Tandy Ervin is a financial advisor with LPL Financial in Richardson, TX, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has worked at LPL Financial since 2008, with a brief tenure at Signal Securities, Inc., and Edward Jones. Outside of advising, he dedicates a small portion of his time to tax preparation services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving 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.

Stephanie Chininis is a financial advisor with J.P. Morgan Securities in Frisco, TX, holding Series 63 and Series 66 designations and with 32 years of industry experience. She has been with J.P. Morgan Securities since 2012 and with Jpmorgan Chase Bank, N.A. since 1995. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process is supported by centralized due diligence and incorporates both quantitative and qualitative research, with an investment approach that may include an ESG eligibility framework.

John Santos is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior work includes roles at Axa Advisors, University of Arkansas, and Discount Tire Co. He is also involved in the sales of tax account programs and group ancillary products through separate business activities. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and various asset-management programs. The firm utilizes a combination of proprietary and third-party advisory models, offering services through a large network of investment adviser representatives.

Cassidy Camp is a Planning Consultant at Fidelity Investments, a role held since 2024. Prior to this, Cassidy served as a Workplace Planning Consultant at Fidelity Investments from 2021 to 2024. Cassidy began their career in financial services as an intern at Cetera Advisor Networks in 2019. Cassidy is dedicated to understanding clients' financial needs and providing high-quality information, services, and products to help clients pursue their goals. Their professional experience spans various aspects of financial planning and workplace consulting. Outside of work, Cassidy has interests in music, Pilates, running, tennis, and traveling.

Bruce Malmed is a financial advisor with Equitable Advisors in Dallas, TX, holding a Series 66 designation and 16 years of industry experience. He has worked at Equitable Advisors since 2013 and previously spent seven years with Axa Advisors. Outside of his advisory role, he is associated with FAS REALTORS as a non-active agent. Equitable Advisors serves a wide range of clients, including individual investors, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset-management programs. The firm relies on a network of representatives and third-party asset managers to deliver tailored investment solutions across various products and fiduciary services.

Anayansi Testa is a Series 66-licensed financial advisor with Morgan Stanley, bringing eight years of industry experience. She has worked at Morgan Stanley since 2017, including its Smith Barney division, and previously held roles at Independent Financial Group, LLC and Wells Fargo Bank, N.A. Outside of advising, she owns KCM Digital Media LLC, a business focused on video content creation for social media and retail platforms. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques.

Carroll Sewell is a Series 66 licensed financial advisor with Edward Jones in Dallas, TX, having 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,000 financial advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts.

Daniel Mc Veigh is a financial advisor with Merrill in Dallas, TX, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been with Merrill and its affiliated firms since 1995 and has also worked at Bank of America since 2011. Outside of his advisory role, he serves as a national board member and treasurer for Sigma Phi Epsilon Fraternity and is on the board of directors for Every Avenue, a nonprofit supporting housing and food-insecure students. Mc Veigh is also an owner of a family-held business, McVeigh Family Properties LLC. Merrill, together with its affiliate Managed Account Advisors LLC, delivers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Angela Sarver is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A. since 2005. 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 combines quantitative and qualitative research in its advisory process and incorporates an ESG eligibility framework in its recommendations.

Robert Nix is a financial advisor at LPL Financial in Dallas, TX, with 20 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at LPL Financial since 2011, following four years at Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

George Gish Jr. is a CFP® professional with 42 years of industry experience, currently affiliated with Cetera. He has been with Cetera Wealth Services, LLC since 2013 and joined Cetera in 2023. Outside of his financial advisory role, he serves as a church elder and speaks on ministry and discipleship for church groups. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Janai Deitt is a financial advisor with Thrivent Investment Management in Allen, TX, holding the Series 66 designation and three years of industry experience. Her prior roles include positions at First Command Advisory Services and military service in the US Army. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering holistic, goal-based financial analyses and planning without discretionary portfolio management.

Stan Hall is a financial advisor with OSAIC based in Dallas, TX, holding a Series 63 designation and 29 years of industry experience. He founded Stan Hall Financial Services, LLC, providing tax and accounting services since 2016, and has previously worked at firms including Royal Alliance Associates and Transamerica Financial Advisors. Outside of advisory work, he manages a sole proprietorship operating a farm inherited from his family in western Oklahoma. OSAIC serves a diverse client base including retail and institutional investors, offering a variety of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools. The firm is notable for its large scale, complex affiliate network, and a broad platform that includes unified managed accounts and third-party money manager programs.

Heidi Jordan is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, she worked for over a decade at Theracare Home Health. Outside of her advisory role, she is involved in managing a residential rental property in Abilene, Texas. 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, supported by a large network of financial advisors and branch offices across the country.

Ashton Myatt is a financial advisor at Ameriprise with two years of industry experience. Prior to joining Ameriprise in 2025, he worked at Goldman Sachs, Ayco from 2022 to 2025. He holds a Series 66 designation. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet certain asset criteria. The firm provides written recommendation reports incorporating income sources, Social Security options, and tax-efficient withdrawal strategies, utilizing a combination of research, modeling, and algorithmic automation.

Sallie Behnke is a financial advisor with Morgan Stanley, holding Series 65 and Series 66 licenses and bringing 26 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and worked at Merrill from 2002 to 2009. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning using firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services directly to individuals as well as through corporate financial planning agreements.

Jason Stern is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds the Series 66 designation and has worked at firms including Merrill, Bank of America, AXA Advisors, and JPMorgan Chase Bank. His professional background also includes seven years at Sysco Chicago prior to his financial services career. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process involves centralized due diligence with a manager solutions team that uses quantitative and qualitative research to develop model asset allocations, focusing on written asset allocation advice, investment manager searches, and customized performance reporting.

John Donovan is a financial advisor at Osaic with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Osaic since 2024, following a decade at Securities America Advisors and earlier roles at UBS Financial Services and Osaic FA, Inc. Outside of his advisory work, Donovan serves as a precinct chair for the Collin County Republican Party, is a board member for the Texas Exes Dallas Chapter and Plano’s Tax Increment Financing Reinvestment Zone No. 4, and acts as an independent trustee for family trusts. Osaic Wealth serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning, advisor-managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, with offerings supported by discretionary strategies, third-party managers, and proprietary models.

Scott Birmingham is a financial advisor with Robert Baird & Co. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior experience includes roles at Bank of America, NA, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Outside of his advisory work, he is an owner and member of Hope Development Partners 3, LLC. Baird’s Private Wealth Management team serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations, offering services such as financial planning, portfolio management, and custody and brokerage services. The firm uses a combination of manager- and model-traded strategies, tax management, and research tools, managing approximately $394 billion in regulatory assets as of December 2025.

Salimah Samani is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2018. Outside of finance, she has been involved with Helzberg Diamonds since 2003. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutions. The firm integrates internal Chief Investment Office teams and third-party managers to deliver diverse investment approaches and account support.