Jacob Andrade is a financial advisor with Charles Schwab & Co., Inc. He holds a Series 66 designation and has been with Charles Schwab since 2026. Prior to joining Schwab, he completed his education at Baylor University and has diverse experience outside the financial industry. Charles Schwab & Co., Inc. serves a large client base, 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 combination of non-discretionary advisory relationships alongside discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence on alternative investments.

Terence Sievert is a Series 66-licensed financial advisor with Edward Jones in McKinney, TX, bringing seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Hewlett Packard Enterprise and Fujitsu Defense and National Security. He also serves as Chief Executive and Chairman of the Board of the Stay in the Fight Veterans Foundation, a nonprofit supporting high-risk veterans in North Texas. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Scott Anderson is a financial advisor with Edward Jones in McKinney, TX, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at United Rentals for six years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and strategies, supported by a large nationwide network of advisors and branch offices.

Brandon Bartels is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fidelity Investments, Merrill, and Bank of America. Prior to his financial services career, he held positions with the Department of Family and Protective Services in Texas and various roles in city government. J.P. Morgan Securities LLC 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. The firm delivers its services through a select group of Wealth Advisors on a non-discretionary basis, with clients retaining final decision-making authority.

Erin Myers is a financial advisor with OSAIC who holds Series 63 and Series 65 designations and has 24 years of industry experience. Prior to joining OSAIC in 2023, she worked for Sagepoint Financial, INC for seven years. Outside of advising, she manages a tax and financial services LLC and is involved in beekeeping through a personal LLC. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and multiple investment platforms to construct portfolios across various asset classes.

Stephen Koessl is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. His prior firms include Securities America Advisors and Voya Financial Advisors. Outside of advisory work, he is involved with KV Briseis LLC, a family-owned bakery business. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, combining broad non-advisory financial activities with a large advisory platform.

Justin Priola is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Daniel Caldeira is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to understand their personal perspectives and priorities, helping them develop strategies to pursue their financial goals. His approach includes assisting with general investing, retirement planning, and saving for unexpected expenses. Daniel holds a Bachelor's Degree from Excelsior College and has earned professional designations including the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). These credentials support his ability to provide informed advice and guidance tailored to each client's unique ambitions. He emphasizes transparency and simplicity in wealth planning, aiming to make the process manageable and aligned with clients' long-term objectives.

Nathan Hale is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. and Ameriprise Financial Services, Inc., with seven of those years also dedicated to BAHN Wealth Management, an independent support company he owns. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs non-discretionary planning and analytical tools to tailor recommendations and supports municipal and public-finance work through its affiliation with a municipal advisor.

Robert Fragnito is a financial advisor with Cambridge Investment Research Advisors in McKinney, TX, holding Series 63 and Series 65 credentials and 14 years of industry experience. His work history includes roles at J.P. Morgan Securities, Wells Fargo, and Prospera Financial Services. Outside of his advisory work, he is the founder of ThePoliticalMinds.com, focused on political theory and commentary, and serves on the advisory board for University of California Riverside Extension. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a large network of independent professionals. The firm offers multiple investment implementation platforms, proprietary and third-party strategies, and incorporates both discretionary and non-discretionary management tailored to client objectives.

Karla Scheve is a CFP®-certified financial advisor with 15 years of industry experience, currently with LPL Financial since 2021. Her background includes roles at Waddell & Reed, Inc., various insurance carriers, and involvement with the Greater Celina Chamber of Commerce. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions with a broad range of advisory and brokerage services, including model portfolio programs and institutional platforms.

Latoya Johnson Arnett is a financial advisor at Edward Jones in Little Elm, TX, holding a Series 66 designation. She has four years of experience in the industry and previously worked for the School District of Palm Beach County for eleven years. 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 strategies, supported by a large network of financial advisors and branch offices nationwide.

Marco Fragnito is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 credentials and has 32 years of industry experience. His prior experience includes roles at Wells Fargo Advisors Financial Network LLC, Cutter and Company Brokerage, Inc., and Prospera Financial Services, Inc. He is also the Managing Principal of MCF Capital Management, LLC. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, using a variety of portfolio management strategies and platform arrangements tailored to client objectives.

Leland Nunnally is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has worked at firms including Edward Jones, LPL Financial, and Towerhouse Financial, where he is also president and owner. His other business activities include serving as an insurance agent specializing in life, annuities, and long-term care products. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with discretionary and non-discretionary program options.

Kirk Miller is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 18 years of industry experience. His prior roles include positions at Western International Securities, J.P. Morgan Securities, and Chase Investment Services. 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 portfolio programs, and institutional platforms, supporting various investment strategies implemented by its network of investment adviser representatives.

Ryan Neal is a financial advisor with LPL Financial in McKinney, TX, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has previously worked at MML Investors Services, MassMutual, and Northwestern Mutual. Neal serves as an alderman for the city of Van Alstyne, TX. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to 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 diverse investment strategies primarily implemented by its network of investment adviser representatives.

Steven Lindberg is a financial advisor with OSAIC in McKinney, TX, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 33 years of industry experience, including ten years at Woodbury Financial Services, Inc. Prior to joining OSAIC in 2024, he also operated Lindberg Financial LLC, where he was president and engaged in the sale of insurance products. OSAIC serves a diverse client base ranging from individual investors to large institutions and offers integrated brokerage and advisory services supported by various investment platforms and third-party managers. The firm employs structured asset-allocation and portfolio management tools, with flexible account management options to meet client needs.

Sandra Dinehart is a financial advisor with Edward Jones, holding a Series 66 designation and bringing 11 years of industry experience. She has been with Edward Jones since 2014. Outside of her advisory role, she designs and produces custom handmade jewelry through her business, Funky Junky. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated capabilities, including trust services and securities-based lending. The firm manages over $1 trillion in assets across a nationwide network of more than 23,000 advisors.

David Rouse is a CFP® professional affiliated with LPL Financial, bringing 33 years of experience in the financial industry. His prior work includes roles at Equity Services Inc, National Life, and United Planners' Financial Services of America. He is also a CPA involved in tax preparation and accounting. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm provides financial planning, model portfolio programs, and institutional platforms, supporting over 22,800 advisors and more than $819 billion in discretionary assets.

Shannon Nickel is a financial advisor with Merrill based in McKinney, TX, holding a Series 66 designation and 17 years of industry experience. Since 2012, she has worked with Bank of America, N.A. and Merrill. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.