Jeff Dargatz is a Series 66–licensed financial advisor with 28 years of industry experience. He is currently with LPL Financial, where he has worked since 2010, including prior tenures at Elite Financial Management and Raymond James Financial Services 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 brokerage services, utilizing model portfolios, third-party subadvisors, and technology such as machine learning to support its investment strategies.

Ropal Anderson is a financial advisor with Primerica Advisors in Allen, TX, holding Series 63 and Series 65 licenses and having two years of industry experience. He has been affiliated with Primerica Advisors and Primerica Financial Services since 2023 and is also the owner of Lapor Tax Services LP, a non-investment related business. Additionally, he has a long tenure with AT&T Inc. since 2000. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and a limited number of discretionary separately managed account options primarily for individual and high-net-worth clients. The firm employs third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors while utilizing a tiered wrap fee structure.

Alana Doyle is a Series 66 licensed financial advisor with Ameriprise Financial Services in Richardson, TX, with eight years of industry experience. Her prior roles include positions at Ameriprise Financial Services, Inc., Texas Tech University, and Doyle & Associates. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Steven Mc Cann is a Series 66 credentialed financial advisor with three years of industry experience. He has been with Edward Jones since 2023 and previously worked in the medical and sports medicine sectors. He maintains ownership of Rustic Medical LLC, an entity used for selling medical equipment and facilitating product introductions. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Madison Gentsch is a financial advisor with Cetera, holding a Series 63 designation and over 40 years of industry experience. He has been affiliated with Cetera and its related entities since 2013 and also serves in the US Navy Reserve since 1988. Outside of his advisory work, Gentsch is involved in selling fixed insurance products such as annuities. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services, employing a multi-manager platform that includes use of affiliated and third-party models, discretionary and non-discretionary accounts, and a range of program structures.

Sean Brown is a financial advisor with LPL Financial based in Dallas, TX, holding a Series 63 designation and 29 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 25 years before joining LPL Financial in 2022. Outside of his advisory role, he is involved with Brown Family Farm LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, supported by research and model portfolios, providing both discretionary and non-discretionary management.

Audra Benge is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Raymond James & Associates, and UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models developed by its Global Investment Committee.

Matthew Woolley is a financial advisor with Robert Baird & Co. in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at Wachovia Securities since 2002. Outside of his advisory role, he assists with For ALL That Matter, LLC, an online movement focused on personal storytelling and related merchandise. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, and institutional clients with tailored financial planning and portfolio management services that include both traditional and non-traditional investment strategies.

Samuel Green is a financial advisor at LPL Financial with 19 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2023. Green has also been associated with Spc and Sigma Financial Corporation since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations, through a national network of investment adviser representatives. The firm offers diverse advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from multiple sources along with advanced technologies.

Kristi Galloway is a financial advisor at Edward Jones in Richardson, TX, holding a Series 66 designation and eight years of industry experience. She has been with Edward Jones since 2018 and previously worked as a homemaker. 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 nationwide network of financial advisors.

Roby Mize Jr. is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding a Series 63 designation and over 33 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a brief tenure at Wells Fargo Advisors LLC. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm operates at scale with more than 14,000 advisors and approximately $671 billion in assets under management, providing both brokerage and advisory solutions.

Chris Seymour is a Wealth Management Planning Consultant at Fidelity Investments. In this role, he collaborates with a Wealth Management Advisor to understand clients' goals and priorities, focusing on addressing the complex needs of affluent families and advocating for optimal outcomes and high-quality service. Chris has been with Fidelity Investments since 2000, beginning his career as a Client Service Specialist. He then served as a Relationship Manager from 2007 to 2016 before assuming his current position in 2016. This progression reflects his extensive experience in client service and relationship management within wealth management.

Jesse Jones is a financial advisor with Ameriprise in Princeton, TX, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Outside of his advisory work, Jones is involved in casino entertainment, staffing casino tables for corporate and charity events. Ameriprise is a large institutional firm that offers retirement-income planning services targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports, delivered through a centralized consulting team in partnership with client advisors.

Dylan Walker is a Financial Advisor at Merrill Lynch Wealth Management, where he provides personalized financial strategies to individuals, families, and business owners. He works closely with clients to navigate significant life milestones, including retirement planning, business growth, and legacy building, aligning financial plans with each client's unique goals. With expertise in areas such as college education planning, equity compensation, managing new wealth, personal retirement planning, and tax minimization, Dylan leverages the extensive resources of Merrill and Bank of America to support clients in making informed decisions. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations, reflecting his professional qualifications. Dylan earned his Bachelor's Degree from Oklahoma State University System. He is also involved in the community through participation with Ascent Mentors. Outside of work, he enjoys adventure sports, boating, cooking, fishing, golfing, pickleball, scuba diving, spending time with his family, and tennis.

William Johnson is a financial advisor with Equitable Advisors in Dallas, TX, holding a Series 66 designation. He has no prior industry experience and has held various roles outside the financial sector, including positions at the University of Alabama, Bay Mortgage, Walmart, and St. Pauls Episcopal School. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model and supports both advisory and brokerage/insurance channels to implement client recommendations.

Mark Mc Mahon is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been in the wealth management industry since 2005, focusing on customizing integrated financial strategies and portfolios tailored to each client's needs. Mark works closely with his clients to assess how changing market conditions may impact their portfolios and makes adjustments to help maintain their financial goals. Mark's areas of expertise include college education planning, legacy planning, liquidity management, personal retirement planning, portfolio management services, tax minimization, and retirement income. He holds a Bachelor's degree in Business Administration from the University of Kansas and an MBA from the McCombs School of Business at the University of Texas at Austin. Mark also earned the Chartered Retirement Planning Counselor (CRPC) designation and the Personal Investment Advisor (PIA) designation. Outside of his professional work, Mark coaches his son's 6th grade football and baseball teams and volunteers in various capacities for his church, Munger Place. He lives in the Lakewood area of Dallas with his wife, Kelly, and their three children.

Ryan Anderson is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His career includes over two decades at E*TRADE Capital Management and E*TRADE Securities prior to joining Morgan Stanley in 2020. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and research from its Global Investment Committee.

Ryan Aylor is a Series 66-licensed financial advisor at Edward Jones with seven years of industry experience. He has been with Edward Jones since 2018. Prior to his current role, he worked briefly in a cleaning service business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Joseph Oreskovich is a financial advisor with Edward Jones in Rowlett, TX. He holds a Series 66 designation and has been with Edward Jones since 2025. Prior to his current role, he has worked in various positions including roles at First Baptist Church Rowlett and Prestonwood Baptist Church. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, with approximately $1.01 trillion in assets under management supported by a nationwide network of financial advisors and branch offices.

Joel Cochran is a financial advisor with Equitable Advisors in Dallas, TX, holding Series 65 and Series 63 licenses and having four years of industry experience. He previously worked at Soci, LP for six years prior to joining Equitable Advisers, LLC in 2021. Equitable Advisors serves a diverse range of clients including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered model as both an SEC-registered investment adviser and a broker-dealer.