Destinee De Hart is a financial advisor at Ameriprise with five years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2019. Her prior work includes roles at Ulta Beauty and Dallas Baptist University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Regina Kolkhorst is a financial advisor with Stifel in Dallas, TX, holding Series 63 and Series 65 credentials and five years of industry experience. Her prior roles include positions at B. Riley Wealth Advisors, Inc. and Fiduciary Financial Services Wealth Management. She is also a Texas Notary. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary methodology for investment analysis and allocation guidance.

Stephanie Barr is a financial advisor with Edward Jones in Frisco, TX, holding a Series 66 designation. She has one year of industry experience, joining Edward Jones in 2025. Prior to her current role, she worked at Galderma and held positions at other firms including Creative Circle and The Flying Locksmiths. 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 advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Alex Boyce is a Wealth Management Planning Consultant at Fidelity Investments in Plano. In this role, Alex collaborates with the Wealth Management Team to provide clients with the necessary resources for planning their financial futures. Alex's approach focuses on ensuring clients and their families have confidence in their advisors and Fidelity. Alex has been with Fidelity Investments since 2014, initially serving as a Senior Relationship Manager until 2019, before transitioning to the current role. This experience has contributed to a comprehensive understanding of wealth management and client relations. Outside of work, Alex has interests that include cooking and baking, socializing with friends, spending time at the lake, parenthood, caring for pets, and traveling.

David King is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 30 years of industry experience. His prior work includes roles at Ameriprise Financial Services, Cetera Advisor Networks, Merrill, UBS Financial Services, and other firms. He is also involved in insurance and fixed annuity sales through IMO Annuity and Life Advisors. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Irshad Sheikh is a financial advisor with Wells Fargo Clearing in Frisco, TX, holding a Series 66 designation and 19 years of industry experience. He has worked with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as co-trustee for his parents' trust. 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 utilizes research and analytics to evaluate investment options and offers a range of brokerage and advisory solutions.

Arturo Martinez is a financial advisor with J.P. Morgan Securities in Plano, TX, holding a Series 66 designation and one year of industry experience. His prior work includes roles at JPMORGAN Chase Bank, N.A., and various positions outside the financial services sector, such as at Greek House and the University of California, Merced. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence combining quantitative and qualitative research.

Christopher Black is a financial advisor with Ameriprise Financial Service, LLC in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Ameriprise since 2015. Ameriprise offers a retirement-income planning service geared toward individuals approaching or in retirement with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm employs a centralized consulting team that uses research, modeling, and algorithmic automation to support advisors in delivering tailored retirement-income plans.

Philip Smith is a financial advisor at Vanguard Advisers with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Vanguard since 2021, including roles with Vanguard Marketing Corporation and The Vanguard Group, Inc. Outside of his advisory work, he is the owner of Soulcooker, LLC, a retail and service business. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach to portfolio construction, primarily utilizing Vanguard funds and ETFs, and manages a large client base through a combination of digital platforms and a team servicing model.

Larry Wainwright is a financial advisor with OSAIC based in Allen, TX, holding Series 63 and Series 66 licenses with 22 years of industry experience. He previously worked at Royal Alliance for seven years and Farmers Insurance for 29 years. Outside of advisory work, he operates Wainwright Real Estate and Wainwright Insurance, which include real estate sales and insurance services. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform that emphasizes model-based asset allocation and portfolio optimization.

Angela Blythe is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and 13 years of industry experience. She has worked at J.P. Morgan Securities since 2019, with prior roles at Capital One Advisors and Fidelity. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

James Farish is a financial advisor with Edward Jones in Frisco, TX, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated investment products.

Melissa Witbeck is a financial advisor at Vanguard Advisers with 17 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Charles Schwab and TD Ameritrade. Vanguard Advisers offers both automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs, providing a range of customization options and tax-aware features.

Aysylu Shaykhieva is a financial advisor at J.P. Morgan Securities with seven 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 2014. Outside of her advisory role, she has partial ownership interests in rental properties, managing administrative and maintenance duties. 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 and includes broader derivatives and commodities capabilities.

Andrew Ingram II is a CFP® professional with 10 years of experience at Edward Jones, where he has worked since 2016. He holds the Series 66 designation and is based in Plano, TX. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Daniel Hunt is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he served nine years in the US Air Force and worked for twelve years at the University of Oklahoma Health Science Center. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large network of financial advisors and branch offices across the U.S.

Vincent Gutierrez is a CFP® with five years of industry experience, currently serving as a financial advisor at Vanguard Advisers in Plano, TX. Prior to joining Vanguard, he held positions at Schwab Wealth Advisory, Charles Schwab & Co., J.P. Morgan Securities, and other firms. Vanguard Advisers offers both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm emphasizes a goal-based, algorithm-driven approach using proprietary models to create personalized asset allocations, with portfolios primarily invested in Vanguard funds and ETFs.

Camryn Mateo Carney is a financial advisor with Raymond James & Associates, holding a Series 66 designation and five years of industry experience. Prior to joining Raymond James, Carney worked at Charles Schwab in various capacities from 2021 to 2025 and also spent time at the Royal Bank of Canada and Kendra Scott. Raymond James & Associates, Inc. is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and investment consulting through a range of portfolio management styles and affiliated research.

Albert Aguilera is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining LPL Financial in 2025, he worked at Western International Securities, Inc. for six years and Wedbush Securities Inc. for thirteen years. Aguilera is also a licensed non-variable insurance agent. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Harry Loftus III is a financial advisor at Merrill with 38 years of industry experience. He holds Series 63 and Series 65 designations and has been with Merrill and its affiliate Bank of America since 2009. Merrill, along with Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party teams.