Wenxin Cao is a financial advisor with J.P. Morgan Securities in Plano, TX, holding Series 66 and Series 63 licenses and seven years of industry experience. Prior to joining J.P. Morgan in 2019, Cao worked at TD Ameritrade Inc and held roles at the University of Maryland and Regal Bay Investment Group, LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized manager due diligence and applying an ESG eligibility framework in its recommendations.

Joe Flores is a financial advisor with Equitable Advisors in Plano, TX, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has worked with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Flores serves as a director of the Biltmore Swim & Racquet Club Homeowners Association, overseeing its operations and financials on a voluntary basis. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and various third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Jason Bardin is a financial advisor with Primerica Advisors in Allen, TX, holding Series 65 and Series 63 licenses and having 19 years of industry experience. He has worked at Primerica Advisors since 2007 and has a background in real estate with Keller Williams Realty Lake Cities from 2014 to 2019. In addition to his advisory role, he engages in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-driven investment strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Alexander Kopenhaver is a financial advisor with LPL Financial based in McKinney, TX. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at UT Tyler and The Clubs at Prestonwood. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide through a network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and consulting services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Larry Rogers is a financial advisor with Primerica Advisors in Dallas, TX, holding Series 63 and Series 65 licenses and 43 years of industry experience. He has been with Primerica Advisors since 1983 and has been involved with Primerica Financial Services since 1982. Outside of his advisory role, Rogers volunteers with Kairos Prison Ministry International, Inc. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that uses model-driven investment strategies managed by unaffiliated asset managers, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Angel Saucedo is a financial advisor at Wells Fargo Clearing in Dallas, TX, holding Series 63 and Series 65 licenses with six years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Charles Schwab, the United States Small Business Administration, and Inwood National Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Jennifer Lake is a Wealth Management Planning Consultant at Fidelity Investments, where she collaborates with clients to understand their long-term vision, goals, and priorities. She is part of a team dedicated to developing and implementing financial plans tailored to those objectives while providing comprehensive service. Jennifer has been with Fidelity Investments since 2016, holding roles as a Financial Representative, Relationship Manager, and currently as a Private Wealth Management Planning Consultant. Her experience spans various aspects of wealth management and client relationship development. She holds an Arkansas Insurance License. Outside of her professional commitments, Jennifer enjoys activities such as fitness, hiking, visiting museums, reading, traveling, and engaging in parenthood.

Leticia Morales is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2013, along with a tenure at JPMorgan Chase Bank, N.A. dating back to 2006. From 2014 to 2016, she also operated independently. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Lauren Drinkwater is a financial advisor with Merrill in Dallas, TX, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at Tolleson Wealth Management and Bank of America, N.A. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joseph Williams is a financial advisor with LPL Financial in Plano, TX. He holds Series 63 and Series 66 designations and has 30 years of industry experience, including 21 years with LPL Financial. He has founded and operated businesses under the names Anchor Retirement Services Inc. and Anchor Advisors, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of advisers. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary portfolio management, model portfolios, and research from multiple sources.

Scott Hammer is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has over 30 years of experience advising individuals and family groups on building, managing, preserving, and transitioning their wealth. Scott develops investment plans tailored to his clients' long-term goals and risk tolerance, drawing on his expertise to structure balanced portfolios that address specific financial needs. Scott holds a Bachelor's Degree from the University of Texas System and an MBA from Southern Methodist University. He has earned the Personal Investment Advisor (PIA) designation. In addition to his professional work, Scott participates in community volunteer activities, reflecting the Merrill tradition of engagement within the communities served.

Shonda Young is a financial advisor at Edward Jones with 12 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2011. She has a registered but inactive real estate investing LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Dyne Buckley is a CFP® and Series 66-registered financial advisor with Edward Jones, based in Rockwall, TX, with five years of industry experience. Prior to joining Edward Jones in 2021, Buckley worked at ExxonMobil for four years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Mark Kingsbery Jr. is a financial advisor with Thrivent Investment Management in Allen, TX, holding Series 63 and Series 66 licenses and having seven years of industry experience. His career has been primarily with Thrivent since 2017, with prior roles including positions at Arizona State University and Starbucks Coffee Company. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based financial planning without discretionary trading authority. The firm’s approach includes comprehensive written recommendations and the option to integrate planning with managed accounts through its consolidated billing program, WealthPlan.

Hannah Braun is a financial advisor with Edward Jones in Dallas, TX, holding a Series 66 designation and three years of industry experience. Before joining Edward Jones in 2023, she worked at Optimal Blue and Levi's. She also coaches volleyball with Dallas Skyline Juniors. 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 manages over $1 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Julian Kidd is a financial advisor with J.P. Morgan Securities in Plano, TX, holding a Series 66 credential and 17 years of industry experience. He has worked at notable firms including Bank of America and Merrill Lynch and is involved as an owner and partner in entertainment ventures such as Urban Air Adventure Park. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors by providing investment consulting and advisory services that include asset-allocation advice, investment manager searches, and customized performance reporting, with an emphasis on quantitative modeling and ESG considerations.

Gregory Parks is a Series 66-licensed financial advisor at Edward Jones in Plano, TX, with three years of industry experience. He has taught a six-week online course as an adjunct professor at Dallas Christian College since 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and maintaining extensive affiliated capabilities alongside its large network of advisors and branch offices.

Bennett Andersen is a financial advisor with Thrivent Investment Management in Garland, TX, holding Series 66 and Series 63 licenses and six years of industry experience. His background includes roles at Fidelity Brokerage Services LLC and several other firms, along with ownership of a freelance carpentry business and a position as a roof inspector for Bacon Roofing. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, delivering goal-based financial planning without discretionary portfolio management or institutional client services.

Antonio Caufield is a Series 66-credentialed financial advisor with Edward Jones in Garland, Texas, where he has worked since 2007. He has 18 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brian Janus is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 25 years of experience in the financial industry, including 20 years at Merrill Lynch. He holds the Chartered Retirement Planning Counselor™ designation from the College for Financial Planning Institutes Corp and a Bachelor of Science in Business from Miami University in Oxford, Ohio. Brian leads a team that includes fellow Financial Advisors Cindy Chaiten and Harvey Rosenberg, along with Registered Wealth Management Client Associate Jalen Johnson, working collaboratively to understand clients' financial objectives and risk tolerance. His expertise encompasses assisting multi-generational families and business owners with financial complexity, retirement planning, business succession, college savings, and legacy building. Brian leverages his firm's strategic and portfolio resources to address more complex financial needs of his clients. His early work experiences in a greenhouse and bakery have informed his appreciation for small business dedication, influencing his advisory approach with entrepreneurs. Originally from Cleveland, Brian resides in Chagrin Falls with his wife Sarah, their three children, and their French Bulldog, Bear. He is actively involved in coaching basketball through CYO and Chagrin Falls travel programs, where he emphasizes discipline, dedication, and teamwork. His personal interests include golf, pickleball, fitness, traveling, and basketball.