Demond Dawkins is a financial advisor with LPL Financial in Wylie, TX, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. Prior to joining LPL Financial in 2017, he worked at J P Morgan Chase from 2013 to 2017. He serves as a board member of the Wylie Economic Development Corp and is employed part-time by Macedonia Missionary Baptist Church. 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 financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and various investment strategies.

Delicia Britton is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2020, following prior roles at Charles Schwab and Fidelity Brokerage Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by proprietary tools and research from its Global Investment Committee.

Mark Schechter is a financial advisor with J.P. Morgan Securities, holding Series 63, 65, and 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Fidelity Management & Research, Uber, and TIAA-CREF. Schechter is based in Plano, Texas. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Jess Zagurski is an Executive Planning Consultant at Fidelity Investments, a role held since 2025. Jess specializes in collaborating with clients to develop financial plans aimed at helping them work towards their financial goals. Jess has held multiple positions at Fidelity Investments, including Benefits & Planning Consultant (2024-2025), Benefits Relationship Manager (2023-2024), and Workplace Planning Associate (2022-2023). Prior to joining Fidelity, Jess worked as a Branch Office Administrator at Edward Jones in 2022. Jess holds a California Insurance License. Outside of professional responsibilities, Jess has interests in fishing, fitness, football, hiking, and pets.

James Braaten is a financial advisor with Ameriprise, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Braaten oversees business operations through Braaten Enterprises and serves as a brand ambassador for companies promoting environmental and social benefits. He is also involved in community service as a board member and youth services chairperson for the Rockwall Noon Rotary and participates in managing the endowment fund at Holy Trinity by the Lake Episcopal Church. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Michael Grant is a financial advisor with Edward Jones in Garland, TX, holding Series 63, Series 65, and Series 66 designations and has 16 years of industry experience. Prior to joining Edward Jones in 2022, he worked at LPL Financial and has been self-employed since 2005. He is listed as the owner of a now-inactive construction business, Grant Moore Enterprises LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. 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.

Kurt Simmons is a financial advisor with LPL Financial in Dallas, TX, holding a Series 63 designation and bringing 30 years of industry experience. His career includes significant tenures at Avantax entities and 1st Global Advisors, along with ongoing involvement in a tax preparation and accounting business. Simmons also operates Simmons Financial Services LLC, a tax-focused business. 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 a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Janice Wright is a financial advisor at UBS Financial Services in Plano, TX, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 46 years of industry experience, including 32 years with UBS. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and provides research-driven, model-based asset allocations tailored to client goals.

Heidi Jostes is a financial advisor with Thrivent Investment Management and holds a Series 66 designation. She has seven years of industry experience, including prior roles at Merrill, J.P. Morgan Securities, Edward Jones, and other financial institutions. Outside of her advisory work, she provides occasional marketing consulting support for her husband’s business, The Jostes Group, LLC. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial analyses and written recommendations across a range of topics, while keeping planning and managed-account services separate.

Shelley Teskey is a financial advisor with Raymond James Financial, holding a Series 66 designation and 20 years of industry experience. Prior to joining Raymond James in 2025, she spent 11 years at Commonwealth Financial Network. Outside her advisory role, she occasionally provides office administration support as an independent contractor for Planning Strategies, LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm employs fact-finding, risk profiling, and analytical tools to tailor non-discretionary planning and investment consulting to client goals.

Thomas Mc Bride is a financial advisor with Merrill in Dallas, TX, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with Merrill since 1992 and concurrently with Bank of America since 2009. Outside of his advisory work, Mc Bride serves as a trustee for Providence Christian School, is a general partner in Lukirain Partnership L.P., and holds board roles with the Dallas Council of Charitable Gift Planners and the Dallas Foundation. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers a range of model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jason Palm is a financial advisor at Edward Jones with a Series 66 designation and over 11 years of industry experience. He has worked primarily with Edward Jones, with a brief period of unemployment from 2024 to 2025. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, affiliated mutual funds, and overlay and tax-efficient services, operating under a fiduciary standard.

Carter Stansbarger is a financial advisor at Morgan Stanley with three years of industry experience. He previously worked at Hilltop Securities and has held various roles at Cedar Ridge Country Club and the University of Oklahoma. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured discovery processes and advanced modeling tools for its planning services and offers a broad range of retail and institutional investment solutions.

Monica Snapka is a financial advisor at J.P. Morgan Securities in Dallas, TX, holding Series 66 and Series 63 credentials with six years of industry experience. She has been with J.P. Morgan Securities since 2019 and has worked at JPMorgan Chase Bank, N.A. since 2015. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized manager due diligence. The firm applies an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis.

Mark Szymanski is a CFP® professional with 37 years of industry experience, currently affiliated with Cetera. He has been associated with Cetera Wealth Services, LLC since 2013 and joined Cetera in 2023. In addition to his advisory role, he is involved in the financial services business Financial Network. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a large nationwide network of independent advisors and provides access to various investment platforms and third-party managers.

Luis Herrera is a financial advisor with Edward Jones in Plano, TX, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at USAA Financial Advisors and USAA Investment Management Company, as well as serving as a product manager at Orchatect. Herrera is also a regional board member of Out Teach, a nonprofit organization focused on educational initiatives. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive retail advisor and branch network alongside affiliated financial capabilities.

Kishor Lakshminarayan is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and possessing 27 years of industry experience. He has been with J.P. Morgan Securities since 2012. Outside of his advisory role, he works as an independent sales representative for Amway and has pursued freelance acting. 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 large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Sarah Klement is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. She holds the Series 66 designation and has worked at JPMorgan Securities LLC since 2017, following prior roles at Cetera Advisors LLC and Investors Capital Corporation. J.P. Morgan Securities LLC provides institutional consulting services to clients such as 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. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

David Ambriz is a financial advisor at J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 65 licenses with three years of industry experience. He previously worked at Wells Fargo Bank and Wells Fargo Clearing Services from 2019 to 2023 and has a background outside finance including a role at Best Buy. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Ashlyn Winter is a financial advisor at Equitable Advisors in Dallas, TX, holding a Series 66 credential with one year of experience at the firm. Her background includes roles in retail and service industries, as well as involvement with the Veterans of Foreign Wars organization. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered SEC investment adviser and broker-dealer model.