Taryn Watson is a Financial Advisor with Merrill Lynch Wealth Management. She has dedicated the past 12 years to the financial services industry, developing expertise in personalized wealth management and building strong client relationships. Taryn focuses on understanding her clients' families, financial situations, and priorities to create customized financial strategies that adapt to changing needs and market conditions. Her approach incorporates access to investment insights from Merrill and banking and lending solutions from Bank of America. Taryn’s areas of client focus include college education planning, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, women and wealth, and retirement income. She holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA) and earned her bachelor's degree from the Oklahoma State University System. Outside of her professional work, Taryn enjoys golfing, interior decorating, painting, and swimming. She approaches her role with a commitment to accessibility, knowledge, and understanding, working one-on-one with clients to develop financial strategies aimed at achieving their long-term goals.

Stewart Mc Lauchlan is a financial advisor at Ameriprise in Dallas, TX, holding Series 63 and Series 65 credentials with 37 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he serves on the Board of Directors and various committees for the Bonaventure Homeowners Association. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, providing written recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory expertise to deliver tailored retirement income plans, primarily for clients with Ameriprise-managed accounts.

Rick Erling is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and nine years of industry experience. He previously worked at Morgan Stanley for six years before joining J.P. Morgan in 2022. Outside of his advisory role, he is involved in a hobby photography business. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with multiple market-facing registrations and delivers recommendations on a non-discretionary basis.

Lori Vejil is a financial advisor at Edward Jones in McKinney, TX, holding Series 63 and Series 66 credentials with six years of industry experience. Her prior work history includes a role at T. Rowe Price and a brief period as a self-employed advisor. 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 solutions supported by a large network of financial advisors and branch offices nationwide.

Gary Sieburg is a financial advisor with LPL Financial in Garland, TX, holding the CFP® designation and Series 63 and 66 licenses. He has 40 years of industry experience, including over 20 years at LPL Financial. Outside of his advisory role, he sells fixed insurance products, Medicare supplements, and annuities through Senior Market Sales and Crump. LPL Financial serves a diverse client base, including individuals, retirement plans, and institutions, offering financial planning, advisory programs, and brokerage services through a nationwide network of investment adviser representatives. The firm provides both discretionary and non-discretionary management with access to model portfolios, research, and a variety of investment strategies.

Juliann Chapman is a CFP®-certified financial advisor with 23 years of industry experience. She is currently with LPL Financial and previously worked at OSAIC, FSC Securities Corporation, and The Legacy One Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

David Field is a CFP® and holds a Series 66 license, with 15 years of experience in the financial industry. He has been with Edward Jones since 2010. Field is also the manager of an LLC named LeaPai LLC. 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 programs and investment solutions under a fiduciary standard.

Victor Barton is a financial advisor at Thrivent Investment Management with seven years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Thrivent since 2018. Prior to his current role, he spent ten years at St. Mark's School of Texas and five years at The University of Texas at Dallas. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning with a focus on broad financial topics and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan.

Warren Foreman Jr. is a Series 66-licensed financial advisor with 12 years of industry experience. He is currently with Cetera and previously worked at Edward Jones for eight years. Outside of his advisory role, Foreman serves as an elected board member of the Dickinson State University Heritage Foundation. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that provides access to affiliated and third-party managers, supporting both discretionary and non-discretionary account management.

Justin Fruhwirth is a financial advisor at Ameriprise with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including LPL Financial, TIAA-CREF, TD Ameritrade, and Scottrade. In addition to his advisory role, he serves as a portfolio manager in the trust department of American National Bank of Texas, where he creates investment models and proposals for the trust investment committee. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored income strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

John Pesano is a financial advisor with Osaic Wealth, Inc. based in Richardson, TX, holding a Series 66 designation and 19 years of industry experience. He previously worked at FSC Securities Corp for nine years before joining Osaic in 2023. Outside of his advisory role, he is president of Online Elevation LLC, a company specializing in B2B sales of website optimization, online marketing, and reputation management services. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors with a broad range of investment and financial planning services. The firm offers integrated brokerage and advisory platforms, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Brad Novotny is a financial advisor with Edward Jones, holding a Series 66 designation and having 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of investment strategies and affiliated services, and managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

John Kopenhaver is a Certified Financial Planner (CFP®) with 32 years of experience in the financial services industry. He is currently with LPL Financial and has held roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of financial planning and advisory programs with both discretionary and non-discretionary management options.

Michael Jarvis is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 35 years of industry experience. He has worked at Cetera since 2017 and previously spent eight years at Girard Securities, Inc. He also manages his own financial and insurance services firm, Legacy Financial Advisors, and is involved in selling life, disability, and long-term care insurance. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that supports various investment strategies and custodial arrangements.

Alejandro Regalado Cruz is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at J.P. Morgan Securities LLC, JPMorgan Chase Bank N.A., M&T Bank, Reliant Community Credit Union, and operated an exotic car rental coaching and rental business through Forza Lux LLC. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Robert Stevens is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He holds a Series 66 license and is based in McKinney, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a variety of investment strategies and fiduciary advisory services through a nationwide network of over 23,700 advisors.

Brian Ratcliff is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 30 years of industry experience. His prior roles include positions at VOYA Financial Advisors and operating his own firm, Ratcliff Financial Services, since 1991. Outside of advising, he is involved with Heights Baptist Church as Vice Chair and Chair of Deacons and organizes charity car shows to support local food pantry initiatives. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform, enabling advisors to implement model portfolios, select third-party managers, or create customized strategies.

Muralidharan George is a Financial Solutions Advisor (FSA) with Merrill Lynch Wealth Management. In this role, he works closely with clients to understand their personal priorities and financial goals. His approach involves developing tailored strategies that address a variety of needs, such as retirement planning, funding education, and managing unexpected expenses. He emphasizes simplicity and transparency in wealth planning, aiming to make the process accessible and aligned with each client's unique circumstances. Mr. George holds a Personal Investment Advisor (PIA) designation and has earned a Master's Degree, an MBA, both from Wayne State University, as well as a Bachelor's Degree from Bharathiar University. Proficient in multiple languages including English, Hindi, Tamil, Telugu, Kannada, and Malayalam, he is positioned to serve a diverse client base. He is affiliated with Merrill Lynch Wealth Management as his primary professional organization.

Maya Bensen is a financial advisor with J.P. Morgan Securities in Plano, TX, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Her prior experience includes roles at Northwestern Mutual and Hofstra University. 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 combination of wealth advisory and affiliated brokerage and investment management capabilities.

Ardarius Singleton is a financial advisor at Vanguard Advisers with three years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Fidelity Brokerage Services prior to joining Vanguard in 2025. His background includes roles in education and community organizations. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach and manages a large client base through a combination of technology and advisor support.