Mario Barone is a financial advisor with LPL Financial in McKinney, TX, holding Series 63 and Series 66 licenses and having 34 years of industry experience. He has worked at LPL Financial since 2009 and First United Bank & Trust since 2011, with previous roles at Howard Financial Services and Merrill. Barone also serves as Vice President and Trust Officer at First United Bank’s Trust Department. 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.

Lee Thomson is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with LPL Financial since 2007. Thomson is also the owner and general manager of LTJT, LLC, which he established for personal legal estate planning purposes. 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.

Patrick Cloutier is a financial advisor with LPL Financial in McKinney, Texas, holding Series 63 and Series 65 licenses and with 36 years of industry experience. His prior work includes roles at Woodbury Financial Services and various Osaic entities over a 20-year span. Cloutier has established an LLC for group health insurance purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides advisory and brokerage services through a large network of investment adviser representatives using a range of investment strategies and operational tools.

Priscilla Opoku is a financial advisor at Fidelity with five years of industry experience. She previously worked at UBS, Ballard Spahr LLP, and PNC Wealth Management. Opoku holds a Series 66 designation. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction in managing portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.

Stephen Wright is a financial advisor with Edward Jones in McKinney, TX, holding Series 65 and Series 66 credentials and four years of industry experience. His prior roles include positions at Fisher Investments and Wells Fargo Bank, N.A. Outside of his advisory work, he assists with seasonal holiday light installations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices. The firm provides discretionary and non-discretionary wrap fee strategies, tax-efficient services, and maintains affiliated capabilities such as a trust company and proprietary mutual funds.

David Heard is a financial advisor with LPL Financial based in McKinney, TX. He holds Series 63 and Series 65 licenses and has 38 years of industry experience. His prior roles include positions at Waddell & Reed, Ameriprise, and various insurance carriers associated with W & R Insurance Agencies. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools for operational and research functions.

Scott Parker is a financial advisor with Charles Schwab in McKinney, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Charles Schwab since 2012 and previously worked at Mutual of Omaha for 20 years. Parker is also managing partner of Parker Operating Company, LLC, and directs staff at Parker Management Consultants LLC, both roles related to non-investment business activities. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering a range of advisory and brokerage services through its integrated Schwab Wealth Advisory program. The firm combines non-discretionary client advisory with access to discretionary separately managed accounts and provides multi-asset model portfolios, alternative investment options, and centralized operational services.

Michael Pak is a financial advisor with LPL Financial in McKinney, TX, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior roles include positions at Wedbush Securities, Ameriprise, Park Avenue Securities, and Guardian Life Insurance Company. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of discretionary and non-discretionary investment options.

Stephanie Kunego is a financial advisor with Ameriprise in McKinney, TX, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Ameriprise, she worked at Teaching Strategies and spent eight years at Istation (Amira Learning). Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. This service provides tailored, ongoing advice based on proprietary research and collaborative planning with clients’ advisors.

Mustafa El Deeb is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2017. His prior work includes roles at 24 Hour Fitness, NRT, LLC, and Bank of America N.A. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

David Whaley is a financial advisor at Raymond James & Associates with 26 years of industry experience. He has held positions at VOYA Financial Advisors and Raymond James & Associates. He holds Series 63 and Series 65 licenses. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, charitable organizations, and governmental entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a variety of portfolio management styles and affiliated research.

Robert Friday is a financial advisor with Edward Jones in Aubrey, TX, holding the ChFC® designation as well as Series 63 and 66 licenses. He has 31 years of industry experience, including nine years at Fidelity and 20 years at Edward Jones. Outside of advising, he owns Friday Square LLC, which rents office space in Aubrey. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm has a large national presence, with over 23,000 advisors and more than $1 trillion in assets under management.

Mark Ahmadi is a financial advisor at Edward Jones in McKinney, TX, holding CFP® and ChFC® designations with 24 years of industry experience. He has been with Edward Jones since 2002. Outside of advising, he manages decisions related to a rental property business in Colorado. 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 and investment solutions, operating under a fiduciary standard, and maintains one of the largest retail advisor and branch networks in the industry.

Richard Thompson is a financial advisor with Mass Mutual Investors Services, holding a Series 63 credential and 35 years of industry experience. He has worked at MetLife Securities Inc. and Metropolitan Life Insurance Company since 1990 and has been with Mass Mutual Investors Services since 2017. Outside of his advisory role, Thompson serves as treasurer of the Laurel Creek Home Owners Association. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures financial planning as annual, collaborative engagements that focus on goal analysis and written recommendations, with implementation handled separately.

Wesley Camp is a CFP® with 32 years of industry experience, currently affiliated with Cetera. He has been with Cetera Wealth Services, LLC since 2013 and has a longstanding association with Ottawa Financial Corporation dating back to 1994. Wesley also sells life, health, disability, and long-term care insurance. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual clients, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with various program options and more than $256 billion in assets under management.

Michael Vandegrifft is a financial advisor with J.P. Morgan Securities in Frisco, TX, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work experience includes roles at Glast, Phillips & Murray, PC, and businesses in the hospitality and fitness sectors. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Craig Saunders is a CFP® with over 31 years of experience in the financial industry. He has been with Ameriprise since 2005, currently serving at the firm's Prosper, TX office. Outside of advising, he holds business ownership in real estate through CJS Family Properties. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

David George is a financial advisor at Raymond James Financial with 46 years of industry experience. He holds a Series 63 designation and has worked with Raymond James Financial Services since 1999. Outside of his advisory role, he is involved in agriculture, raising horses and cattle. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and supports a broad advisor network with services that include municipal advisory and specialized retirement plan consulting.

Sean Kemery is a financial advisor with J.P. Morgan Securities and holds Series 63 and Series 66 licenses. He has 12 years of industry experience, including roles at Edward Jones and Dataminr Inc. Kemery has been with J.P. Morgan since 2022. 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 institutional advisory with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Tammie Walker is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Walker is involved in community activities as Vice President of Development on the Board of Directors for the Celina Education Foundation. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.