Neil Nichols is a financial advisor with LPL Financial in Corinth, TX, holding a Series 66 registration and 25 years of industry experience. He has been with LPL Financial since 2001. Outside of his advisory role, he serves as vice president of Intentional Wealth, Inc., a business succession planning firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, supported by extensive operational and research tools and a broad platform of financial services.

Rolando Alviso is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Bank of America, Merrill, BBVA Compass Insurance Agency, and Edward Jones. 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 a range of advisory and brokerage services, utilizing model portfolios and third-party subadvisors, and supports its advisors with advanced operational and research tools.

Nathan Mccray is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. His work history includes roles at Fidelity Investments since 2023 and prior experience at Froggie 5-0 and Texas Christian University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as a commodity pool operator, advises multiple registered investment companies, and employs advanced methodologies including AI in its investment process.

Eric Paba is a financial advisor with J.P. Morgan Securities and holds Series 63 and Series 66 licenses. He has 11 years of industry experience, including prior roles at Charles Schwab and Ameritrade Investment Management. 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 operations with brokerage and investment management capabilities.

Stephen Mullican is a financial advisor at Edward Jones with 28 years of industry experience. He has been with Edward Jones since 1999 and holds Series 63 and Series 66 designations. Outside of his advisory role, he is involved in the horse racing industry as the owner of thoroughbred breeding operations in Lewisville, TX, and Louisiana. 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, operating under a fiduciary standard and supported by an extensive nationwide network of financial advisors and branch offices.

Delaine Moore is a Series 66-licensed financial advisor with Edward Jones in Denton, TX, where she has worked since 2010, accumulating 15 years of industry experience. Outside of her advisory role, she serves as a youth and high school basketball official for Denton ISD. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies and affiliated services, supported by a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Hannah Perna is a financial advisor with Merrill in Frisco, TX, holding a Series 66 designation and two years of industry experience. She has worked at Merrill since 2019 and also has experience at Bank of America, N.A. outside 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, offering model-based and discretionary investment strategies for a range of clients including individuals, pension plans, corporations, and charitable organizations.

Amrit Dhillon is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on helping clients achieve their personal financial goals through tailored strategies that consider their unique perspectives and priorities. His client services include college education planning, family wealth management strategies, legacy planning, liquidity management, and managing new wealth. Amrit aims to simplify the complexities of investing and wealth planning, providing transparency and a personalized approach throughout the process. Outside of his professional role, he enjoys cooking, music, reading, running, soccer, tennis, and yoga.

Charles Mc Bride is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held positions at Core-Mark, 7-Eleven, Mars-Wrigley, and several other firms across various sectors. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Tricia Beevers is a financial advisor at Stifel with 34 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Stifel Nicolaus & Co Inc since 2010. Outside of her advisory role, she is a notary and a member of Camilla Minerals LLC. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach relies on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and financial planning.

Emil Budilov is a CFP® with 11 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. His prior roles include positions at TD Ameritrade and various entities within J.P. Morgan. Outside of advising, he is the owner and sales and operations manager of Viking Gear MMA, a wholesale business focused on product distribution. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized reporting through a select group of Wealth Advisors. The firm combines institutional advisory capabilities with affiliated brokerage and investment management services, delivering recommendations on a non-discretionary basis.