Christopher White is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has worked previously at J.P. Morgan Securities and Champ Sports/Footlocker. White has been with Edward Jones since 2018, with a brief gap before rejoining the firm in 2025. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated financial products through a large national network of advisors and branch offices.

Tiffani Davis is a financial advisor with LPL Financial in Dallas, TX, holding a Series 66 designation. She has one year of industry experience and previously worked at Estee Lauder Companies and Henri Bendel. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advisor-facing technology and a large network of over 22,800 advisors.

Sandy Hale is the Vice President, Wealth Planner at Fidelity Investments, a position held since 2018. Sandy has been with Fidelity Investments since 2000, progressing through roles including Investment Representative, Regional Consultant, and Investment Solutions Consultant. This extensive tenure has provided Sandy with comprehensive experience in wealth planning and investment consulting. Sandy holds an Arkansas Insurance License, supporting expertise in insurance-related financial products. Sandy's mission centers on understanding clients' priorities to assist them in working toward their financial goals. Clients choose to work with Sandy for experience, compassion, and integrity, alongside Fidelity's brand and ethical standards.

Larry Wainwright is a financial advisor with OSAIC based in Allen, TX, holding Series 63 and Series 66 licenses with 22 years of industry experience. He previously worked at Royal Alliance for seven years and Farmers Insurance for 29 years. Outside of advisory work, he operates Wainwright Real Estate and Wainwright Insurance, which include real estate sales and insurance services. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform that emphasizes model-based asset allocation and portfolio optimization.

Paige Richards is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 65 licenses and five years of industry experience. Her prior work includes positions at Hilltop Securities Inc., Fossil Inc., and Goosehead Insurance. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG criteria within a broader derivatives and commodities capability.

Donna Roman is a financial advisor with Charles Schwab in Dallas, TX, holding Series 66 and Series 63 licenses and seven years of industry experience. Her work history includes roles at Charles Schwab & Co., Inc. since 2018 and Liberty Mutual from 2016 to 2018. Prior to her financial services career, she worked at Walgreens pharmacy for nine years. 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 combines non-discretionary advisory relationships with access to discretionary separate managed accounts, using multi-asset model portfolios and centralized operational structures.

Timothy Watts is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2021. In this role, he partners with clients to understand their short- and long-term financial goals and helps build customized financial plans tailored to their unique needs. He places importance on forming strong relationships with clients and their families, focusing on trust, reliability, and competency. Timothy has been with Fidelity Investments since 2019, initially serving as a Portfolio Specialist before his current role. Prior to joining Fidelity, he worked as a Financial Advisor at Merrill Lynch from 2012 to 2019 and at Edward Jones from 2010 to 2012.

Jacquelyn Black is a financial advisor at Merrill in Dallas, TX, with 18 years of industry experience. She holds the Series 66 designation and has been with Merrill Lynch and its affiliates since 2006. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Matthew Lowe is a CFP® with 22 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Raymond James & Associates from 2005 to 2010. 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 a range of brokerage and advisory solutions supported by research and analytics.

C Williams is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Since 2009, he has worked with Morgan Stanley Smith Barney and currently serves at Morgan Stanley Private Bank, National Association. He is the founder of Project MOBE, a nonprofit organization focused on fundraising and business development. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and comprehensive investment strategies.

Mark Repasy is a financial advisor with J.P. Morgan Securities in Plano, TX, holding a Series 66 designation and 12 years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Equitable Advisors, and Waddell & Reed. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and both quantitative and qualitative research.

Jon Erik Schoellhorn is a CFP® and holds a Series 66 designation with 17 years of industry experience. He has been with Edward Jones since 2008 and is based in Dallas, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors and offers a range of advisory strategies, tax-efficient services, and affiliated investment products.

John Robinson is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2015. Outside of his advisory role, he serves as a foster parent in the state of Texas. 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. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers multi-asset model portfolios supported by research from Schwab Center for Financial Research.

Samba Njie is a financial advisor with Cetera, holding a Series 66 designation and 22 years of industry experience. Before joining Cetera, he worked at Avantax Investment Services and 1st Global. Outside of advising, he provides part-time ride-sharing services on weekends. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that supports both discretionary and non-discretionary accounts.

Cristen Deteau is a financial advisor with Cetera, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. She has worked with Cetera since 2016 and has prior experience at CH Wealth Management and Capital Advisors Group. Outside of her advisory role, she is involved as an independent contractor in the insurance sector. Cetera Investment Advisers LLC serves a wide client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager platform with access to model portfolios, third-party managers, and customized strategies, managing over $256 billion in assets through a network of more than 10,000 advisors.

Samuel Johnston is a financial advisor at Fidelity with nine years of industry experience. He holds a Series 66 designation and has worked across multiple Fidelity entities since 2017. Earlier in his career, he was involved with Stick Star Lacrosse for two years. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios drawn from mutual funds, ETFs, and ETPs.

Ocean Strayhand is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank, N.A., Fisher Investments, and T-Mobile. He is currently based in Dallas, TX. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research to build model asset allocations and incorporates ESG criteria in its recommendations.

Kenneth Head is a financial advisor with Equitable Advisors in Dallas, TX, holding a Series 66 designation and bringing 10 years of industry experience. He previously worked at Axa Advisors, LLC from 2016 to 2020. Outside of his advisory role, he is involved with Royal Wealth Partners. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs. The firm’s approach emphasizes client information gathering and risk assessment to match clients with suitable advisory models, leveraging both proprietary and third-party investment solutions.

Connor Fleming is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 66 licenses and having eight years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2019 and previously was with Charles Schwab & Co., Inc. from 2017 to 2019. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured planning tools and does not offer individual security recommendations as part of its standalone planning services.

Stacy Carrington is a CFP® professional with 11 years of experience in the financial industry. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices across the United States.