Ryan Merchant is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He worked at Edward Jones for 24 years prior to joining LPL Financial in 2024. 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, and institutional platforms, supporting advisors with a variety of strategic and tactical investment options.

Walter Ashby is a financial advisor with Edward Jones in McKinney, TX, holding a Series 66 designation and 20 years of industry experience since joining Edward Jones in 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies and affiliated financial products supported by a large network of advisors and branch offices.

Bridger Loyd is a financial advisor with Edward Jones in McKinney, TX, holding a Series 66 license and four years of industry experience. Before joining Edward Jones in 2022, he worked at Beal Bank for four years and World Finance Corporation for six years. Outside of advising, he has an interest in mineral rights leases through Sendero Resources. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a broad national network of advisors and branch offices. The firm offers a range of discretionary and non-discretionary investment solutions and operates under a fiduciary standard.

Andrew Guirguis is a financial advisor at Merrill with six years of industry experience and holds a Series 66 designation. He has worked at both Bank of America, N.A. and Merrill since 2015. Outside of his advisory role, he is a co-owner of a family rental property business. Merrill, along 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 clients, and institutions.

Anthony Coward is a Series 66-registered financial advisor with Equitable Advisors, where he has worked since 2003. He has 23 years of industry experience, including 17 years at Axa Advisors, LLC. Based in Prosper, TX, Coward’s career has been focused within the same affiliated firm network throughout this period. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach involves assessing client risk tolerance and matching them to program models or discretionary managers, often through third-party advisory programs and credentialed IARs.

Aaron Mc Neal is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Edward Jones since 2010. He holds a Series 66 license and is based in Prosper, TX. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Raul Blanco is a financial advisor with J.P. Morgan Securities in McKinney, Texas, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior experience includes roles at Fidelity Personal and Workplace Advisors and USAA Investment Services. Outside of finance, he is an owner and partner in NewGrano, Inc., an early-stage venture focused on sustainable processing of brewer’s spent grain. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process is supported by systematic due diligence and incorporates an ESG framework, with implementation services delivered through affiliated entities.

Peter Williams is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked with Edward Jones since 2016. Prior to his advisory role, he has held positions including sales associate and driver in retail and transportation services. 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 nationwide.

Tricia Beevers is a financial advisor at Stifel with 34 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Stifel Nicolaus & Co Inc since 2010. Outside of her advisory role, she is a notary and a member of Camilla Minerals LLC. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach relies on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and financial planning.

Guy Charles is a financial advisor at OSAIC with four years of industry experience. He holds a Series 66 designation and has worked previously at Mass Mutual Investors Services and MassMutual Life Insurance Company. Outside of his advisory role, he is involved with Teleios Financial LLC, where he engages in client relations, document management, and media editing for a radio show. OSAIC Wealth serves a diverse client base, including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supporting a variety of strategies and third-party managers.