Mark Ahmadi is a financial advisor with Edward Jones in McKinney, TX, holding CFP®, ChFC®, and Series 63 designations and has 23 years of industry experience. He has been with Edward Jones since 2002. 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 solutions supported by a nationwide network of more than 23,700 financial advisors. The firm manages approximately $1.01 trillion in assets and provides both discretionary and non-discretionary strategies under a fiduciary standard.

Richard Thompson is a financial advisor with Mass Mutual Investors Services, holding a Series 63 credential and 35 years of industry experience. He has worked at MetLife Securities Inc. and Metropolitan Life Insurance Company since 1990 and has been with Mass Mutual Investors Services since 2017. Outside of his advisory role, Thompson serves as treasurer of the Laurel Creek Home Owners Association. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures financial planning as annual, collaborative engagements that focus on goal analysis and written recommendations, with implementation handled separately.

Wesley Camp is a CFP® with 32 years of industry experience, currently affiliated with Cetera. He has been with Cetera Wealth Services, LLC since 2013 and has a longstanding association with Ottawa Financial Corporation dating back to 1994. Wesley also sells life, health, disability, and long-term care insurance. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual clients, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with various program options and more than $256 billion in assets under management.

Tammie Walker is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Walker is involved in community activities as Vice President of Development on the Board of Directors for the Celina Education Foundation. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Laura Gedge is a financial advisor with Raymond James & Associates in McKinney, TX, holding Series 63 and Series 65 credentials and four years of industry experience. She previously worked at Inland Securities Corporation for six years. Outside of her advisory work, she is the managing member of Raining Beads LLC, a business creating and selling beaded products online and at markets. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing various portfolio management styles and affiliated research.

Sarah Marshall is a Series 66-licensed financial advisor with 18 years of industry experience, currently with LPL Financial since 2013. She operates Texan Wealth Management and owns Texan Wealth Insurance, an agency offering property and casualty insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of advisers. The firm provides a range of advisory programs, financial planning, and retirement consulting, offering both discretionary and non-discretionary management supported by proprietary and third-party research.

Tobias Hananda is a financial advisor at Merrill with seven years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2013. 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 and profit-sharing plans, corporations, and charitable organizations.

Mario Quintana is a financial advisor at Edward Jones with eight years of industry experience. He has worked at Edward Jones since 2017 and previously at Gateway One Lending and Finance for five years. Quintana holds a Series 66 designation. 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 programs, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Keith Rowland is a financial advisor with OSAIC who holds Series 63 and Series 65 credentials and has 32 years of industry experience. He has worked at WMA Securities, Inc. since 1994 and has been self-employed during that time. Outside of advisory work, he has been involved in life insurance sales and servicing and was nominated to serve as a director for a local homeowners association. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios across multiple asset classes.

Shanice Gayton is a financial advisor at Edward Jones with six years of industry experience. She holds Series 63 and Series 65 licenses and has prior experience with JPMorgan Chase Bank and J.P. Morgan Securities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Camryn Mateo Carney is a financial advisor with Raymond James & Associates, holding a Series 66 designation and five years of industry experience. Prior to joining Raymond James, Carney worked at Charles Schwab in various capacities from 2021 to 2025 and also spent time at the Royal Bank of Canada and Kendra Scott. Raymond James & Associates, Inc. is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and investment consulting through a range of portfolio management styles and affiliated research.

Albert Aguilera is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Western International Securities, Inc. and Wedbush Securities Inc. In addition to his advisory role, he is also a licensed non-variable insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Jared Cole is a financial advisor at Raymond James Financial Services Advisors Inc. in McKinney, TX, holding a Series 66 designation and with 19 years of industry experience. He previously worked at Edward Jones for 10 years before joining Raymond James in 2017. In addition to his advisory role, he is acting trustee of a family trust and serves as branch manager and financial advisor for Cole Wealth Management. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and utilizes analytical tools to model potential outcomes, supporting clients through various advisory programs and specialized services.

Jordan Fournier is a financial advisor with LPL Financial and holds the Series 63 and Series 65 designations, with nine years of industry experience. He has been with LPL Financial and Thomson Investment Group since 2015. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from various sources.

Andrew Royal is a financial advisor at Edward Jones in McKinney, TX, holding a Series 66 designation and beginning his industry career in 2026. Prior to joining Edward Jones, he worked in coaching and sales roles, including multiple positions at Royal Results Coaching Inc. and Vorwerk Thermomix USA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. 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.

Thomas Trump is a financial advisor with Cambridge Investment Research Advisors in McKinney, TX, holding Series 63 and Series 65 credentials and 26 years of industry experience. Prior to joining Cambridge, he worked at Robinson Value Management, Ltd. and Bensboro Advisors, LLC. He is also a youth soccer coach for FC Dallas Youth. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides a range of investment implementation options and proprietary model strategies, with documented business relationships that include professionals licensed in law and accounting.

Lori Vejil is a financial advisor at Edward Jones in McKinney, TX, holding Series 63 and Series 66 credentials with six years of industry experience. Her prior work history includes a role at T. Rowe Price and a brief period as a self-employed advisor. 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 solutions supported by a large network of financial advisors and branch offices nationwide.

Warren Foreman Jr. is a Series 66-licensed financial advisor with 12 years of industry experience. He is currently with Cetera and previously worked at Edward Jones for eight years. Outside of his advisory role, Foreman serves as an elected board member of the Dickinson State University Heritage Foundation. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that provides access to affiliated and third-party managers, supporting both discretionary and non-discretionary account management.

Jennifer Gomez is a Series 66-licensed financial advisor with seven years of industry experience. She currently works at Thrivent Investment Management and Thrivent Financial, where she has been since 2020. Prior to that, she worked at Ameriprise Financial Services and Hilltop Securities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across a range of topics and allows clients to combine planning with managed-account services while keeping the two service offerings separate.

Garrett Linker is a financial advisor at Cetera with 14 years of industry experience and holds a Series 66 designation. He has worked with various affiliated firms since 2008, including First Allied Advisory Services and Linker Financial Group. Outside of his advisory role, he serves on the Prosper ISD School Board and is an elected board member of the Prosper Historical Society. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers a multi-manager platform with a range of portfolio management, financial planning, and retirement services, managing more than $256 billion in assets.