Kevin Brown 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 at JPMorgan Chase Bank, N.A. since 2018 and at J.P. Morgan Securities since 2012. 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. Their advisory process integrates centralized due diligence combining quantitative and qualitative research, with an emphasis on forward-looking capital market assumptions and ESG eligibility.

Jeff Hutchens is the Vice President and Branch Leader, overseeing a team of financial professionals dedicated to developing plans that assist clients in achieving their financial goals. He has experience leading teams focused on investment solutions, having served as Team Leader at Fidelity from 2017 to 2019.

Brian Shepherd is a CFP®-designated financial advisor with Edward Jones, based in Garland, TX, and has 30 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1995. Shepherd serves as Immediate Past President of the Exchange Club of Garland and is a trustee at Gatewood Baptist Church. He also receives book royalties from The Old Paths Publications. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 advisors, offering a range of advisory programs and affiliated investment products.

Jacob Lazorko is a financial advisor at Edward Jones in Rockwall, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked with Belfour Spirits and was involved with Lazorko Enterprises and the Major League Baseball Players Alumni Association for over a decade. 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 strategies supported by a nationwide network of over 23,700 advisors and more than 15,000 branch offices.

Zablon Muruli is a Series 66-licensed financial advisor at Cetera with 21 years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax and Fisher Investments, with a decade spent at Fidelity Investments. Outside of advisory work, he is a member of WERE LLC, a passive equity partner involved in the purchase, repair, and sale of residential real estate properties. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, and institutional clients with a broad range of portfolio management, financial planning, and retirement services. The firm operates a multi-manager platform offering diverse investment strategies across discretionary and non-discretionary authorities, supported by a large network of advisors and substantial assets under management.

Stephen Belt is a financial advisor with Equitable Advisors in Dallas, TX, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and third-party managers.

Andrew Smith is a financial advisor with Robert Baird & Co. in Dallas, TX, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Robinhood Financial, Merrill, Charles Schwab, and Apple Inc. Outside of finance, he serves in the Army National Guard as a bandsperson, performing music for military and civilian ceremonies in Texas. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio services, utilizing a range of investment strategies and overlay services to meet client goals and risk tolerances.

Sherre Barber is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 65 licenses and 33 years of industry experience. Her career includes roles at Banc One Securities Corporation, Chase Investment Services Corp., JPMorgan Chase Bank, N.A., and J.P. Morgan Securities, where she has worked since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by centralized due diligence and incorporates forward-looking capital market assumptions.

Jeff Larralde is a Financial Consultant at Fidelity Investments. He collaborates with clients to develop and maintain financial plans aimed at achieving their financial goals and confidence in their future. Jeff has held various roles at Fidelity Investments since 2016, including Financial Consultant, Director Retirement Planner, Retirement Planner, PAS Portfolio Specialist, Client Management Representative, Fixed Income Specialist, and Investment Solutions Representative. Prior to joining Fidelity, he worked as an Assistant Branch Manager at First National Bank Texas from 2012 to 2016.

Traci Bridgman is a Series 66-licensed financial advisor with Edward Jones in Allen, TX, where she has worked since 2018. She has three years of industry experience with prior roles at Sign-O-Rama and Wellbridge Healthcare. 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 and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Niveniece Turner is a financial advisor at Vanguard Advisers with 10 years of industry experience. She holds Series 66 and Series 63 licenses and has been associated with The Vanguard Group and its affiliated entities since 2016. Vanguard Advisers serves retail investors and eligible participants in employer-sponsored retirement plans through a combination of automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven investment approach using proprietary models and primarily constructs portfolios from Vanguard funds and ETFs.

Jimmy Middlebrook is a CFP® with 40 years of industry experience and is currently an advisor at Ameriprise in Plano, TX. He has been with Ameriprise and its affiliated entities since 2005. Outside of financial advising, he works as a coach-consultant focusing on work/life balance and promotes structural dynamics as a life management skill from a Christian perspective through educational content and consulting. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm provides a combination of advisory, brokerage, and insurance solutions, employing a centralized consulting team that delivers non-discretionary, research-driven retirement recommendations tailored to clients’ financial situations.

Anna Blekher is a financial advisor with Ameriprise in Allen, TX, holding a Series 66 designation and 43 years of industry experience. She has worked at Ameriprise and its affiliate since 2005. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on tax-aware withdrawal strategies and dependable income sources.

Eric Haigh is a Financial Consultant at Fidelity Investments, a role he has held since 2024. In this position, he works with clients to understand their financial goals and needs, collaborating to develop plans aimed at achieving those objectives. His experience at Fidelity Investments spans several roles since 2019, including Investment Consultant from 2021 to 2024, Investment Solutions Representative from 2020 to 2021, and Customer Relationship Advocate from 2019 to 2020. This progression reflects his continued focus on investment and client relationship management within the firm.

William Gammell is a Financial Consultant currently working at Fidelity Investments. He has held several roles within Fidelity Investments since 2019, including Investment Solutions Representative, Client Management Representative, and Investment Management Consultant III. Prior to joining Fidelity, he was a Financial Advisor at AXA Advisors from 2012 to 2019. His professional experience spans various aspects of financial consulting, focusing on helping clients build wealth, safeguard assets, and navigate investments. Throughout his career, William has worked to provide clarity and confidence to his clients in managing their financial portfolios.

Tatum Reeves is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, Reeves held various positions including roles at Home Instead, DoorDash, DePop, and Baylor University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Kimberly Davis is a financial advisor at J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 licenses with four years of industry experience. She has been with J.P. Morgan Securities since 2021 and has concurrent experience with JPMorgan Chase Bank, N.A. since 2019. 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 selection, and customized performance reporting through a non-discretionary program. The firm’s advisory process combines quantitative screening and qualitative research supported by a centralized manager solutions team, incorporating a framework that may include ESG eligibility.

Samuel Bryant is a financial advisor with Ameriprise in Celina, TX, holding a Series 66 designation and 10 years of industry experience. He previously worked at Edward Jones for seven years before joining Ameriprise in 2023. Outside of his advisory role, he serves as an investment advisor at Happy State Bank. Ameriprise offers retirement-income planning services targeted at individuals near or in retirement who meet certain asset criteria, providing detailed recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support its clients, with a focus on assets held in Ameriprise Managed Accounts.

Tyler Clark is a financial advisor at Morgan Stanley based in Dallas, TX, with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley since 2019. His prior experience includes roles at Sanford C. Bernstein & Co., Massachusetts Mutual Life Insurance Company, and Waddell & Reed, Inc. He also serves as a trustee and officer for family estate planning vehicles. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning arrangements.

Toni Alexander is a financial advisor with Primerica Advisors in McKinney, TX, holding Series 63 and Series 65 licenses and having 16 years of industry experience. She has been associated with PFS Investments Inc. since 2009 and Primerica Financial Services since 2003. In addition to her advisory role, she is involved in selling loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, utilizing model-delivery strategies and a limited number of discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and employs an operational model based on tiered wrap fees rather than fixed fees.