Anitra Brennan is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has been in the financial industry for 27 years, beginning her career as an intern at Merrill while in college. Over more than two decades, she has advanced through various positions within the firm, acquiring extensive experience that she uses to guide clients in making informed financial decisions for their families. Her expertise covers a broad range of client needs, including college education planning, divorce transition planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, women and wealth, tax minimization, and retirement income. Anitra holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Anitra earned her Bachelor's Degree in Economics and Finance from the University of Texas at Dallas and her MBA from Texas A&M University at Corpus Christi. Outside of work, she is involved in various community organizations such as Wings for Widows, Frisco Mom's Care, Frisco Women's League, and The Federation of Texas A&M University Mothers' Club. Her personal interests include biking, gardening, golfing, hiking, pickleball, reading, running, swimming, and traveling.

Neil Nichols is a financial advisor with LPL Financial in Corinth, TX, holding a Series 66 designation and 24 years of industry experience. He has been with LPL Financial since 2001. Outside of his advisory role, Nichols serves as vice president of Intentional Wealth, Inc., a business succession planning firm, and acts as a notary public to assist clients with documents requiring notarization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a broad range of advisory programs, financial planning, retirement plan consulting, and brokerage services, supported by research and model portfolios from LPL Research and third-party subadvisors.

Andrew Guirguis is a financial advisor at Merrill with six years of industry experience and holds a Series 66 designation. He has worked at both Bank of America, N.A. and Merrill since 2015. Outside of his advisory role, he is a co-owner of a family rental property business. 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 clients, and institutions.

Paul Raehpour is a Wealth Management Advisor at Merrill Lynch Wealth Management, a role he has held since 2014. He brings over 20 years of experience as a trusted advisor to families and small business owners. Paul holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., and maintains Series 7, 66, and 31 FINRA registrations. Paul earned a Bachelor of Science degree in Communications from Kansas State University. Prior to his career in financial advising, he worked as a talent coordinator for "The Tonight Show with Jay Leno." His team advises numerous entertainment industry clients based in Los Angeles and New York, as well as other professionals nationwide. Outside of his professional work, Paul is an avid fisherman, craftsman, and enjoys theater. He lives in McKinney with his wife, Melissa, and is a father to three daughters, Katherine, Rachel, and Morgan, as well as a grandfather to Isiah.

Stephanie Chininis is a financial advisor at J.P. Morgan Securities with 32 years of industry experience. She holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012, also working at JPMorgan Chase Bank, N.A. since 1995. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Anthony Coward is a Series 66 credentialed financial advisor at Equitable Advisors with 22 years of industry experience. He has worked at Equitable Advisors since 2003 and was affiliated with Axa Advisors, LLC from 2003 to 2020. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, tailoring services based on client goals, risk tolerance, and time horizon.

Aaron Mc Neal is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Edward Jones since 2010. He holds a Series 66 license and is based in Prosper, TX. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Raul Blanco is a financial advisor with J.P. Morgan Securities in McKinney, TX, holding Series 63 and Series 66 licenses and having 27 years of industry experience. His prior experience includes roles at Fidelity Personal and Workplace Advisors, BBVA Wealth Solutions, and USAA Financial Advisors. He is also an owner and partner of NewGrano, Inc., an early-stage venture focused on processing brewer's spent grain waste. 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 investment recommendations.

Andrew Douthit is a financial advisor with Ameriprise in McKinney, TX, holding a Series 66 credential and 10 years of industry experience. He has been with Ameriprise and its related entities since 2016. Outside of his advisory role, Douthit is involved in several business ventures including co-ownership of an LLC that manages rental properties and serving as majority owner and CEO of a company that sells a cash flow management system product to financial institutions. He also participates in a charitable financial wellness initiative at his church, providing general personal finance guidance without soliciting business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies. The firm’s approach incorporates proprietary research and collaborates with advisors to deliver non-discretionary, customized recommendations within a defined investment framework.

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.

Peter Williams is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones in various capacities since 2016. Outside of his advisory role, he has experience as a sales associate in retail and as a driver for a transportation service. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and has a nationwide network of financial advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.

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.

Guy Charles is a financial advisor at OSAIC with four years of industry experience. He holds the Series 66 designation and has previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Company. Outside of his advisory role, he is involved with Teleios Financial LLC, where he manages client relations, document management, social media, and radio show editing. OSAIC serves a diverse client base including individual, high-net-worth, pension, and institutional investors through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing tools such as asset-allocation models and risk tolerance assessments to construct portfolios across various asset classes.

Xochitl Castellanos Montoya is a financial advisor at Merrill with 17 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill since 2019, following 12 years at Merrill Lynch, Pierce, Fenner & Smith Incorporated. She also took a year away from the industry for homemaking. 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 individuals, high-net-worth clients, and various institutional investors.

Nathan Bell is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and bringing eight years of industry experience. His career includes roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2021, and prior positions at Axa-Equitable Financial Life Insurance Co and Equitable Advisors. Before entering financial services, he worked at Sony Pictures Entertainment for eight years and operated a deli business for nearly two decades. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Jeffrey Dziadziola is a financial advisor with Concentrated Risk Solutions Inc. in Frisco, TX, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has been with Concentrated Risk Solutions since 2014. Concentrated Risk Solutions is a small, state-registered advisory firm that serves other registered investment advisers by soliciting and referring third-party advisers and their separately managed account strategies to advisory platforms. The firm does not manage client assets and focuses exclusively on solicitor and referral services rather than individual portfolio management.

Edward Devereaux is a financial advisor at Concentrated Risk Solutions Inc. with 12 years at the firm and a total of 13 years in the industry. He holds Series 63 and Series 65 licenses and also serves as president and owner of Devereaux Inc., where he acts as an independent insurance agent. Concentrated Risk Solutions is a small advisory firm that supports registered investment advisers by soliciting and referring third-party advisers and their separately managed account strategies to advisory platforms. The firm does not manage client assets or provide tailored portfolio management but focuses on facilitating relationships and communications between third-party advisers and advisory platforms.