Megan Bellinghausen is a financial advisor at Ameriprise in Richardson, TX, holding Series 65 and Series 63 credentials with two years of industry experience. Her prior experience includes roles at Fidelity Investments and teaching positions at Texas Tech University, St. Edward's University, and Bishop Lynch High School. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice tailored to dependable income sources and tax-aware withdrawal strategies.

Terence Sievert is a Series 66-licensed financial advisor with Edward Jones in McKinney, TX, bringing seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Hewlett Packard Enterprise and Fujitsu Defense and National Security. He also serves as Chief Executive and Chairman of the Board of the Stay in the Fight Veterans Foundation, a nonprofit supporting high-risk veterans in North Texas. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Mark Hansen II is a financial professional at Cetera with four years of industry experience and holds a Series 66 designation. He also operates a financial services business under the name Second, Comma. Hansen has worked at Cetera and related entities since 2022. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating as a multi-manager platform with access to various model portfolios and investment strategies.

Scott Anderson is a financial advisor with Edward Jones in McKinney, TX, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at United Rentals for six years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and strategies, supported by a large nationwide network of advisors and branch offices.

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.

Dean Shill is a financial advisor at Cetera with 10 years of industry experience. He holds the PFS™ designation and Series 66 license. Dean has previously worked with Avantax and 1st Global firms. He serves as a board member of the Dallas Hebrew Free Loan Association, a nonprofit providing interest-free loans to the Greater North Texas Jewish community. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Barton Gunter is a CFP® with 24 years of industry experience, currently serving at Raymond James Financial in Dallas, TX. He previously spent 15 years with LPL Financial, LLC. Gunter is a member of the Finance and Investment Committee at Royce City Methodist Church. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations, using tailored, non-discretionary approaches supported by advanced analytical tools.

Daylen Fleitman is a financial advisor at Merrill with Series 63 and Series 66 designations and one year of industry experience. Prior to joining Merrill, he held positions at Merit Financial Advisors, Purshe Kaplan Sterling Investments, and Equitable Advisors. He also has experience at WineU and Stonebriar Country Club. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of individual and institutional clients.

John Harper is a financial advisor at LPL Enterprise with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Merrill, USAA, J.P. Morgan, TD Bank, and Wells Fargo. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services supported by model portfolios, third-party asset management, and a range of financial products through its integrated platform.

Amy Datema is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Ameriprise Financial Services, LLC. Her previous roles include tenures at Lake Michigan Credit Union, LPL Financial LLC, and Comerica Securities, Inc. She also engages in independent insurance brokering. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement income planning through written reports and ongoing advice. The firm’s approach combines proprietary research, third-party data, and algorithmic tools to deliver advice focused on dependable income and tax-aware withdrawal strategies.

William Mixdorf is a CFP® with 36 years of industry experience currently with Raymond James Financial Services Advisors, Inc. He previously worked for Commonwealth Financial Network for 15 years. He also serves as a trustee for a family trust account. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Justin Clark is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Cetera in Frisco, TX. His prior experience includes 14 years at Sagepoint Financial, Inc. He is also a part owner and manager of Hillside Drive LLC, a business involved in expense management and office operations. Cetera Investment Advisers LLC is an SEC-registered firm that offers a multi-manager platform serving individual clients, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm provides discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across various program structures and custodial relationships.

Dawn Parks is a CFP® professional with 29 years of experience in financial advising, currently affiliated with LPL Financial. She previously worked at Cetera Wealth Services and Avantax, among other firms. Parks owns SDF Tax Services LLC, which provides tax planning and preparation, and operates Sunny Day Financial, a full-service financial advisory firm. LPL Financial serves a diverse client base including individuals, retirement plans, and institutions through a nationwide network of investment adviser representatives, offering a range of advisory programs, retirement plan consulting, and brokerage services.

Christanoelle Ume is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 credentials and having 10 years of industry experience. Her career includes roles at Merrill and multiple positions within the Vanguard organization. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs. The firm manages a large client base through a combination of digital delivery and advisor support.

Tammia Rowe is a Certified Financial Planner (CFP®) with 15 years of industry experience. She has worked at J.P. Morgan Securities since 2016. 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Suzanna Passey is a financial advisor at OSAIC with a Series 66 credential and two years of industry experience. She has previous work experience in education and client service roles, including positions at MG Retirement Advisors and school districts in Washington and Texas. She also serves as a client service specialist with The McMurdie Group, providing administrative support and marketing. OSAIC serves a diverse client base including individuals, institutions, and charitable organizations through a large network of financial advisers. The firm offers integrated brokerage and advisory services with a variety of investment options and utilizes firm-provided tools for portfolio construction and management.

Richard Ford is a financial advisor at OSAIC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Securities America Advisors, TFR Advisors LLP, and WFG Investments Inc. Ford is also involved with Navigation Financial Group as a DBA. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of advisors, using a range of investment tools and platforms to construct portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Adam Arrington is a financial advisor at Edward Jones with nine years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Fisher Investments, Bank of America/Merrill Lynch, Wells Fargo Clearing Services, and Regions Bank. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of advisory programs, including wrap fee strategies, separately managed accounts, and tax-efficient services, supported by a large nationwide network of advisors and branch offices.

Julian Correa Estrada is a Series 66 licensed financial advisor with Primerica Advisors, based in Allen, TX, and has three years of industry experience. His prior work includes roles at Merrill, Bank of America, and Wells Fargo Bank. Outside of financial services, he has freelanced in fragrance sales at Macy’s department store and worked with Coworx Staffing. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm relies on model-driven strategies managed by unaffiliated asset managers and provides services through a large network of financial advisors across multiple offices.

Jonathon Kang is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Edward Jones with eight years at the firm and a total of seven years in the industry. Prior to joining Edward Jones in 2018, he worked for six years at Uplift Education. Edward Jones is a full-service wealth management firm with over 23,700 financial advisors, serving more than four million individual and institutional clients and managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.