, managed on discretionary or non-discretionary bases.

Camryn Mateo Carney is a financial advisor with Raymond James & Associates, holding a Series 66 designation and five years of industry experience. Prior to joining Raymond James, Carney worked at Charles Schwab in various capacities from 2021 to 2025 and also spent time at the Royal Bank of Canada and Kendra Scott. Raymond James & Associates, Inc. is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and investment consulting through a range of portfolio management styles and affiliated research.

Albert Aguilera is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Western International Securities, Inc. and Wedbush Securities Inc. In addition to his advisory role, he is also a licensed non-variable insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Mark Repasy is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds the Series 66 designation and has been with J.P. Morgan Securities since 2015, including prior roles at JPMorgan Chase Bank. 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 to deliver customized advice. The firm operates within the broader J.P. Morgan organization and applies an ESG framework in its investment recommendations.

Ryan Eichner is a financial advisor with Edward Jones in Plano, TX, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked in the education sector with Plano ISD and Grapevine-Colleyville ISD. 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, supported by a nationwide network of financial advisors and branch offices.

Jason Hoofnagle is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining Wells Fargo Advisors in 2022, he worked within Wells Fargo Clearing and Wells Fargo Advisors LLC since 2012. Outside of his advisory role, he owns several car wash businesses in Texas and Oklahoma. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning solutions including cash-flow, retirement, education, and niche areas such as business-owner transition and special-needs planning. The firm combines advisory services with multiple financial product offerings through an extensive network of advisors.

Jared Cole is a financial advisor at Raymond James Financial Services Advisors Inc. in McKinney, TX, holding a Series 66 designation and with 19 years of industry experience. He previously worked at Edward Jones for 10 years before joining Raymond James in 2017. In addition to his advisory role, he is acting trustee of a family trust and serves as branch manager and financial advisor for Cole Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and utilizes analytical tools to model potential outcomes, supporting clients through various advisory programs and specialized services.

Samba Njie is a financial advisor with Cetera, holding a Series 66 designation and 22 years of industry experience. Before joining Cetera, he worked at Avantax Investment Services and 1st Global. Outside of advising, he provides part-time ride-sharing services on weekends. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that supports both discretionary and non-discretionary accounts.

Cristen Deteau is a financial advisor with Cetera, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. She has worked with Cetera since 2016 and has prior experience at CH Wealth Management and Capital Advisors Group. Outside of her advisory role, she is involved as an independent contractor in the insurance sector. Cetera Investment Advisers LLC serves a wide client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager platform with access to model portfolios, third-party managers, and customized strategies, managing over $256 billion in assets through a network of more than 10,000 advisors.

Stacy Carrington is a CFP® professional with 11 years of experience in the financial industry. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices across the United States.

Jared Mc Ferron is a CFA® charterholder with eight years of industry experience. He currently works at Edward Jones in Plano, TX, where he has been since 2022. His prior experience includes roles at Guidestone Financial Resources, Frost Investment Advisors, and First Command Advisory Services. 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, managing approximately $1.01 trillion in assets with a large network of financial advisors and branch offices nationwide.

Quinton Wong is a financial advisor with J.P. Morgan Securities in Garland, TX, holding Series 63 and Series 66 licenses and 10 years of industry experience. His career has been primarily with JP Morgan entities since 2015. Outside of his financial career, he has experience working with Vae Live, a Vietnamese radio program focused on arts and entertainment. 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 broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Philip Hanna is a financial advisor at Thrivent Investment Management in Allen, TX, with eight years of industry experience. He holds Series 63 and Series 65 credentials. His previous work includes roles at JP Morgan Securities, Lyft, and the New York State Common Retirement Fund. Outside of financial advising, he operates an e-commerce business purchasing and reselling used car parts on eBay. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based analyses and broad financial planning topics without discretionary trading authority. The firm offers a consolidated billing option combining planning and managed-account services while maintaining them as separate engagements.

Steven Ford is a financial advisor with Ameriprise in Richardson, TX, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at First Command and Edward Jones, as well as service in the United States Navy Reserve. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Jessica Colston is a financial advisor at LPL Financial with eight years of industry experience. She holds the Series 66 designation and has worked previously at SageSpring Wealth Partners, Cetera Wealth Services, and HD Vest Investment Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.

Frederick Leisner is a financial advisor with LPL Financial in McKinney, TX, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Ameriprise, Fidelity Investments, and MassMutual. Outside of his advisory work, he is involved with the McKinney North Stars. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party subadvisors, and technologies such as machine learning.

Neal Norton is a financial advisor with Edward Jones in Allen, TX, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies through a large nationwide network of financial advisors and branch offices.

Jordan Fournier is a financial advisor with LPL Financial and holds the Series 63 and Series 65 designations, with nine years of industry experience. He has been with LPL Financial and Thomson Investment Group since 2015. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from various sources.