Jonathan Stearns is a financial advisor with LPL Financial in Dallas, TX, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, Stearns is involved in non-variable insurance as an agent with First American Insurance Underwriters. 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 financial planning and advisory programs, including discretionary and non-discretionary management, supported by proprietary and third-party research.

Charles Campbell is a financial advisor with J.P. Morgan Securities in Dallas, TX. He holds a Series 66 designation and began his advisory career in 2026. Prior to joining J.P. Morgan Securities, he worked at BMI Group, LLC and has experience related to the James Wilhoit Kicking Academy and academic roles at the University of Tennessee and Indiana University. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment approach.

Anastasia Contreras is a financial advisor at Merrill with a Series 66 credential and no prior industry experience. Before joining Merrill, she worked at Truist Bank, WinterGreen Synthetic Grass, Liberty Tax, Conquest Healthcare Management, Quality Milk Services, Paycom, and Wells Fargo. 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.

Ellen Mc Kay is a financial advisor at Merrill with Series 63 and Series 66 credentials and two years of industry experience. She has held positions at several firms, including The Vanguard Group and JOANN Stores, and has been involved with the Dallas Area Habitat for Humanity. Outside of advising, she works as an employee at Marshalls, assisting with merchandising and cashier duties. 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 a range of clients including individuals, high-net-worth investors, pension plans, and charitable organizations.

Ronnie Rushing is a CFP®-certified financial advisor with 25 years of industry experience, currently affiliated with LPL Financial since 2015. He is based in Mansfield, TX. Outside of his advisory role, he is involved in forming and managing real estate investment entities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and technology-driven strategies.

Tony Seery is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He owns and operates a chiropractic franchise business, having acquired three HealthSource Chiropractic locations, with an operator hired to manage day-to-day activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and maintaining one of the largest financial advisor and branch networks in the industry. The firm provides discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Carpenter is a financial advisor at Stifel with Series 63 and Series 65 credentials and 30 years of industry experience. He previously worked at Bank of America, NA from 2009 to 2020 before joining Stifel in 2020. Outside of his advisory role, he is involved as a co-owner and coach in a baseball training business, Next Level Sports Group, in Dallas. Stifel serves a broad range of clients including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services with an investment approach based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Allison Short is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 10 years of industry experience. She previously worked at Bank of America, N.A. before joining JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. Outside of her advisory role, she is involved as a product tester and partner in an e-commerce business. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations to deliver a range of advisory and brokerage services.

Jacob Ruiz is a financial advisor with UBS Financial Services in Dallas, TX. He holds the Series 66 designation and has been with UBS since 2025. Prior to joining UBS, he was involved with Robson Property Management LLC and has experience in education from roles at St. Edward’s University and local schools. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets solutions.

William Levinson is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Goldman Sachs and the N3I Global Macro Fund. Levinson's background also includes work outside finance at Builders Blinds. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Kim Campbell is a financial advisor with LPL Financial in Arlington, TX, holding Series 63 and Series 66 credentials and possessing 21 years of industry experience. She has been with LPL Financial since 2016 and previously worked at Western Wealth Management, LLC. LPL Financial serves a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios, research, and technologies such as machine learning to support its investment strategies.

Robyn Kirby is a financial advisor with Edward Jones in Grand Prairie, TX, holding Series 63 and Series 66 licenses and 26 years of industry experience. Kirby has been with Edward Jones since 1999. Outside of advising, Kirby purchases essential oil products from Young Living but does not actively solicit sales. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm operates with a large nationwide network of advisors and branch offices and provides affiliated capabilities beyond advisory services.

Steven Ard is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Chris Daniels is a financial advisor at Edelman Financial Engines with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Personal Capital and TDAmeritrade. Daniels has been with Edelman Financial Engines since 2025. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and offers sub-advisory services, supporting a large client base through advisor-led and online platforms.

Jared Levy is a financial advisor at Cetera with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Peak American Investment Advisors and The Westwood Group. Outside of his advisory role, he conducts economic and market-related interviews with media outlets such as Fox News and Fox Business through his LLC, Delancey Strategies. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Allison Williams is a financial advisor at UBS Financial Services in Dallas, TX, holding a Series 66 designation with 23 years of industry experience. She joined UBS in 2024 after eight years at Merrill. UBS Financial Services serves individual, corporate, and institutional clients offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management through its range of proprietary research, capital markets services, and fiduciary financial planning.

Sharon Stark is a financial advisor at Cambridge Investment Research Advisors with 23 years of industry experience. She holds the ChFC® and Series 63 designations and has previously worked at United Planners Financial Services, Signator Investors, Inc., and Transamerica Financial Advisors, Inc. She is also an author, having written the book "Your Retirement GPS," and is active as an educator, podcast host, and speaker. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent professionals, offering both discretionary and non-discretionary portfolio management tailored to client objectives.

Paul Hendershot is a financial advisor at RBC Capital Markets with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley Smith Barney, Morgan Stanley Private Bank, and City National Bank. He serves on the Board of Governors for the Dallas Symphony Orchestra. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, corporations, and charitable organizations through a range of advisory programs. The firm offers tailored portfolio management and financial planning services, utilizing both in-house and third-party investment managers, and features a capital-markets footprint with affiliated asset managers and alternative investment options.

Anthony Loreti is a financial advisor at RBC Capital Markets in Dallas, TX, holding a Series 66 designation with 13 years of industry experience. He has been with RBC Capital Markets since 2012. Outside of his advisory role, he serves as executor of a family trust in a trustee capacity. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through both in-house and third-party managers, leveraging a broad capital-markets platform and affiliated asset management capabilities.

Samuel Yonack is a financial advisor at Morgan Stanley in Dallas, TX, with four years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Fidelity Investments and Omnicom Media Group, as well as a position at Twentieth Century Fox Film Corporation. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools to model outcomes, while clients are responsible for implementing and updating their plans.