John Crawford is a financial advisor at LPL Financial based in Denton, Texas, holding a Series 66 designation with two years of industry experience. His prior roles include positions at DATCU Credit Union and Walter's Wedding Estates, alongside ongoing full-time education at the University of North Texas. 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 advisory programs, financial planning, and brokerage services supported by diverse portfolio management options and research.

Robert Friday is a financial advisor with Edward Jones in Aubrey, TX, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 30 years of industry experience, including 20 years at Edward Jones since 2006. Outside of his advisory role, he owns Friday Square LLC, which leases office space, including a long-term lease with Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a network of over 23,700 financial advisors and offers a range of investment strategies and affiliated services under a fiduciary standard.

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 in Denton, TX, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with Edward Jones since 1987. Outside of his advisory role, he is involved as an investor and owner in several hospitality and recreational businesses, including bars and a ranch in Texas. Edward Jones is a full-service wealth management firm serving a diverse client base of individual and institutional investors. The firm manages over $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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 with J.P. Morgan Securities in Frisco, TX, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work experience includes roles at Glast, Phillips & Murray, PC, and businesses in the hospitality and fitness sectors. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Kevin Robertson is a Private Wealth Advisor with Merrill Private Wealth Management. He has been serving the financial needs of individuals and businesses since 1990 and joined Merrill Lynch Wealth Management in 2013. Kevin provides strategic advice and guidance to entrepreneurs, business owners, senior executives, and multi-generational families, assisting them with aspects such as pre-liquidity-event planning, corporate cash management, tax-sensitive investing, concentrated stock strategies, and wealth transfer to the next generation. He draws on his extensive experience to help clients maintain and grow their wealth and manage their financial priorities effectively. Kevin holds a Bachelor's degree in Business and Marketing from the University of Oregon and is a Personal Investment Advisor (PIA). His expertise includes fixed income and income-generating investment alternatives, liquidity management, legacy planning, and services for endowments, foundations, and non-profits. He emphasizes attentive listening and delivering high levels of customer service to meet clients' changing personal, family, and business needs. In addition to his professional work, Kevin is actively involved in his community. He has served on boards supporting children's education, including eight years with the Lake Oswego Schools Foundation, where he served as president and guided the formation of its endowment programs. He also supports Friends of The Hunt. Outside the office, he enjoys boating, hiking, horseback riding, surfing, spending time with his family, playing golf, and collecting and restoring classic sports cars from the 1960s.

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 and holds Series 63 and Series 66 licenses. He has 12 years of industry experience, including roles at Edward Jones and Dataminr Inc. Kemery has been with J.P. Morgan since 2022. 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 through a select group of Wealth Advisors. The firm combines institutional advisory with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Robert Mackey is a Wealth Management Advisor at Merrill Lynch Wealth Management and leads the Mackey Brennan Wealth Management Group, a team of seven professionals. Since joining Merrill Lynch in 1991, Robert has been recognized by Forbes from 2018 through 2025 as one of the Best-in-State Wealth Advisors, and his team has been similarly honored from 2023 to 2026. He also earned a place on Barron's Top 1,200 Financial Advisors list in 2015. Robert trains and mentors other financial advisors nationwide, emphasizing a goals-based wealth management approach. Robert's expertise includes family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, and small business strategies. He works closely with affluent families and business owners to align their investments with estate and retirement plans, often coordinating meetings with clients' attorneys and CPAs. His firm focuses on understanding clients' fears, hopes, and envisioned lifestyles to create holistic investment solutions. Robert also educates the next generation on financial management. He holds a Bachelor's degree in Economics and Finance from Spring Hill College and has earned professional credentials including Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Robert serves on the boards of John Paul II High School in Plano, Mother Teresa Catholic School in Frisco, and The Catholic Foundation in Dallas. He lives in Parker, Texas with his wife Cathy and their three children. His personal interests include hiking, running, spending time with family, and traveling.

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.

Daniel Kim is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and seven years of industry experience. His prior work includes roles at Bank of America, Merrill, NYLife Securities, and New York Life Insurance Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.

Dale Schniederjan is a financial advisor with LPL Financial based in Sanger, TX, holding a Series 66 designation and approximately one year of industry experience. His prior roles include positions at DATCU Wealth Management, First State Bank, Mass Mutual / Canopy Capital Strategies, Ben E. Keith, and Fisher 59. Schniederjan is involved in investment-related activities with American National Insurance Company, Jackson National Insurance Company, and ASH Brokerage. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by resources such as LPL Research and third-party subadvisors.

Mark Caputo is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 45 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2010 to 2016. Outside of his advisory role, he owns Sage Natural Resources, LLC, a gas drilling lease company, and serves as a committee member for the City of Lewisville, TX 2035 Public Arts Planning Steering Committee. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a broad investment menu that includes insurance-related vehicles and bank deposit sweep options.

Robert Alberts is a financial advisor with LPL Financial in Denton, TX, holding Series 63, 65, and 66 licenses and having 40 years of industry experience. He has been with LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by proprietary research and third-party subadvisors.

Tobias Hananda is a financial advisor at Merrill with seven years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2013. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.