Verda Johns is a financial advisor with Edward Jones in Princeton, TX, holding a Series 66 designation and 10 years of industry experience, all with Edward Jones since 2016. Outside of advising, she is involved in bookkeeping for a real estate business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with discretionary and non-discretionary investment strategies, offering a wide range of advisory services supported by a large network of advisors and branch offices.

Dru Cambron is a financial advisor with J.P. Morgan Securities in McKinney, TX, holding a Series 66 designation and 12 years of industry experience. He has worked at J.P. Morgan Securities and JP Morgan Chase Bank since 2019 and previously held roles at TD Ameritrade Investment Management and Merrill. 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.

Jennifer Richter is a financial advisor with LPL Financial in Prosper, Texas. She holds the Series 66 designation and has been with LPL Financial LLC / Thomson Investment Group since 2005, totaling 21 years of industry experience. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and technology tools for research and operational support.

Justin Brown is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked at firms including Edward Jones and Merrill, where he spent 11 years. Brown operates under the DBA Brownstone Wealth Advisors for his LPL-related business activities. 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, supported by a large network of advisors and various technological tools.

Matthew Bell is a financial advisor with Cetera in McKinney, TX, holding Series 63 and Series 66 licenses and 11 years of industry experience. His prior firms include Innovative Strategies, Equity Services, Inc., and National Life Group. Bell is the owner of Bell Annuity Concierge, a consultancy supporting fixed, fixed indexed, and MYGA annuity products, and he works as a fixed and fixed index annuity consultant for True North Financial Solutions. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to third-party managers through a multi-manager platform with discretionary and non-discretionary program options.

Wesley Dickinson is a financial advisor at Edward Jones in McKinney, TX, holding a Series 66 designation with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Timber Blind & Shutter from 2008 to 2017. Wesley serves as a Finance Council Board Member for St. Jude Catholic Parish in Allen, TX, where he assists with budgetary issues. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of more than 23,700 financial advisors.

Kevin Armes is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at LPL Financial since 2025. His prior roles include six years at Edward Jones and earlier positions at Bank of America, Merrill Lynch, and in education with Irving Independent School District. Outside of his advisory work, he has been involved with Las Colinas Country Club for over a decade and maintains a music theory YouTube channel. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, and institutions. The firm supports a wide range of investment strategies through its extensive network of advisors and offers integrated financial products and services alongside its advisory platform.

Rima Alobaidi is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds the Series 66 designation and has worked at Bank of America, Merrill, Ameris Bank, and Wells Fargo Bank prior to joining J.P. Morgan in 2025. 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. The firm offers non-discretionary advice delivered by select Wealth Advisors, including Rima, with clients retaining final decision-making authority.

Nicole Fry is a financial advisor at Ameriprise with nine years of industry experience. She holds a Series 66 designation and has worked at Ameriprise and its affiliated entities since 2014. Outside of her advisory role, she works as an independent contractor driver for DoorDash. Ameriprise is a large institutional firm that offers retirement-income planning services tailored to individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to provide non-discretionary, written recommendations through a centralized consulting team.

Nicholas Sampl is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds the Series 63 and Series 66 credentials and has previously worked at United Scripts, McKesson, and Ameristar Casino. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial analyses and written recommendations across a broad range of planning topics. The firm separates its planning service from managed accounts and emphasizes ongoing review without discretionary trading authority.

Cathy Grimes is a financial advisor with Ameriprise in The Colony, TX, holding a Series 66 designation and 12 years of industry experience. She has been with Ameriprise and its related entities since 1998. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement recommendations through a centralized consulting team.

Richard Bernstein is a financial advisor with Edward Jones in Prosper, TX. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked at Cooper Land Company and held various positions in other companies. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of investment strategies and operates under a fiduciary standard, supported by a large national network of financial advisors and branch offices.

Natalia Herken is a financial advisor at Edelman Financial Engines with 16 years of industry experience. She holds Series 65 and Series 66 licenses. Her prior roles include positions at Fisher Investments, American Century Investment Services Inc., and Edward Jones. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, providing both discretionary and non-discretionary management with a focus on diversified portfolios and long-term strategies.

Mark Hutchison is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. 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 utilizes research and analytics to evaluate investment options and offers a range of brokerage and advisory solutions.

Richard Stevens is a financial advisor with Edward Jones in McKinney, TX, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Edward Jones since 2001. Stevens previously owned STEVECORP, INC., a Maaco auto paint and bodywork business that was closed and sold in 2003. 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, including discretionary and non-discretionary strategies, and maintains a large nationwide network of advisors and branch offices.

Kevin Pittman is a financial advisor with Ameriprise in Prosper, TX, holding a Series 63 designation and over 34 years of industry experience. He has been with Ameriprise since 1991. Outside of his advisory role, he owns and manages a family real estate business and operates Pittman Financial Planning, LLC. Ameriprise provides retirement-income planning services tailored to individuals with significant investable assets, combining research, modeling, and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Janet Parker is a financial advisor with Charles Schwab in McKinney, TX, holding a Series 66 credential and bringing 11 years of industry experience. She is also the managing partner of Parker Operating Company LLC and Parker Management Consultants LLC, both providing management consulting services. Charles Schwab 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, offering both non-discretionary and discretionary investment options supported by multi-asset model portfolios and centralized operational infrastructure.

Moab Schiers is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 designation and has previously worked at Fisher Investments, Merrill, Bank of America, and Fidelity Investments. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Doron Elad is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Truist Advisory Services, Commonwealth Financial Network, and Diamond Capital Wealth. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Madeleine Underwood is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. She previously worked at Woodbury Financial Services and Fidelity Brokerage Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, wrap and model portfolio programs, and institutional platforms, supported by extensive resources and a large network of advisors.