Andre Josiah is a Series 66 registered advisor with eight years of industry experience. He is currently with LPL Enterprise and has prior work history at firms including The Prudential Insurance Company of America, Pruco Securities LLC, Park Avenue Securities, Guardian Life Insurance Company, and Edward Jones. LPL Enterprise serves a broad mix of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management. The firm integrates advisory programs with brokerage and insurance products through an affiliated agency and provides investment advice primarily through its investment adviser representatives.

Matthew Haile is a financial advisor with LPL Financial in Frisco, TX, holding a Series 66 designation and nine years of industry experience. Prior to joining LPL in 2025, he worked at several firms including SCF Securities, Northwestern Mutual, and First Allied Securities. Outside of advising, he operates Matt Haile Financial, LLC, a business entity for tax and investment purposes. 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 advisory programs, financial planning, and retirement consulting, with access to model portfolios and research from LPL Research and third-party subadvisors.

Stephanie Chininis is a financial advisor at J.P. Morgan Securities with 32 years of industry experience. She holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012, also working at JPMorgan Chase Bank, N.A. since 1995. J.P. Morgan Securities 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Anayansi Testa is a Series 66-licensed financial advisor with Morgan Stanley, bringing eight years of industry experience. She has worked at Morgan Stanley since 2017, including its Smith Barney division, and previously held roles at Independent Financial Group, LLC and Wells Fargo Bank, N.A. Outside of advising, she owns KCM Digital Media LLC, a business focused on video content creation for social media and retail platforms. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques.

Angela Sarver is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A. since 2005. 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 due diligence and an ESG eligibility framework to guide its recommendations.

Janai Deitt is a financial advisor with Thrivent Investment Management in Allen, TX, holding the Series 66 designation and three years of industry experience. Her prior roles include positions at First Command Advisory Services and military service in the US Army. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering holistic, goal-based financial analyses and planning without discretionary portfolio management.

Anthony Coward is a Series 66-registered financial advisor with Equitable Advisors, where he has worked since 2003. He has 23 years of industry experience, including 17 years at Axa Advisors, LLC. Based in Prosper, TX, Coward’s career has been focused within the same affiliated firm network throughout this period. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach involves assessing client risk tolerance and matching them to program models or discretionary managers, often through third-party advisory programs and credentialed IARs.

Ashton Myatt is a financial advisor at Ameriprise with two years of industry experience. Prior to joining Ameriprise in 2025, he worked at Goldman Sachs, Ayco from 2022 to 2025. He holds a Series 66 designation. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet certain asset criteria. The firm provides written recommendation reports incorporating income sources, Social Security options, and tax-efficient withdrawal strategies, utilizing a combination of research, modeling, and algorithmic automation.

John Donovan is a financial advisor with OSAIC in Plano, TX, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He previously worked for Securities America Advisors and Securities America Inc for 10 years. Outside of his advisory role, Donovan serves as a precinct chair for the Collin County Republican Party, is a board member of the Texas Exes Dallas Chapter, and participates on the board overseeing Plano’s Tax Increment Financing Reinvestment Zone No. 4. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm employs various investment tools and supports multiple account management options across diverse asset classes.

Salimah Samani is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2018. Outside of finance, she has been involved with Helzberg Diamonds since 2003. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutions. The firm integrates internal Chief Investment Office teams and third-party managers to deliver diverse investment approaches and account support.

Alicia Moulton is a financial advisor at Edward Jones with four years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2021. Prior to her advisory role, she worked in healthcare and education, including a position as an adjunct instructor at Texas A&M University-Commerce. Alicia and her daughter started an online clothing boutique, Styles by Emma Ruth, though the business has not been actively developed. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs, investment strategies, and affiliated financial services, supported by a nationwide network of over 23,000 financial advisors.

Aaron Mc Neal is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Edward Jones since 2010. He holds a Series 66 license and is based in Prosper, TX. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kimberley Winans is a financial advisor with Edward Jones in Dallas, TX, holding a Series 66 designation and 13 years of industry experience. She has been with Edward Jones since 2012. Outside of her advisory role, she serves as a member of the Finance Committee at the Church of the Holy Communion in Dallas. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and affiliated financial products. The firm is notable for its large network of advisors and branches, as well as its integrated capabilities including a trust company and securities-based lending.

James Turner is a financial advisor with LPL Enterprise in Plano, TX, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and First Command Advisory Services. He also serves in a fiduciary capacity for the Dana Frazier Irrevocable Trust. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Raul Blanco is a financial advisor with J.P. Morgan Securities in McKinney, TX, holding Series 63 and Series 66 licenses and having 27 years of industry experience. His prior experience includes roles at Fidelity Personal and Workplace Advisors, BBVA Wealth Solutions, and USAA Financial Advisors. He is also an owner and partner of NewGrano, Inc., an early-stage venture focused on processing brewer's spent grain waste. 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 due diligence and applying an ESG eligibility framework in its investment recommendations.

Michael Dolson is a financial advisor with Edward Jones in McKinney, TX, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. 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 solutions supported by a nationwide network of more than 23,000 advisors and 15,000 branch offices.

Jeffrey Garton is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. His career includes roles at Lincoln Financial Securities, MML Investor Service Inc., and MassMutual. He is also the owner of JMG Wealth Management, where he offers disability insurance, indexed annuities, fixed annuities, and traditional life insurance. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk assessment, and automated portfolio management across various investment vehicles.

Eric Bush is a financial advisor with Primerica Advisors in Allen, TX, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Primerica Advisors since 2003 and with Primerica Financial Services since 2002. In addition to advisory work, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, managing approximately $15.5 billion in assets across nearly 3,700 financial advisors. The firm utilizes model-driven investment strategies overseen by third-party managers and emphasizes advisory services for individual investors rather than institutional portfolios.

Andrew Douthit is a financial advisor with Ameriprise in McKinney, TX, holding a Series 66 credential and 10 years of industry experience. He has been with Ameriprise and its related entities since 2016. Outside of his advisory role, Douthit is involved in several business ventures including co-ownership of an LLC that manages rental properties and serving as majority owner and CEO of a company that sells a cash flow management system product to financial institutions. He also participates in a charitable financial wellness initiative at his church, providing general personal finance guidance without soliciting business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies. The firm’s approach incorporates proprietary research and collaborates with advisors to deliver non-discretionary, customized recommendations within a defined investment framework.

Hector Lopez is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 16 years of industry experience. His prior experience includes roles at Equitable Advisors and Axa Advisors. Outside of his advisory work, he is involved with A2D Planning & Wealth Management and holds insurance contracts to sell individual and group disability products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios.