Scott Vedane is a CFP®-certified financial advisor with Edward Jones in McKinney, TX, where he has worked since 2013. He has 13 years of industry experience. Outside of his advisory role, he owns a real estate rental business in McKinney. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Jeffrey Zamora is a financial advisor with Ameriprise in Dallas, TX, holding a Series 66 designation and 15 years of industry experience. He has worked at Ameriprise since 2019 and previously spent eight years with Mass Mutual Life Insurance Company and Mass Mutual Investors Services. Ameriprise serves individuals approaching or in retirement who meet specific eligibility criteria, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers advisory, brokerage, and insurance solutions through affiliated entities and employs algorithmic automation alongside oversight committees to generate and tailor retirement income recommendations.

Bruce Bordelon is a CFP® professional with 39 years of industry experience, currently serving as a financial advisor at Ameriprise in Plano, Texas. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he has established an LLC for tax purposes. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide annual non-discretionary recommendations through a centralized consulting team.

William Leffall is a financial advisor with LPL Financial in McKinney, TX, holding CFP® and Series 66 credentials and 17 years of industry experience. His prior roles include positions at SVB Investment Services Inc., Boston Private Wealth LLC, Apex Clearing Corporation, and Dimensional Fund Advisors. Outside of finance, he is involved in music performance and production and operates a ranching business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and technology, providing both discretionary and non-discretionary management options.

Morgan Tibble is a financial advisor with LPL Financial in Allen, TX, holding a Series 66 designation and six years of industry experience. Prior to joining LPL Financial in 2026, he worked at Goldman Sachs & Co. LLC for five years and has held roles at The Ayco Company, MOCA Platform, and other organizations. Outside of finance, he is a part-time employee with Rover, a dog care organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of advisors. The firm offers a wide range of financial planning and advisory programs, including discretionary and non-discretionary management, utilizing model portfolios and research from multiple sources.

Peter Williams is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones in various capacities since 2016. Outside of his advisory role, he has experience as a sales associate in retail and as a driver for a transportation service. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and has a nationwide network of financial advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.

Nicole Hamburg is a Series 66-licensed advisor with 11 years of industry experience, currently affiliated with OSAIC since 2023. She previously worked at FSC Securities Corporation for nine years. Outside of advisory work, Hamburg holds a vice president position focused on fixed and traditional insurance products. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a broad network of affiliated advisors. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party money managers to construct diversified portfolios tailored to client risk tolerance.

Guy Charles is a financial advisor at OSAIC with four years of industry experience. He holds the Series 66 designation and has previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Company. Outside of his advisory role, he is involved with Teleios Financial LLC, where he manages client relations, document management, social media, and radio show editing. OSAIC serves a diverse client base including individual, high-net-worth, pension, and institutional investors through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing tools such as asset-allocation models and risk tolerance assessments to construct portfolios across various asset classes.

Alan Spencer is a financial advisor at Cetera with 37 years of industry experience. He holds the CFP®, PFS™, and Series 63 designations. In addition to his advisory role, Spencer owns Alan Spencer & Associates, PC, a tax preparation and accounting firm. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management and financial planning services through a multi-manager platform.

Jacob Hollingsworth is a financial advisor with Ameriprise in Prosper, TX, holding a Series 66 designation and 16 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. Outside of his advisory role, he is involved in managing an optometry office and holds ownership interests in several non-investment-related business entities. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Clay Tuttle is a financial advisor at Primerica Advisors with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at PFS Investments Inc. and Primerica Financial Services since 2006. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

David Edman is a Series 65 licensed financial advisor and principal of Edman Global Investment Management LLC, with 15 years of industry experience. Since 2010, he has operated as a self-employed independent contractor. Outside of his advisory work, he conducts educational seminars internationally on topics including free enterprise, entrepreneurship, investing, and economics, having taught in universities and schools in Russia, Indonesia, and Brazil. Edman Global Investment Management LLC provides investment advisory and portfolio management services to a small number of individual clients, managing approximately $5.7 million in assets. The firm emphasizes direct advisor involvement through a high advisor-to-client ratio and exercises investment discretion with ongoing account oversight.

William Alderdice Jr. is the sole advisor at Silverbrook Investment Advisors, Inc. in Plano, TX, with 23 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Silverbrook since its founding in 2010. Silverbrook Investment Advisors serves individual clients by providing portfolio management services and manages approximately $2.79 million in regulatory assets across 27 client relationships. The firm operates as an independent, single-advisor investment adviser, focusing on one-on-one portfolio management and account reviews.

Raymon Tanner Jr. is a financial advisor with Act Wealth Management, LLC in Allen, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Act Wealth Management since 2010, working as part of a five-advisor team. Act Wealth Management serves individuals, business entities, trusts, estates, and charitable organizations, offering discretionary investment management and financial planning on a fee-only basis. The firm employs a combination of fundamental, technical, charting, and cyclical analysis across various asset classes and generally manages a relatively large asset base per advisor with a small client roster.

Daniel Archer Jr. is a CFP® professional with 24 years of industry experience. He has been with Act Wealth Management, LLC since 2010, working as part of a five-advisor team. Act Wealth Management serves individuals, business entities, trusts, estates, and charitable organizations, offering discretionary investment management and fee-only financial planning. The firm combines multiple analytical methods and uses a range of investment strategies across equities, fixed income, mutual funds, and ETFs, managing approximately $569 million for about 264 clients.

Brennan Cross is a financial advisor at Act Wealth Management, LLC with 23 years of industry experience. He has been with Act Wealth Management since 2010. Brennan holds Series 63 and Series 66 designations. Act Wealth Management serves individuals, including high-net-worth clients, as well as business entities, trusts, estates, and charitable organizations. The firm provides discretionary investment management and fee-only financial planning, using a combination of fundamental, technical, and cyclical analysis to implement a range of investment strategies across multiple asset classes.

Ethan Seigler is a financial advisor with Act Wealth Management, LLC in Allen, TX, holding a Series 65 designation and one year of industry experience. Prior to joining Act Wealth Management, he worked in various roles including at Uber Eats and Agile Financial Systems. Act Wealth Management serves individuals, business entities, trusts, estates, and charitable organizations, offering discretionary investment management and financial planning on a fee-only basis. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to implement diverse investment strategies and manages approximately $569 million for about 264 clients through a five-advisor team.

Kally Alkire is a CFP® and Series 65 credentialed advisor at Act Wealth Management, LLC with nine years of industry experience. She has been with Act Wealth Management since 2016 and previously worked at Ann Taylor Loft for five years. Act Wealth Management serves individuals, business entities, trusts, estates, and charitable organizations, providing discretionary investment management and financial planning on a fee-only basis. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to implement a range of investment strategies across various asset classes, managing approximately $569 million for about 264 clients through a five-advisor team.