Danniel Kazi is a financial advisor at Lincoln Investment in Frisco, TX, with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Randstad Digital, Allstate Insurance, Fidelity Investments, and Wells Fargo. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a longstanding focus on educators and 403(b) and 457(b) plan participants. The firm offers financial planning, portfolio management through model portfolios, and access to third-party managers, supported by an in-house Investment Management & Research team that constructs strategic and adaptive model portfolios.

Curtis Reese is a financial advisor with Ameritas Advisory Services, LLC in Frisco, TX, holding Series 63 and Series 66 licenses and has 17 years of industry experience. He has worked at several firms including Fisher Investments, CoreCap Advisors, and TD Ameritrade. Reese is also involved with Harvest Wealth Group as a financial advisor. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse range of clients including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs various investment strategies using model portfolios, mutual funds, ETFs, and individual securities, and offers discretionary and non-discretionary programs across multiple platforms.

Harrison Benedict is a CFP® professional with one year of experience in the financial industry. He is currently with Commonwealth Financial Network and previously worked at Gibraltar Capital Management, Miller Equity Capital Advisors, City Electric Supply, BDO LLP, and spent eight years at Texas Christian University and high school education roles. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and clients, managing over $212 billion in assets. The firm provides a broad adviser-support platform, including managed-account programs, third-party asset manager access, and custody services.

Tyrus Treadway is a financial advisor at Farther with a Series 65 credential and no prior industry experience outside the firm. He has been affiliated with Farther since 2026 and has owned and operated Treadway Realty since 2009. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through both digital platforms and in-person meetings. The firm’s investment approach utilizes Modern Portfolio Theory with proprietary model portfolios and algorithmic rebalancing, employing a mix of ETFs, mutual funds, equities, fixed income, and AI-assisted advisor judgment.

Michael Borders is a financial advisor at Kestra Advisory with Series 63, 65, and 66 credentials and three years of industry experience. Prior to joining Kestra Advisory Services in 2026, he worked in various school districts and held positions at Securities America Advisors, Sunset Financial Services, and Insphere Securities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional, and individual clients. The firm offers a range of services including fiduciary consulting, plan design, employee education, and manages over $79 billion in assets.

Danny Mcfadden Jr. is a financial advisor with J.W. Cole Advisors, Inc., holding a Series 66 credential and 26 years of industry experience. He previously worked at LPL Financial and Invest Financial Corporation. Outside of advising, he works as a freelance photographer. J.W. Cole Advisors operates a large network of independent advisers and offers fee-based portfolio management, financial planning, retirement services, and access to multiple third-party manager platforms for individuals, high-net-worth clients, and institutions. The firm uses a mix of discretionary and non-discretionary management strategies, including fundamental and technical analysis, and incorporates digital advice solutions.

Robert Northcut is a financial advisor with Ameritas Advisory Services, LLC and holds Series 63 and Series 65 licenses. He has 32 years of industry experience and has been with Ameritas Advisory Services since 2021. Northcut is also the mayor of Melissa, Texas, a role he has held since 2016. He operates Northcut Financial LLC, an independent insurance agency specializing in fixed life and health insurance products. Ameritas Advisory Services provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm uses a combination of model portfolios, mutual funds, ETFs, and individual securities, and offers various program platforms and sub-adviser options.

Nathan Durfee is a financial advisor with Empower Advisory Group in Savannah, TX, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Arvest Wealth Management and Empower Financial Services, Inc. Outside of financial services, he has experience in the retail and healthcare sectors, including positions at JL Beers and Avera Heart Hospital. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm combines proprietary and third-party methodologies in its planning services and operates within an integrated model connected to Empower’s recordkeeping and administrative platforms.

Paul O'Leary is a financial advisor at Osaic with 34 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Osaic in 2025, he worked for Lincoln Financial Advisors Corporation for 17 years. Outside of his advisory role, O'Leary is involved in insurance brokerage and consulting related to group employee and executive benefits, and he owns a consulting firm focused on executive and employee benefits. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors through a large network of affiliated advisers and multiple advisory platforms. The firm employs asset-allocation tools, efficient-frontier analysis, and automated rebalancing to manage portfolios consisting of various asset classes, offering both discretionary and non-discretionary account management.

Kristan Seale is a financial advisor with Robert W. Baird & Co. in McKinney, TX, holding a Series 66 designation and bringing 20 years of industry experience. She has been with Robert W. Baird & Co. since 2014. Outside of her advisory role, she is the owner of Seale Interiors, LLC. Seale is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides tailored financial planning and portfolio management services, utilizing a range of investment strategies including traditional and non-traditional approaches.

Joseph Jimenez is a financial advisor with LPL Financial in McKinney, TX, holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. He has worked at LPL Financial since 2014 and previously held positions at J.P. Morgan Securities, Chase Investment Services Corp., and Wells Fargo Clearing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions with a broad range of advisory and brokerage services. The firm offers various investment programs and utilizes extensive operational and research tools, managing over $819 billion in discretionary assets through a large network of advisors.

Caroline Fogarty is a CFP®-certified financial advisor with Charles Schwab and Co., Inc., based in McKinney, TX, with four years of industry experience. Before joining Schwab, she worked at Keva Juice for three years. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by centralized custody and operational infrastructure.

Cody Barnhill is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America, N.A., Bulldog Security Services LLC, and Platinum Valet. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Dru Cambron is a financial advisor with J.P. Morgan Securities in McKinney, TX, holding a Series 66 designation and 12 years of industry experience. He has worked at J.P. Morgan Securities and JP Morgan Chase Bank since 2019 and previously held roles at TD Ameritrade Investment Management and Merrill. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide its recommendations.

Jon Weidenbach is a financial advisor with LPL Financial in Frisco, TX, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at LPL Financial since 2011 and previously at Merrill from 2007 to 2011. Outside of his advisory role, he serves as a head coach for the Plano West Junior Varsity Club Hockey Team and as an assistant coach for the McKinney North Stars youth hockey organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. It offers financial planning, asset management programs, and institutional platforms, supported by a large network of advisors and a broad range of investment options.

Jennifer Richter is a financial advisor with LPL Financial in Prosper, Texas. She holds the Series 66 designation and has been with LPL Financial LLC / Thomson Investment Group since 2005, totaling 21 years of industry experience. 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, supported by a large network of advisors and technology tools for research and operational support.

Justin Brown is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked at firms including Edward Jones and Merrill, where he spent 11 years. Brown operates under the DBA Brownstone Wealth Advisors for his LPL-related business activities. 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 range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and various technological tools.

Ryan Aylor is a Series 66-licensed financial advisor at Edward Jones with seven years of industry experience. He has been with Edward Jones since 2018. Prior to his current role, he worked briefly in a cleaning service business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Matthew Bell is a financial advisor with Cetera in McKinney, TX, holding Series 63 and Series 66 licenses and 11 years of industry experience. His prior firms include Innovative Strategies, Equity Services, Inc., and National Life Group. Bell is the owner of Bell Annuity Concierge, a consultancy supporting fixed, fixed indexed, and MYGA annuity products, and he works as a fixed and fixed index annuity consultant for True North Financial Solutions. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to third-party managers through a multi-manager platform with discretionary and non-discretionary program options.

Wesley Dickinson is a financial advisor at Edward Jones in McKinney, TX, holding a Series 66 designation with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Timber Blind & Shutter from 2008 to 2017. Wesley serves as a Finance Council Board Member for St. Jude Catholic Parish in Allen, TX, where he assists with budgetary issues. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of more than 23,700 financial advisors.