Monica Cooper is a financial advisor at Edward Jones in Wylie, TX, holding a Series 66 designation with 11 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 manages approximately $1.01 trillion in assets under management through a network of more than 23,700 financial advisors and offers a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Stuart Snook is a CFP®-designated financial advisor with Edward Jones in Frisco, TX, where he has worked since 2013, totaling 12 years of industry experience. He serves on the Trust Advisory Committee for Trust Canon City, CO. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of investment strategies and affiliated services through a large network of advisors and branch offices.

Brandon Simmons is a financial advisor with Cetera and holds a Series 66 credential, bringing 21 years of industry experience. His prior roles include positions at Ameriprise Financial Services and LPL Financial. Simmons also works as an insurance agent selling fixed insurance products and provides financial services through FFEC Wealth Partners. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and financial planning services through a large network of independent advisors.

Timothy Montgomery is a financial advisor at Edward Jones in McKinney, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2025, he was not employed in the financial sector. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Matthew Cecil is a financial advisor at Equitable Advisors in Dallas, TX, holding a Series 66 designation. He joined Equitable Advisors in 2026 and has prior experience in various roles at companies including DoorDash, Freddy's Frozen Custard, and Lowe's Inc. Equitable Advisors serves a broad range of clients, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver customized investment solutions.

Crispin Hocate is a financial advisor at Equitable Advisors with six years of industry experience and holds a Series 66 designation. He previously worked at Edward Jones for four years and has experience in healthcare and consulting roles. Outside of his advisory work, he is the owner and manager of CJB RELIENT LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of advisory models, including third-party TAMPs and LPL-sponsored programs, offering access to mutual funds, ETFs, separately managed accounts, and alternative investments.

Thomas Harris is a CFP®-designated financial advisor with Ameriprise in Richardson, TX, bringing 20 years of industry experience. He has worked with Ameriprise and its affiliates since 2005. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, delivering tailored written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to support advisors in creating personalized retirement plans.

Alexandra Walls is a financial advisor at Wells Fargo Clearing with two years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley. Before her financial advisory roles, she spent three years with the Dallas Independent School District. 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 and offers both brokerage and advisory solutions.

Qui Dao is a financial advisor with Merrill in Richardson, TX, holding Series 63 and Series 66 licenses and with 12 years of industry experience. Prior to joining Merrill and Bank of America in 2026, he worked at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank for 12 years and has experience with The University of Texas at Dallas and Q-KUTS. 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.

Robert Weilbacher is a financial advisor with LPL Financial in Plano, TX, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked at LPL Financial since 2009 and previously spent nine years at Merrill. He also operates under the DBA Weilbacher Wealth Management. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational tools.

Christine Lutz is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding a Series 66 designation and 16 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously held positions at Momentum Independent Network Inc., LPL Financial, and Robert Baird & Co. In addition to her advisory work, she serves as a notary public and acts as the executor of her mother's estate. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a broad range of investment advisory services, financial planning, and retirement plan consulting, utilizing research from the Wells Fargo Investment Institute and a combination of brokerage and advisory solutions.

Steven Lindberg is a financial advisor at OSAIC with 33 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining OSAIC in 2024, he worked at Woodbury Financial Services, LPL Financial, and Equitable Advisors. Outside his advisory role, he serves as president of Lindberg Financial LLC, which sells insurance products. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations, offering both brokerage and advisory services through various programs. The firm utilizes a model-based investment approach emphasizing asset allocation, portfolio optimization, and discretionary management options.

Matthew Davis is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at SagePoint Financial, Inc. and American General Securities Incorporated. Outside of his advisory work, he is the owner of Big Shoal RV Country LLC, where he manages the business operations. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process with asset allocation, portfolio optimization, and offers various managed account strategies, supported by a complex affiliate network and private-equity ownership.

Yannis Silligardakis is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 66 and Series 63 licenses and has worked at J.P. Morgan Securities since 2019, with additional experience at JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence that combines quantitative and qualitative research and incorporates an ESG eligibility framework.

Paul Pesek is a financial advisor with Robert W. Baird & Co. in Dallas, TX, holding a Series 66 designation and having two years of industry experience. Prior to joining Baird in 2024, he held various roles including positions in education and at Primerica. The DDK Group, where Pesek practices, is part of Baird’s Private Wealth Management department and serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a broad range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies supported by internal research and technology tools.

Dodee Frost Crockett is a Managing Director and Wealth Management Advisor with Merrill Lynch Wealth Management in Dallas, Texas. She leads Crockett & Associates, a multigenerational wealth management team, and brings over three decades of experience in helping clients develop financial strategies aligned with their personal values and goals. Dodee works with a diverse clientele including senior corporate executives, women in transition, professional athletes, and entertainers, providing guidance on areas such as family wealth management, legacy planning, philanthropic planning, socially responsible investing, and tax minimization. Dodee holds a Master of Theological Studies degree with high honors from the Perkins School of Theology at Southern Methodist University. She has earned multiple professional designations including Chartered Advisor in Philanthropy (CAP®), Sports and Entertainment Accredited Wealth Management Advisor (SE-AWMA®), Certified Divorce Financial Analyst (CDFA®), and Personal Investment Advisor (PIA). Her expertise and commitment to client service have been recognized through numerous honors, including repeated listings in Barron’s and Forbes annual rankings of top women wealth advisors, induction into Barron’s Hall of Fame, and the 2016 Philanthropic Leadership Award from the Baylor Healthcare Foundation. In addition to her professional pursuits, Dodee is actively involved in community and nonprofit organizations. She serves on the boards of Public Radio Exchange (PRX) and KERA Radio/Television, co-chairs the executive board at her alma mater’s theological school, and participates in the Women’s Economic Leadership Council of the Texas Women’s Foundation. Dodee and her husband, Billy Crockett, support the arts through their recording studio in Wimberley, Texas, which serves as a venue for local musicians and community events. Her approach to wealth management emphasizes stewardship and the meaningful use of financial and social capital to make a positive community impact.

Christine Ashmore is a financial advisor at Morgan Stanley in Dallas, TX, with 19 years of industry experience. She has worked at Morgan Stanley and its Private Bank division since 2016. Ashmore holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, utilizing a structured planning process supported by proprietary tools.

Joseph Crowel is a financial advisor with Equitable Advisors in Dallas, TX, holding a Series 66 designation and 19 years of industry experience. He has worked at Equitable Advisors since 2007 and previously at AXA Advisors, LLC. Crowel serves as a board member on the FINSECA Nominating Committee and on the Make-A-Wish Arizona board of directors. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm uses a variety of advisory programs and third-party managers to align client portfolios with risk tolerance and personal or plan information.

Scott Ferguson is a financial advisor at Wells Fargo Advisors in Dallas, TX, with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors since 2013, following seven years at Wells Fargo Clearing. Outside of his advisory role, he is a 50% owner of Ferguson Financial Group Inc., a financial practice based in Dallas. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with options for clients to implement recommendations through various brokerage and advisory programs.

Christopher Myers is a financial advisor with Merrill in Dallas, TX, holding Series 63 and Series 65 credentials and over 23 years of industry experience. He has worked at Merrill and Bank of America since 2012 and previously at Citigroup Global Markets from 2009 to 2012. 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.