Chris Padilla is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2014. 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 and investment management capabilities, delivering recommendations on a non-discretionary basis.

Zachary Farris is a financial advisor at J.P. Morgan Securities in Frisco, TX, holding Series 63 and Series 66 licenses with five years of industry experience. He has been with J.P. Morgan Securities since 2020 and has additional experience at Jpmorgan Chase Bank and Sam's Club. 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 to guide investment recommendations.

Brandon Rainey is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He manages a family farm through his involvement with Sadler Farms, LLC, which he oversees for liability management and estate planning purposes. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs. The firm supports a nationwide network of over 23,700 financial advisors and offers both discretionary and non-discretionary strategies, along with affiliated mutual funds and tax-efficient services.

Zachary Friday is a financial advisor at Edward Jones in Celina, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he was involved with DBND Publishing and operated Vapor-ettes LLC. He also has experience as a publisher receiving royalties from Amazon. 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, offering a range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.

Ryan Merchant is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He worked at Edward Jones for 24 years prior to joining LPL Financial in 2024. 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, and institutional platforms, supporting advisors with a variety of strategic and tactical investment options.

Walter Ashby is a financial advisor with Edward Jones in McKinney, TX, holding a Series 66 designation and 20 years of industry experience since joining Edward Jones in 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies and affiliated financial products supported by a large network of advisors and branch offices.

Randall Patrick is a financial advisor with Cetera and holds the PFS™ designation. He has three years of industry experience and previously worked at Avantax Advisory Services and as a CPA at Marshall Warzecha and Patrick CPA PLLC for nine years. Outside of advising, he serves as treasurer for the Lake Area Amateur Radio Klub and manages a small bookkeeping and consulting business, Insights in Business LLC. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management and financial planning services through a large nationwide network of independent advisors.

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.

Salimah Samani is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2018. Outside of finance, she has been involved with Helzberg Diamonds since 2003. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutions. The firm integrates internal Chief Investment Office teams and third-party managers to deliver diverse investment approaches and account support.

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.