Jessica Papson is a Series 66-licensed financial advisor with Morgan Stanley in Dallas, TX, and has 11 years of industry experience. She has been with Morgan Stanley for the majority of her career, including two separate tenures totaling 13 years. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides planning services through direct engagement and corporate financial planning agreements.

Stephen Dault is a financial advisor with LPL Financial in Murphy, Texas, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He previously worked at Edward Jones from 2008 to 2012 before joining LPL Financial, where he has been since 2012. 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, with advice and account management delivered primarily by its investment adviser representatives.

Benjamin Brackett is a financial advisor at Equitable Advisors with nine years of industry experience. He has held roles at Equitable Advisors since 2017 and previously worked at AXA Advisors, LLC. He studied at Texas Tech University from 2013 to 2017. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a range of advisory models and third-party program sponsors to deliver customized investment solutions.

Dee Morgan is a financial advisor with Thrivent Investment Management, holding Series 63, 65, and 66 registrations and 18 years of industry experience. Dee has worked at Thrivent since 2025, with prior roles at Cambridge Investment Research, First Command Financial, LPL Financial, and Securities America. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based financial planning without discretionary trading authority. The firm combines planning and managed-account services through its WealthPlan offering while maintaining separate delivery of these services.

Trenton Marsh is a financial advisor at Edward Jones with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Edward Jones since 2013. 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 solutions, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

Samuel Nuche is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding Series 63 and Series 65 credentials and having 42 years of industry experience. Prior to joining Wells Fargo in 2016, he worked for Prudential Equity Group, LLC from 1986 to 2003. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets across more than 14,000 financial advisors.

Juan Sandoval Leon is a financial advisor with J.P. Morgan Securities based in Dallas, TX. He holds the Series 63 and Series 66 designations and has four years of industry experience. His prior roles include working at Cotton & Snow and a brief tenure at Joey Restaurant. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a systematic investment approach.

Brian Rudloff is a financial advisor with Ameriprise in Allen, Texas, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked with Ameriprise since 2018, following 11 years at Investment Professionals, Inc. Outside of advising, Rudloff owns and manages a commercial real estate property through his LLC. Ameriprise is a large institutional firm offering a range of advisory, brokerage, and insurance solutions. It provides a specialized retirement-income planning service targeting clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations.

Eddy Villaseca is a financial advisor at Primerica Advisors in Allen, TX, holding Series 65 and Series 63 licenses with two years of industry experience. His prior work includes roles at PFS Investments Inc. and Primerica Financial Services, as well as experience outside finance at Gensler. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors alongside corporate and charitable clients, utilizing model-delivery strategies and discretionary separately managed accounts.

Carl Barnhart is a financial advisor at Vanguard Advisers with four years of industry experience. He holds the Series 66, Series 63, and Series 65 designations. Prior to joining Vanguard, he worked at Fisher Investments, J.P. Morgan Securities, Fidelity Investments, Frost Bank, and Rebecca Huckabee. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm’s investment approach combines goal-based, algorithm-driven strategies with portfolios constructed mainly from Vanguard funds and ETFs, emphasizing personalization, tax efficiency, and a digital delivery model.

James Riefe is a financial advisor with Charles Schwab in Dallas, TX, holding Series 63 and Series 66 licenses and having 22 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2009 and is also involved as treasurer of the Saddle Creek Homeowner's Association, where he helps review financial reports and address community issues. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by in-house research and due diligence.

Steven Dawson is a CFP® with 16 years of industry experience, currently affiliated with Raymond James Financial. He has held roles at Ameriprise Financial Services and Coleman Research and serves as CEO of Dawson Private Wealth, LLC, an independent investment management firm associated with Raymond James. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary consulting using risk profiling and analytical modeling to support client goals.

Chris Padilla is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by a centralized due diligence process and a comprehensive advisory platform.

Bryan Townley is a financial advisor at Ameriprise with 12 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 11 years. Outside of his advisory role, he serves as the head basketball coach at Lucas Christian Academy, a local private high school in Lucas, TX. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

David Stagg is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked at Pure Fishing-Plano for five years and Coca-Cola Refreshments for seven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Zachary Farris is a financial advisor at J.P. Morgan Securities in Frisco, TX, with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2017, including roles at Jpmorgan Chase Bank and previously at Sam's Club. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and includes derivatives and commodities capabilities.

Jennifer Smith is a Series 66–licensed financial advisor with Edward Jones, based in Plano, TX, and has one year of industry experience. She has been with Edward Jones since 2014, working in various capacities within the firm. 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, including managed solutions and separately managed accounts, and operates under a fiduciary standard while managing approximately $1.01 trillion in assets.

Garrett Sampson is a financial advisor with Equitable Advisors in Dallas, TX, holding Series 63 and Series 65 licenses and bringing three years of industry experience. His work history includes roles at Event Experts and Sweet Basil, as well as teaching positions at Southern Methodist University and Vail Mountain School. Equitable Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment programs.

Christopher Tuti is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He previously worked at Morgan Stanley DW Inc. for 11 years before joining Wells Fargo Clearing in 2016. Outside of his advisory role, he owns and operates a golf gifts and art collection business through Fairway Collections Inc. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm operates on a large scale with over 14,000 financial advisors and $671 billion in assets under management, offering both brokerage and advisory solutions.

Marcie Wallenmeyer is a Series 66-licensed financial advisor at Edward Jones in Dallas, TX, with one year of experience at the firm. Her prior work history includes roles in various independent school districts from 2015 to 2025. 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 wide range of advisory programs and investment solutions through a large nationwide network of financial advisors and branches.