Wendy Scholljegerdes is a CFP® professional with 26 years of industry experience, currently serving at Ameriprise. She has worked with Ameriprise Financial Services, Inc. since 2008 and continues with its affiliated entities. Outside of her advisory role, she manages a rental property as an owner and landlord. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficient strategies to deliver written, non-discretionary recommendation reports through a centralized consulting team.

Toby Peters is a financial advisor at LPL Financial with 36 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior experience includes roles at OSAIC, Woodbury Financial Services, Independent Financial Partners, and Equitable Advisors. Outside his advisory work, he is also an agent involved in the sale and service of traditional insurance products through Rycon Financial Group, LLC. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting a large network of investment adviser representatives with diverse investment strategies.

Kelsey Taylor is a financial advisor at Equitable Advisors with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Equitable Advisors since 2018. Prior to her current role, she was employed at AXA Advisors and has experience in pediatric therapy and higher education. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, providing financial planning, retirement plan consulting, and asset-management programs. The firm uses a variety of advisory models and third-party asset managers to tailor strategies based on client risk tolerance and financial goals.

Jana Martinez is a financial advisor at Edward Jones with four years of industry experience. She holds the ChFC® designation and Series 66 license. Prior to joining Edward Jones, she worked at firms including J.P. Morgan Securities and Merrill. Jana is also the managing member of Verity Innovations LLC, a marketing business focused on content creation for small businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports over 23,700 financial advisors nationwide.

Rachel Summerlin is a financial advisor with Ameriprise in McKinney, TX, holding a Series 66 designation and three years of industry experience. Before joining Ameriprise in 2023, she worked for 13 years with the Frisco Independent School District. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service providing written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Brian Seitz is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and with 23 years of industry experience. He has worked at LPL Financial since 2013, following prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Seitz operates a separate business under the name Seitz Wealth 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 financial planning and investment management services, combining scale with a broad suite of advisory and non-advisory financial products.

David Dominguez is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, Fidelity Investments, USAA Investment Management Company, and J.P. Morgan Securities. Outside of financial services, he was involved with Advanced Collision Equipment for six years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Joel Koelpin is a Series 65-licensed financial advisor with Edelman Financial Engines, based in Celina, TX, and has two years of industry experience. He previously worked at Fisher Investments and held various roles in education and banking before joining Edelman Financial Engines. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven proprietary modeling process combined with planner delivery and online tools, offering diversified model portfolios, periodic rebalancing, and both discretionary and non-discretionary management options.

Matthew Manning is a financial advisor at OSAIC with 21 years of industry experience. He holds Series 63 and Series 65 credentials and was previously with MML Investors Services Inc and MassMutual for 13 years. Outside of his advisory role, he is involved as an insurance agent and owns Teleios Financial LLC. OSAIC serves a diverse range of retail and institutional clients through a large network of advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios across various asset classes for both discretionary and non-discretionary accounts.

Kurt Reinhold is a financial advisor with LPL Financial in McKinney, TX, holding Series 63 and Series 66 credentials and 23 years of industry experience. He has worked at LPL Financial since 2008, following prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. 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 financial planning, model portfolio programs, third-party asset management access, and institutional platforms, providing advisory and brokerage services through a large network of investment adviser representatives.

John Hinrichs is a financial advisor at LPL Financial with 25 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2009, following six years at Merrill and two years at Prudential Equity Group, LLC. He is also associated with JRH Financial, LLC, a business entity used for tax and investment purposes. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a variety of investment strategies and advisor-facing tools.

Rachel Sampl is a Series 66-licensed financial advisor with nine years of industry experience. She is currently with Thrivent Investment Management and has previously worked at firms including Mass Mutual and LPL Enterprise. Her background also includes roles outside finance, such as at Ameristar Casino St. Charles and Carol House Furniture. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across a wide range of financial planning topics. The firm provides these services through a network of Financial Advisors without discretionary trading authority and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Jill Ehlers is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. Her prior roles include positions at Envision Wealth Strategies, Walnut Hill Advisors, Principal Securities Inc, Vintage Financial Group, and Principal Life Insurance Company. She serves as a volunteer board member for the Elkhorn Public School Foundation and has entrepreneurial involvement with a YouTube and social media platform focused on financial topics. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm utilizes multiple investment platforms and offers both proprietary models and access to third-party strategists, with a range of discretionary and non-discretionary implementation options.

Thomas Herrin is a CERTIFIED FINANCIAL PLANNER™ professional with 25 years of industry experience. He is currently affiliated with LPL Financial and has held roles at firms including Raymond James Financial Services and Merrill. Herrin also has experience managing several private business entities. 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 financial planning and advisory services, utilizing model portfolios, third-party subadvisors, and customized investment strategies across various platforms.

Joe Cruse IV is a financial advisor at Edward Jones in Prosper, TX, holding Series 63 and Series 66 designations with seven years of industry experience. Prior to joining Edward Jones in 2023, he worked at JPMorgan Chase and served as a contracted musician for Gateway Church in Southlake, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, supported by a large network of financial advisors and branch offices across the United States.

Alejandro Esparza is a financial advisor with Merrill in McKinney, TX, holding Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at NYLIFE Securities LLC and New York Life, as well as entrepreneurial ventures with Meraki Solar and Meraki Solutions. He has also worked in diverse industries including food service and delivery. 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 a range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Constantina Cox is a Series 66-licensed financial advisor with 15 years of industry experience. She has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. since 2017 and previously at Merrill from 2012 to 2017. 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 combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Caleb Smith is a financial advisor with LPL Financial in Celina, TX, holding a Series 66 designation and new to the industry with less than one year of experience. Prior to entering financial advising, he worked in various roles including positions at Omni Hotels and Resorts PGA and The Indoor Golf Shop. 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. The firm offers a range of financial planning and investment management solutions supported by technology and operates one of the largest advisory networks in the industry.

Stephen Jones is a Series 66 licensed financial advisor with J.P. Morgan Securities in McKinney, Texas, with two years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2025, and previously held positions at PNC Investments LLC and other firms across various industries. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

Leigh Hicks is a financial advisor at LPL Financial with 26 years of industry experience. He has been with LPL Financial since 2009 and holds Series 63 and Series 66 licenses. Hicks also serves as a notary public in Plano, Texas. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, supported by a large network of advisors and various technology tools.