Jeoffrey Dumas is a financial advisor with Edward Jones in Plano, TX, holding Series 63 and Series 66 credentials and 12 years of industry experience. He has been with Edward Jones since 2019, with a brief hiatus prior to that. Outside of his advisory role, he is involved in land development and oil and gas partnerships. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of financial needs. The firm manages over $1 trillion in assets and offers advisory programs with discretionary and non-discretionary strategies, alongside affiliated mutual funds and tax-efficient services.

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.

Milton Morse III is a financial advisor at UBS Financial Services with 24 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley in various capacities from 2007 to 2024. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and advisory services, combining institutional trading capabilities with wealth management offerings tailored to clients' goals and risk tolerances.

Luke Hannafin is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with J.P. Morgan Securities since 2015. Outside of his advisory work, Hannafin is involved in audiobook narration through the Audiobook Creation Exchange, where he narrates fiction and non-fiction books. J.P. Morgan Securities 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 through a non-discretionary advisory program.

Shea Gordon is a financial advisor with LPL Financial based in Frisco, TX, holding a Series 66 designation and 25 years of industry experience. He has worked at LPL Financial and Private Advisor Group, LLC since 2018 and was previously with Stratera from 2016 to 2018. 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 with both discretionary and non-discretionary management, supported by research and model portfolios.

Catherine Jenkins is a Series 66 licensed financial advisor at Edward Jones in Frisco, TX, with seven years of industry experience. She has been with Edward Jones since 2015. Outside of her advisory role, she is a consultant for a hair care product company through a network marketing business. 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 nationwide network of over 23,700 advisors across more than 15,000 branches.

Joseph Rosio is a financial advisor with LPL Financial based in Plano, TX, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior experience includes roles at Waddell & Reed, HD Vest Insurance Agency, Avantax Advisory Services, and ongoing employment with the Department of Defense Defense Contract Management Agency. He is also the owner of J. Rosio Tax Services LLC, a tax preparation and accounting business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by proprietary and third-party research, with discretionary and non-discretionary portfolio management options.

James Pruter is a Series 66-licensed financial advisor with Merrill in Frisco, TX, where he has worked since 2013. He has 17 years of industry experience. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Stephanie Donato is a financial advisor with Morgan Stanley in Plano, TX, holding a Series 66 designation and over 26 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

Lesley Deas is a financial advisor at J.P. Morgan Securities with seven years of industry experience and a Series 66 designation. She has been with J.P. Morgan Securities since 2018 and has prior experience working with several gig economy companies. Outside of her advisory role, she is active as a driver for ride-share services and works as an independent contractor in food delivery and health/fitness coaching. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis supported by an in-house manager solutions team and centralized due diligence.

Jeff Dinkins is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. He is based in Frisco, TX. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Amanda Cecil is a financial advisor at Merrill with 10 years of industry experience. She holds the Series 63 and Series 66 licenses and has been with Merrill and Bank of America since 2016. Cecil serves on the advisory board of Heart House Dallas, a charitable organization. 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.

Matt Hamedani is a financial advisor at Fisher Investments in Plano, TX, holding a Series 65 designation with two years of industry experience. Prior to joining Fisher Investments in 2021, he worked at Peapack Gladstone Bank from 2017 to 2021 and was affiliated with the University of Arizona until 2017. Fisher Investments serves a global client base, including institutional and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research and provides sub-advisory and retirement plan services.

Robert Gump is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. His career includes prior roles at Facet Wealth and USAA Financial Services. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach using proprietary methodologies to create personalized portfolios largely composed of Vanguard funds and ETFs.

Soheb Masani is a financial advisor with J.P. Morgan Securities in McKinney, TX, holding Series 65 and Series 63 registrations and three years of industry experience. He has worked at J.P. Morgan Securities and Jpmorgan Chase Bank since 2023, with prior roles at Wells Fargo and Axis Bank Ltd. Outside of financial services, he has experience with Silva Bottling Company and Savoy Development LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG framework when recommending strategies.

Gilbert Zepeda is a financial advisor at OSAIC with 41 years of industry experience. He holds a Series 63 designation and previously worked at Woodbury Financial Services, Inc. for 14 years. Outside of his primary role, he is a senior partner at Legacy Investment Services, Inc., where he engages in marketing, branding, and educational activities to support investment and insurance practices. OSAIC serves a diverse clientele, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing various investment platforms and tools to construct portfolios tailored to client needs.

Carter Arrott is a financial advisor at Vanguard Advisers with a Series 66 designation and one year of industry experience. His work history includes roles at Vanguard Marketing Corporation, The Vanguard Group, and Stewardship Wealth Management, along with teaching positions at Texas Tech University and secondary schools. Outside of finance, he was involved with Crappie Collection from 2017 to 2022. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs, emphasizing scale and digital delivery through its broad advisor network.

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. In addition to his advisory work, Leigh is a commissioned notary public in Plano, Texas. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, with access to in-house and third-party research and investment strategies.

Anderson Brooks is a financial advisor at OSAIC with six years of industry experience. He holds the Series 66 designation and has worked with both OSAIC and Pilot Wealth Advisors, LLC. Brooks also presents adult financial education classes on Social Security and refers clients to trust establishment services through Brooks Legacy Planning. OSAIC Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charities. The firm provides brokerage and advisory services, financial planning, and access to various investment platforms, employing asset-allocation tools and risk assessments to construct portfolios across multiple asset classes.

Cameron Haney is a financial advisor with J.P. Morgan Securities in Plano, TX, holding a Series 66 designation and four years of industry experience. Prior to joining J.P. Morgan Securities, he worked at Wells Fargo Advisors Financial Network and The Vanguard Group. His background includes positions in financial services and other industries. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, focusing on asset allocation, manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.