Jacqueline Dangelmayr is a Series 66 licensed financial advisor with Edward Jones in Denton, TX, and has 11 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Natalia Ceniceros is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2022, as well as at Jpmorgan Chase Bank since 2019. Prior to this, she was involved with North Texas Bingo for six years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework in its model asset allocations.

Ricky Shamblin is a financial advisor with Merrill in McKinney, TX, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has worked at Merrill since 1993 and has also been affiliated with Bank of America, N.A. since 2009. Shamblin holds a power of attorney role with an entity named J D. S located in Richardson, Texas. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using a range of model-based and discretionary investment strategies developed by internal and third-party managers.

Mustafa El Deeb is a financial advisor with J.P. Morgan Securities in Frisco, TX, holding Series 63 and Series 66 licenses and having nine years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2017, with prior roles at 24 Hour Fitness, NRT, LLC, and Bank of America N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and offers broader derivatives and commodities capabilities through its unique regulatory registrations and affiliations.

Denise Dorbritz is a Certified Financial Planner™ at Edward Jones with 23 years of industry experience, all of which has been with the firm since 2003. She holds the Series 63 and Series 66 licenses and is based in McKinney, TX. 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 through a nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds.

David Whaley is a financial advisor at Raymond James & Associates with 26 years of industry experience. He has held positions at VOYA Financial Advisors and Raymond James & Associates. He holds Series 63 and Series 65 licenses. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, charitable organizations, and governmental entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a variety of portfolio management styles and affiliated research.

Robert Friday is a financial advisor with Edward Jones in Aubrey, TX, holding the ChFC® designation as well as Series 63 and 66 licenses. He has 31 years of industry experience, including nine years at Fidelity and 20 years at Edward Jones. Outside of advising, he owns Friday Square LLC, which rents office space in Aubrey. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm has a large national presence, with over 23,000 advisors and more than $1 trillion in assets under management.

Luke Suminski is a financial advisor at Ameriprise in McKinney, TX, holding a Series 66 designation with six years of industry experience. His work history includes multiple roles at Ameriprise since 2019 and prior positions at George Fox University and Cascade Athletic Clubs. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Abe Nayfa is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1987. Outside of his advisory role, he is involved as an owner of a recreational ranch near Graham, Texas, and has investment interests in local bars. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, 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.

Daniel Bruns is a Wealth Management Advisor with more than 18 years of experience at Merrill Lynch Wealth Management. He focuses on developing wealth planning roadmaps that account for the risk premium of capital assets, with major client focuses including retirement planning, income generation strategies, interfamily wealth transfers, and financial independence. Daniel's personalized approach involves working closely with clients to understand their values, prioritize life goals, and structure investment strategies that support their financial objectives, aiming to simplify complexity and provide clear, disciplined guidance. Daniel holds several professional designations, including Certified Investment Management Analyst (CIMA), Accredited Asset Management Specialist (AAMS), Certified Divorce Financial Analyst (CDFA), and Personal Investment Advisor (PIA). His education includes a Bachelor's degree from the University of North Texas and an Associate's degree from Collin College. He is also a graduate of Leadership Allen Fairview Class 30, reflecting his dedication to community involvement and local leadership. Outside of his professional responsibilities, Daniel enjoys hiking, reading, running, and traveling. He volunteers for local nonprofit organizations and continues to engage in personal and professional learning.

Wesley Camp is a CFP® with 32 years of industry experience, currently affiliated with Cetera. He has been with Cetera Wealth Services, LLC since 2013 and has a longstanding association with Ottawa Financial Corporation dating back to 1994. Wesley also sells life, health, disability, and long-term care insurance. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual clients, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with various program options and more than $256 billion in assets under management.

Michael Vandegrifft is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Glast, Phillips & Murray, PC, and Fitness International dba L.A. Fitness. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting within a non-discretionary advisory program.

Kevin Robertson is a financial advisor with Merrill in McKinney, Texas, holding a Series 66 designation and 25 years of industry experience. He has been with Merrill since 2000. Outside of his advisory role, he serves on the Scholarship Committee for the Foundation for Allen Schools, where he reviews and interviews scholarship applicants. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, brokerage execution, and custody services. The firm’s investment approach includes multiple program strategies and a roster of manager-constructed strategies, supported by oversight from its CIO and tax-efficient implementation tools, and benefits from integration with Bank of America affiliates.

Craig Saunders is a CFP® with over 31 years of experience in the financial industry. He has been with Ameriprise since 2005, currently serving at the firm's Prosper, TX office. Outside of advising, he holds business ownership in real estate through CJS Family Properties. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

David George is a financial advisor at Raymond James Financial with 46 years of industry experience. He holds a Series 63 designation and has worked with Raymond James Financial Services since 1999. Outside of his advisory role, he is involved in agriculture, raising horses and cattle. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and supports a broad advisor network with services that include municipal advisory and specialized retirement plan consulting.

Isaac Stevens Jr. is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and bringing 50 years of industry experience. He worked at Edward D. Jones & Co., L.P. for 42 years before joining Raymond James in 2018. He is a part-owner of an independent printing business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and corporations. The firm offers tailored, non-discretionary planning and utilizes risk profiling and analytical tools to support client goals, while maintaining specialized services such as municipal advisory and SIMPLE IRA employer consulting.

Sean Kemery is a financial advisor with J.P. Morgan Securities based in Prosper, TX. He holds Series 63 and Series 66 licenses and has 13 years of industry experience. His prior work includes roles at Edward Jones and Dataminr Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their non-discretionary advisory program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Robert Mackey is a Wealth Management Advisor at Merrill Lynch Wealth Management. He leads the Mackey Brennan Wealth Management Group, a seven-person advisory team dedicated to serving affluent clients including entrepreneurs, business owners, executives, retirees, widows, and families with special needs members. He has been with Merrill Lynch since 1991 and is recognized for his goals-based wealth management approach. Robert also trains and mentors other Merrill advisors across the country. Robert's experience encompasses portfolio management, asset allocation strategies, retirement and estate planning, and facilitating collaboration with clients' legal and tax professionals. His firm focuses on simplifying clients' financial lives and aligning investments with estate planning strategies to help preserve and grow wealth for families and business owners. He places emphasis on educating clients and the next generation about investments and financial responsibility. He holds a Bachelor of Science degree in Economics and Finance from Spring Hill College. Professional designations include Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Robert is involved in his community through service on the boards of John Paul II High School, Mother Teresa Catholic School, and The Catholic Foundation in Dallas. He resides in Parker, Texas, with his wife and three children. Outside of work, his personal interests include hiking, running, traveling, and spending time with family.

Herbert Poledna III is a financial advisor with Ameriprise in McKinney, TX, holding a Series 63 designation and 26 years of industry experience. He has worked at Ameriprise and its related entities since 2016, as well as at Massachusetts Mutual Life Insurance Company from 2015 to 2017. Outside of his advisory role, he serves as Practice Manager of Encircle Wealth Advisors, where he leads research and portfolio construction. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on providing written recommendations and annual planning advice centered on dependable income sources and tax-aware withdrawal strategies.

Tammie Walker is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Walker is involved in community activities as Vice President of Development on the Board of Directors for the Celina Education Foundation. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.