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.

Marco Fragnito is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 credentials and has 32 years of industry experience. His prior experience includes roles at Wells Fargo Advisors Financial Network LLC, Cutter and Company Brokerage, Inc., and Prospera Financial Services, Inc. He is also the Managing Principal of MCF Capital Management, LLC. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, using a variety of portfolio management strategies and platform arrangements tailored to client objectives.

Sanjiv Shukla is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He has been with Raymond James in various capacities since 2007 and worked briefly at WFG Advisors. Outside of advisory services, he is an independent insurance agent involved in the sale of disability and life insurance. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, corporations, pension plans, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools, and supports municipal and public finance work through a municipal advisor affiliation.

Leland Nunnally is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has worked at firms including Edward Jones, LPL Financial, and Towerhouse Financial, where he is also president and owner. His other business activities include serving as an insurance agent specializing in life, annuities, and long-term care products. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with discretionary and non-discretionary program options.

Lucinda Clark is a financial advisor at Cetera with two years of industry experience and holds the Series 66 designation. She has held roles at Finchly Finance and Legacy Financial Advisors, where she served as Director of Operations. Cetera Investment Advisers LLC operates a multi-manager platform serving individual, corporate, charitable, and institutional clients with a wide range of portfolio management and retirement services delivered through a large nationwide network of independent advisors.

Kirk Miller is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 18 years of industry experience. His prior roles include positions at Western International Securities, J.P. Morgan Securities, and Chase Investment Services. 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, and institutional platforms, supporting various investment strategies implemented by its network of investment adviser representatives.

Ryan Neal is a financial advisor with LPL Financial in McKinney, TX, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has previously worked at MML Investors Services, MassMutual, and Northwestern Mutual. Neal serves as an alderman for the city of Van Alstyne, TX. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting diverse investment strategies primarily implemented by its network of investment adviser representatives.

Steven Lindberg is a financial advisor with OSAIC in McKinney, TX, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 33 years of industry experience, including ten years at Woodbury Financial Services, Inc. Prior to joining OSAIC in 2024, he also operated Lindberg Financial LLC, where he was president and engaged in the sale of insurance products. OSAIC serves a diverse client base ranging from individual investors to large institutions and offers integrated brokerage and advisory services supported by various investment platforms and third-party managers. The firm employs structured asset-allocation and portfolio management tools, with flexible account management options to meet client needs.

Karey Rebello is a CFP® professional with eight years of industry experience, currently with Cambridge Investment Research Advisors since 2026. Prior to joining Cambridge, Karey worked at LSF Capital LLC and IWG Investment Advisors LLC. Outside of advisory work, Karey is a 50% owner of LS Financial Group LLC, which holds a minority stake in an affiliated insurance firm. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a wide range of clients including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services delivered through independent Financial Professionals using both proprietary and third-party strategies.

Sandra Dinehart is a financial advisor with Edward Jones, holding a Series 66 designation and bringing 11 years of industry experience. She has been with Edward Jones since 2014. Outside of her advisory role, she designs and produces custom handmade jewelry through her business, Funky Junky. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated capabilities, including trust services and securities-based lending. The firm manages over $1 trillion in assets across a nationwide network of more than 23,000 advisors.

David Rouse is a CFP® professional affiliated with LPL Financial, bringing 33 years of experience in the financial industry. His prior work includes roles at Equity Services Inc, National Life, and United Planners' Financial Services of America. He is also a CPA involved in tax preparation and accounting. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm provides financial planning, model portfolio programs, and institutional platforms, supporting over 22,800 advisors and more than $819 billion in discretionary assets.

Shannon Nickel is a financial advisor with Merrill based in McKinney, TX, holding a Series 66 designation and 17 years of industry experience. Since 2012, she has worked with Bank of America, N.A. and Merrill. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Prashant Pillalamarri is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works with individuals, families, trusts, and small to mid-size business owners, developing customized financial strategies tailored to each client's unique needs and goals. His approach prioritizes building trust and understanding clients’ full financial pictures to provide personalized wealth management solutions. Prashant’s expertise spans a broad range of areas including college education planning, family wealth management, retirement planning, legacy planning, investment consulting for defined contribution plans, and international wealth management. He holds several professional designations such as CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR® (CPFA), Chartered Retirement Planning Counselor™ (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His comprehensive planning approach covers investments, tax minimization strategies, insurance, and estate planning. He earned a Master’s Degree in Engineering from the University of Iowa and a Bachelor’s Degree in Engineering from the University of Bombay. Prashant is fluent in English, Marathi, Gujarati, and Hindi. He is involved in community organizations including the American Cancer Society and the Pay it Forward Fertility Foundation. In his personal time, he enjoys cooking, ice hockey, music, spending time with his family, and watching movies.

Kaleb Felder is a financial advisor with Edward Jones in McKinney, TX, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Edward Jones, he worked at L3Harris, Legacy Ag Credit, Walmart, Smoothie King, and Dixon Baptist Church. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary managed strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets with a large nationwide network of financial advisors and branch offices.

Dusti Calander is a financial advisor with Ameriprise in McKinney, TX, holding a Series 66 designation and 22 years of industry experience. She has been with Ameriprise and its affiliated entities since 2002. Outside of her advisory role, Calander manages several business entities related to her advisory practice and real estate holdings. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing written recommendations on income sources, Social Security, and tax-efficient withdrawal strategies. The firm combines research and modeling with advisory oversight and emphasizes the use of affiliated investment products.

Gary Booth is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at LPL Financial since 2026. His prior experience includes over a decade at Raymond James Financial Services Advisors and an earlier tenure at LPL Financial. Outside of advising, he is CEO of an accounting firm and serves as a board member for Bancroft Bag, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive advisor tools and notable scale in non-advisory financial services.

James Curry is a financial advisor with LPL Financial and holds Series 63 and Series 65 credentials. He has 16 years of industry experience, including prior roles at MML Investors Services, MassMutual, and Northwestern Mutual. Outside of his advisory work, he owns James Paul Curry and Co LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with a broad range of financial products and support tools.

Oladapo Shobowale is a financial advisor at Edward Jones in McKinney, TX, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2009. 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 more than 23,700 financial advisors and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Philip Crow is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 credentials and has 26 years of industry experience. His career includes prior roles at Hornor, Townsend, and Kent, Inc., Northwestern Mutual Investment Management, and other firms. He also serves as a Compliance Officer for Mainspring Wealth Advisors, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Dedrick Adell is a financial advisor with LPL Financial, holding the ChFC® designation and over 16 years of industry experience. His prior career includes roles with Guardian Life Insurance Company, Park Avenue Securities, Mass Mutual, New York Life, and Prudential. He is also a member of the Board of Trustees at the Friendship Baptist Church of The Colony, where he participates in ministry and church business affairs. 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 portfolio programs, and institutional platforms, supported by advanced research and operational tools.