Christopher Herman is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding Series 63 and Series 65 licenses and with 37 years of industry experience. He previously worked at UBS Financial Services from 1999 to 2005. Herman serves as a board member for The Marc Homeowners Association. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, utilizing research, analytics, and diversified investment approaches.

Jerome Davis is a financial advisor at Thrivent Investment Management with nine years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at Robinhood Markets, Inc., Wells Fargo Clearing, Raymond James & Associates, and Wells Fargo Bank. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, focusing on goal-based analyses and written recommendations across a broad range of financial planning topics. The firm offers these services on a one-time or ongoing basis without discretionary trading authority, allowing clients to combine planning with managed-account programs under a consolidated billing option.

Drew Maxwell is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop personalized financial plans aimed at achieving their goals. He has been with Fidelity Investments since 2014, serving in various roles including Relationship Manager from 2014 to 2021, Investment Consultant from 2021 to 2022, and Financial Consultant from 2022 to the present. Drew holds an Arkansas Insurance License. Outside of his professional work, he enjoys golf, outdoor adventures, and traveling.

Jonathan Pace is a financial advisor at Osaic with Series 63 and Series 66 credentials and 32 years of industry experience. He has longstanding roles at Pro-Integrity Securities, PACE Insurance Agency, and Farmers Insurance Group, each exceeding 25 years. Pace also owns AP Insurance Services LLC and Advisor Bridge, Inc., which provide insurance marketing and corporate services. OSAIC serves a diverse client base including individual investors, retirement plans, nonprofits, and corporations, offering brokerage and advisory services through a multi-advisor platform. The firm utilizes a model-based investment process with portfolio optimization tools and supports discretionary and third-party managed strategies.

Matthew Williams is a financial advisor at Morgan Stanley in Dallas, TX, holding a Series 66 designation with three years of industry experience. His prior work includes positions at Bank of America and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services through direct relationships and employer-sponsored plans.

Brian Quinn is a CFP® professional with 25 years of experience in the financial services industry. He has been with Wells Fargo Clearing since 2016 and previously worked at Concert Wealth Management, National Planning Corporation, and Quest Capital Management. He is based in Dallas, TX. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Tarea Doty is a financial advisor with Primerica Advisors in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2001. Outside of advisory work, she owns TLC Executive Enterprises Inc., a legal entity formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited selection of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure, focusing on non-institutional clients rather than pension or profit-sharing plans.

Brian Layman is a financial advisor with Edward Jones in McKinney, TX. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked in various educational roles, including positions at several school districts. Outside of his advisory work, he serves as a public address announcer for Frisco ISD high school football games. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of advisors and branches.

Marco Lopez is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and offering 28 years of industry experience. He previously worked at LPL Financial, VisionPoint Advisory Group, BFC Planning, and Milkie/Ferguson Investments. Lopez is also the owner of Texas Private Wealth Advisors LLC and Texas Private Wealth Insurance Group, where he provides securities, insurance-related planning, and benefit solutions for individuals and small businesses. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses risk profiling and analytical modeling to tailor recommendations and supports various advisory programs including municipal and employer consulting services.

Trishana Dailey is a Series 66 licensed financial advisor at Edward Jones in Dallas, TX, with 11 years of industry experience, including 12 years at Edward Jones. She serves on the advisory panel at the University of North Texas Dallas and is a co-founder of Pearls For Girls, a women’s empowerment network focused on topics such as health, wellness, and networking. She also owns Infinite Grace Holdings, a holding company for her entrepreneurial ventures. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Checki III is a CFP® with 13 years of industry experience, currently serving at OSAIC since 2024. Prior to joining OSAIC, he spent over a decade at Securities America Inc and Securities America Advisors. He holds board positions with Amira's House and the nonprofit United Rocks. Osaic Wealth serves both retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and manager programs. The firm emphasizes model-based asset allocation and portfolio optimization supported by technology tools and maintains a complex affiliate network with a broad range of investment products.

Alan Tama is a financial advisor with J.P. Morgan Securities in Richardson, TX, holding a Series 66 designation and nine years of industry experience. He previously worked for Bank of America/Merrill Lynch for eleven years before joining J.P. Morgan Securities in 2026. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes an ESG eligibility framework in its recommendations.

Jason Bell is a CFA® charterholder with Series 63 and Series 66 licenses and has 13 years of industry experience. He has been with Edward Jones since 2014. 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 through a nationwide network of over 23,000 advisors, offering a broad range of discretionary and non-discretionary investment strategies and affiliated financial services.

Jeremiah Hipo is a financial advisor at Edward Jones, holding a Series 66 designation and with two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Community Life Church and spent eleven years with Rockwall ISD. Edward Jones is a full-service wealth management firm that serves both individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Jason Dugdale is a financial advisor with Charles Schwab in Dallas, TX, holding Series 65 and Series 63 licenses and possessing 24 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2014 and previously held roles at RAA Wealth Management, Retirement Advisors of America, LEE Financial Company, and Ernst & Young Investment Advisers LLP. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options using multi-asset model portfolios and integrates a centralized operational structure across advisory, brokerage, custody, and cash-sweep functions.

Kenneth Crowder is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo since 2016, following six years at Prudential Equity Group, LLC. Based in Dallas, TX, he has a background spanning multiple leading firms. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets across more than 14,000 advisors and offers both brokerage and advisory solutions supported by extensive research and analytics.

Brian Bessner is a financial advisor at Osaic Wealth with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Lincoln Financial Securities Corporation, MSI Financial Services, Inc., and New England Securities. Outside of his advisory role, Bessner is involved in offering insurance products and owns a separate financial services entity. Osaic Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients through a multi-advisor platform. The firm provides brokerage and advisory services with an investment process centered on model-based asset allocation, portfolio optimization, and a range of program offerings supported by a complex network of affiliates and private-equity ownership.

Elizabeth Morgan is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fidelity since 2007, including roles at Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, as well as registered investment companies. Its investment approach combines fundamental research, quantitative analysis, and algorithmic portfolio construction, with an emphasis on model portfolios using mutual funds, ETFs, and ETPs.

Charles Marselli is a financial advisor with LPL Financial in Dallas, TX, holding a Series 66 designation and 15 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Sanjeev Kumar and Waddell & Reed, Inc. He was also involved with the Kiwanis Club of Richardson, Texas, for seven years. 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 investment options and platforms, with advice and account management primarily delivered by investment adviser representatives using model portfolios, third-party subadvisors, or customized strategies.

Hanna Loew is a Series 66-licensed financial advisor with Morgan Stanley in Dallas, TX, having 11 years of industry experience. She was previously with UBS Financial from 2013 to 2022 before joining Morgan Stanley. Outside of her advisory role, she is a sole proprietor of a rental property business in Lancaster, California. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs supported by structured planning tools and investment modeling.