Christopher Offner is a financial advisor with Wells Fargo Advisors in Plano, TX, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior positions include roles at Edward Jones and Hartford Funds Distributors, LLC. Outside of his advisory work, he has ownership interests in several investment-related businesses including Willow Bend Wealth Management, LLC and Offner GP, LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include cash-flow, retirement, education, and specialized services such as business-owner transition and special-needs planning. The firm’s advisors use proprietary research and tools to develop tailored recommendations, which clients may implement through brokerage or advisory programs on a discretionary basis.

Grant Bruce is a Series 66 licensed financial advisor with four years of industry experience. He is currently affiliated with LPL Enterprise in Plano, TX, having joined in 2024. Prior to this, he worked with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, Bruce has served as a baseball coach for Plano West Senior High School. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering advisory and brokerage services supported by research, model portfolios, and third-party managers.

Andrew Royal is a financial advisor at Edward Jones in McKinney, TX, holding a Series 66 designation and beginning his industry career in 2026. Prior to joining Edward Jones, he worked in coaching and sales roles, including multiple positions at Royal Results Coaching Inc. and Vorwerk Thermomix USA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ping Yu is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2018, following prior roles at Scottrade Investment Management and Scottrade Inc. 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 select group of Wealth Advisors. As part of J.P. Morgan, the firm integrates advisory services with brokerage, distribution, and investment management capabilities.

Thomas Trump is a financial advisor with Cambridge Investment Research Advisors in McKinney, TX, holding Series 63 and Series 65 credentials and 26 years of industry experience. Prior to joining Cambridge, he worked at Robinson Value Management, Ltd. and Bensboro Advisors, LLC. He is also a youth soccer coach for FC Dallas Youth. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides a range of investment implementation options and proprietary model strategies, with documented business relationships that include professionals licensed in law and accounting.

Jamaul Pride is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and four years of industry experience. He also serves as CCO/COO of Dawson Private Wealth, LLC, an independent investment management firm affiliated with Raymond James. In addition to his advisory roles, he owns and operates Five Hearts Hot Sauce, LLC, where he is involved in production, packaging, distribution, marketing, and social media. 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, and institutions. The firm offers tailored, non-discretionary planning and utilizes various analytical tools to support client goals while maintaining specialized municipal and public finance advisory 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.

James Dubina III is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. His prior experience includes roles at CUSO Financial Services LP, Regions Bank, Cetera Investment Services LLC, TD Ameritrade, and Scottrade. 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 advisory programs, financial planning, and brokerage services, leveraging both proprietary and third-party research across diversified and alternative strategies.

Larry Brasel is a financial advisor based in Dallas, TX, affiliated with Cambridge Investment Research Advisors. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. In addition to his advisory role at Cambridge since 2009, he is president of Northbeam Financial Inc., where he serves as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and retirement sponsors. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent professionals, offering multiple portfolio management options and both discretionary and non-discretionary strategies.

Taryn Watson is a Financial Advisor with Merrill Lynch Wealth Management. She has dedicated the past 12 years to the financial services industry, developing expertise in personalized wealth management and building strong client relationships. Taryn focuses on understanding her clients' families, financial situations, and priorities to create customized financial strategies that adapt to changing needs and market conditions. Her approach incorporates access to investment insights from Merrill and banking and lending solutions from Bank of America. Taryn’s areas of client focus include college education planning, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, women and wealth, and retirement income. She holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA) and earned her bachelor's degree from the Oklahoma State University System. Outside of her professional work, Taryn enjoys golfing, interior decorating, painting, and swimming. She approaches her role with a commitment to accessibility, knowledge, and understanding, working one-on-one with clients to develop financial strategies aimed at achieving their long-term goals.

Stewart Mc Lauchlan is a financial advisor at Ameriprise in Dallas, TX, holding Series 63 and Series 65 credentials with 37 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he serves on the Board of Directors and various committees for the Bonaventure Homeowners Association. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, providing written recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory expertise to deliver tailored retirement income plans, primarily for clients with Ameriprise-managed accounts.

Rick Erling is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and nine years of industry experience. He previously worked at Morgan Stanley for six years before joining J.P. Morgan in 2022. Outside of his advisory role, he is involved in a hobby photography business. 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 institutional advisory operations with multiple market-facing registrations and delivers recommendations on a non-discretionary basis.

Lori Vejil is a financial advisor at Edward Jones in McKinney, TX, holding Series 63 and Series 66 credentials with six years of industry experience. Her prior work history includes a role at T. Rowe Price and a brief period as a self-employed advisor. 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 solutions supported by a large network of financial advisors and branch offices nationwide.

Gary Sieburg is a financial advisor with LPL Financial in Garland, TX, holding the CFP® designation and Series 63 and 66 licenses. He has 40 years of industry experience, including over 20 years at LPL Financial. Outside of his advisory role, he sells fixed insurance products, Medicare supplements, and annuities through Senior Market Sales and Crump. LPL Financial serves a diverse client base, including individuals, retirement plans, and institutions, offering financial planning, advisory programs, and brokerage services through a nationwide network of investment adviser representatives. The firm provides both discretionary and non-discretionary management with access to model portfolios, research, and a variety of investment strategies.

Juliann Chapman is a CFP®-certified financial advisor with 23 years of industry experience. She is currently with LPL Financial and previously worked at OSAIC, FSC Securities Corporation, and The Legacy One Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

David Field is a CFP® and holds a Series 66 license, with 15 years of experience in the financial industry. He has been with Edward Jones since 2010. Field is also the manager of an LLC named LeaPai LLC. 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 nationwide network of more than 23,700 financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Risdon Woodard III is a CFP® and ChFC® credentialed financial advisor with 50 years of industry experience. He is currently with LPL Financial, having joined in 2024 after a 49-year tenure at Lincoln Financial Advisors Corporation. Outside of his advisory role, he is involved in multiple business entities for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with access to model portfolios, research, and various investment strategies.

Victor Barton is a financial advisor at Thrivent Investment Management with seven years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Thrivent since 2018. Prior to his current role, he spent ten years at St. Mark's School of Texas and five years at The University of Texas at Dallas. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning with a focus on broad financial topics and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan.

Stephen Nsien is a financial advisor at J.P. Morgan Securities in Frisco, TX, holding Series 63 and Series 65 licenses with four years of industry experience. His prior experience includes roles at Fisher Investments and Ontellus, as well as operating a notary business providing services in correctional facilities. J.P. Morgan Securities LLC offers investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and manager due diligence to deliver customized, non-discretionary advice.

Warren Foreman Jr. is a Series 66-licensed financial advisor with 12 years of industry experience. He is currently with Cetera and previously worked at Edward Jones for eight years. Outside of his advisory role, Foreman serves as an elected board member of the Dickinson State University Heritage Foundation. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that provides access to affiliated and third-party managers, supporting both discretionary and non-discretionary account management.