Matthew Manning is a financial advisor at OSAIC with 21 years of industry experience. He holds Series 63 and Series 65 credentials and was previously with MML Investors Services Inc and MassMutual for 13 years. Outside of his advisory role, he is involved as an insurance agent and owns Teleios Financial LLC. OSAIC serves a diverse range of retail and institutional clients through a large network of advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios across various asset classes for both discretionary and non-discretionary accounts.

Caleb Smith is a financial advisor with LPL Financial, holding a Series 66 credential and beginning his advisory career in 2026. Prior to joining LPL Financial and Merchant Wealth Management, he gained work experience in various roles across hospitality, education, and retail sectors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, and institutions. The firm provides a range of advisory programs and utilizes model portfolios and third-party research across discretionary and non-discretionary management strategies.

Robert Franze is a financial advisor at Edward Jones with eight years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Edward Jones in 2018, he worked at Clipper Magazine and had a brief period of unemployment. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm has a large network of advisors and branch offices and offers additional services such as tax-efficient investing and proxy voting under a fiduciary standard.

Alan Thomas is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has been with Edward Jones since 1998. Outside of advising, he owns and operates a cattle business in Honey Grove, Texas. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

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.

Robert Friday is a financial advisor with Edward Jones in Aubrey, TX, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 30 years of industry experience, including 20 years at Edward Jones since 2006. Outside of his advisory role, he owns Friday Square LLC, which leases office space, including a long-term lease with Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a network of over 23,700 financial advisors and offers a range of investment strategies and affiliated services under a fiduciary standard.

David George is a financial advisor at Raymond James Financial with 46 years of industry experience. He holds a Series 63 designation and has worked with Raymond James Financial Services since 1999. Outside of his advisory role, he is involved in agriculture, raising horses and cattle. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and supports a broad advisor network with services that include municipal advisory and specialized retirement plan consulting.

Tammie Walker is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Walker is involved in community activities as Vice President of Development on the Board of Directors for the Celina Education Foundation. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Shanice Gayton is a financial advisor at Edward Jones with six years of industry experience. She holds Series 63 and Series 65 licenses and has prior experience with JPMorgan Chase Bank and J.P. Morgan Securities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

David Setia is a financial advisor with LPL Financial in Celina, TX, holding Series 65 and Series 63 credentials and 10 years of industry experience. He has been with LPL Financial since 2016. Outside of his advisory role, he is involved in fitness-related activities, including personal training and work with local fitness businesses in Frisco, TX. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both proprietary and third-party research and model portfolios.

Albert Aguilera is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Western International Securities, Inc. and Wedbush Securities Inc. In addition to his advisory role, he is also a licensed non-variable insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Erin Myers is a financial advisor with OSAIC who holds Series 63 and Series 65 designations and has 24 years of industry experience. Prior to joining OSAIC in 2023, she worked for Sagepoint Financial, INC for seven years. Outside of advising, she manages a tax and financial services LLC and is involved in beekeeping through a personal LLC. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and multiple investment platforms to construct portfolios across various asset classes.

Nathan Hale is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. and Ameriprise Financial Services, Inc., with seven of those years also dedicated to BAHN Wealth Management, an independent support company he owns. 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, institutions, and charitable organizations. The firm employs non-discretionary planning and analytical tools to tailor recommendations and supports municipal and public-finance work through its affiliation with a municipal advisor.

Karla Scheve is a CFP®-credentialed financial advisor with 15 years of industry experience, currently serving clients at LPL Financial since 2021. Her prior experience includes roles at Waddell & Reed, Inc. and involvement with the Greater Celina Chamber of Commerce. In addition to her advisory work, she has managed a real estate rental business through Scheve Property LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, supported by research and technologies such as machine learning.

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.

Brian Bartlett is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 37 years of industry experience. Prior to joining LPL Financial in 2025, he worked for Next Financial Group Inc for 13 years. Bartlett also serves as a non-variable insurance agent. 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 services, advisory programs, retirement plan consulting, and brokerage services with access to model portfolios, research, and various investment strategies.

Zachary Friday is a financial advisor at Edward Jones in Celina, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he was involved with DBND Publishing and operated Vapor-ettes LLC. He also has experience as a publisher receiving royalties from Amazon. 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, offering a range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.

Ryan Merchant is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 25 years of industry experience. He worked at Edward Jones for 24 years before joining LPL Financial in 2024. 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 offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

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.