Lance Lindsay is a financial advisor with LPL Financial in McKinney, TX, holding Series 63 and Series 66 designations and 28 years of industry experience. He has been with LPL Financial since 2004. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and asset management solutions, combining scale with various advisory and non-advisory financial activities.

Bridger Loyd is a financial advisor with Edward Jones in McKinney, TX, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked at Beal Bank and World Finance Corporation. He has an interest in mineral rights leasing through involvement with Sendero Resources. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, 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.

Andrew Guirguis is a financial advisor at Merrill with six years of industry experience and holds a Series 66 designation. He has worked at both Bank of America, N.A. and Merrill since 2015. Outside of his advisory role, he is a co-owner of a family rental property business. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Stephanie Chininis is a financial advisor at J.P. Morgan Securities with 32 years of industry experience. She holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012, also working at JPMorgan Chase Bank, N.A. since 1995. J.P. Morgan Securities 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Anthony Coward is a Series 66-registered financial advisor with Equitable Advisors, where he has worked since 2003. He has 23 years of industry experience, including 17 years at Axa Advisors, LLC. Based in Prosper, TX, Coward’s career has been focused within the same affiliated firm network throughout this period. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach involves assessing client risk tolerance and matching them to program models or discretionary managers, often through third-party advisory programs and credentialed IARs.

Aaron Mc Neal is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Edward Jones since 2010. He holds a Series 66 license and is based in Prosper, TX. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Raul Blanco is a financial advisor with J.P. Morgan Securities in McKinney, TX, holding Series 63 and Series 66 licenses and having 27 years of industry experience. His prior experience includes roles at Fidelity Personal and Workplace Advisors, BBVA Wealth Solutions, and USAA Financial Advisors. He is also an owner and partner of NewGrano, Inc., an early-stage venture focused on processing brewer's spent grain waste. 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 applying an ESG eligibility framework in its investment recommendations.

Michael Dolson is a financial advisor with Edward Jones in McKinney, TX, holding a Series 66 designation and 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, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 advisors and 15,000 branch offices.

Jeffrey Garton is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. His career includes roles at Lincoln Financial Securities, MML Investor Service Inc., and MassMutual. He is also the owner of JMG Wealth Management, where he offers disability insurance, indexed annuities, fixed annuities, and traditional life insurance. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk assessment, and automated portfolio management across various investment vehicles.

Hector Lopez is a financial advisor with LPL Financial in McKinney, TX, holding a Series 66 designation and 16 years of industry experience. He previously worked at Equitable Advisors and Axa Advisors, LLC. Outside of his advisory role, Hector is involved in selling individual and group disability insurance through various brokerage contracts. 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 financial planning and investment management services, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Scott Vedane is a CFP®-certified financial advisor with Edward Jones in McKinney, TX, where he has worked since 2013. He has 13 years of industry experience. Outside of his advisory role, he owns a real estate rental business in McKinney. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

William Leffall is a financial advisor with LPL Financial based in McKinney, TX. He holds the CFP® designation and the Series 66 license and has 17 years of industry experience. His prior roles include positions at SVB Investment Services, Boston Private Wealth, Dimensional Fund Advisors, and USAA Financial Planning Services. Outside of his advisory work, he is involved in music performance and production as a musician and producer, and he also operates a ranch. 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, with advice delivered by investment adviser representatives who use both proprietary and third-party strategies.

Peter Williams is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones in various capacities since 2016. Outside of his advisory role, he has experience as a sales associate in retail and as a driver for a transportation service. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and has a nationwide network of financial advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.

Guy Charles is a financial advisor at OSAIC with four years of industry experience. He holds the Series 66 designation and has previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Company. Outside of his advisory role, he is involved with Teleios Financial LLC, where he manages client relations, document management, social media, and radio show editing. OSAIC serves a diverse client base including individual, high-net-worth, pension, and institutional investors through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing tools such as asset-allocation models and risk tolerance assessments to construct portfolios across various asset classes.

David Edman is a Series 65 licensed financial advisor and principal of Edman Global Investment Management LLC, with 15 years of industry experience. Since 2010, he has operated as a self-employed independent contractor. Outside of his advisory work, he conducts educational seminars internationally on topics including free enterprise, entrepreneurship, investing, and economics, having taught in universities and schools in Russia, Indonesia, and Brazil. Edman Global Investment Management LLC provides investment advisory and portfolio management services to a small number of individual clients, managing approximately $5.7 million in assets. The firm emphasizes direct advisor involvement through a high advisor-to-client ratio and exercises investment discretion with ongoing account oversight.