Michael Danter is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 licenses and 41 years of industry experience. He has worked at Royal Alliance Associates since 2015, First Independent Advisory Services, Inc. since 2010, and has operated as a sole proprietor since 2006. Outside of advisory roles, he is involved in insurance sales through his sole proprietorship. Osaic Wealth serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients via a broad network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to construct portfolios across various asset classes on discretionary or non-discretionary bases.

Dylan Allensworth is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he owned and operated ALL-SERVE Spray Foam Insulation, LLC, managing operations including sales, inventory, and business administration. Dylan’s background also includes roles in the food service industry. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory programs. The firm manages over $1 trillion in assets through a large network of advisors and branch offices, offering both discretionary and non-discretionary strategies alongside affiliated funds and other financial services.

Jennifer Owens is a Series 66 licensed financial advisor at Edward Jones in Rockwall, TX, with two years of industry experience. Prior to joining Edward Jones, she worked in various roles including at Bare Dermatology and Arbor Diagnostics. 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 solutions, managing approximately $1.01 trillion in assets. The firm is notable for its extensive retail advisor network and affiliated capabilities beyond traditional advisory services.

Wesley Oliver is a financial advisor at Edward Jones with 16 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2009. Outside of his advisory role, he is involved as an owner in a property and real estate management business in Rockwall, TX, and has consulted for Scout and Cellar through a partnership. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 financial advisors. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard.

Austin Snyder is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, and Point Bank. He is based in Wylie, Texas. 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 select group 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 authority.

Makenna Wagoner is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and four years of industry experience. She previously worked at Edward Jones and owns a retail business called Magic & Whimsy - Cozy Creations. Wagoner also serves on the boards of L.E.I. Community Outreach and the NEDC Kiwanis. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Caleb Parsley is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has prior work experience in sales and hospitality, including roles at M&W Sales and Cafe Americana. Parsley is also a notary in addition to his advisory activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Brandon Baker is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds the Series 66 designation and has worked at firms including Bank of America, Merrill, and Thrivent Financial. 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, operating with a non-discretionary advisory model.

Christian Calderon is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at USAA Investment Services Company and USAA Financial Advisors, Inc. Calderon is based in Garland, TX. 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 select group 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.

Monica Cooper is a financial advisor at Edward Jones in Wylie, TX, holding a Series 66 designation with 11 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a network of more than 23,700 financial advisors and offers a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

James Wade is a CFP® with 36 years of industry experience, currently affiliated with LPL Financial since 2021. His prior experience includes over two decades at Avantax Advisory Services and Avantax Investment Services, along with ownership of Jim Wade Enterprises Inc since 2013. Outside of financial advising, he serves as an election judge in Dallas County. 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 financial planning, various advisory programs, and retirement plan consulting through a national network of representatives.

Ha Ellender is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, also working at JP Morgan Chase Bank since 2018. Outside of her advisory role, she is an owner and partner of Tommy Real Estate LLC, where she manages residential rental properties. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, offering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Jacob Lazorko is a financial advisor at Edward Jones in Rockwall, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked with Belfour Spirits and was involved with Lazorko Enterprises and the Major League Baseball Players Alumni Association for over a decade. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 advisors and more than 15,000 branch offices.

Shawna Lazorko is a Series 66 licensed financial advisor with Edward Jones in Rockwall, TX, where she has worked since 2018. She has seven years of industry experience and previously worked at Rockwall High School and Younique. Outside of her advisory role, she is affiliated with a family-owned printing press business and is a distributor for a health products company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and is notable for its extensive network of financial advisors and branch offices, as well as its affiliated mutual funds and trust services.

Craig Power is a financial advisor with Edward Jones in Rockwall, TX, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2015 and has concurrently been involved with Classic SleepCare since 2013. Edward Jones is a full-service wealth management firm serving individuals and institutions, offering a broad range of advisory programs and investment options supported by a large national network of advisors and branches.

Skyler Marchand is a financial advisor at Edward Jones with seven years of industry experience. He has held his current position since 2018 and previously worked at Milliman for ten years. He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and offers a range of advisory and investment solutions under a fiduciary standard.

Erin Williams is a financial advisor with LPL Financial in Wylie, TX, holding a Series 66 designation and nine years of industry experience. Prior to joining LPL Financial in 2021, she worked at Edward Jones from 2016 to 2021. She is also a CPA and has been involved in tax preparation and accounting through her own firm, Erin Z. Williams, CPA, P.C. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charities nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Brad Sewell is a CFP®-designated financial advisor with Edward Jones in Rockwall, TX, bringing 38 years of industry experience. He has been with Edward Jones since 1987. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Dee Morgan is a financial advisor with Thrivent Investment Management, holding Series 63, 65, and 66 registrations and 18 years of industry experience. Dee has worked at Thrivent since 2025, with prior roles at Cambridge Investment Research, First Command Financial, LPL Financial, and Securities America. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based financial planning without discretionary trading authority. The firm combines planning and managed-account services through its WealthPlan offering while maintaining separate delivery of these services.

Joseph Killgore is a CFP®-certified financial advisor with Charles Schwab in Greenville, TX, where he has worked for 10 years. He has 13 years of industry experience and holds the Series 66 designation. Killgore is also the owner and president of Killgore & Associates, Inc., a financial services business that operates exclusively in connection with Schwab. Charles Schwab & Co., Inc. serves primarily 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 mix of non-discretionary and discretionary investment guidance, combining multi-asset model portfolios with strategic asset allocation and access to alternative investments.