Aaron Stevens is a financial advisor at Raymond James Financial with 13 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for five years before joining Raymond James in 2018. Stevens also owns Stevens Financial Services, where he serves as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary planning and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Austin Riebe is a Financial Consultant at Fidelity Investments, where he collaborates with clients and their families to develop comprehensive financial plans that reflect their values, priorities, and long-term financial goals. He began his career at Fidelity in 2015 and has held multiple roles including Benefits & Planning Consultant, Workplace Planning Consultant III, Retirement Solutions Representative, and Workplace Planning and Guidance Consultant before assuming his current position in 2024. Throughout his tenure at Fidelity Investments, Austin has gained experience in various aspects of financial planning and benefits consultation. He holds insurance licenses in Arkansas and California. No additional information regarding his education or personal interests is provided.

Mrunali Gopal is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 designation and has been with Merrill and Bank of America since 2009. Prior to her current role, she worked at Kumon for seven years. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers both model-based and discretionary investment strategies developed by internal teams and third-party managers.

Mary Todd is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and having 10 years of industry experience. Her prior work includes roles at Steve L. Vinson, CPA, Avantax Advisory Services, and Lewis Rubinstein, CPA. She is also the owner of My Own Money, P.C., a tax preparation and accounting business. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and advanced research and operational tools.

Cameron Ratcliff is a financial advisor with Stifel in Denton, TX, holding a Series 66 designation and five years of industry experience. Prior to joining Stifel, he worked at UDC Global, LLC, Stream Realty Partners, LP, and Huselton, Morgan, & Maultsby, P.C. He serves as a board member for the Cole Ranch Improvement District No. 2 of Denton County, Texas. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm provides episodic fee-based financial planning and is involved in private funds, municipal placements, and operates alongside affiliated trust companies and banks.

Christopher King is a financial advisor at Merrill with Series 63 and Series 66 licenses and one year of industry experience. His prior work includes roles at Bank of America, Charles Schwab, and Kennebec Savings Bank. 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 investors, pension plans, corporations, and charitable organizations.

John Hurlbut is a financial advisor with Edward Jones in Flower Mound, TX, holding Series 63 and Series 66 designations and 37 years of industry experience. He has been with Edward Jones since 1998 and also operates a farming and ranching business, Case Creek Ranch. Additionally, he serves on the finance committee for Christian Community Action in Lewisville, TX. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs, managed solutions, and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

Jeff Schuetts is a CFP® with 31 years of industry experience, currently affiliated with Merrill. He has worked at Merrill since 2007 and Bank of America, NA since 2009. Schuetts serves as a board member for the Denton County Housing Finance Corporation, which provides low-cost loans for housing assistance. Merrill, together with its affiliate Managed Account Advisors LLC, offers 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 model-based and discretionary investment strategies.

Jeremy Newton is a financial advisor with LPL Financial in Highland Village, Texas, holding Series 63 and Series 66 registrations and 24 years of industry experience. He has been with LPL Financial since 2006. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and access to third-party asset managers, supporting advisors with technology and diverse investment strategies.

Clifton Clay is a Series 66 licensed financial advisor with Edward Jones in Corinth, TX, where he has worked since 2014. He has 12 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Jeffrey Graves is a financial professional at Cetera with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including FFEC Insurance Agency and First Financial Equity Corporation. Outside of financial services, he owns and operates a short-term vacation rental business. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to both affiliated and unaffiliated managers.

Brian Howell is a financial advisor at Fidelity with Series 63 and Series 66 credentials and 28 years of industry experience. He has worked at various Fidelity entities since 2006, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity, through its Strategic Advisers LLC division, provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Ryan Hammer is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and eight years of industry experience. His prior roles include positions at Equitable Advisors, AXA Advisors, and TD Ameritrade. He is also involved with NFOCUS Financial Partners in sales and marketing of securities, investment advisory, and insurance products. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm uses a range of tools and third-party services to construct and manage portfolios across various asset classes on both discretionary and non-discretionary bases.

Latoya Johnson Arnett is a financial advisor at Edward Jones in Little Elm, TX, holding a Series 66 designation. She has four years of experience in the industry and previously worked for the School District of Palm Beach County for eleven years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

David Thompson is a financial advisor at OSAIC with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Eagle Strategies and New York Life. He is also president of an insurance brokering business that sells non-registered insurance products. OSAIC serves a diverse client base including individual, high-net-worth, and institutional investors through a large network of advisers and advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party solutions to manage portfolios across various investment types.

Clyde Woolfolk Jr. is a financial advisor with Raymond James Financial in Denton, TX, holding a Series 63 license and bringing 46 years of industry experience. He has been with Raymond James and its affiliates since 1990 and has served in various roles including at Denton County Probate Court and the U.S. Coast Guard Auxiliary. Outside of his advisory work, he is involved in agricultural operations as a partner managing a family farm and serves as Chair of the Denton Downtown Tax Increment Committee. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutional investors, and organizations. The firm utilizes risk profiling and analytical modeling to tailor non-discretionary planning and supports clients with a broad range of advisory programs and institutional consulting services.

Christian Palmer is a Financial Advisor with Merrill Lynch Wealth Management in Dallas, Texas. He began his financial advising career in 2020 as a retirement planning advisor with Fidelity and joined Merrill in 2022. Christian works closely with his clients to understand their values, hopes, goals, and concerns, developing clear plans to pursue what is most important to them and their families. He collaborates with a team of specialists at Merrill and Bank of America, serving as a single point of contact to help clients manage various aspects of their financial lives. Christian holds a bachelor's degree in Kinesiology Pre-Physical Therapy from Abilene Christian University and an MBA in Business Management from the University of North Texas. He holds the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). A native Texan, he is an active member of the ACU Alumni Association, the UNT Alumni Association, and participates in the UNT Mean Green Mentors program. Residing in North Dallas, Christian is involved in community activities, volunteering with Meals on Wheels and the Salvation Army. Outside of his professional work, he enjoys exploring new restaurants and maintains a strong interest in fitness and health.

Jeannette Dobbyn is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. She holds the CFP® designation along with Series 63 and Series 65 licenses. Her work history includes positions at Morgan Stanley and Citigroup Global Markets before joining Wells Fargo Advisors and later Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Sean Gingrich is a financial advisor with Edward Jones in Highland Village, TX, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he is listed as an owner of Ronnie Bills Pineapple Farm LLC, although the business is not active. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Trinidad Stephens is a financial advisor at Merrill with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab & Co., Inc. and First Citizens Bank. He is also affiliated with Dallas County Community College. 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, and institutional investors.