Mario Barone is a financial advisor with LPL Financial in McKinney, TX, holding Series 63 and Series 66 designations and over 33 years of industry experience. He has worked at LPL Financial since 2009 and at First United Bank & Trust since 2011, where he also serves as a Vice President and Trust Officer in the Trust Department. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research, model portfolios, and various technology-driven investment solutions.

Rusty Acheson is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and nine years of industry experience. His prior roles include positions at Sigma Financial Corporation, Nylife Securities LLC, and New York Life Insurance Company. He served in the US Navy for seven years. Outside of his advisory role, he operates a faith-based digital content brand called Real Kingdom Courage. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services supported by a range of model portfolios, research resources, and technology-driven solutions.

Patrick Cloutier is a financial advisor with LPL Financial in McKinney, TX, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He previously worked at Woodbury Financial Services Inc. for five years before joining LPL Financial in 2020. Cloutier has an LLC established for group health insurance purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Mitchell Carr is a financial advisor at Charles Schwab with 21 years of industry experience. He holds Series 63, 65, and 66 designations and has been with Charles Schwab since 2017, following four years at LPL Financial. He serves as a board member of Queen City Restaurant Supply, where he holds non-voting ownership. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, custody, and cash-sweep services through its Schwab Wealth Advisory program. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios alongside a formal alternative investment vetting process.

Priscilla Opoku is a financial advisor at Fidelity with five years of industry experience. She previously worked at UBS, Ballard Spahr LLP, and PNC Wealth Management. Opoku holds a Series 66 designation. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction in managing portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.

Rahul Sharma is a Series 66 licensed financial advisor with Ameriprise Financial Services, LLC in Plano, TX, bringing nine years of industry experience. He has been with Ameriprise since 2016, transitioning within the firm’s affiliated entities. Outside of his advisory role, he serves as a Finance Fellow with the Open Avenues Foundation, where he trains students in personal finance skills to prepare them for careers in the marketplace. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm’s approach combines proprietary research, third-party data, and algorithmic tools to deliver tailored planning focused on reliable income and tax-aware strategies.

Heather Brown is a financial advisor with Primerica Advisors in Plano, TX, holding Series 63 and Series 65 licenses and having nine years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2016. Outside of her advisory role, she is involved with Windy Hill Farm, an enterprise she has operated since 2006. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients, structured as a wrap-fee solution rather than institutional plan management.

Joshua Reeh is a financial advisor with Merrill in Murphy, TX, holding a Series 66 designation and seven years of industry experience. His work history includes positions at Bank of America, Merrill, and Edward Jones. Outside the financial sector, he owns a lawn service business in Richardson, TX, which he manages part-time. Merrill, alongside its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Tyler Burns is a CFP® and holds a Series 66 license, with 13 years of experience in the financial industry. He 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, offering a range of advisory programs and investment strategies supported by a large national network of financial advisors and branch offices.

Julia Thorman is a financial advisor at LPL Financial in Wylie, TX, with 36 years of industry experience. She holds the CFP® and Series 63 designations and has been with LPL Financial since 2006. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory services, including model portfolios and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches.

Bryan Camper is a CFP® with 20 years of industry experience, currently affiliated with OSAIC since 2023. He has held roles at Sagepoint Financial, Questar Capital Corporation, Questar Asset Management, and Covenant Capital Advisors, where he also serves as a wealth manager. In addition to advisory services, he is involved in life insurance and long-term care insurance sales. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and nonprofits, offering integrated brokerage and advisory services. The firm employs asset-allocation tools and multiple advisory platforms to manage portfolios that may include a range of investment products, supporting both discretionary and non-discretionary accounts.

Stephen Wright is a financial advisor with Edward Jones in McKinney, TX, holding Series 65 and Series 66 credentials and four years of industry experience. His prior roles include positions at Fisher Investments and Wells Fargo Bank, N.A. Outside of his advisory work, he assists with seasonal holiday light installations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices. The firm provides discretionary and non-discretionary wrap fee strategies, tax-efficient services, and maintains affiliated capabilities such as a trust company and proprietary mutual funds.

David Heard is a financial advisor with LPL Financial in McKinney, TX, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His prior work includes roles at Waddell & Reed, Inc and various insurance carriers for W & R Insurance Agencies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse financial planning and advisory programs, supported by research and model portfolios, along with both discretionary and non-discretionary management options.

Melissa Carlisle is a CFP® and holds a Series 66 license with Edward Jones in Murphy, TX, where she has worked since 2015. She has 10 years of industry experience. Outside of her financial advisory role, she is a partner in an LLC established to manage her family farm and preserve it for future generations. 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 solutions, supported by a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Scott Parker is a financial advisor with Charles Schwab in McKinney, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Charles Schwab since 2012 and previously worked at Mutual of Omaha for 20 years. Parker is also managing partner of Parker Operating Company, LLC, and directs staff at Parker Management Consultants LLC, both roles related to non-investment business activities. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering a range of advisory and brokerage services through its integrated Schwab Wealth Advisory program. The firm combines non-discretionary client advisory with access to discretionary separately managed accounts and provides multi-asset model portfolios, alternative investment options, and centralized operational services.

Randy Matthews is a financial advisor with LPL Financial in Plano, TX, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with LPL Financial since 2011. In addition to his advisory role, he operates a separate business under the name Matthews Wealth Management and is involved in selling fixed insurance products through Crump Insurance Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management, supported by research and model portfolios.

Peter Jay is a financial advisor at Vanguard Advisers based in Plano, TX, holding a Series 66 designation and with one year of industry experience. Prior to joining Vanguard, he worked at Bank of America and Merrill. Outside of his advisory role, he owns and operates Amazing Grazing, a family farm focused on raising livestock, poultry, and gardening. Vanguard Advisers offers automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary models to construct portfolios largely from Vanguard funds and ETFs, with various customization options and a digital delivery platform serving hundreds of thousands of clients.

Andrew Ross is a ChFC® credentialed financial advisor with Ameriprise in Dallas, TX, bringing 52 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, Ross owns a botanical skin care and nutritional products business and has served in a temporary office management role. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research-driven, tax-efficient strategies and algorithmic tools to provide tailored recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Michael Pak is a financial advisor with LPL Financial, holding Series 63 and Series 66 registrations and 27 years of industry experience. His prior roles include positions at CUSO Financial Services, InTouch Credit Union, Park Avenue Securities, Guardian Life Insurance Company, and Wedbush Securities Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services utilizing both discretionary and non-discretionary management across diverse strategies.

Brandy Phipps is a financial advisor at LPL Financial with 28 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at LPL Financial since 2019, following six years with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by model portfolios and research from LPL Research and third-party subadvisors.