Nicholas Cason is a CFP® with 21 years of industry experience, currently with J.P. Morgan Securities. His career includes roles at JP Morgan Chase Bank, TD Ameritrade Investment Management, and Scottrade. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling and centralized due diligence, with an ESG eligibility framework integrated into its investment recommendations.

Natasha Shaw is a financial advisor with Primerica Advisors in Garland, TX, holding Series 65 and Series 63 licenses and two years of industry experience. Her prior work includes roles at Nexa, LLC and teaching positions with Dallas and Garland Independent School Districts. 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 offers model-based investment strategies managed by third-party asset managers and supports trade execution and custody through established partnerships.

George Gile is a financial advisor at Cetera with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including JPMorgan Chase Bank, Morgan Stanley, and Avantax. Outside of his advisory role, he designs and sells fitness clothing as a managing member of Aesthetic Global Fitness LLC and leads group fitness sessions. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and unaffiliated managers and various program structures.

Patricia Gomez is a financial advisor with Ameriprise in Rowlett, TX, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Her prior roles include positions at The American National Bank of Texas, Advisor Resource Council, LPL Financial, and Edward Jones. She serves on the Board of Directors for the Lone Star Desk and Derrick Club of Dallas as Director of Education. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Demond Dawkins is a financial advisor with LPL Financial in Wylie, TX, holding Series 63 and Series 65 licenses and eight years of industry experience. He previously worked at J.P. Morgan Chase from 2013 to 2017 before joining LPL Financial. Dawkins serves as a board member for the Wylie Economic Development Corp and is employed part-time at Macedonia Missionary Baptist Church. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, and institutions. The firm offers financial planning, various portfolio programs, and institutional platforms, employing a range of investment strategies supported by operational research tools.

James Braaten is a financial advisor with Ameriprise, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Braaten oversees business operations through Braaten Enterprises and serves as a brand ambassador for companies promoting environmental and social benefits. He is also involved in community service as a board member and youth services chairperson for the Rockwall Noon Rotary and participates in managing the endowment fund at Holy Trinity by the Lake Episcopal Church. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Michael Grant is a financial advisor with Edward Jones in Garland, TX, holding Series 66, Series 65, and Series 63 credentials and 17 years of industry experience. His prior experience includes LPL Financial and over two decades as a self-employed advisor. He is also the owner of Grant Moore Enterprises LLC, a construction business that is currently inactive. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Heidi Jostes is a financial advisor with Thrivent Investment Management and holds a Series 66 designation. She has seven years of industry experience, including prior roles at Merrill, J.P. Morgan Securities, Edward Jones, and other financial institutions. Outside of her advisory work, she provides occasional marketing consulting support for her husband’s business, The Jostes Group, LLC. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial analyses and written recommendations across a range of topics, while keeping planning and managed-account services separate.

Harry Hughes is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 43 years of industry experience. His career includes roles at Citigroup Global Markets, WFG Investments Inc, National Securities Corp, National Asset Management, and B. Riley Wealth Management before joining LPL Financial in 2024. 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 a large network of advisors and advanced operational tools.

Christian Jordan is a financial advisor at Equitable Advisors with six years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes positions at Axa Advisors and roles in higher education and nutrition before joining Equitable Advisors. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a range of third-party advisory programs and emphasizes matching clients to tailored investment models and discretionary managers.

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.

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.

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.

Ted Perry is a financial advisor with Primerica Advisors in Mesquite, TX, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes roles at Fiesta Mart, Inc. from 2008 to 2020 and ongoing positions with PFS Investments Inc. and Primerica Financial Services since 2000 and 2002, respectively. Outside of his advisory work, he has worked as a Lyft driver in San Francisco. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of discretionary separately managed accounts. The firm employs a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

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.

Willard Nopper is a financial advisor with Edward Jones in Lucas, TX, holding Series 63 and Series 66 licenses and having 11 years of industry experience. He has been with Edward Jones since 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a range of advisory programs with discretionary and non-discretionary strategies under a fiduciary standard.

Lindsay Campione is a Series 66-licensed financial advisor with Edward Jones, where she has worked since 2012, accumulating 14 years of experience. She is based in Sunnyvale, TX, and has two years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including diverse households and corporate entities. The firm 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.

Diana Farrar is a financial advisor with Primerica Advisors in Carrollton, TX, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2004. Farrar is also a contracted author with AuthorHouse Publishing Company in Carrollton. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed accounts. The firm uses third-party asset managers and an independent due-diligence process to implement its investment models.