James Keith Nixon is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Bank of America, Merrill, and UBS Financial Services. Outside of his advisory work, he is involved as a partner in an agricultural venture, Nixon Family Farms, based in Floydada, Texas. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and a structured discovery process.

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.

Joseph Samaniego is a Financial Consultant at Fidelity Investments. He works with individuals and families to develop actionable financial plans aimed at achieving their goals. He holds the Certified Financial Planner (CFP®) designation, which supports his client-first approach and informs his expertise in investments and retirement planning. Joseph's experience with Fidelity Investments began in 2020, with roles progressing from Workplace Planning Consultant to Planning Consultant, and currently to Financial Consultant as of 2024. This progression demonstrates his ongoing commitment to financial planning and client service. Outside of his professional work, Joseph enjoys activities including comedy, fitness, hiking, movies, outdoor adventures, and traveling.

Julian Correa Estrada is a Series 66 licensed financial advisor with Primerica Advisors, based in Allen, TX, and has three years of industry experience. His prior work includes roles at Merrill, Bank of America, and Wells Fargo Bank. Outside of financial services, he has freelanced in fragrance sales at Macy’s department store and worked with Coworx Staffing. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm relies on model-driven strategies managed by unaffiliated asset managers and provides services through a large network of financial advisors across multiple offices.

Jonathon Kang is a CFP® and Series 66 licensed financial advisor with eight years of industry experience. He has worked at Edward Jones since 2018 and was previously employed by Uplift Education for six years. He is based in Richardson, TX. 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 solutions, operating under a fiduciary standard and managing over $1 trillion in assets through a nationwide network of advisors and branch offices.

Michael Mackey is a financial advisor at Edward Jones with 17 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments for 10 years before joining Edward Jones in 2018. 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, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Lionel Goh is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank since 2019. Prior to this, he spent time at Coldwell Banker Residential Brokerage, Logan Medical Devices, and Wilson Learning Worldwide. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and incorporates ESG criteria in its recommendations.

Bridgett Winter is a financial advisor with Cetera, holding a Series 66 designation and beginning her advisory career in 2026. Her prior work experience includes roles at DoorDash, Amazon, and the University of Texas at Austin. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management and financial planning services, managing over $256 billion in assets across more than 10,000 advisors.

Ihab Elibiary is a CFP® and holds a Series 66 designation, with 16 years of industry experience. He has been with J.P. Morgan Securities LLC since 2012 and JPMorgan Chase Bank, NA. since 2010. Prior to that, he worked at Edward Jones for one year. 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 screening and qualitative research to develop model asset allocations and incorporates ESG eligibility considerations.

Tamara Warfield is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. She holds the Series 66 designation and is based in Allen, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

John Simmers is a Financial Advisor with Merrill Lynch Wealth Management. He works directly with clients to define their financial goals and develop portfolio strategies aimed at helping them reach those objectives. His approach involves ongoing advice and adaptation of clients' portfolios to meet changing circumstances. His expertise includes college education planning, legacy planning, personal retirement planning, small business strategies, tax minimization, and retirement income management. John holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his Bachelor's Degree from Ouachita Baptist University. John is involved in activities such as adventure sports, chess, cooking, fishing, gardening, golfing, music, reading, traveling, and yoga.

Joel Berg is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. He previously worked at Carter Advisory Services and Raymond James Financial. Outside of his advisory role, he serves as Treasurer for the Assistance Center of Collin County, a nonprofit organization. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group provides tailored financial planning and portfolio management services, utilizing a range of strategies including traditional and non-traditional investments, with options for discretionary and non-discretionary management.

Paula Hunt is a financial advisor with Edward Jones in Wylie, TX, holding a Series 66 designation and having 10 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 offers a range of advisory strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Gentry Moore is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding Series 63 and Series 66 licenses and possessing 17 years of industry experience. Prior to joining Wells Fargo in 2023, Moore worked at Commonwealth Financial Network, Duke Wealth Management, and several other firms. Moore is also the owner of GPM Enterprises, LLC, a private entity involved in securities, advisory, and insurance business. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute with third-party data to support its investment approach.

David Russakov is a financial advisor with Charles Schwab in Dallas, TX, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked at Charles Schwab since 2000 and at Charles Schwab Bank since 2005. Charles Schwab & Co., Inc. serves a large client base primarily 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 provides a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios and offers a distinctive integrated operational structure.

Thao Nguyen is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds the Series 66 and Series 63 registrations and has worked at major firms including Fidelity Brokerage Services and Charles Schwab. 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, while clients retain final decision-making authority.

Samuel Garcia is a financial advisor at Merrill with seven years of industry experience. He holds a Series 66 designation and has been associated with both Merrill and Bank of America since 2010. 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 diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Medick is a financial advisor with Ameriprise in Frisco, TX, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Mass Mutual Investors Services and Metlife Securities, Inc. He serves on the board of the Live Like Knox Foundation and manages operations for his own business entity, David M Medick, LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Thomas Morris Jr is a financial advisor at Edward Jones in Frisco, TX, holding a Series 66 credential with 13 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors and T. Rowe Price Advisory Services, Inc. Outside of his advisory work, he serves as a manager responsible for accounting at BTMR Investments, LLC, a construction aggregate deposit leasing business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and related services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

William Schaffler is a financial advisor with Robert W. Baird & Co. in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Robert W. Baird since 2012. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a range of clients including individuals, families, pension and profit-sharing plans, corporations, and charitable organizations. The group offers tailored consulting and portfolio services, utilizing both in-house and third-party managers across various investment strategies and account types.