Michael Crews is a CFP® professional with 22 years of industry experience, currently affiliated with LPL Financial since 2011. He has also maintained a role at Ricker Retirement Specialists since 2003. Crews is an author and public speaker with Saturday Everyday. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, employing both discretionary and non-discretionary management supported by in-house and third-party research.

Traci Bridgman is a financial advisor at Edward Jones in Allen, TX, holding a Series 66 designation with three years of industry experience. She has been with Edward Jones since 2018 and has prior experience at firms including Sign-O-Rama and Wellbridge Healthcare. 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 national network of financial advisors and branch offices.

Niveniece Turner is a financial advisor at Vanguard Advisers with 10 years of industry experience. She holds Series 63 and Series 66 designations and has been associated with The Vanguard Group, Inc. and its affiliate Vanguard Marketing Corporation since 2016. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach to asset allocation, utilizing proprietary models and primarily Vanguard funds and ETFs in its portfolios.

Jimmy Middlebrook is a CFP® with 40 years of industry experience and is currently an advisor at Ameriprise in Plano, TX. He has been with Ameriprise and its affiliated entities since 2005. Outside of financial advising, he works as a coach-consultant focusing on work/life balance and promotes structural dynamics as a life management skill from a Christian perspective through educational content and consulting. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm provides a combination of advisory, brokerage, and insurance solutions, employing a centralized consulting team that delivers non-discretionary, research-driven retirement recommendations tailored to clients’ financial situations.

Alexander Esco is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and six years of industry experience. Prior to joining Ameriprise, he worked at Mercer and has academic experience at Northeastern University. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on reliable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Anna Blekher is a financial advisor with Ameriprise in Allen, TX, holding a Series 66 designation and 43 years of industry experience. She has worked at Ameriprise and its affiliate since 2005. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on tax-aware withdrawal strategies and dependable income sources.

Kimberly Davis is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 licenses and having four years of industry experience. She has been with J.P. Morgan Securities since 2021 and concurrently associated with JPMorgan Chase Bank, N.A. since 2019. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a structured program that combines quantitative asset-allocation modeling with centralized due diligence. The firm incorporates an ESG eligibility framework in its investment recommendations and offers access to a broad range of products through its registration as a security-based swap dealer and futures commission merchant.

Samuel Bryant is a financial advisor with Ameriprise in Celina, TX, holding a Series 66 designation and 10 years of industry experience. He previously worked at Edward Jones for seven years before joining Ameriprise in 2023. Outside of his advisory role, he serves as an investment advisor at Happy State Bank. Ameriprise offers retirement-income planning services targeted at individuals near or in retirement who meet certain asset criteria, providing detailed recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support its clients, with a focus on assets held in Ameriprise Managed Accounts.

Toni Alexander is a financial advisor with Primerica Advisors in McKinney, TX, holding Series 63 and Series 65 licenses and having 16 years of industry experience. She has been associated with PFS Investments Inc. since 2009 and Primerica Financial Services since 2003. In addition to her advisory role, she is involved in selling loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, utilizing model-delivery strategies and a limited number of discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and employs an operational model based on tiered wrap fees rather than fixed fees.

Kelly D'ambrosia is a financial advisor at Merrill with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 2013. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Deborah Federick is a financial advisor with Ameriprise in Plano, TX, holding Series 63 and Series 65 licenses and with 26 years of industry experience. She has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Federick also owns Federick Associates, LLC, a business unrelated to investment activities. Ameriprise provides retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Calvin Drummonds is a financial advisor with Edward Jones in Farmersville, TX, holding Series 63 and Series 66 licenses and having 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients and manages approximately $1.01 trillion in assets. The firm offers a wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Clinton Merka is a financial advisor with Edward Jones in McKinney, TX, holding a Series 66 designation and three years of industry experience. His prior roles include positions in mortgage financial services and sales solutions. Edward Jones is a full-service wealth management firm serving over four million clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices across the United States.

David McCalla is a financial advisor with OSAIC based in Dallas, TX, holding the ChFC® and Series 63 designations and bringing 44 years of industry experience. He has been associated with Royal Alliance Associates, Inc. for 37 years and operates McCalla Financial Services, a firm involved in insurance sales and service, since 1983. In addition to his advisory roles, he serves as an estate administrator for a family estate. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through an extensive network of financial advisers, offering integrated brokerage and investment advisory services including financial planning, retirement consulting, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios diversified across multiple asset classes, managing accounts on discretionary or non-discretionary bases.

Stephanie Cano is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and working in the industry for 13 years. She has previously worked at American National Bank of Texas and LPL Financial LLC. Cano currently supports Logsdon Wilson Wealth Advisors, assisting with client onboarding, relationship maintenance, and compliance processes. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers non-discretionary planning and consulting tailored to client goals, incorporating advanced modeling tools and supports municipal and public finance work through a municipal advisor affiliation.

Amanda Trim is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. She worked at Edward Jones for 11 years before joining LPL Financial in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management strategies supported by in-house and third-party research.

Patrick Lee is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds the Series 63 and Series 66 licenses and previously worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC. Outside of his advisory role, he is a limited partner in a commercial real estate raw land development venture, River's Edge LLC. Morgan Stanley Wealth Management serves individual and institutional clients, offering advisory programs that include tailored financial planning and estate planning strategies, supported by firm-approved tools and methodologies for modeling financial outcomes.

Jerry Hoffmann is a financial advisor with OSAIC in Plano, Texas, holding Series 63 and Series 65 registrations and 36 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years before joining OSAIC in 2023. Hoffmann also owns and manages a professional limited liability company providing tax and accounting services and offers insurance products through a sole proprietorship and a PLLC. OSAIC serves both retail and institutional clients through a large network of affiliated advisors, offering a range of financial planning, investment advisory, and retirement consulting services. The firm employs advanced asset-allocation and portfolio management tools and operates a complex platform with multiple mergers and third-party arrangements.

Jeffrey Steiner is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. His previous roles include positions at Edward Jones and UMB Bank. Based in Plano, TX, he has been with Ameriprise since 2025. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual planning focused on dependable income sources and tax-aware withdrawal strategies.

Bruce O'Leary is a financial advisor at Edward Jones in Allen, TX, holding a Series 66 designation. He has been with Edward Jones since 2026 and has prior experience in various roles across community organizations and businesses. His background includes involvement with multiple churches and leadership roles in media and technology companies. 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 approximately $1.01 trillion in assets and offers a range of advisory programs, investment options, and fiduciary services supported by a nationwide network of financial advisors and branch offices.