Luke Trahan is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for five years and Staff Care, Inc. for nine years. 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 third-party asset management, supported by a network of investment adviser representatives who implement model portfolios and customized strategies.

Thomas Hosey is a financial advisor with Edward Jones in Rockwall, TX, holding Series 63 and Series 66 designations and 35 years of industry experience. He has been with Edward Jones since 1991. Outside of his advisory role, Hosey is involved in aviation and property management through several business interests, including a partnership in TJH Aviation and leadership roles in Greenville Blue Sky Holdings, LP and Hosey Enterprises, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and a securities-based lending option, supported by a nationwide network of financial advisors and branch offices.

Jonathon Condren is a financial advisor at Merrill with Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at LPL Financial LLC, TIAA, Vanguard Marketing Corporation, and Fidelity Investments. 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 individuals, high-net-worth clients, and institutional investors.

Christopher Martin is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 23 years of industry experience. He has been with LPL Financial since 2006. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions with a range of advisory and brokerage services. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced research tools.

Kenneth Picerno is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Cetera. His career includes 15 years at Avantax Investment Services and a long-standing CPA practice providing accounting and tax services. He also holds fiduciary trustee roles managing financial reports and trust distributions. Cetera Investment Advisers LLC is an SEC-registered firm offering a multi-manager platform to a broad client base, including individuals, retirement plans, and institutional accounts. The firm provides various portfolio management and financial planning services through a nationwide network of independent advisors.

E. Grant Marsh is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Rockwall, TX. His prior experience includes roles at Bank of America and Merrill Lynch. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets.

Randolph Balch is a financial advisor with OSAIC, holding a Series 63 designation and over 50 years of industry experience. His career includes positions at Royal Alliance Associates and Signator Investors, along with longstanding ownership of Financial & Insurance Services of Texas, LLC, where he provides financial planning and insurance services. Outside of his advisory work, he operates a hay farming business and maintains rental properties. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, and corporations, offering integrated brokerage and advisory services through a large network of advisors and multiple platforms. The firm employs asset-allocation tools, risk tolerance assessments, and automated rebalancing to manage portfolios that may include a range of investment types.

Silveria Hufstedler is a financial advisor at LPL Financial with 19 years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones for five years before joining LPL Financial in 2012. In addition to her advisory role, she offers Medicare Supplemental coverage to clients who have enrolled in Medicare Parts A and B. 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 range of financial planning and portfolio management solutions through a large network of investment adviser representatives.

Tim Do is a financial advisor at Merrill with Series 66 and Series 63 credentials and two years of industry experience. His work history includes roles at Bank of America, JPMorgan Chase Bank, and Boston Scientific. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Danny Pena Rauda is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Bank of America and PLS Financial Services. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Martin Kogel is a financial advisor with Edward Jones in Murphy, TX. He holds a Series 66 designation and has 10 years of industry experience, all with Edward Jones. 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, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Gregory Padlo is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds the Series 66 designation and has worked at JP Morgan Chase Bank, Fidelity Personal and Workplace Advisors, and Fidelity Brokerage Services LLC. 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 a team of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Salman Tejani is a financial advisor at Edward Jones with eight years of industry experience and holds a Series 66 designation. His prior experience includes roles at J.P. Morgan Securities LLC, Merrill Lynch, Apex Clearing Corporation, and Prosperity Bank. He has also started a house flipping business with his fiancée as a managing partner of T&S Acquisitions LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Roland Jones is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2012, following a tenure at JP Morgan Chase Bank beginning in 2011. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Aleah Powell is a Series 66 licensed financial advisor with Edward Jones, based in Royse City, TX. She has one year of experience in the financial industry, joining Edward Jones in 2024 after previous roles in the medical supplies sector. Outside of advisory work, she is involved with Fork Paradise LLC, an RV park business in Yantis, TX. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional investors. The firm manages over $1 trillion in assets through a nationwide network of advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.

Gigi Lavergne is a financial advisor with Osaic Wealth, Inc. She holds Series 63 and Series 65 licenses and has 25 years of industry experience. Her prior roles include positions at SagePoint Financial and Wealth Advisory Counsel. Lavergne is also involved in insurance services and tax preparation through her ownership of related businesses. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a range of investment options and uses firm-supported tools to build and manage portfolios on both discretionary and non-discretionary bases.

Kristi Denham is a financial advisor with LPL Financial, holding a Series 66 designation and bringing nine years of industry experience. Her prior roles include positions at UBS Financial Services, First Dallas Securities Inc., and Hodges Capital Management. 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, model portfolios, third-party asset management, and institutional platforms.

Julio Rodriguez is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Pfs Investments Inc, Terra Wealth, OASIS Advisors, LLC, and Primerica before joining LPL Financial. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Jason Palmer is a Series 66-licensed financial advisor with eight years of industry experience. He has worked at Charles Schwab since 2020 and previously held roles at USAA Financial Advisors Inc., USAA Financial Planning, and USAA Investment Services Company between 2018 and 2020. Charles Schwab & Co., Inc. serves a large client base mainly consisting of 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 offers a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios and provides integrated advisory, brokerage, custody, and cash-sweep services.

Tony Stevens is a financial advisor with Morgan Stanley Wealth Management, holding Series 63, 65, and 66 credentials and 25 years of industry experience. He has previously worked extensively with E*TRADE Capital Management and E*TRADE Securities. Outside of his advisory role, Stevens is a partner in KB&T Stevens, LLC, an agricultural property management business based in Wylie, Texas. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning services supported by structured discovery processes and firm-approved tools.