John Killough is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior roles include positions at Morgan Stanley, Pride Technologies LLC, Trimont Real Estate Advisors, and Midland Loan Services. Outside of his advisory work, he manages a portfolio of rental properties. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with a broad range of advisory programs and a nationwide network of over 23,700 financial advisors.

Shawn Mechler is a CFP® and ChFC® with 32 years of experience in the financial services industry. He is currently affiliated with Cetera Wealth Services, LLC and Cetera, and is the owner and managing member of Positive Planning Wealth Advisors LLC. Mechler has prior experience with Avantax and 1st Global Advisors, Inc. Outside of his advisory work, he manages an irrevocable trust as a trustee and owns a financial services LLC that supports his strategic planning partnerships. Cetera Investment Advisers LLC is an SEC‑registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi‑manager platform with a variety of portfolio management options and serves over 800,000 clients through a nationwide network of more than 10,000 advisors.

Berenice Galvan Padilla is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding a Series 66 designation and one year of industry experience. She previously worked at Merrill, Bank of America, and Wells Fargo Bank. Outside of her advisory role, she works part-time as a delivery driver for Uber. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Sam Myers is an Investment Consultant at Fidelity Investments. In this role, Sam supports clients in building and implementing personalized financial plans that align with their unique goals and values. Sam's experience at Fidelity Investments includes positions as an Investment Consultant since 2025, Relationship Manager from 2024 to 2025, and Investment Solutions Representative from 2023 to 2024. Outside of work, Sam's personal interests include fitness, reading, skiing, and traveling.

Thomas Harris is a CFP® professional with 20 years of industry experience, currently with Edelman Financial Engines since 2026. He previously worked at Fisher Investments for eight years and held roles at Farmers Financial Solutions, Farmers Insurance, and Fidelity Investments. He is a managing member of The Cheerful Quill, a digital publishing and retail startup run by his wife, though he is not involved in its operations. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering a range of discretionary and non-discretionary investment solutions focused on diversified model portfolios and long-term strategies.

Cameron Stansbury is a financial advisor at OSAIC with three years of industry experience. He holds the Series 63 and Series 65 designations and has worked at OSAIC, SagePoint Financial, Inc., and TriOak Financial Group. He also has a background in education, having worked in a school setting for ten years. OSAIC serves a diverse range of retail and institutional clients, offering brokerage and investment advisory services through a large network of affiliated advisers and multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct and manage client portfolios that may include various investment types.

Mike Roberson is a Financial Consultant at Fidelity Investments, a role he has held since 2022. He has been with Fidelity Investments since 2017, progressing through various positions including Planning Consultant, Relationship Manager, Central Relationship Manager, Investment Solutions Representative, and Customer Service Advocate. Prior to joining Fidelity, Mike worked at JPMorgan Chase from 2009 to 2017 in roles such as Home Equity Mortgage Banker, Customer Assistance Specialist, and Recovery Specialist. With over a decade of experience in the financial services industry, Mike focuses on helping clients work towards their financial goals. His work involves planning for retirement, managing investments, and assisting clients in navigating complex financial decisions. His approach centers on understanding each client's unique needs and developing personalized strategies to pursue their financial success.

Casey Mcginn is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has been with Fidelity Brokerage Services LLC since 2008 and with Fidelity since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management solutions.

David Daly is a financial advisor at Edward Jones in Arlington, TX, with six years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2020. Prior to joining the firm, he was co-owner of Triangle Payment Systems, a merchant services business, from 2006 until its closure in 2019. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets through a broad network of advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Madison Loewes is a Financial Consultant at Fidelity Investments, a position held since 2024. Her career at Fidelity Investments includes roles as an Investment Consultant in 2023-2024, Team Leader for Investment Solutions in 2023, Team Leader for Client Services from 2022 to 2023, Help Desk Client Services Tier I from 2021 to 2022, and Customer Relationship Advocate from 2020 to 2021. In her role, Madison partners closely with clients to understand their priorities and develop personalized financial plans. She provides strategic guidance to help clients navigate and work towards their financial goals. Outside of work, Madison's interests include cooking and baking, family activities, fitness, being a foodie, golf, and traveling.

Brian Olson is a financial advisor at Morgan Stanley with 39 years of industry experience. He has held positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously worked at Citigroup Global Markets beginning in 1993. Olson holds the Series 63 and Series 65 designations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools such as Monte Carlo simulations and Secular Return Estimates to model financial outcomes.

Nathan Prange is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he worked for Arlington Independent School District for eight years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated products, supported by a large network of financial advisors and branch offices nationwide.

Sabrina Brown is a financial advisor with Merrill in Fort Worth, TX, holding a Series 66 designation and one year of industry experience. Her prior work history includes roles at Uber and Northwestern Mutual. Outside of her advisory work, she performs freelance delivery services as an independent contractor. 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 and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jordan Campsey is a financial advisor at Edward Jones in Keller, TX, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management and a network of nearly 24,000 financial advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joseph Ludwinski is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses and one year of industry experience. His prior work includes positions at Wells Fargo Bank, DoorDash, and the University of North Texas. 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.

Shannon Copeland is a financial advisor at Merrill with 21 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2003. 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 plans, corporations, and charitable organizations.

Robert Knous is a financial advisor with OSAIC based in Southlake, TX, holding Series 63 and Series 65 licenses and has 14 years of industry experience. He previously worked with Securities America Advisors, Inc. and Securities America, Inc. for ten years. Outside of his advisory role, he is active as an insurance agent specializing in life and health insurance and owns a personal S corporation for income and tax reporting. OSAIC serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisers. The firm provides a range of financial services and uses asset-allocation tools and automated rebalancing to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Billy Yarbrough is a CFP® professional with 22 years of industry experience, currently serving at Ameriprise since 2020 and previously with Ameriprise Financial Services, Inc. from 2005 to 2020. He is an equity owner and franchise advisor at Beez3 LLC and engages in sports card sales with his son as a personal hobby. Ameriprise offers retirement-income planning services primarily for individuals nearing 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.

Suryakant Desai is a CFP® professional with 36 years of experience in the financial industry. He is currently with Cetera, where he has worked since 2025, including Cetera Wealth Services, LLC. His background also includes roles at Avantax Investment Services and entrepreneurial activity as a CPA through S.T. Desai, CPA. He has been involved with Cedar Valley College for several decades. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary account structures.

Ryan Dignum is a CFP® credentialed advisor with 12 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc., having joined in 2025 after eight years at Commonwealth Financial Network and prior roles at First Command Advisory Services and First Command Financial Planning. Outside of advisory work, he operates a tax preparation service serving approximately 50 individual clients annually. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base including individuals, high-net-worth clients, and institutional clients. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports specialized municipal and public-finance work uncommon among large institutional advisors.