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.

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.

Rod Skaf is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Cetera. His prior roles include positions at MassMutual Investors Services, MassMutual Life Insurance Company, and MetLife Securities. He also owns SKAFCO, a business operating under Cetera. Cetera Investment Advisers LLC is an SEC-registered firm offering a multi-manager platform to a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a range of portfolio management and consulting services through a network of over 10,000 advisors.

Ryan De Paola is a financial advisor with LPL Financial based in Flower Mound, TX, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at J.P. Morgan Securities, SPC, and Merrill Lynch. 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, supporting advisors with various investment strategies and operational tools.

Jackson Hudnall is a financial advisor at J.P. Morgan Securities in Flower Mound, TX, holding Series 63 and Series 65 credentials with seven years of industry experience. His prior roles include positions at Charles Schwab and Goldman Sachs. 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 combination of quantitative and qualitative research.

Jessica Bailey is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2008. Outside of her advisory role, she assists with administrative and social media tasks for a pool services business operated by her husband. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, supplemented by affiliated mutual funds and tax-efficient services.

Eustace Fernandes is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including The O.N. Equity Sales Company, Ameritas Investment Corp, and Waddell & Reed. Fernandes is also the owner and founder of TLC Financial Services LLC, an insurance agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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, supported by advanced operational tools and a broad financial services platform.

Mark Caputo is a financial advisor with Wells Fargo Clearing in Denton, TX, holding a Series 63 designation and 46 years of industry experience. Prior to joining Wells Fargo in 2016, he spent over two decades at various Morgan Stanley entities. Outside of his advisory work, he is a member of the Public Arts Planning committee for the City of Lewisville, TX, and owns SAGE Natural Resources, LLC, which focuses on gas drilling leases. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

David Bacchetta is a financial advisor at Ameriprise with 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. In addition to his advisory work, he is involved in eBay auctions as an outside business activity. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and ongoing advice.

Robert Alberts is a financial advisor with LPL Financial in Denton, TX, holding Series 63, 65, and 66 licenses and bringing 40 years of industry experience. He has been with LPL Financial since 2009, following previous roles at Stocker Woods Financial, Inc. and Mutual Service Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its network of over 22,800 advisors with various investment platforms and technology tools, overseeing more than $819 billion in discretionary assets.

Heather Johnson is a financial advisor at Merrill with 30 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has worked at Merrill since 2009, following five years at Banc of America Investment Services, Inc. She is also a trustee for several family trusts. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Cody Kilpatrick is a CFP®-certified financial advisor with 17 years of industry experience. He is currently with Ameriprise and has previously worked at The Vanguard Group, Charles Schwab, and USAA in various investment and financial planning roles. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on tax-aware strategies and dependable income sources.

Kim Nguyen is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and possessing 17 years of industry experience. Nguyen has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2008. 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 and fund searches, and customized performance reporting. The firm combines quantitative and qualitative due diligence with a range of investment strategies, including ESG considerations, supported by affiliates for implementation and portfolio services.

Patrick Malany is a financial advisor with Charles Schwab & Co., Inc. in Denton, TX, holding a Series 66 designation and seven years of industry experience. Prior to joining Charles Schwab in 2019, he worked at Whole Foods Market for five years. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a client relationship model that combines non-discretionary advisory services with access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence from the Schwab Center for Financial Research.

Kelly Webb is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 licenses and has 27 years of industry experience. Webb has worked with Raymond James since 2010 and also owns KNL Investments. Outside of finance, he has been a sports official since 2001. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutions. The firm uses analytical tools and risk profiling to tailor recommendations and supports advisory programs alongside institutional consulting and portfolio management.

Robert Clay is a financial advisor at Edward Jones in Flower Mound, TX, with 22 years of industry experience. He has been with Edward Jones since 2004 and holds Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Michael Sherman Jr. is a Senior Financial Advisor with UBS Financial Services in Argyle, Texas, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with UBS since 2015 and previously served as an Assistant Vice President at Merrill Lynch Global Private Client. He is also involved in managing personal and family living trusts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management. The firm delivers tailored financial plans using proprietary capital market research and maintains a broad platform that includes discretionary portfolio management, custody, underwriting, and other capital markets services.

Hunter Archibald is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 credentials and totaling 10 years of industry experience. His prior roles include positions at Hapax Capital LLC, TL Private Wealth, and TD Ameritrade Investment Management. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm’s advisory process incorporates centralized due diligence with both quantitative and qualitative research, supporting a range of eligible investment strategies including those with an ESG framework.

Jay Lancaster is a financial advisor with Mass Mutual Investors Services in Denton, TX, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at Mass Mutual and its affiliated entities since 2017 and previously spent four years with Northwestern Mutual. In addition to his advisory role, he is licensed to sell life and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, utilizing technology-driven analysis and delivering collaborative, annual planning engagements.

John Muse is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has been with LPL Financial since 2003. Outside of his advisory role, he is a licensed agent with Blue Cross Blue Shield and has involvement in oil and gas leasing activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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, supported by advanced research and operational tools.