Richard Peoples II is a financial advisor with Edward Jones in Plano, TX, holding a Series 66 designation and six years of industry experience. He worked at Federal Employee Services from 2012 to 2019 before joining Edward Jones in 2019. 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 advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Sebastian Leyton is a financial advisor at Cetera with a Series 66 designation and four years of industry experience. Prior to joining Cetera, he was employed at The Vanguard Group for three years. He also provides administrative services as a registered assistant with Michael David Morrison, a financial services business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with various program structures and custodial relationships, managing over $256 billion in assets.

Douglas Cochran is a CFP® professional with 31 years of industry experience. He has been with LPL Financial since 2006 and previously worked at Banc of America Investment Services, Inc. from 2000 to 2006. Outside of his advisory role, he is involved with DHC Planning, LLC, a business entity for tax and investment purposes. 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 advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Anne Davidson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. She previously worked at Prudential Equity Group, LLC for 11 years before joining Wells Fargo in 2016. Davidson serves as a director of the Bunny Love Foundation, a nonprofit organization. Wells Fargo Advisors is a national securities firm that provides 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Samuth Ean is a financial advisor with LPL Financial, holding Series 66 and Series 63 licenses and bringing 21 years of industry experience. He previously worked at EP Wealth Advisors, Inc. and Ballou Plum Wealth Advisors LLC, and has served as Chief Financial Officer for Hometown Capital since 2020. LPL Financial is a national broker-dealer and registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of financial planning, asset management, and institutional platforms, utilizing both proprietary and third-party strategies.

Shanna Miller is a financial advisor with Ameriprise in McKinney, TX, holding a Series 66 designation and six years of industry experience. She previously worked at Northwestern Mutual before joining Ameriprise in 2017. Outside of her advisory role, she serves as Client Concierge for Encircle Wealth Advisors, assisting with administrative tasks. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized retirement income service that provides ongoing planning advice focused on dependable income and tax-aware withdrawal strategies.

Cody Barfknecht is a financial advisor at Robert W. Baird & Co. with five years of industry experience. He has worked at Baird since 2020 and previously was employed by DATCU Credit Union from 2016 to 2020. Outside of his advisory role, he is a color analyst broadcaster for high school football games in the Dallas-Fort Worth area. Baird’s DDK Group provides wealth management services to individuals, corporate and business clients, pensions, and charitable organizations. The firm offers financial planning, portfolio management, and brokerage services, utilizing a mix of manager-traded and model-traded strategies along with ongoing manager selection supported by internal research and technology.

Kyler Brown is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Merrill and Chickasaw Nations Industries. Brown also worked in legal and academic settings, including Martin Merritt, PLLC and the University of Louisville. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and scenarios to assist clients, with a focus on advisory services rather than direct security recommendations.

Jabulani Lovelace is a financial advisor with Equitable Advisors in Dallas, TX, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has been with Equitable Advisors since 2010 and previously worked with Axa Advisors, LLC. Outside of advising, he holds various outside insurance appointments. Equitable Advisors serves a broad client base including individual, institutional, and charitable clients, offering financial planning, retirement plan consulting, and asset-management programs. The firm delivers advisory services through a network of representatives using firm-offered and third-party programs, focusing on aligning client needs with appropriate investment models and solutions.

Jaime Heimsath is a financial advisor with Ameriprise based in Plano, TX, holding a Series 66 designation and 18 years of industry experience. He has worked with Ameriprise and Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement with substantial investable assets, providing detailed written Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated entities, emphasizing managed accounts and utilizing algorithmic tools to support retirement income recommendations.

J. Lynn Lawrance is a CFP® with 29 years of experience in the financial services industry. She has been with Cetera and its affiliate, Cetera Wealth Services, LLC, since 2013. In addition to her advisory role, she sells life, disability, annuities, and long-term care insurance and participates in market research surveys and focus groups. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management solutions through a multi-manager platform, combining affiliated and third-party managers, and supports both discretionary and non-discretionary account management.

Jake Pollitt is a financial advisor with Equitable Advisors in Dallas, TX, holding Series 63 and Series 65 licenses and having six years of industry experience. His prior work includes roles at AXA Advisors, The Garage Burgers & Beer, Leger Ketchum & Cohoon, PLLC, and the University of Oklahoma. Outside of his advisory work, he has a business activity related to insurance. Equitable Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset management programs. The firm utilizes both proprietary and third-party program models and provides ERISA fiduciary services through credentialed representatives.

Natasha Verbsky is a Series 66 credentialed financial advisor at Cetera with 27 years of industry experience. She has worked with Cetera and its affiliates since 2017 and has previously been associated with Girard Securities, Inc. Since 2022, she has owned Anthology Designs LLC, a product sales business. Additionally, Verbsky serves as treasurer for both the Independence High School Choir and Theatre Booster Clubs and is a member of the investment committee for the Collin College Foundation. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a multi-manager platform combining discretionary and non-discretionary portfolio management with access to third-party money managers and model portfolios.

Lawson Stansell is an Investment Consultant at the Dallas Branch of Fidelity Investments. He is focused on guiding clients toward financial success that aligns with their personal goals and risk tolerance. Since joining Fidelity Investments, Lawson has held multiple roles including Investment Solutions Representative I and II, High Net Worth Service Associate, and Customer Relationship Advocate. Prior to Fidelity, he was a Pathways Program Affiliate at Pruco Securities in 2021. Details regarding Lawson's education, credentials, personal interests, or community involvement were not provided.

Theresa Dillard is a financial advisor at Merrill with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill and its affiliated firms since 1999, including Bank of America. She serves as an advisory board member for the Pastoral Reflections Institute, a charitable organization based in Dallas, Texas. 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, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Henry Fiedler is a Vice President and Financial Consultant at Fidelity Investments, based in the Dallas Investor Center. He is a CERTIFIED FINANCIAL PLANNER™ who utilizes a three-step planning process to assist clients in navigating complex financial decisions and creating personalized paths toward their financial goals. Henry has progressively advanced at Fidelity Investments since 2017, holding roles including Financial Representative - Full Trader, Investment Solutions Representative, Central Relationship Manager, Investment Consultant, Financial Consultant, and currently Vice President, Financial Consultant. Prior to joining Fidelity, he worked as a Financial Representative at Northwestern Mutual from 2015 to 2017. Outside of his professional work, Henry has interests in art, fitness, music, pets, and traveling.

James Williams IV is a financial advisor at Raymond James Financial with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Raymond James Financial Services since 2011. Outside of his advisory role, Williams is also active as a vocalist and actor on a part-time basis. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm provides tailored, non-discretionary planning and employs analytical tools to support client goals, with specialized programs for municipal advising and SIMPLE IRA consulting.

Rezaul Kazi is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America before joining J.P. Morgan in 2022. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s non-discretionary program focuses on asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by a centralized due diligence process.

Francis Judge is a financial advisor with Ameriprise in Dallas, TX, holding a Series 63 designation and 28 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is involved in a side business selling Dallas Cowboys tickets. Ameriprise is a large institutional firm offering retirement-income planning services primarily for clients with significant investable assets, combining research and modeling to provide tailored, tax-efficient income strategies.

Rodney Mcleod is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2011, with prior experience at Charles Schwab & Co., Inc. He also operates a personal farm in Milford, TX. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial plans.