James Lehman is a financial advisor at Ameriprise with 25 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of advisory work, he is involved in product design through his ownership of QuadCycle, LLC, and participates in other business activities related to support services and consumer product development. Ameriprise is an institutional firm that provides retirement-income planning and a broad range of advisory, brokerage, and insurance solutions. Its retirement-income service combines research, modeling, and tax-efficiency analysis to deliver tailored recommendations, primarily serving clients with significant investable assets.

Milan Smado is a CFP® and holds a Series 66 license with 18 years of industry experience. He has been with Ameriprise since 2009. Ameriprise provides retirement-income planning services primarily for clients with at least $1,000,000 in net investable assets and manages accounts through a combination of research-driven, algorithm-supported recommendations and personalized advisory support. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of its institutional category.

Patrick Franckhauser is a financial advisor with Primerica Advisors in Plano, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Primerica Advisors since 1992 and Primerica Financial Services since 1991. In addition to advisory services, he is involved in the sale of loan products and home-related services through affiliates of Primerica. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and a limited selection of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure while delegating trading responsibilities to BNY Mellon Advisors.

David Jennings is a financial advisor at Morgan Stanley in Dallas, TX, with 48 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. He holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies to assist clients in financial decision-making.

Jeffrey Thomas is a financial advisor with Raymond James Financial in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Raymond James Financial since 2009 and Raymond James Financial Services, Inc. since 1999. Outside of his advisory role, he serves as Treasurer and Board Member for the Araglin Court Homeowners Association, a nonprofit organization in Dallas. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored non-discretionary planning and consulting, leveraging analytical tools and models to support client decision-making.

Joshua Panter is a financial advisor at Edward Jones in Rockwall, TX, with seven years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2019. Prior to his advisory career, he spent time at Varsity Tutors and Wylie Independent School District. 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 and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, affiliated mutual funds, and tax-efficient services.

Alexa Ibarguen is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 66 designation and eight years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2021 and previously held roles at Bank of America and Merrill Lynch from 2018 to 2021, as well as at Invitation Homes from 2016 to 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market models in its advisory process.

Joseph Deignan is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and previously worked at Charles Schwab. Before entering the financial industry, he was employed in golf operations and served in the U.S. Air Force. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling combined with centralized due diligence. The firm applies an ESG eligibility framework when recommending strategies and operates within the broader J.P. Morgan broker-dealer and banking organization.

William Philips is a financial advisor with Equitable Advisors in Dallas, TX. He holds a Series 66 designation and has been with Equitable Advisors since 2026. His prior experience includes roles in church ministries and various short-term positions in different industries. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and institutional investors, providing financial planning, brokerage, insurance, and access to third-party asset management programs through a combination of advisory and brokerage solutions.

Brian Rogers is a financial advisor with Charles Schwab who holds Series 63 and Series 66 credentials and has 27 years of industry experience. He has worked at Charles Schwab since 2002 and at Charles Schwab Bank since 2005. He is based in Dallas, TX. Charles Schwab & Co., Inc. serves a large client base, 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 combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, delivered through multi-asset model portfolios and supported by centralized operational and custody services.

Joshua Coursey is an Executive Planning Consultant I at Fidelity Investments, where he has been serving since 2025. He focuses on helping clients optimize their company benefits and works to build long-term relationships to support both short- and long-term financial goals. Prior to his current role, Joshua held various positions at Fidelity Investments, including Benefits Planning Consultant, Workplace Planning Consultant, High Net Worth Associate, and Customer Relationship Advocate from 2020 through 2025. Before joining Fidelity, he worked as a Senior Banker at First National Bank in Texas from 2019 to 2020. Joshua holds a California Insurance License. Outside of his professional responsibilities, he enjoys comedy, family activities, football, parenthood, and spending time with his pets.

Kurt Opella is a financial advisor at Cetera with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been affiliated with Cetera and its related entities since 2013. Opella is also the owner and managing principal of Rankin Financial Network, LLC, and serves as president and treasurer of Rainbow Days, a nonprofit supporting homeless children in North Texas. Additionally, he is a co-owner of an organic farming LLC. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through multiple program platforms and manager options, overseeing more than $256 billion in assets across over 10,000 advisors.

Willard Nopper is a financial advisor with Edward Jones in Lucas, TX, holding Series 63 and Series 66 licenses and 11 years of industry experience. He has worked at Edward Jones since 2017 and previously spent seven years with Tenet Healthcare. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, with approximately $1.01 trillion in assets under management supported by a nationwide network of over 23,000 financial advisors.

Christopher Jeng is a financial advisor with Ameriprise in Plano, TX, holding a Series 63 designation and bringing 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service targeted at individuals with significant investable assets, providing detailed Recommendation Reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic automation to deliver non-discretionary retirement planning recommendations through a centralized consulting team.

Brody Phillips is a Planning Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2021, serving in various roles including Relationship Manager, Financial Representative, Customer Relationship Advocate, and High Net Worth Representative. Brody focuses on building strong relationships with clients to collaboratively create financial plans tailored to their future goals. He holds an Arkansas Insurance License. Outside of his professional work, Brody enjoys board games, family activities, exploring food, golf, and spending time at the lake.

Deborah Lemoine Hickey is a CFP® professional with 11 years of industry experience, currently affiliated with Raymond James Financial in Dallas, TX. She has held roles at both Raymond James Financial Services Advisors, Inc. and Carter Advisory Services since 2014. Outside of her advisory work, she operates as an independent contractor for Carter Financial Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA employer consulting.

Christopher Gerrish is a financial advisor with Wells Fargo Clearing in Louisville, KY. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors, LLC. Gerrish has an ownership interest in Nittany Blue Cat Investment Group LLC, an investment-related business based in Frisco, TX. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary advisory solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

John Fleming is a financial advisor with Equitable Advisors in Dallas, TX, holding Series 63 and Series 65 licenses and five years of industry experience. His career includes prior roles at Axa Advisors, Hilltop Securities Independent Network, and Blue Goblin Inc. Fleming also worked at Southern Methodist University for four years. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer and works extensively with program sponsors and third-party managers to deliver advisory and brokerage solutions.

Geoffrey Jarocki is a financial advisor at Edward Jones with one year of experience at the firm and eight years in the industry. His prior roles include positions at Eaton Vance/Morgan Stanley and Resolute Investment Distributors, Inc. He holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

James Keller is a financial advisor at Osaic with 25 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services, Bank of America, and Merrill. Keller is the owner and president of Financial Educators Network of North Texas, a nonprofit focused on adult financial education and literacy. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities, offering integrated brokerage and advisory services. The firm employs advanced asset-allocation tools and provides access to multiple advisory platforms and third-party money managers.