John Friday is a financial advisor at Edward Jones with 38 years of industry experience. He holds Series 63 and Series 66 designations and 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 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 nationwide network of approximately 23,700 advisors and 15,100 branch offices.

Frank Perry is a CFP®-credentialed financial advisor with 46 years of industry experience. He is affiliated with Raymond James Financial Services Advisors, Inc., where he has worked since 2011, and he also operates Perry Capital Group as his DBA. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a broad range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, while maintaining specialized services such as municipal advisory work and SIMPLE IRA Employer Advisory & Consulting Services.

Samuel Koessl is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and three years of industry experience. His prior experience includes roles at Securities America Advisors, Sanus Modo LLC, and Sana Via Inc. Outside of his advisory work, he is involved with Tulla Patisserie and Cafe. 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 services and investment options, supported by a large network of advisors and advanced operational tools.

Michael Crews is a CFP® professional with 22 years of industry experience, currently serving at LPL Financial since 2011. He also operates Ricker Retirement Specialists, engaging in insurance sales related to annuities and life insurance. Outside of his primary advisory roles, he is involved as an author and public speaker for Saturday Everyday. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning, model portfolio programs, and institutional platforms supported by research and advisor-facing technologies.

Alexander Esco is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and six years of industry experience. Prior to joining Ameriprise, he worked at Mercer and has academic experience at Northeastern University. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on reliable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Kelly D'ambrosia is a financial advisor at Merrill with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 2013. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

David Gilmore is a CFP® professional with over 31 years of experience in the financial industry. He has been with Edward Jones since 2003. Outside of his advisory role, he serves as a director on the McMath Band Scholarship Foundation board and works as a radio color analyst for Lake Dallas football games. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jamie Richardson is a financial advisor with Raymond James Financial in Frisco, TX, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has worked at Raymond James since 2002 and is also an associate at Southside Bank, where he has served since 2019. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools to illustrate potential outcomes and supports municipal and public finance work through a municipal advisor affiliation.

Clinton Merka is a financial advisor with Edward Jones in McKinney, TX, holding a Series 66 designation and three years of industry experience. His prior roles include positions in mortgage financial services and sales solutions. Edward Jones is a full-service wealth management firm serving over four million clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices across the United States.

Patrick Lee is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds the Series 63 and Series 66 licenses and previously worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC. Outside of his advisory role, he is a limited partner in a commercial real estate raw land development venture, River's Edge LLC. Morgan Stanley Wealth Management serves individual and institutional clients, offering advisory programs that include tailored financial planning and estate planning strategies, supported by firm-approved tools and methodologies for modeling financial outcomes.

Antonio Aguilar is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Strategic Advisers Inc., Fidelity Brokerage Services LLC, and Fidelity Personal and Workplace Advisors prior to joining Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with a distinctive role in advising multiple registered investment companies and utilizing AI-driven methodologies.

Veronica Murillo is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 20 years of industry experience. Her prior work includes roles at FIT Money, LLC, Lyft, Truine Network, and Banc of America Investment Services, Inc. She is based in Frisco, TX. 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, supported by a broad network of more than 22,800 advisors.

William Marley is a financial advisor with LPL Financial in McKinney, TX, holding Series 63 and Series 65 credentials and 30 years of industry experience. Prior to joining LPL Financial in 2011, he worked at Uvest Financial Services Group, Inc., CUNA Brokerage Services, Inc., and Cetera Wealth Services, LLC. 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, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Eddie Dixon III is a financial advisor at Edward Jones in Frisco, TX, with 14 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

Peter Chung is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and three years of industry experience. He has been with Ameriprise in various roles since 2020. Outside of his advisory work, he has co-owned a retail business, Paris Nail Bar LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies. The firm employs a non-discretionary approach and integrates its investment research and third-party data to develop personalized Recommendation Reports.

Nathaniel Hall is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds a Series 66 designation and has previously worked at TD Ameritrade and Scottrade. His current tenure at J.P. Morgan includes roles at J.P. Morgan Chase Bank NA and J.P. Morgan Securities LLC. J.P. Morgan Securities LLC 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 in its investment recommendations.

John Nabers is a financial advisor with Edward Jones in McKinney, TX, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a wealth management firm serving more than four million individual and institutional clients with a wide range of advisory services, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices. The firm offers discretionary and non-discretionary strategies, separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

James Yoo is a CFP® and CFA® credentialed financial advisor with 17 years of industry experience. He is currently with Edward Jones in Frisco, TX, where he has worked since 2025. Prior to joining Edward Jones, he held positions at Fidelity Investments, CitiGroup, and Fidelity Personal and Workplace Advisors. 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.

Michael Speanburg is a Series 66 licensed financial advisor at Edward Jones in McKinney, TX, with five years of industry experience. Before joining Edward Jones in 2021, he worked for Walmart from 2016 to 2021 and served in the United States Army from 2012 to 2018. He is also the owner of Fifth Chance LLC, a marketing business where he provides product opinions. 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 wrap fee strategies and access to separately managed accounts. The firm is notable for its extensive advisor network, branch footprint, and affiliated services beyond traditional advisory offerings.

Yash Ajmeri is a financial advisor with J.P. Morgan Securities in Frisco, TX, holding Series 63 and Series 66 licenses and possessing 12 years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Bank of America N.A., and Merrill. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.