James Moore is a Series 66-licensed financial advisor at Merrill with three years of industry experience. His prior work includes roles at Bank of America and teaching positions at several universities, including Hardin-Simmons University. 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.

Adrian Garcia is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2019, previously spending five years at TIAA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves multiple registered investment companies and intermediary platforms.

Jim Cooper is a financial advisor with LPL Financial in Corinth, TX, holding Series 63 and Series 65 registrations and 20 years of industry experience. His prior roles include positions at OSAIC and Sagepoint Financial, INC. Outside of his advisory work, Cooper is the owner of On Target Gunsmiths, LLC, a business unrelated to investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of financial planning and investment management solutions, utilizing both proprietary and third-party strategies supported by advanced research and operational tools.

Eddie Cheng is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing, MA Mutual Life Insurance Company, and JPMorgan Chase Bank. 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 through its Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Halle Cheatham is a financial advisor at Edward Jones with a Series 66 designation and approximately one year of industry experience. Prior to joining Edward Jones, she worked at DMA Solutions, Inc. and SAFE2SAVE, and has had roles in various organizations including Northwestern Mutual and Kanakuk Kamps. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated financial services, supporting over four million clients and managing approximately $1.01 trillion in assets.

David Zachmeyer is a financial advisor at Stifel with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2010. Stifel serves a broad range of clients including individuals, institutional investors, and municipal entities, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Jason Hagemann is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and nine years of industry experience. He has worked with multiple firms including Avantax, Fidelity, and Advisors Asset Management. He also operates PK Financial Strategies, LLC, where he provides fee-based asset management, retirement planning, and full life cycle management services. 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 multi-manager platform with a variety of portfolio management options and oversees over $256 billion in assets across more than 10,000 advisors.

Jeff Croswell is a financial advisor with Edward Jones in Cross Roads, TX, holding a Series 66 designation and six years of industry experience. He joined Edward Jones in 2019 after six years at AT&T. Outside of his advisory role, he hosts trivia nights at local restaurants and serves as a soccer referee. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers various advisory strategies and operates under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Charles Titterington is a financial advisor with Ameriprise in Highland Village, TX, holding a Series 63 designation and 33 years of industry experience. He worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory role, he owns a tax preparation business. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research and modeling with tax-efficient withdrawal strategies, and delivers recommendations through a centralized consulting team.

Erin Graft is a Benefits & Planning Consultant in the Executive Services division at Fidelity Investments, a position she has held since 2018. She has been with Fidelity Investments since 2013, serving in various roles including Relationship Manager, Financial Representative in the Plano branch, and High Net Worth Financial Representative. Erin's professional experience centers on building and implementing financial plans for clients, engaging them through open discussions to address important questions and ideas. She approaches her work with a focus on family values, aiming to assist clients as if they were members of her own family. Outside of her professional role, Erin's personal interests include family activities, football, gardening, parenthood, and yoga.

Kimball Small is a financial advisor with Ameriprise in Lewisville, TX, holding a Series 66 designation. He has been with Ameriprise and its affiliated practices since 2023 and has prior experience in education and the restaurant industry. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, delivering written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to provide non-discretionary, personalized recommendations, primarily for clients holding assets in Ameriprise-managed accounts.

Justin Lemish is a Senior Financial Advisor with Merrill Lynch Wealth Management, focusing on delivering comprehensive wealth management strategies tailored to clients' financial goals. He has been a Financial Professional since 2013, leveraging the investment insights of Merrill Lynch and banking resources of Bank of America to address various aspects of clients' financial situations. Justin works closely with clients to develop personalized financial plans aimed at achieving long-term financial security. Justin specializes in services for defined benefit and defined contribution plans, personal retirement planning, portfolio management, individual and corporate investment strategies, tax minimization, and retirement income. He also assists small and medium businesses with employee benefits by providing access to the firm's fiduciary advisory services. He holds the Certified Plan Fiduciary Advisor (CPFA) designation along with Personal Investment Advisor (PIA) and Retirement Accredited Financial Advisor (RAFA) credentials. Justin graduated Magna Cum Laude from Tarleton State University with a Bachelor's Degree in Finance. He is a member of the Champions Rotary Club of Justin, Texas, the Sigma Chi Fraternity, and the Tarleton State University Alumni Association. He and his wife, Dr. Alex, live in Justin, Texas, with their two sons and four pets. Justin enjoys sporting events, traveling, meeting new people, dining out, and is an avid fan of the Dallas Cowboys and Texas Rangers.

Brandon Moore is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Next Financial Group and Invest Financial Corporation. Outside of his advisory work, he is also active as an author and as an artist and musician. 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 with a broad investment platform that includes model portfolios, third-party asset management, and institutional programs.

Megan Johnson is a financial advisor at Cambridge Investment Research Advisors with Series 63 and Series 65 credentials and three years of industry experience. She has worked at Cambridge Investment Research, Inc. and Athlon Advisors, among other firms. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing multiple portfolio management platforms and proprietary as well as third-party strategies.

Tracy Jones is a financial advisor at Fidelity with 25 years of industry experience. She holds Series 66 and Series 63 licenses and has worked across multiple Fidelity entities, including Fidelity Brokerage Services LLC since 2001. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios comprising mutual funds, ETFs, and ETPs.

James Nicol is a financial advisor at Fidelity with 25 years of industry experience. He holds a Series 66 designation and has worked with various Fidelity entities since 2001, including Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Nicol is also associated with Strategic Advisors Inc, where he has been active for over two decades. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Jennifer Gingrich is a financial advisor at Edward Jones with 18 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, as well as corporate clients and charitable organizations. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large network of advisors and branch offices nationwide.

Connie McLaughlin is a CFP® professional with 47 years of industry experience, currently serving as an advisor at LPL Financial since 1995. She also acts as a trustee for a family trust, a role she has held since 1989. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and asset management solutions, utilizing various model portfolios and third-party subadvisors.

Brian Mclaughlin is a financial advisor with LPL Financial in Denton, TX, holding the Series 66 designation and 13 years of industry experience. He has been with LPL Financial since 2013. Outside of his advisory role, he is involved with McLaughlin Financial Group, a business related to his LPL activities. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customizable strategies.

James Smith is a CFP®-designated financial advisor with Edward Jones in Denton, TX, bringing 42 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1991. His other business activities include receiving royalties from Marathon Oil and XTO in Haynesville, LA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and investment options, supported by a nationwide network of more than 23,000 financial advisors.