Stephen Harris is a ChFC®-designated financial advisor with 51 years of industry experience, currently serving at Cetera since 2023. He has been involved with Cetera Wealth Services, LLC since 2013 and has operated Stephen L. Harris, CLU & Associates since 1994. Harris is chairman of Ark House, a nonprofit providing low-cost housing for patients and families receiving extended medical care in Dallas. Cetera Investment Advisers LLC is a national SEC-registered advisor serving individuals, retirement plans, corporate, charitable, and institutional clients, offering a variety of portfolio management and financial planning services through a broad network of independent advisors.

Randall Barnes is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is involved in purchasing and remodeling private homes for resale. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations as part of its financial planning process.

Jared Mc Ferron is a CFA® charterholder with eight years of industry experience. He currently works at Edward Jones in Plano, TX, where he has been since 2022. His prior experience includes roles at Guidestone Financial Resources, Frost Investment Advisors, and First Command Advisory Services. 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 and investment strategies, managing approximately $1.01 trillion in assets with a large network of financial advisors and branch offices nationwide.

Melchor Muzkiz is a CFP® with 34 years of industry experience, currently affiliated with OSAIC. His prior roles include positions at Royal Alliance Associates, Inc. and Signator Investors, Inc., and he has operated a CPA tax preparation and business consulting practice since 1985. He serves as a board member of the Peacock Military Academy Alumni Association. OSAIC Wealth supports a diverse client base including individual investors, retirement plans, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. The firm utilizes a model-based investment process with asset allocation, portfolio optimization, and access to third-party money managers and alternative investments.

Quinton Wong is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses. His career has been primarily with JP Morgan Chase entities since 2015. In 2017, he was involved with Vae Live Vietnamese Radio focused on arts and entertainment. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program emphasizing written asset allocation advice, investment manager searches, and customized performance reporting. Their approach integrates centralized due diligence combining quantitative and qualitative research and includes capabilities in derivatives and commodities.

Philip Hanna is a financial advisor at Thrivent Investment Management in Allen, TX, with eight years of industry experience. He holds Series 63 and Series 65 credentials. His previous work includes roles at JP Morgan Securities, Lyft, and the New York State Common Retirement Fund. Outside of financial advising, he operates an e-commerce business purchasing and reselling used car parts on eBay. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based analyses and broad financial planning topics without discretionary trading authority. The firm offers a consolidated billing option combining planning and managed-account services while maintaining them as separate engagements.

Steven Ford is a financial advisor with Ameriprise in Richardson, TX, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at First Command and Edward Jones, as well as service in the United States Navy Reserve. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Jessica Colston is a financial advisor at LPL Financial with eight years of industry experience. She holds a Series 66 designation and has previously worked at SageSpring Wealth Partners, Cetera Wealth Services, CETERA Advisor Networks, Carson Group, and HD Vest Investment Services. 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, wrap and model portfolio programs, third-party asset management, and institutional platforms.

Frederick Leisner is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Ameriprise and Fidelity Investments. He is involved with the McKinney North Stars in a part-time capacity outside of his advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and third-party asset management, and supports advisors with various model portfolios and technological tools.

Neal Norton is a financial advisor with Edward Jones in Allen, TX, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies through a large nationwide network of financial advisors and branch offices.

Shafen Crawford is a CFP® and holds a Series 66 license with 12 years of industry experience, all of which has been with Edward Jones. He is based in Garland, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across wealth segments, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Carol Anderson is a financial advisor at Merrill with 40 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Merrill since 1994 and Bank of America since 2014. Outside of her advisory role, she volunteers with educational and women’s leadership organizations, including Barron's in Education, the Women's Leadership Alliance, and mentoring students at UNC Kenan Flagler Business School. Merrill, along 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 individuals, high-net-worth clients, and various institutional investors.

Andrew Royal is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held roles including founder of Royal Results Coaching Inc. and positions at Vorwerk Thermomix USA, Regal Ware Inc., and Nerium International. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory services and investment strategies supported by a large network of financial advisors nationwide.

Ping Yu is a financial advisor with J.P. Morgan Securities in Plano, TX, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has worked with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2018 and previously worked at Scottrade Investment Management and Scottrade Inc from 2014 to 2018. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and may include an ESG eligibility framework, with implementation supported by affiliated investment management entities.

Jamaul Pride is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and four years of industry experience. He also serves as CCO/COO of Dawson Private Wealth, LLC, an independent investment management firm affiliated with Raymond James. In addition to his advisory roles, he owns and operates Five Hearts Hot Sauce, LLC, where he is involved in production, packaging, distribution, marketing, and social media. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm offers tailored, non-discretionary planning and utilizes various analytical tools to support client goals while maintaining specialized municipal and public finance advisory capabilities.

Paul Brown is a financial advisor with Edward Jones in Murphy, TX, holding a Series 66 designation and six years of industry experience. He has been with Edward Jones since 2019 and has prior experience at Vanco Payment Systems and Ludus Ticketing. Outside of his advisory role, he is involved in retail bike sales and service at John's Trikes and Bikes and works as an assistant coach providing weekend nutrition and health support at TPB Health. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices. The firm offers a range of advisory programs and services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Dubina III is a financial advisor at LPL Financial with 15 years of industry experience. He holds a Series 66 designation and has worked previously at firms including Merrill, Scottrade, TD Ameritrade, Regions Bank, Cetera, and CUSO Financial Services. 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 and access to third-party asset management, with investment strategies implemented by a large network of investment adviser representatives.

Austin De Pue is a financial advisor at Edward Jones in Garland, TX, holding a Series 66 designation. He has 1 year of industry experience and previously worked at RLG Inc for 11 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Michael Schonebaum Stroud is a Vice President and Financial Consultant at Fidelity Investments. He collaborates with clients to develop financial plans tailored to their individual goals and needs, prioritizing strong relationships and trust with clients and their families to provide value. Michael has extensive experience within Fidelity Investments, having held various roles since 2014, including Financial Consultant, Investment Consultant, Relationship Manager, Investment Solutions Representative, Senior High Net Worth Help Desk, and High Net Worth Representative. Outside of his professional work, Michael engages in family activities and pursues fitness interests such as running.

Stewart Mc Lauchlan is a financial advisor at Ameriprise in Dallas, TX, holding Series 63 and Series 65 credentials with 37 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he serves on the Board of Directors and various committees for the Bonaventure Homeowners Association. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, providing written recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory expertise to deliver tailored retirement income plans, primarily for clients with Ameriprise-managed accounts.