Heather Johnson is a financial advisor at Merrill with 29 years of industry experience. She holds the Series 63, Series 65, and Series 66 licenses and has been with Merrill since 2009. She serves as a trustee for multiple fiduciary trusts in Corinth, 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, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jerome Ponzio is a financial advisor at Edward Jones in Frisco, TX, with 15 years of industry experience. He holds the CFP® and Series 66 designations and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, mutual funds, and trust services through a large nationwide network of financial advisors and branches.

David Oneill is a CFP®-designated financial advisor with 39 years of industry experience, currently practicing at Cetera in Frisco, TX. He has worked with Cetera since 2021 and has also maintained business activities as a real estate agent and registered mortgage loan originator in Texas. Additionally, he owns and operates O'Neill Financial Group, providing financial and tax services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary program options and access to third-party money managers.

Stephanie Barr is a financial advisor with Edward Jones in Frisco, TX, holding a Series 66 designation. She has one year of industry experience, joining Edward Jones in 2025. Prior to her current role, she worked at Galderma and held positions at other firms including Creative Circle and The Flying Locksmiths. 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 offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Cody Kilpatrick is a CFP®-certified financial advisor with 17 years of industry experience. He is currently with Ameriprise and has previously worked at The Vanguard Group, Charles Schwab, and USAA in various investment and financial planning roles. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on tax-aware strategies and dependable income sources.

James Farish is a financial advisor with Edward Jones in Frisco, TX, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2017. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated investment products.

Jacob Wilson is a financial advisor with Wells Fargo Advisors in Frisco, TX, holding a Series 66 designation and 13 years of industry experience. His prior roles include seven years at LPL Financial LLC and several years with Wells Fargo Clearing and Wells Fargo Advisors, LLC. Outside of his advisory work, he serves in the US Air Force Reserve. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutions, offering a broad range of planning solutions including cash-flow, retirement, education, risk, and wealth-transfer planning. The firm uses proprietary research and tools to develop tailored recommendations delivered through meetings and written reports.

Kim Nguyen is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. Nguyen holds Series 66 and Series 63 licenses and has been with J.P. Morgan Securities since 2012, also working at JPMorgan Chase Bank, N.A. since 2008. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies, delivering services on a non-discretionary basis.

Jennifer Heckart is a Series 66-licensed financial advisor at Edward Jones in Frisco, TX, with 10 years of industry experience. She has been with Edward Jones since 2016. Outside of her advisory role, she owns Easy Breezy Rentals LLC, a rental business based in Frisco. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Patrick Malany is a financial advisor at Charles Schwab with six years of industry experience. He holds a Series 66 designation and has been with Charles Schwab & Co., Inc. since 2019. Prior to his career in finance, he worked at Whole Foods Market for five years. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary advisory services and access to discretionary separately managed accounts. The firm combines a large client base with an integrated operational structure that includes brokerage, custody, and advisory services.

Kelly Webb is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 licenses and has 27 years of industry experience. Webb has worked with Raymond James since 2010 and also owns KNL Investments. Outside of finance, he has been a sports official since 2001. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutions. The firm uses analytical tools and risk profiling to tailor recommendations and supports advisory programs alongside institutional consulting and portfolio management.

Aaron Francis is a financial advisor with Merrill in Frisco, TX, holding a Series 66 designation and 17 years of industry experience. He previously worked at UBS Financial Services for three years and Scottrade, Inc. for ten years. Outside of his advisory role, he serves as the executor of an estate and also acts as trustee for a living trust. 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 a variety of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Alec Bennett is a financial advisor at Mass Mutual Investors Services with two years of industry experience. Prior to his financial advisory career, he served seven years in the U.S. Army and currently holds a position as a Civil Affairs Captain in the U.S. Army Reserve. He also works as an insurance agent specializing in life, disability, long-term care insurance, and fixed annuities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm provides collaborative, annual planning engagements using firm-approved analytical tools, with implementation options available through separate brokerage or insurance arrangements.

Lloyd Woelfle is a CFP® with 49 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Woelfle is co-owner of Woelfle-Notman, LLC and RDLP Corp, businesses involved in managing his advisory operations and related office services. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Tyler Dempster is a CFP® professional with nine years of experience in the financial services industry. He is currently with Cambridge Investment Research Advisors and has prior experience with Securities America Advisors. Outside of his advisory role, he is involved in financial education as a presenter and author. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a range of strategies and platform options tailored to client objectives.

Christina Chernyshev is a financial advisor at Wells Fargo Advisors with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab Bank and Charles Schwab & Co., Inc. among other firms. Outside of her financial advisor role, she streams video games on platforms such as Twitch and TikTok. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory solutions with banking, lending, and trustee services.

Marion Parker is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Fidelity Brokerage Services LLC. Outside of finance, Marion has been involved with fitness-related ventures including Rumble Boxing, Total Fitness Kickboxing, and Camp Gladiator. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Robert Clay is a financial advisor at Edward Jones in Flower Mound, TX, with 22 years of industry experience. He has been with Edward Jones since 2004 and holds Series 63 and Series 66 designations. 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 strategies supported by a large nationwide network of financial advisors and branch offices.

Michael Sherman Jr. is a Senior Financial Advisor with UBS Financial Services in Argyle, Texas, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with UBS since 2015 and previously served as an Assistant Vice President at Merrill Lynch Global Private Client. He is also involved in managing personal and family living trusts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management. The firm delivers tailored financial plans using proprietary capital market research and maintains a broad platform that includes discretionary portfolio management, custody, underwriting, and other capital markets services.

Jay Lancaster is a financial advisor with Mass Mutual Investors Services in Denton, TX, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at Mass Mutual and its affiliated entities since 2017 and previously spent four years with Northwestern Mutual. In addition to his advisory role, he is licensed to sell life and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, utilizing technology-driven analysis and delivering collaborative, annual planning engagements.