Trinidad Stephens is a financial advisor at Merrill with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab & Co., Inc. and First Citizens Bank. He is also affiliated with Dallas County Community College. 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, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Michael Woods is a CFP® with 26 years of industry experience, currently affiliated with Cambridge Investment Research Advisors in Denton, TX. He has worked at Cambridge since 2009 and previously spent 10 years at Stocker Woods Financial, Inc. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, providing a range of portfolio management and model-based solutions tailored to client objectives.

William Orbin Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 designations and has 31 years of industry experience. His prior experience includes a decade at Wells Fargo Advisors Financial Network LLC and over eight years affiliated with Raymond James. He is also the owner of Orbin Wealth Management, a support company for financial services operations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, and institutional clients. The firm offers tailored non-discretionary planning and consulting, utilizing risk profiling and analytical modeling, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Jarett Adair is a financial advisor with Edward Jones in Justin, Texas, holding a Series 66 designation and 17 years of industry experience. He previously worked at TIAA-CREF and TIAA from 2013 to 2020. Outside of his advisory work, he serves as a board member representing District 7 for CoServ in Corinth, Texas. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Bradley Hinson is a CFP® professional with 12 years of experience in the financial industry, currently serving as an advisor at Edward Jones since 2014. He is also a trustee of Think Twice Ministries in Corinth, TX. Edward Jones is a full-service wealth management firm that serves individual and institutional clients across various segments, managing over $1 trillion in assets through a large network of financial advisors and branch offices. The firm offers a range of advisory strategies and affiliated investment options under a fiduciary standard.

Clayton Hurlbut is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. He has worked at Edward Jones since 2021 and previously spent five years at UPS. 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 solutions, supported by a large network of financial advisors and branch offices nationwide.

David Hesler is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and possessing 13 years of industry experience. Prior to joining LPL Financial in 2023, he worked at The O.N. Equity Sales Company, Ohio National Financial Services, and Kendall Financial from 2015 to 2023. He is also the owner of Hessvestments LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, research, and technology such as machine learning to support diversified investment strategies.

Brett Blair is a financial advisor at LPL Financial with 10 years of industry experience and holds a Series 66 designation. He previously worked at SPC and Sigma Financial Corporation before joining LPL Financial. Blair also manages Blair Financial LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, including discretionary and non-discretionary management and access to model portfolios and research.

Gary Calmes is a CFP® professional with 18 years of experience currently with Cetera. He has operated his own financial and tax firms since the early 1990s and has served on the Denton Fire Pension Board since 2014. Calmes holds board positions with Denton Calvary Academy and the Woman to Woman Pregnancy Resource Center and serves as an elder at Denton Bible Church. Cetera Investment Advisers LLC is an SEC-registered firm supporting a large nationwide network of independent advisors. It offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement services to individual, corporate, charitable, and institutional clients.

Jeffrey Bottorff is a financial advisor at Charles Schwab with 26 years of industry experience. He holds a Series 66 designation and has worked at firms including Cetera Adviser Networks LLC and Kestra Financial Inc. His current role at Charles Schwab began in 2018. 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 combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios and maintains a centralized supervisory and custody infrastructure.

John Negrete III is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in 401(k) and 403(b) plan consulting, focusing on designing and improving retirement plans to assist business owners and employees in becoming retirement-ready. John works with CFOs, HR Directors, and Executive Directors to evaluate workplace retirement plans and provide fiduciary advisory services. His expertise includes succession and exit planning, benchmarking, market analyses for service providers and investments, fund screening, and employee education in English and Spanish. John holds a bachelor’s degree from the University of California, Los Angeles (UCLA) and has earned several professional designations, including Certified 401(k) Professional (CkP), Certified Exit Planning Advisor (CEPA), Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His career began in individual wealth management and employee retirement education, fostering skills in public speaking, business development, and advocacy. John is involved with various community organizations such as Adventures Ahead, Boyle Heights Community Partners, the Doug Flutie, Jr. Foundation for Autism, Easter Seals Bay Area, Greater Northwest Soccer Association, Junior Achievement, Toastmasters International, and Trail Life USA. Originally from San Diego, he lives with his wife and four children, and he contributes to raising awareness for Autism Spectrum Disorder and cognitive disabilities.

Paul Foutch is a CFP® professional affiliated with Edward Jones in Flower Mound, TX, and has 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers various advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Joseph Jones is a financial advisor with Edward Jones in Denton, TX, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and is known for its extensive advisor and branch network, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and trust services.

Kyle Parkin is a CFP®-designated financial advisor with 11 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2020, following prior roles at Edward Jones and Fidelity Brokerage Services. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage and investment management capabilities.

David Gilmore is a CFP® professional with over 31 years of experience in the financial industry. He has been with Edward Jones since 2003. Outside of his advisory role, he serves as a director on the McMath Band Scholarship Foundation board and works as a radio color analyst for Lake Dallas football games. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Barlow is a financial advisor at Edward Jones in Bartonville, TX, with 25 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with Edward Jones since 2016. Barlow also has experience with USAA Financial Planning Services and USAA Financial Advisors, Inc. outside of his advisory role, he is involved as a managing partner in a real estate rental LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and is notable for its extensive advisor and branch network as well as affiliated financial services.

Adam Miller is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and six years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2013. J.P. Morgan Securities LLC 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 non-discretionary advisory model. As a subsidiary of J.P. Morgan, the firm combines institutional advisory capabilities with affiliated brokerage and investment management services.

Leonard Chavez is a financial advisor with Edward Jones in Flower Mound, TX, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2018, he worked at Dell Boomi and Verizon. Edward Jones is a full-service wealth management firm serving individual and institutional clients through an SEC-registered advisory program, with over $1 trillion in assets under management and a nationwide network of approximately 23,700 advisors. The firm offers a range of advisory strategies, affiliated mutual funds, and additional services including tax-efficient investing and securities-based lending.

Gregory Lively is a financial advisor at Osaic with 30 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked as a self-employed tax preparation and planning professional since 1992. Outside of financial advising, he owns a sole proprietorship providing tax preparation and planning services. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of advisers, offering brokerage and investment advisory services, financial planning, and access to various managed account solutions. The firm uses asset-allocation tools and risk assessment methods to construct diversified portfolios and supports multiple advisory platforms and third-party services.

Frank Rattan Jr. is a CFP®-credentialed financial advisor with Edward Jones, based in Flower Mound, TX. He has 20 years of industry experience and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and provides a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.