Austin Snyder is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, and Point Bank. He is based in Wylie, Texas. 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 select group 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 authority.

Caleb Parsley is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has prior work experience in sales and hospitality, including roles at M&W Sales and Cafe Americana. Parsley is also a notary in addition to his advisory activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Monica Cooper is a financial advisor at Edward Jones in Wylie, TX, holding a Series 66 designation with 11 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a network of more than 23,700 financial advisors and offers a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Ryan Neal is a financial advisor at LPL Financial with 11 years of industry experience. He previously worked at MML Investors Services, MassMutual, and Northwestern Mutual, where he held roles in both insurance and investment management. Neal serves as an alderman on the Van Alstyne City Council. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, supported by research and technology-driven solutions.

Dusti Calander is a financial advisor with Ameriprise in McKinney, TX, holding a Series 66 designation and 22 years of industry experience. She has been with Ameriprise and its affiliated entities since 2002. Outside of her advisory role, Calander manages several business entities related to her advisory practice and real estate holdings. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing written recommendations on income sources, Social Security, and tax-efficient withdrawal strategies. The firm combines research and modeling with advisory oversight and emphasizes the use of affiliated investment products.

James Curry is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. His prior roles include positions at MML Investors Services, MassMutual, and Northwestern Mutual in wealth management and investment management capacities. Outside of his advisory work, he is the owner of James Paul Curry and Co LLC, a business entity established for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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.

Erin Williams is a financial advisor with LPL Financial in Wylie, TX, holding a Series 66 designation and nine years of industry experience. Prior to joining LPL Financial in 2021, she worked at Edward Jones from 2016 to 2021. She is also a CPA and has been involved in tax preparation and accounting through her own firm, Erin Z. Williams, CPA, P.C. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charities nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Brian Bartlett is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 37 years of industry experience. Prior to joining LPL Financial in 2025, he worked for Next Financial Group Inc for 13 years. Bartlett also serves as a non-variable insurance agent. 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 services, advisory programs, retirement plan consulting, and brokerage services with access to model portfolios, research, and various investment strategies.

Stephen Dault is a financial advisor with LPL Financial in Murphy, TX, holding Series 63 and Series 66 licenses. He has 17 years of industry experience and has been with LPL Financial since 2012. Outside of his advisory work, he manages a tax-related real estate business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, 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, including model portfolios and retirement plan consulting.

Joseph Killgore is a CFP®-certified financial advisor with Charles Schwab in Greenville, TX, where he has worked for 10 years. He has 13 years of industry experience and holds the Series 66 designation. Killgore is also the owner and president of Killgore & Associates, Inc., a financial services business that operates exclusively in connection with Schwab. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment guidance, combining multi-asset model portfolios with strategic asset allocation and access to alternative investments.

Juan Mejia is a Financial Consultant currently working at Fidelity Investments. He has held various roles at Fidelity since 2019, including Financial Representative, Investment Management Consultant I and II, before assuming his current position in 2026. Prior to joining Fidelity, Juan worked as a Financial Advisor at Merrill Lynch from 2017 to 2019. Throughout his career, Juan has focused on helping clients make informed decisions regarding their financial futures. He collaborates with clients to develop personalized financial plans that align with their goals, emphasizing effective cash management, protection of key assets, and long-term wealth building.

Matthew Spicer is a financial advisor with Edward Jones in Wylie, TX. He holds a Series 66 designation and joined Edward Jones in 2025. Prior to his career in financial advising, he worked in education with Wylie ISD and Frenship ISD for a combined 11 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

Joseph Lake is a financial advisor at Edward Jones in Greenville, TX, with eight years of industry experience. He holds a Series 66 designation and previously worked at Fidelity Investments and Apex Clearing Corporation. Lake serves as Secretary on the Board of Directors for Cottonwood Estates in Rockwall, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Eric Manskey is a CFP® and holds a Series 66 license, with 20 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he manages Leroy Ventures, LLC, a rental holding company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices.