Mario Martinez is a financial advisor at Edward Jones in Allen, TX, holding a Series 66 designation with seven years of industry experience. His prior experience includes roles at New York Life, Pruco Securities LLC, and Signator Investors, along with work in education through the Dallas Independent School District and Richland Community College. Outside of finance, he owns a remodeling business, Renova Plus, based in Garland, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large network of advisors and branch offices, offering integrated services such as trust company capabilities and securities-based lending.

Stephen Drake is a financial advisor with Thrivent Investment Management in Allen, TX. He holds a Series 66 designation and has two years of industry experience. Prior to joining Thrivent, he worked in educational settings including Grand Prairie ISD, Faith Family Academy, and Ector County ISD. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic financial planning covering various topics, with the option to combine planning and managed-account services under a consolidated program called “WealthPlan.”

Daniel Finch is a financial advisor with Ameriprise in Fairview, TX, holding a Series 66 designation and 23 years of industry experience. He previously worked at American National Bank of Texas and LPL Financial, serving as Vice President and Senior Financial Advisor at American National Bank of Texas. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, providing tailored Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver customized, non-discretionary recommendations.

Deborah Hecht is a financial advisor with Ameriprise in Dallas, TX, holding a Series 63 designation and over 34 years of industry experience. She has been with Ameriprise since 2005, including its predecessor firm, Ameriprise Financial Services, Inc. Outside of her advisory role, Hecht serves on the Board of Directors for the Creekside at Lake Highlands homeowners association and creates stained glass crafts that she sells. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research and modeling techniques to provide tailored, non-discretionary recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

George Gile is a financial advisor at Cetera with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including JPMorgan Chase Bank, Morgan Stanley, and Avantax. Outside of his advisory role, he designs and sells fitness clothing as a managing member of Aesthetic Global Fitness LLC and leads group fitness sessions. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and unaffiliated managers and various program structures.

Thomas Bausley Jr. is a financial advisor with LPL Financial in Richardson, TX, holding Series 63 and 65 credentials and over 31 years of industry experience. His prior roles include positions at Cetera, Cetera Wealth Services, and Questar Capital Corporation. Outside of advisory work, he is involved in sports apparel business consulting for Serendipity Sports and owns Bausley Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and various advanced portfolio management technologies.

Veronica Rose is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds the Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012. Prior to that, she worked at JPMorgan Chase Bank, N.A. starting in 2010. J.P. Morgan Securities 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 multiple market-facing registrations and functions, delivering services on a non-discretionary basis where clients retain final decision-making authority.

Patricia Gomez is a financial advisor with Ameriprise in Rowlett, TX, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Her prior roles include positions at The American National Bank of Texas, Advisor Resource Council, LPL Financial, and Edward Jones. She serves on the Board of Directors for the Lone Star Desk and Derrick Club of Dallas as Director of Education. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Latrell Wilson is a CFP® professional with seven years of experience in the financial industry, currently serving at Edward Jones since 2019. Prior to joining Edward Jones, he worked at Tempur-Sealy, Enderle Besten Dieruf, PLLC, and Apple, and spent five years at the University of Kentucky. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of financial advisors and branch offices.

Marshall Kube is a CFP® with four years of industry experience, currently serving as a financial advisor at Edward Jones since 2023. His prior experience includes roles at JP Morgan Chase Bank, Raymond James Financial, and Charles Schwab & Co. Outside of advising, he is involved in managing a rental property business through Kube V Investments LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, managing over $1 trillion in assets and operating a large national network of financial advisors and branch offices.

Clint Wammack is a financial advisor with Ameriprise in Allen, TX, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Wammack is also co-owner of WLWA, LLC, which supports his advisory business and team practice operations. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Charles Lee is a financial advisor with Ameriprise in Allen, TX, holding a Series 63 designation and 26 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations through a centralized consulting team.

Gary Grahnquist is a financial advisor with Ameriprise in Allen, TX, holding a Series 63 designation and 31 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that incorporate Social Security options, tax-smart withdrawal strategies, and adaptive income planning. The firm combines research and modeling with a centralized consulting team to deliver tailored, non-discretionary advice and offers a broad range of advisory, brokerage, and insurance solutions.

Bryan Suhy is a financial advisor at Edward Jones in Richardson, TX, holding a Series 66 designation. He has been with Edward Jones since 2026, following nine years at IBM and brief roles at CyberlinkASP and Western Governors University. Edward Jones is a wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branch offices.

Kristopher Field is a financial advisor with LPL Financial, holding Series 66, Series 63, and Series 65 credentials and 19 years of industry experience. His prior roles include positions at Hilltop Securities, PNC Investments, and BBVA Wealth Solutions. Outside of advisory work, he is associated with Kadens Collectibles LLC, a non-investment-related business entity. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs and financial planning services supported by research and model portfolios from various sources.

Brian Bates is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2016. He joined Fidelity in 2013 and has held various positions including Account Executive Branch and Financial Consultant before his current role. Brian assists clients in planning for retirement, identifying investments, and evaluating risks to work toward their financial goals. He holds an Arkansas Insurance License, which supports his work in the financial services industry. Details about his education and personal interests have not been provided.

Patrick Kearns Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach is grounded in modern portfolio theory and includes a range of financial products such as insurance-related vehicles and bank deposit sweep options.

Christopher Rothe is a financial advisor with LPL Financial, holding Series 63 and Series 66 registrations and bringing 12 years of industry experience. He previously worked at Edward Jones from 2016 to 2022 before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Michael Anderson is a financial advisor with J.P. Morgan Securities holding Series 66 and Series 63 licenses, with nine years of industry experience. He previously worked at Charles Schwab and has a background that includes a brief role with Texas Dreams Gymnastics. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors by providing investment consulting and advisory services through its Institutional Consulting Services program, which combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Sarah Ellis is the Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2023. She has been with Fidelity since 2020, progressing from Investment Consultant to Financial Consultant before her current position. Prior to joining Fidelity, Sarah held positions at Wells Fargo Advisors, Morgan Stanley, and JP Morgan Chase, accumulating over 16 years of experience in the financial services industry. Throughout her career, Sarah has focused on collaborating with clients to understand their unique financial goals and developing comprehensive financial plans. Her approach emphasizes client partnership to create, implement, and maintain strategies that support lifelong financial comfort and confidence. Outside of her professional life, Sarah enjoys a variety of personal interests including food, social events, golf, outdoor adventures, parenthood, and traveling.