Nicole Fry is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and nine years of industry experience. She has worked at Ameriprise since 2016 in various capacities. Outside of her advisory role, she works as an independent contractor driver for DoorDash. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Scott Robinson is a CFP® professional with 23 years of industry experience, currently affiliated with LPL Financial since 2018. His prior roles include positions at RFG Wealth Advisory and INVEST Financial Corporation. Robinson also operates Scott L Robinson Advisors LLC, a business entity established for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Richard Bernstein is a financial advisor with Edward Jones in Prosper, TX. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked at Cooper Land Company and held various positions in other companies. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of investment strategies and operates under a fiduciary standard, supported by a large national network of financial advisors and branch offices.

Kevin Pittman is a financial advisor with Ameriprise in Prosper, TX, holding a Series 63 designation and over 34 years of industry experience. He has been with Ameriprise since 1991. Outside of his advisory role, he owns and manages a family real estate business and operates Pittman Financial Planning, LLC. Ameriprise provides retirement-income planning services tailored to individuals with significant investable assets, combining research, modeling, and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Moab Schiers is a Series 66-credentialed financial advisor with four years of industry experience, currently with J.P. Morgan Securities. His prior experience includes roles at Fisher Investments, Merrill, Bank of America N.A., and Fidelity Investments. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to build model asset allocations.

Nicholas Wilson is a financial advisor at Edward Jones in Denton, TX, with nine years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Edward Jones since 2018, following roles at Lyft, Lantana Communications, and Fidelity Brokerage Services. Outside of his advisory work, he rents a spare room in his home on Airbnb for supplemental income. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of investment strategies and affiliated services through a large national network of advisors and branches.

Nicole Smith is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation. Prior to joining Edward Jones, she worked as an independent travel agent and was involved in entertainment event staffing. She also has experience in education through roles in multiple school districts. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors. The firm offers various investment strategies and affiliated services, managing over $1 trillion in assets through a large national network of advisors and branch offices.

Kelly Daugherty is a financial advisor at Edward Jones with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at notable firms including JP Morgan Securities, Fidelity, and Morgan Stanley. Daugherty also served eight years in the US Army. 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 services supported by a nationwide network of financial advisors and branch offices.

Wendy Scholljegerdes is a CFP® professional with 26 years of industry experience, currently serving at Ameriprise. She has worked with Ameriprise Financial Services, Inc. since 2008 and continues with its affiliated entities. Outside of her advisory role, she manages a rental property as an owner and landlord. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficient strategies to deliver written, non-discretionary recommendation reports through a centralized consulting team.

Toby Peters is a financial advisor at LPL Financial with 36 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior experience includes roles at OSAIC, Woodbury Financial Services, Independent Financial Partners, and Equitable Advisors. Outside his advisory work, he is also an agent involved in the sale and service of traditional insurance products through Rycon Financial Group, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting a large network of investment adviser representatives with diverse investment strategies.

Brian Seitz is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and with 23 years of industry experience. He has worked at LPL Financial since 2013, following prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Seitz operates a separate business under the name Seitz Wealth Management. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, combining scale with a broad suite of advisory and non-advisory financial products.

David Dominguez is a financial advisor at Edward Jones with 17 years of industry experience and holds the Series 66 designation. His career includes prior roles at JPMorgan Chase Bank, Fidelity Brokerage Services, USAA Investment Management Company, and earlier tenure at Edward Jones. 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 options supported by a large network of financial advisors and branch offices nationwide.

Constance Breathitt is a financial advisor at Edward Jones with 14 years of industry experience and holds a Series 66 designation. She has been with Edward Jones since 2011. Outside of her advisory work, she is involved in a family joint venture managing cattle and horses on their farm in Krum, TX. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients, offering a range of advisory programs and investment options supported by a nationwide network of over 23,000 advisors. The firm is notable for its extensive retail advisor and branch footprint and provides various discretionary and non-discretionary wrap fee strategies alongside affiliated mutual funds and other services.

Kyle Nayfa is a financial advisor at Edward Jones with 21 years of industry experience, including 22 years at Edward Jones. He holds the Series 63 and Series 66 licenses. Outside of his advisory role, Kyle is involved as a director of JKAT Holdings, a drafts house style bar in Tyler, TX, and is an investor with a minority stake in Od Town Craft LLC, a bar in Lewisville, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options. The firm manages over $1 trillion in assets and operates a large national network of advisors and branch offices.

Joel Koelpin is a Series 65-licensed financial advisor with Edelman Financial Engines, based in Celina, TX, and has two years of industry experience. He previously worked at Fisher Investments and held various roles in education and banking before joining Edelman Financial Engines. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven proprietary modeling process combined with planner delivery and online tools, offering diversified model portfolios, periodic rebalancing, and both discretionary and non-discretionary management options.

Matthew Manning is a financial advisor at OSAIC with 21 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at MML Investors Services Inc and MassMutual from 2010 to 2023. Outside of his advisory role, he is an insurance agent and owns Teleios Financial LLC. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services that utilize model-based asset allocation and portfolio optimization through various managed account programs.

Laura Gentry is a financial advisor with LPL Financial in Denton, TX, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. She has been with LPL Financial since 2005. In addition to her advisory role, she serves as secretary and treasurer of her husband's business and is the sole owner of Warren-Gentry Enterprises, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jill Ehlers is a financial advisor with Cambridge Investment Research Advisors holding Series 63 and Series 65 licenses and 13 years of industry experience. Her prior roles include positions at Envision Wealth Strategies, Walnut Hill Advisors, and Principal Securities Inc. She serves as a volunteer board member for the Elkhorn Public School Foundation and operates a YouTube channel and related social media platforms through Wealth Health Family. Cambridge Investment Research Advisors provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs to a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm manages a multi-billion dollar asset base and offers access to proprietary model strategies as well as third-party advisers across multiple platforms.

Eddie Cheng is a financial advisor with J.P. Morgan Securities in Denton, TX, holding Series 63 and Series 66 designations and bringing 15 years of industry experience. His career includes roles at Wells Fargo Clearing, MA Mutual Life Insurance Company, JPMorgan Chase Bank, and J.P. Morgan Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program supported by centralized due diligence and a combination of quantitative and qualitative research.

David Zachmeyer is a financial advisor at Stifel with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2010. Stifel serves a broad range of clients including individuals, institutional investors, and municipal entities, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.