Christina Chernyshev is a financial advisor with Wells Fargo Advisors who holds Series 63 and Series 66 licenses and has five years of industry experience. She previously worked at Charles Schwab and CMM LLP. Outside of her financial advisory role, she streams video games on platforms including Twitch and TikTok. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting certain net-worth criteria and integrates advisory services with various financial products and referral channels.

Marion Parker is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Fidelity Brokerage Services LLC. Outside of finance, she has experience in the fitness industry, including roles at Camp Gladiator and Rumble Boxing. 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 access to a broad range of strategies supported by affiliated investment management entities.

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.

John Muse is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has been with LPL Financial since 2003. Outside of his advisory role, he is a licensed agent with Blue Cross Blue Shield and has involvement in oil and gas leasing activities. 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, third-party asset management, and institutional platforms, supported by advanced research and operational tools.

William Haider is a Benefits & Planning Consultant within Executive Services at Fidelity Investments. He has been with Fidelity since 2022, progressing through roles including Electronic Channel Support, Investment Solutions Representative I and II, before assuming his current position in 2025. In his role, William partners with clients to develop customized financial plans that align with their individual goals and preferences. Throughout his tenure at Fidelity Investments, William has focused on building trust and delivering reliable, competent service. His experience spans various aspects of investment solutions and client support, enabling him to assist clients effectively in their financial planning. Outside of his professional responsibilities, William is engaged in family activities, social events with friends, music, reading, and volunteering.

Daniella Marchetta is a Series 66-licensed financial advisor at Edward Jones with four years of industry experience. She has worked at Edward Jones since 2018 and previously held roles in healthcare at Texas Health Adult Care and Gwinnett Medical Center. 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 across the United States.

Robert Ratcliff is a financial advisor with Stifel in Denton, Texas, holding a Series 63 license and bringing 38 years of industry experience. His prior roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of his advisory work, he serves on the Board of Directors for the Cole Ranch Improvement District No. 1 in Denton County and participates in drag racing as a hobby. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

William Roebken is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior roles include positions at Merrill from 2002 to 2009 and Prudential Equity Group, LLC from 1998 to 2002. Outside of advising, he operates a tax preparation business. 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 institutional platforms, managing over $819 billion in discretionary assets through a large network of advisors.

Nathaniel Biddick is a CFP® with 19 years of experience in the financial industry. He is currently with Cetera and has prior experience at Avantax and Edward Jones. Outside of advisory work, he is involved with Olim SportsCards. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with access to model portfolios, third-party managers, and customized strategies across various program structures and custodial relationships.

Chesley Davidson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and five years of industry experience. Prior to joining LPL Financial in 2022, Chesley worked at Charles Schwab & Co., Inc. and TD Ameritrade. Outside of finance, Chesley has experience in the hospitality industry, including roles at Razzoo's Cajun Café and Cotton Patch Cafe. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Erin Cote is a financial advisor with Merrill in Plano, TX, holding a Series 66 designation and 17 years of industry experience. She has been with Merrill and Bank of America, N.A. since 2011. 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.

Kathy Bauer is a financial advisor with Edward Jones in Denton, TX, holding a Series 66 designation and 16 years of industry experience. She has been with Edward Jones since 2009. Outside of her advisory role, she teaches macroeconomics at a local high school. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of investment options and advisory services, managing approximately $1.01 trillion in assets through a large nationwide advisor and branch network.

Christian Reeves is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. In this role, he collaborates with executives to help them understand their employer benefits and develop comprehensive plans to achieve their financial goals. He employs a consultative approach to empower clients and foster lasting relationships. Christian has been with Fidelity Investments since 2023, initially serving as a Workplace Planning Consultant before advancing to his current position in 2025. His professional experience centers on benefits and financial planning within the workplace context. Outside of his professional work, Christian has personal interests that include baseball, family activities, golf, enjoying culinary experiences, and spending time with pets.

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.

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.

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.