Willard Nopper is a financial advisor with Edward Jones in Lucas, TX, holding Series 63 and Series 66 licenses and having 11 years of industry experience. He has been with Edward Jones since 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a range of advisory programs with discretionary and non-discretionary strategies under a fiduciary standard.

Jairo Mejia is a financial advisor with LPL Enterprise in Plano, TX, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC, and operates Walker Benefit Group, which focuses on quoting group health, dental, and vision insurance for businesses. LPL Enterprise serves a broad client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third‑party asset management, and a range of brokerage and insurance products via an integrated platform.

Rachel Whitfield is a Series 66 licensed financial advisor with five years of industry experience. She currently works at Vanguard Advisers and its affiliated entities, having previously been employed at Bank of America and Merrill Lynch. Vanguard Advisers offers automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach primarily constructed from Vanguard funds and ETFs.

Kurt Reinhold is a financial advisor with LPL Financial in McKinney, TX, holding Series 63 and Series 66 licenses and possessing 23 years of industry experience. He has been with LPL Financial since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by model portfolios and research from multiple sources.

Enrique Perez is a financial advisor at J.P. Morgan Securities with Series 65 and Series 66 designations. He has been with the firm since 2025 and has prior work experience at Amazon and HD Supply. Before entering the financial industry, he was involved with the Small Business Development Center at the University of La Verne. J.P. Morgan Securities LLC 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. The firm's advisory services are delivered on a non-discretionary basis by a select group of Wealth Advisors.

Andrea Torcates is a financial advisor with Merrill in Frisco, TX, holding a Series 66 designation and beginning her career in 2026. Prior to joining Merrill, she held positions at EY and the University of Texas at Austin. 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, pension plans, corporations, and charitable organizations.

Geoffrey Jarocki is a financial advisor at Edward Jones with one year of experience at the firm and eight years in the industry. His prior roles include positions at Eaton Vance/Morgan Stanley and Resolute Investment Distributors, Inc. He holds Series 63 and Series 66 licenses. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Jonathan Nance is a CFP®-certified financial advisor with Edward Jones in Frisco, TX, where he has worked for 15 years. He holds a Series 66 license and has experience managing family land and cattle operations through LLCs in Texas. Edward Jones is a full-service wealth management firm that serves a wide range of individual and institutional clients. The firm manages over $1 trillion in assets with a large network of advisors and offices, offering a variety of advisory programs and investment solutions under a fiduciary standard.

James Keller is a financial advisor at Osaic with 25 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services, Bank of America, and Merrill. Keller is the owner and president of Financial Educators Network of North Texas, a nonprofit focused on adult financial education and literacy. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities, offering integrated brokerage and advisory services. The firm employs advanced asset-allocation tools and provides access to multiple advisory platforms and third-party money managers.

Denise Scharfenberger is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. She has been with LPL Financial since 2013. Outside of her advisory role, she is involved in consulting for The Serial Nester. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by extensive research and model portfolios.

Preston Bonds is a financial advisor at Charles Schwab with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Charles Schwab and Charles Schwab Bank since 2014. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and order-routing.

Richard Scordo is a financial advisor with LPL Enterprise in Plano, TX, holding Series 63 and Series 65 credentials and having 20 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Scordo is also the owner and operator of Scordo Insurance Agency, which offers commercial and personal lines insurance, and serves as a board member of Metro Relief, a for-profit organization. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, consulting, model portfolios, third-party asset management, and insurance products within an integrated platform that supports various client needs.

Jillian Dits is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Her prior roles include positions at Bank of America and Luther King Capital Management. Outside of finance, she works as a sculpting instructor at Align Studio in Dallas. 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 institutions.

Christopher Ramirez is a financial advisor with Ameriprise in Frisco, TX, holding Series 63 and 65 licenses and six years of industry experience. His prior work includes roles at Wells Fargo Clearing, NTB Financial Corporation, J.P. Morgan Chase Bank, and First Bank Southwest. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed written Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers these services through a centralized consulting team and combines algorithmic automation with advisor input to tailor retirement strategies.

Lakshmi Srinivas is a financial advisor at Vanguard Advisers with four years of industry experience. She holds Series 65 and Series 63 credentials and has worked at The Vanguard Group since 2022. Her prior experience includes roles in education and workforce staffing. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Personal Advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach with portfolios largely constructed from Vanguard funds and ETFs, offering customization options and tax-aware strategies.

John Hinrichs is a financial advisor with LPL Financial in McKinney, TX, holding a Series 66 designation and with 25 years of industry experience. He has been with LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by proprietary and third-party research and technologies.

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.”

Nannette Sabo is a financial advisor at Vanguard Advisers with 23 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at several firms, including Morgan Stanley, Citigroup Global Markets, and Cumberland Advisors. Outside of her advisory role, she is the owner of Mon Parachute Equus, LLC, a business specializing in equine and canine therapy. Vanguard Advisers provides automated and human-supported investment advice to retail investors and retirement plan participants, employing a goal-based, algorithm-driven approach that utilizes proprietary models and a range of customization options. The firm is notable for its scale and digital delivery, managing a large client base with a combination of automated platforms and human advisors.

Jacob Hardman is a financial advisor with Vanguard Advisers based in Plano, TX. He holds Series 63 and Series 66 licenses and has three years of industry experience. His work history includes roles at various Vanguard entities since 2023. Vanguard Advisers offers automated and human-supported investment advice, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach using proprietary methodologies to tailor asset allocations and constructs portfolios largely from Vanguard funds and ETFs.

Travis Federick is a financial advisor with Ameriprise in Plano, TX, holding a Series 63 designation and 30 years of industry experience. He has been with Ameriprise since 1998. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, delivering written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to produce tailored retirement plans and offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.