Deborah Swank is a financial advisor at LPL Financial with 12 years of industry experience. She holds a Series 66 designation and has been with LPL Financial since 2013. Outside of financial advising, she works as a sales associate at Chico’s. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives.

Calvin Drummonds is a financial advisor with Edward Jones in Farmersville, TX, holding Series 63 and Series 66 licenses and having 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients and manages approximately $1.01 trillion in assets. The firm offers a wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Diana Jenkins is a CFP® with 42 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. She has held positions at firms including Silver Lake Capital Partners LLC, Malleck Wealth Management LLC, Raymond James Financial, and H & R Block. Jenkins also has experience in an academic setting, having worked with Southern Methodist University. She is part of The DDK Group at Robert W. Baird, which provides tailored wealth management and consulting services to individuals, families, institutions, and charitable organizations. The team offers a range of portfolio management options and customized strategies, including traditional and non-traditional investments, with services spanning from financial planning to discretionary management.

Claire Chiara is a ChFC® and Series 66-licensed financial advisor with seven years of industry experience, currently affiliated with Cetera. She holds a Chief Operations Officer role at Tartan Financial Services, a financial services firm. Prior to her current position, she worked at Simpson Thacher & Bartlett LLP and has been involved in selling life and health insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform that supports discretionary and non-discretionary strategies across various program structures.

Brian Moss is a financial advisor at Fidelity with Series 66 and Series 63 designations and one year of industry experience. His prior work includes roles at Marty B's LLC and Hteao, as well as time at Whataburger. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a range of portfolios and serves as a registered commodity pool operator and advisor to multiple registered investment companies.

Shawna Lazorko is a Series 66 licensed financial advisor with Edward Jones in Rockwall, TX, where she has worked since 2018. She has seven years of industry experience and previously worked at Rockwall High School and Younique. Outside of her advisory role, she is affiliated with a family-owned printing press business and is a distributor for a health products company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and is notable for its extensive network of financial advisors and branch offices, as well as its affiliated mutual funds and trust services.

Victor Olivera is a financial advisor at Morgan Stanley with 15 years of industry experience and holds the Series 66 designation. Prior to joining Morgan Stanley in 2020, he worked at Bank of America and Merrill from 2014 to 2020. Outside of his advisory role, he is involved in managing a rental property business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and employs a structured financial planning process supported by advanced modeling tools, managing approximately $2.74 trillion in client assets.

Andrew Ladd is a financial advisor at Robert W. Baird & Co. in Dallas, TX, holding Series 63 and 66 licenses with 23 years of industry experience. He has been with Robert W. Baird since 2014. Outside of his advisory role, he serves on the Investment/Advisory Committee of the YMCA of Metropolitan Dallas and is a board member of Collin County Municipal Utility District No. 6. The DDK Group, part of Robert W. Baird's Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations, offering financial planning, portfolio management, separately managed account programs, and brokerage services. The firm combines manager-traded and model-traded strategies with ongoing manager selection and utilizes internal research and technology, including AI, in client advisory processes.

Daniel Balderston is a financial advisor with Equitable Advisors in Dallas, TX, holding a Series 66 designation and 19 years of industry experience. He has been with Equitable Advisors since 2007, previously associated with Axa Advisors, LLC. He serves as a trustee for multiple investment trusts. 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 uses a range of advisory models and third-party asset managers to deliver customized investment solutions.

Kavian Mc Millon is a financial advisor with Merrill in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior experience includes roles at Bank of America, AXA Advisors, and Primerica. Mc Millon was also involved with the Foundation for Community Empowerment from 2013 to 2017. Merrill, along 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 diverse client base including individuals, high-net-worth clients, and institutions.

Clinton Merka is a financial advisor with Edward Jones in McKinney, TX, holding a Series 66 designation and three years of industry experience. His prior roles include positions in mortgage financial services and sales solutions. Edward Jones is a full-service wealth management firm serving over four million clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices across the United States.

Catherine Scott is a Financial Advisor at Merrill Lynch Wealth Management based in Dallas. She specializes in family wealth management strategies, managing new wealth, personal retirement planning, and advising women on wealth matters. Catherine's professional focus is on understanding what matters most to her clients and their families, helping them create strategies to pursue their financial goals. She holds both a Bachelor's and Master's Degree from Southern Methodist University. Catherine has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations, underscoring her commitment to professional development and expertise in financial advising. Outside of her professional role, Catherine enjoys boating, drawing and sketching, music, painting, playing pickleball and soccer, and spending time with her family.

David Mccalla is a ChFC® credentialed financial advisor with 44 years of industry experience. He is affiliated with Osaic and has held longstanding roles at Royal Alliance Associates, Inc. and McCalla Financial Services. Outside of his advisory duties, he serves as an estate administrator for a family estate. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services through a multi-advisor platform. The firm utilizes a model-based investment process with support tools for asset allocation and portfolio optimization, providing a range of management strategies and third-party products.

Mark Drennan is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 25 years of industry experience. He has been associated with Cetera Wealth Services since 2013 and Dexter & Co. Benefit Services Inc. since 1994. Outside of his advisory work, he serves as the marketing director for a real estate sales team. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients. The firm operates a multi-manager platform offering a range of portfolio management and financial planning services through discretionary and non-discretionary programs.

Stephanie Cano is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and working in the industry for 13 years. She has previously worked at American National Bank of Texas and LPL Financial LLC. Cano currently supports Logsdon Wilson Wealth Advisors, assisting with client onboarding, relationship maintenance, and compliance processes. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers non-discretionary planning and consulting tailored to client goals, incorporating advanced modeling tools and supports municipal and public finance work through a municipal advisor affiliation.

Amanda Trim is a financial advisor at LPL Financial with 15 years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones from 2010 to 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, providing a wide range of advisory and brokerage services through a large network of investment adviser representatives.

Tyler Burtenshaw is a financial advisor at J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 65 credentials with three years of industry experience. His prior experience includes roles at Morgan Stanley/E*Trade and Oneamerica Securities, Inc. 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 and qualitative research and includes broader derivatives and commodities capabilities.

Peter Weyermuller is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 66 designation and eight years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2017. Outside of his financial career, he works as an ice hockey referee with USA Hockey, Inc. since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets through structured planning processes and various investment products.

Jerry Hoffmann is a financial advisor at OSAIC in Plano, TX, with 36 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Sagepoint Financial, Inc. for 14 years. Outside of advising, he is involved in providing insurance products through his sole proprietorship and a professional limited liability company, and he maintains a CPA and accounting firm where he supervises client tax and accounting services. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment process focused on model-based asset allocation, portfolio optimization, and access to third-party money managers and proprietary strategies.

Lyali Alseed is a financial advisor at Wells Fargo Clearing with seven years of industry experience. She holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2019, following prior work at Wells Fargo Bank, N.A. since 2016. 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 across more than 14,000 advisors, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.