Lori Shelby is a financial advisor at Edward Jones in Frisco, TX, holding a Series 66 designation with 16 years of experience at the firm. She has been with Edward Jones since 2010. 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 through a broad network of advisors and offers a range of discretionary and non-discretionary investment strategies, including tax-efficient services and proprietary funds.

Darian Jones is a Series 66 licensed financial advisor at J.P. Morgan Securities with 11 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019 and held roles at Bank of America and Merrill between 2014 and 2019. J.P. Morgan Securities LLC 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 in its investment approach.

Ben Baker is a Planning Consultant at Fidelity Investments, where he partners with clients to provide a clear view of their long-term financial goals. He focuses on building relationships of trust and collaborates with clients to develop plans tailored to their personal needs. Ben has been with Fidelity Investments since 2020, progressing through roles including Customer Relationship Advocate, Investment Solutions Representative, Investment Consultant, and Investment Solutions Representative III before assuming his current position in 2024. His experience spans various client-focused and investment-related roles within the company. He holds insurance licenses in Arkansas and California.

Nisha Bhandary is a financial advisor with J.P. Morgan Securities in Frisco, TX, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2010. In 2020, she was involved with Saivi Shree, LLC, operating under the name Embroid It. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage and investment management capabilities, with recommendations made on a non-discretionary basis.

Michelle Hall is a financial advisor with LPL Financial in Frisco, TX, holding the Series 63 and Series 65 designations and bringing 37 years of industry experience. She has worked at LPL Financial since 2023 and has been operating Brennan Wealth Advisors, LLC, an independent registered investment advisory firm, since 2010. Outside of her advisory work, she serves as a notary and engages in authoring non-investment related content. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, research, and technology-driven approaches across discretionary and non-discretionary management.

Janice Wright is a financial advisor at UBS Financial Services in Plano, TX, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 46 years of industry experience, including 32 years with UBS. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and provides research-driven, model-based asset allocations tailored to client goals.

Della Prather is a financial advisor with Wells Fargo Clearing in Frisco, TX, holding a Series 66 designation and 19 years of industry experience. She has worked at Wells Fargo Clearing since 2018 and previously spent nine years at Morgan Stanley. Wells Fargo Clearing provides retirement plan consulting services for qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is guided by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Traci Steelman is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has four years of industry experience. Prior to her current role, she worked at Frank Storm CPA and Tailored Wealth Management. She serves as an acting trustee for a family trust managing a farm estate. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary investment consulting supported by analytical tools, with specialized services in municipal and public finance as well as employer retirement plan advisory programs.

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.

Jason Palm is a financial advisor at Edward Jones with a Series 66 designation and over 11 years of industry experience. He has worked primarily with Edward Jones, with a brief period of unemployment from 2024 to 2025. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, affiliated mutual funds, and overlay and tax-efficient services, operating under a fiduciary standard.

David Test is a financial advisor with Cetera Wealth Services, LLC, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He previously worked at Avantax and Northwestern Mutual Investment Management. Outside of his advisory work, he serves on the board of Emily’s Place, a nonprofit focused on ending domestic violence, and is a group fitness instructor at local community centers. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing assets for more than 10,000 advisors nationwide.

Mary Martha Pickens is a financial advisor at Merrill with 25 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill since 2009, also associated with Bank of America since 2004. Outside of her advisory role, she is involved in several nonprofit activities, including serving as co-chair of the Cattle Baron's Ball benefiting the American Cancer Society and participating on the boards of the Crystal Charity Ball, The Retina Foundation, and Community Partners of Dallas. 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 model-based and discretionary investment strategies for a variety of client types including individuals, pension plans, and charitable organizations.

Andrew Liss is a Financial Consultant at Fidelity Investments, a role he has held since 2021. He has been with Fidelity Investments since 2014, serving in various capacities including Investment Consultant, Relationship Manager, Fixed Income Specialist, and roles focused on retirement and investment solutions. His career spans over 11 years in the financial services industry. Andrew is a Certified Financial Planner (CFP4) and holds an Arkansas Insurance License. He partners with clients to develop comprehensive financial plans, emphasizing trust and integrity in his practice. Andrew is committed to helping clients work towards their financial goals while ensuring they feel confident and informed about their financial decisions.

Grace Ku is a financial advisor at UBS Financial Services with 15 years of industry experience. She holds a Series 66 designation and has worked at UBS since 2021. Prior to UBS, she has been employed with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities Inc. since 2010. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing model-based asset allocations and proprietary research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, providing a broad range of capital markets and advisory solutions.

Amy Legate is a CFP® with 22 years of experience in financial advisory services. She is currently with LPL Financial, where she has worked since 2023, and previously held roles at Ameriprise Financial Services and 360 Wealth Management. She is also a commissioned notary in the state of Texas. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs and financial planning services, utilizing model portfolios and research from both internal and third-party sources.

Cristian Marceleno is a financial advisor at Vanguard Advisers with Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at Fisher Investments, Charles Schwab & Co., Inc., and John Varvatos Enterprises, Inc. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven approach using proprietary methodologies and primarily constructs portfolios from Vanguard funds and ETFs.

Amanda Lepla is a CFP® professional with seven years of experience in the financial services industry. She is currently with Raymond James Financial Services Advisors, Inc. and affiliated entities, having previously worked at Fidelity for several years. Outside of advisory work, she is involved with Bell & Valente, a non-investment related support company in Plano, Texas. 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, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting using analytical tools and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Luis Herrera is a financial advisor with Edward Jones in Plano, TX, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at USAA Financial Advisors and USAA Investment Management Company, as well as serving as a product manager at Orchatect. Herrera is also a regional board member of Out Teach, a nonprofit organization focused on educational initiatives. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive retail advisor and branch network alongside affiliated financial capabilities.

Matthew King is a Senior Financial Advisor at Merrill Lynch Wealth Management. He is a partner of Loftus & King Wealth Management, where he oversees business development efforts, manages client communication, and analyzes wealth management strategies. Prior to joining Merrill Lynch Wealth Management in 2011, Matthew was an investment advisor at Fidelity Investments, serving non-profit and for-profit organizations as well as business owners. His professional approach emphasizes helping clients preserve and grow capital, providing clear explanations of investment opportunities, market conditions, and portfolio returns. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Matthew earned a double major in Investment Finance and Real Estate Finance from the University of Arkansas in Little Rock. He resides in the DFW area with his wife and two children, enjoys spending time outdoors with his family, and is an active member of his church.

Steve Herrmann is a financial advisor at UBS Financial Services with 42 years of industry experience. He has been with UBS since 2010 and holds a Series 63 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining model-based asset allocations and proprietary research to tailor financial plans. The firm operates with a broad platform that includes institutional trading, wealth management, and capital markets services.