George Niziol, CFP®, is a financial advisor with Raymond James Financial in Lewisville, TX, bringing 24 years of industry experience. He has been associated with Raymond James Financial Services since 2007 and operates a supporting investment advisory firm. 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 provides non-discretionary planning tailored to client goals and incorporates analytical tools such as risk profiling and probability modeling in its advisory approach.

Tyler Bowman is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. His prior work includes roles at Merrill and Fidelity. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology-driven research and operational tools.

Robert Harmon is a financial advisor with J.P. Morgan Securities holding Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at Charles Schwab and Fisher Investments. 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 through a non-discretionary program.

Kyle Simmons is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America, Merrill, Raymond James Financial Services, and Ameriprise Financial Services. Simmons is based in The Colony, Texas. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process combines quantitative screens and qualitative research, applying forward-looking capital market assumptions to build model asset allocations.

Kayla Williams is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. She has worked at various J.P. Morgan entities since 2009. Outside of her advisory role, she is involved with Young Living Essential Oils, primarily using their products for personal health as recommended by her doctor. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm supports its advisory process with centralized due diligence and offers a program incorporating forward-looking capital market assumptions and ESG eligibility frameworks.

Reagan Weatherby is a financial advisor with Equitable Advisors in Argyle, TX, holding Series 63 and Series 65 licenses and having eight years of industry experience. Reagan has worked primarily with Equitable Advisors since 2018, with prior roles at Fidelity Personal and Workplace Advisors, Fidelity Investment, and Fidelity Brokerage Services. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs, utilizing both proprietary and third-party models and providing ERISA fiduciary services to qualified plans.

Douglas King is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 15 years of industry experience. He has been associated with Cambridge Investment Research Advisors since 2013 and also works with Stocker Woods Financial and the University of North Texas. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors such as pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a broad network of financial professionals.

Jane Weekley is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 27 years of industry experience. She has worked with Aspect Wealth Management since 2003 and has been with Cetera and its related entities since 2013. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes both affiliated and third-party managers, with assets under management exceeding $256 billion.

Michael Ure is a financial advisor at Thrivent Investment Management with three years of industry experience. He previously worked at The Beck Group and Bomel Construction. Outside of his advisory role, he is involved in managing a rental property. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based financial analyses and written recommendations across a broad range of planning topics, without portfolio management or implementation services.

Jacqueline Dangelmayr is a Series 66 licensed financial advisor with Edward Jones in Denton, TX, and has 11 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Natalia Ceniceros is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2022, as well as at Jpmorgan Chase Bank since 2019. Prior to this, she was involved with North Texas Bingo for six years. 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 searches, and customized performance reporting through a non-discretionary program. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework in its model asset allocations.

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.

Kenneth Harris Jr. is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He has been with Charles Schwab & Co., Inc. since 2016 and also works with Charles Schwab Trust Bank since 2024. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary advisory services and access to discretionary separately managed accounts. The firm is known for its scale, integrated service model, and combination of advisory and brokerage capabilities.

Michael Ngo is a financial advisor at Cetera with seven years of industry experience. He holds the Series 66 designation and has worked previously with Capital Group and American Funds. Ngo serves as a board member for the Hope Women Empowerment Organization and provides oversight and administrative support for a technology platform called WealthTip. Cetera Investment Advisers LLC is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, corporations, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and over $256 billion in assets under management.

Abe Nayfa is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1987. Outside of his advisory role, he is involved as an owner of a recreational ranch near Graham, Texas, and has investment interests in local bars. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

David Bujacich is a financial advisor at Merrill with 16 years of industry experience. He holds a Series 66 designation and has worked at Bank of America, J.P. Morgan Securities, and Edward Jones. Merrill provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

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.

Isaac Stevens Jr. is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and bringing 50 years of industry experience. He worked at Edward D. Jones & Co., L.P. for 42 years before joining Raymond James in 2018. He is a part-owner of an independent printing business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and corporations. The firm offers tailored, non-discretionary planning and utilizes risk profiling and analytical tools to support client goals, while maintaining specialized services such as municipal advisory and SIMPLE IRA employer consulting.

Sean Kemery is a financial advisor with J.P. Morgan Securities based in Prosper, TX. He holds Series 63 and Series 66 licenses and has 13 years of industry experience. His prior work includes roles at Edward Jones and Dataminr Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their non-discretionary advisory program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Megan Addison is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Her work history includes roles at Fidelity Investments, Total Wine & More, Republic Bank & Trust, and Legacy Business Development. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios using mutual funds, ETFs, and ETPs.