Joshua Reeh is a financial advisor with Merrill in Murphy, TX, holding a Series 66 designation and seven years of industry experience. His work history includes positions at Bank of America, Merrill, and Edward Jones. Outside the financial sector, he owns a lawn service business in Richardson, TX, which he manages part-time. Merrill, alongside its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Julia Thorman is a financial advisor at LPL Financial in Wylie, TX, with 36 years of industry experience. She holds the CFP® and Series 63 designations and has been with LPL Financial since 2006. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory services, including model portfolios and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches.

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.

Matthew Jones is a financial advisor at Charles Schwab with seven years of industry experience. He holds a Series 66 designation and has worked at Apex Fintech Solutions and Hardin Enterprises prior to joining Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. as part of their Independent Branch Services. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 offers both non-discretionary and discretionary investment options, combining centralized custody and brokerage services with multi-asset model portfolios and access to alternative investments.

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.

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.

Leslie Killgore is a financial advisor with Charles Schwab in Greenville, TX, holding Series 63 and Series 66 designations and 38 years of industry experience. Leslie has been with Charles Schwab since 2016 and has operated Killgore & Associates, Inc. since 1996. Leslie serves as a board member for the Hunt Memorial Hospital District, participating in monthly meetings and a special committee focused on reviewing hospital financial statements. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational structures.

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.

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.

Shanice Gayton is a financial advisor at Edward Jones with six years of industry experience. She holds Series 63 and Series 65 licenses and has prior experience with JPMorgan Chase Bank and J.P. Morgan Securities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

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.

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.

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.

Paul Brown is a financial advisor with Edward Jones in Murphy, TX, holding a Series 66 designation and six years of industry experience. He has been with Edward Jones since 2019 and has prior experience at Vanco Payment Systems and Ludus Ticketing. Outside of his advisory role, he is involved in retail bike sales and service at John's Trikes and Bikes and works as an assistant coach providing weekend nutrition and health support at TPB Health. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices. The firm offers a range of advisory programs and services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Dustin Smith is a financial advisor with Edward Jones in Greenville, TX, holding Series 63 and Series 66 licenses and having 26 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he is a partner in a partnership called LMC Properties. 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 options, supported by a nationwide network of over 23,000 financial advisors.

Roger Behymer is a financial advisor at LPL Financial with 20 years of industry experience. He holds Series 63 and Series 65 registrations and has been with LPL Financial since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and various technology-driven strategies.

Brandon Bartels is a financial advisor with J.P. Morgan Securities in Princeton, TX, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Fidelity Investments, Bank of America, Merrill, and JPMorgan Chase Bank. 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 through a team of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities.

David Lashley is a financial advisor at Cetera with 16 years of industry experience. He holds the PFS™ and Series 63 designations and has held roles at Avantax Investment Services and Avantax Insurance Services prior to joining Cetera. He also operates D. Kent Lashley CPA PC, a CPA firm. Cetera Investment Advisers LLC serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management and financial planning services, managing over $256 billion in assets.

Dylan Allensworth is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he owned and operated ALL-SERVE Spray Foam Insulation, LLC, managing operations including sales, inventory, and business administration. Dylan’s background also includes roles in the food service industry. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory programs. The firm manages over $1 trillion in assets through a large network of advisors and branch offices, offering both discretionary and non-discretionary strategies alongside affiliated funds and other financial services.

Paula Hunt is a financial advisor with Edward Jones in Wylie, TX, holding a Series 66 designation and having 10 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.