Jeffrey Steiner is a financial advisor at Ameriprise Financial Services with 32 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Ameriprise in 2025, he worked at Edward Jones for five years and UMB Bank for four years. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning and tax-aware withdrawal strategies.

Enrique Salazar 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 firms including Wells Fargo and Allstate Financial Services. Outside of finance, he is involved in a home esthetics subcontracting business focused on landscaping design and home projects. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors, offering written asset allocation advice and customized performance reporting while clients retain final decision-making authority.

Bruce O'Leary is a financial advisor at Edward Jones in Allen, TX, holding a Series 66 designation. He has been with Edward Jones since 2026 and has prior experience in various roles across community organizations and businesses. His background includes involvement with multiple churches and leadership roles in media and technology companies. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment options, and fiduciary services supported by a nationwide network of financial advisors and branch offices.

Stephen Coker Sr. is a financial advisor with LPL Financial, holding a Series 66 license and bringing 20 years of industry experience. His prior roles include positions at First Horizon, BBVA Securities Inc., and COMPASS Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

William Marley is a financial advisor with LPL Financial in McKinney, TX, holding Series 63 and Series 65 credentials and 30 years of industry experience. Prior to joining LPL Financial in 2011, he worked at Uvest Financial Services Group, Inc., CUNA Brokerage Services, Inc., and Cetera Wealth Services, LLC. 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. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Milton Arnold is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 license, and has 33 years of industry experience. His prior career includes roles at BBVA Securities, BBVA Wealth Solutions, BBVA Compass Insurance Agency, and Compass Bank, where he worked for up to 20 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, with a focus on both discretionary and non-discretionary investment strategies.

Nicholas Keyser is a financial advisor with Edward Jones in Dallas, TX, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Lillian Chairez is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2022. Prior to her financial services career, she worked in retail at Tommy Hilfiger / PVH Corp and Guess, 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Maria Nicholas is a financial advisor with Morgan Stanley in Dallas, Texas, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, she serves as president of EMMN LLC and is a board member of the Park City Club, an urban country club in Dallas, and participates on the advisory board for Camp Magic. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning aided by proprietary tools and serves clients through both direct and employer-based agreements.

Luke Halliday is a CFP® professional with 19 years of experience, currently serving as a financial advisor at Morgan Stanley in Dallas, TX. He has been with Morgan Stanley since 2013 and also works with Morgan Stanley Private Bank, N.A. Outside of his advisory role, he is a drummer involved with Lazer Blazer, a recreation-related business. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer providing advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm‑approved tools.

Nathan Lingrosso is a financial advisor at Merrill with 14 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Smith Barney for 12 years before joining Merrill in 2023. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using a range of model-based and discretionary investment strategies.

Albert Morrow is a financial advisor with LPL Financial in Dallas, TX. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to his advisory role, he worked at Walmart for 11 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Mitzi Cook is a financial advisor with Primerica Advisors based in Fort Worth, TX, holding Series 63 and Series 65 licenses and 18 years of industry experience. Her professional background includes roles with Keller ISD and Azle ISD, alongside long-term affiliations with PFS Investments Inc. and Primerica Financial Services. She is also involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and utilizes a tiered wrap fee structure for its investment solutions.

Randy Russell is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012, following prior roles at Chase Investment Services Corp. and Wrp Investments, Inc. for brief periods. 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 utilizes centralized due diligence with quantitative and qualitative research and incorporates an ESG eligibility framework.

Luke Feely is a Planning Consultant currently working at Fidelity Investments. He has progressed through various roles within the company since 2023, including Investment Consultant, Financial Representative, Customer Relationship Advocate, and Intern. In his professional capacity, Luke focuses on helping individuals and families develop comprehensive financial plans that align with their unique goals. His approach involves thoughtful conversations and strategic planning to create tailored financial roadmaps. Outside of his professional work, Luke enjoys fitness, outdoor adventures, running, traveling, and spending time with pets.

Terry Peterman is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and has previously worked at Tyler Junior College, Lone Star College, and Navarro College. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors.

Craig Power is a financial advisor with Edward Jones in Rockwall, TX, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2015 and has concurrently been involved with Classic SleepCare since 2013. Edward Jones is a full-service wealth management firm serving individuals and institutions, offering a broad range of advisory programs and investment options supported by a large national network of advisors and branches.

John Nabers is a financial advisor with Edward Jones in McKinney, TX, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a wealth management firm serving more than four million individual and institutional clients with a wide range of advisory services, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices. The firm offers discretionary and non-discretionary strategies, separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Skyler Marchand is a financial advisor at Edward Jones with eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at Milliman for ten years. He holds a Series 66 designation. 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, operating under a fiduciary standard.

Sebeat Idoska is a financial advisor at Robert W. Baird & Co. in Dallas, TX, holding a Series 66 designation with two years of industry experience. He has been with Robert W. Baird since 2017, with a two-year break prior to that to care for his son who was diagnosed with Autism Spectrum. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.