Kristi Denham is a financial advisor with LPL Financial, holding a Series 66 designation and bringing nine years of industry experience. Her prior roles include positions at UBS Financial Services, First Dallas Securities Inc., and Hodges Capital 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Marcus Orr is a financial advisor with Edward Jones in Plano, TX, holding Series 63 and Series 66 licenses with 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he serves as president of Orrmax Inc, which operates the Cosmic Crust Deli. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard and supported by a nationwide network of approximately 23,701 financial advisors.

Julio Rodriguez is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Pfs Investments Inc, Terra Wealth, OASIS Advisors, LLC, and Primerica before joining LPL Financial. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Jason Palmer is a Series 66 licensed financial advisor with nine years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2018 and previously held roles at USAA Financial Advisors and Edward Jones. Charles Schwab & Co., Inc. serves 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 and discretionary investment options with a multi-asset model portfolio approach and centralized operational support.

Tony Stevens is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63, 65, and 66 designations and has previously worked at E*TRADE Capital Management and Harrisdirect. Outside of his advisory role, Stevens is a partner in KB&T Stevens, LLC, an agriculture-related business based in Wylie, Texas. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process supported by firm-approved tools and models.

Jeffrey Levitt is a financial advisor at Merrill with 10 years of industry experience. He holds the Series 66 designation and has worked at both Bank of America, N.A. and Merrill since 2016. Merrill, together 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 and profit-sharing plans, corporations, and charitable organizations.

Evan Cure is a CFP® and Series 63 holder with two years of industry experience. He currently works at Osaic and is also associated with Cure Financial. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services that include comprehensive financial planning, advisor-managed portfolios, and retirement plan consulting. The firm utilizes a model-based investment approach emphasizing asset allocation and portfolio optimization, supported by various tools and multiple custodial and legacy program arrangements.

Craig Meylan is a financial advisor with LPL Financial, holding Series 63 and Series 65 registrations and 40 years of industry experience. He previously worked at IC Advisory Services, Inc. and The Investment Center, Inc. Meylan also teaches investment classes at two local colleges as part of his sole proprietorship, Financial Solutions. 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 portfolios, and institutional platforms, supported by advanced advisor tools and a broad array of non-advisory financial services.

Mary Pepkin is a financial advisor at Ameriprise with 11 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliate firms since 2014. Outside of her advisory role, she owns and manages AMEAP LLC, a business related to her Ameriprise activities. Ameriprise offers retirement-income planning services primarily for clients nearing or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax analysis to deliver written, non-discretionary recommendation reports, with a focus on clients holding assets in Ameriprise-managed accounts.

Evan Sikorski is a Financial Consultant at Fidelity Investments. In this role, he focuses on guiding clients through the financial planning process while building relationships centered on their financial values, priorities, and goals. He believes that understanding each individual's financial emotions is essential in creating effective financial plans. Evan has been with Fidelity Investments since 2020, progressing through several positions including Customer Relationship Advocate, Financial Representative, Relationship Manager, and Planning Consultant before his current role. This experience has provided him with a comprehensive understanding of financial consulting and client relationship management. Outside of his professional work, Evan has interests in cars, fishing, gardening, hiking, playing instruments, and volunteering.

Ryan Rayburn is a CFP®-designated financial advisor with 23 years of industry experience. He is currently affiliated with LPL Financial and has previously worked at Lincoln Financial Advisors Corporation, Equitable Advisors, and Merrill. Rayburn is involved with Strategic Wealth Partners PLLC, where he has responsibilities related to non-variable insurance. 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 financial planning and investment management services through a large network of advisors and employs various strategic and tactical allocation options supported by institutional platforms and research tools.

Thomas Whittington is a financial advisor at Charles Schwab in Dallas, TX, holding Series 66 and Series 63 licenses with two years of industry experience. His prior work includes roles in real estate and home loans as well as education. Charles Schwab serves a large client base mainly composed of 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios alongside alternative investment options.

Allison Davis is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Morgan Stanley Smith Barney LLC since 2016, currently serving at Morgan Stanley Private Bank, N.A. in Dallas, TX. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services that include coordinated planning efforts and access to various investment products.

Susan Marvin is a CFP® with 21 years of experience in the financial industry, currently serving at Ameriprise since 2004. She holds the Series 66 designation and is based in Dallas, TX. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendation reports, supported by a centralized consulting team and a range of advisory, brokerage, and insurance solutions.

Malisha Daulat is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding a Series 66 designation and five years of industry experience. She previously worked at Wells Fargo Investments, LLC for 25 years before joining her current firm. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Lisa Ragland is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. She has worked at Wells Fargo Clearing since 2009 and has been with Wells Fargo Bank, N.A. since 2009 as well. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Jeremee Duncan is a financial advisor with Primerica Advisors in Dallas, TX, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked with PFS Investments Inc. since 2022 and Primerica Financial Services since 2021. In addition to his advisory roles, he serves as a consultant for Learn 2 Live It, LLC, a non-investment-related business. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices and offers model-based investment strategies managed by third-party asset managers.

Tyler Mc Andrews is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2018. Outside of his advisory role, he has worked as an independent contractor caddie at Maridoe Golf Club since 2018. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning services and manages approximately $2.74 trillion in client assets.

Scott Thompson is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has worked at Wells Fargo Bank NA since 2012 and Wells Fargo Clearing since 2016, with earlier experience at Banc One Securities Corporation. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Brian Walker is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments since 2016, progressing through various positions including Financial Consultant, Investment Consultant, Retirement Planner, and Retirement Solutions Representative. Prior to joining Fidelity, Brian held roles at Prudential Advisors, New York Life, Visa Inc, Fiduciary Trust International, Equitas Capital Advisors, and BDO Seidman. With over 25 years of experience in financial services, Brian brings a broad perspective to his work, focusing on helping clients achieve their financial goals through long-term relationship building and ongoing strategy management. He holds an Arkansas Insurance License. Outside of his professional career, Brian enjoys activities such as cooking and baking, fitness, exploring food as a foodie, socializing with friends, hiking, and traveling.