James Moore is a Series 66-licensed financial advisor at Merrill with three years of industry experience. His prior work includes roles at Bank of America and teaching positions at several universities, including Hardin-Simmons University. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Robert Mccampbell is a financial advisor with Fidelity, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Fidelity Brokerage Services LLC and Pruco Securities LLC. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs, and supports model portfolio delivery for Fidelity Institutional Wealth Adviser.

Jim Cooper is a financial advisor with LPL Financial in Corinth, TX, holding Series 63 and Series 65 licenses and 20 years of industry experience. Prior to joining LPL Financial in 2026, he worked at OSAIC for three years and SagePoint Financial for 14 years. Outside of his advisory role, he is the owner of On Target Gunsmiths, LLC. 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 advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Eddie Cheng is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing, MA Mutual Life Insurance Company, and JPMorgan Chase Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Halle Cheatham is a financial advisor at Edward Jones with a Series 66 designation and approximately one year of industry experience. Prior to joining Edward Jones, she worked at DMA Solutions, Inc. and SAFE2SAVE, and has had roles in various organizations including Northwestern Mutual and Kanakuk Kamps. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated financial services, supporting over four million clients and managing approximately $1.01 trillion in assets.

David Zachmeyer is a financial advisor at Stifel with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2010. Stifel serves a broad range of clients including individuals, institutional investors, and municipal entities, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Shelly Dodge is a financial advisor at Ameriprise with 25 years of industry experience. She held a prior role at NEXT Financial Group Inc. for 20 years before joining Ameriprise in 2025. Dodge holds the Series 63 and Series 65 credentials. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with an emphasis on dependable income sources and tax-aware withdrawal strategies.

Jason Hagemann is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and nine years of industry experience. He has worked at several firms, including Fidelity Brokerage Services LLC, Resolute Investment Services, and Avantax Advisory Services. In addition to his role at Cetera, he is also involved with PK Financial Strategies, LLC, where he provides fee-based asset management and financial advice. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base, including individual investors, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Charles Titterington is a financial advisor with Ameriprise in Highland Village, TX, holding a Series 63 designation and 33 years of industry experience. He worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory role, he owns a tax preparation business. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research and modeling with tax-efficient withdrawal strategies, and delivers recommendations through a centralized consulting team.

Erin Graft is a Benefits & Planning Consultant in the Executive Services division at Fidelity Investments, a position she has held since 2018. She has been with Fidelity Investments since 2013, serving in various roles including Relationship Manager, Financial Representative in the Plano branch, and High Net Worth Financial Representative. Erin's professional experience centers on building and implementing financial plans for clients, engaging them through open discussions to address important questions and ideas. She approaches her work with a focus on family values, aiming to assist clients as if they were members of her own family. Outside of her professional role, Erin's personal interests include family activities, football, gardening, parenthood, and yoga.

T.O. Eifler is a Benefits & Planning Consultant in Executive Services at Fidelity Investments, a role held since 2024. They have progressed through various positions within Fidelity Investments since 2021, including Investment Solutions Representative III, Investment Solutions Representative II, Investment Solutions Representative, Fixed Income Specialist, Stock Plan Associate, and Customer Relationship Advocate. In their current position, T.O. Eifler collaborates with clients to develop customized financial plans that align with individual needs and goals, aiming to provide clients with confidence in their financial wellness journey.

Justin Lemish is a Senior Financial Advisor with Merrill Lynch Wealth Management, focusing on delivering comprehensive wealth management strategies tailored to clients' financial goals. He has been a Financial Professional since 2013, leveraging the investment insights of Merrill Lynch and banking resources of Bank of America to address various aspects of clients' financial situations. Justin works closely with clients to develop personalized financial plans aimed at achieving long-term financial security. Justin specializes in services for defined benefit and defined contribution plans, personal retirement planning, portfolio management, individual and corporate investment strategies, tax minimization, and retirement income. He also assists small and medium businesses with employee benefits by providing access to the firm's fiduciary advisory services. He holds the Certified Plan Fiduciary Advisor (CPFA) designation along with Personal Investment Advisor (PIA) and Retirement Accredited Financial Advisor (RAFA) credentials. Justin graduated Magna Cum Laude from Tarleton State University with a Bachelor's Degree in Finance. He is a member of the Champions Rotary Club of Justin, Texas, the Sigma Chi Fraternity, and the Tarleton State University Alumni Association. He and his wife, Dr. Alex, live in Justin, Texas, with their two sons and four pets. Justin enjoys sporting events, traveling, meeting new people, dining out, and is an avid fan of the Dallas Cowboys and Texas Rangers.

Brandon Moore is a financial advisor with LPL Financial in Argyle, TX, holding a Series 66 credential and bringing 17 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Next Financial Group, Inc. and Invest Financial Corporation. Outside of advising, he is involved in writing and is also an artist and musician. LPL Financial is a registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with access to model portfolios, research, and both discretionary and non-discretionary management options.

Megan Johnson is a financial advisor at Cambridge Investment Research Advisors with Series 63 and Series 65 credentials and three years of industry experience. She has worked at Cambridge Investment Research, Inc. and Athlon Advisors, among other firms. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing multiple portfolio management platforms and proprietary as well as third-party strategies.

Tracy Jones is a financial advisor at Fidelity with 25 years of industry experience. She holds Series 66 and Series 63 licenses and has worked across multiple Fidelity entities, including Fidelity Brokerage Services LLC since 2001. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios comprising mutual funds, ETFs, and ETPs.

Justin Ball is a financial advisor at Fidelity with a Series 66 credential and three years of industry experience. Before joining Fidelity in 2022, he worked in retail positions at Magnolia Audio Video and Best Buy. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as a commodity pool operator and advisor to multiple registered investment companies, with services that include discretionary and non-discretionary portfolio management.

Robin Pearce is a financial advisor with Ameriprise based in Roanoke, TX, holding a Series 63 designation and 33 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Ameriprise offers a retirement-income planning service designed for individuals with substantial investable assets, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers these services through a centralized consulting team in partnership with its financial advisors.

David Dick is a Series 66-credentialed financial advisor with Ameriprise in Flower Mound, TX, and has 21 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized retirement income advice, supported by a centralized consulting team and algorithmic automation.

James Nicol is a financial advisor at Fidelity with 25 years of industry experience. He holds a Series 66 designation and has worked with various Fidelity entities since 2001, including Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Nicol is also associated with Strategic Advisors Inc, where he has been active for over two decades. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Jennifer Gingrich is a financial advisor at Edward Jones with 18 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, as well as corporate clients and charitable organizations. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large network of advisors and branch offices nationwide.