Jon Weidenbach is a financial advisor with LPL Financial in Frisco, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with LPL Financial since 2011. Outside of his advisory role, he is involved in youth hockey coaching, serving as head coach for the Plano West Junior Varsity Club and as an assistant coach for the McKinney North Stars. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Jennifer Richter is a financial advisor with LPL Financial in Prosper, TX, holding a Series 66 designation. She has been with LPL Financial LLC/Thomson Investment Group since 2005, totaling 21 years of industry experience. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm provides a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Robert Mitchell is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He previously worked at Stifel Nicolaus & Co. Inc and Morgan Stanley Private Bank. Mitchell serves as an advisory board member for Great Taste of Texas Holding Company. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services supported by a nationwide adviser network.

Justin Brown is a financial advisor with LPL Financial holding Series 63 and Series 66 credentials and 19 years of industry experience. His prior roles include positions at Edward Jones, BOK Financial, Merrill, and New York Life Insurance Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm provides a range of advisory programs and financial planning services utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Jason Parker is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stifel Nicolaus & Co Inc since 2015. Parker serves on the investment committee of the Dallas Jewish Community Foundation. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies using forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning analyses.

Robert Dillenback IV is a financial advisor with RBC Capital Markets in Frisco, TX, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at City National Bank, Morgan Stanley Private Bank, and Morgan Stanley Smith Barney. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored portfolio management and financial planning services, utilizing both in-house and third-party investment managers and integrated capital markets capabilities.

Ryan Aylor is a Series 66-licensed financial advisor at Edward Jones with seven years of industry experience. He has been with Edward Jones since 2018. Prior to his current role, he worked briefly in a cleaning service business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Jason Wills is a financial advisor with Merrill based in Frisco, TX. He holds a Series 66 designation and has seven years of industry experience. His prior work includes roles at Bank of America and Mass Mutual. Outside of finance, he was involved with Powerplay Fitness in 2017. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Gregory Harned is a financial advisor with Merrill in Frisco, TX, holding Series 63 and Series 65 credentials and 41 years of industry experience. He has worked at Merrill since 1985 and has also been affiliated with Bank of America since 2011. Outside of his advisory role, he manages an LLC that makes direct investments in private companies. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies implemented by internal teams and third-party managers.

Luis Lemus is a financial advisor at Merrill with 11 years of industry experience. His previous roles include positions at Goldman Sachs & Co. LLC, Continuous Capital, LLC, and Lord Abbett & Co. He holds Series 63, Series 65, and Series 66 designations and is based in Frisco, TX. 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. The firm offers model-based and discretionary strategies managed by internal CIO teams and third-party managers for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Donovan Bailey is a Series 66-credentialed financial advisor with Edward Jones in Argyle, TX, bringing two years of industry experience. Prior to joining Edward Jones, he worked in education at Fort Worth ISD and held roles in the specialty coffee industry. Edward Jones is a full-service wealth management firm serving over four million clients across individual and institutional segments. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, with a nationwide network of more than 23,700 financial advisors.

Kristina Johnson is a Wealth Management Advisor at Merrill Lynch Wealth Management, serving ultra-high-net-worth individuals and families since 2007. She has worked with a diverse range of clients, including U.S. Ambassadors, Pentagon Officials, Silicon Valley Executives, Real Estate Developers, NFL Hall of Fame families, Entrepreneurs, and multi-generational Sugar Farmers in Baton Rouge. Kristina specializes in investment selection and thoughtful portfolio construction tailored to each client's unique objectives, with extensive experience managing large-volume equity transactions, private alternative investments, foreign exchange, derivative, and fixed income instruments. She spent 15 years at Merrill's Crescent Court office with the Private Wealth Group Corbellini, Emanuelson, Kalyandurg & Associates and established her presence at Merrill's Star office in 2023. Kristina is a CERTIFIED FINANCIAL PLANNER4 professional and a Certified Investment Management Analyst4 (CIMA4) practitioner. She graduated from the University of Houston with a concentration in Finance and completed the Program in Financial Planning at Southern Methodist University as well as the Investment Management Theory & Practice CIMA4 program at the Yale School of Management. Based in Dallas, Texas, Kristina enjoys staying active, maintaining a healthy lifestyle, cooking, entertaining, and spending time with her family and friends. She is involved in community organizations including Habitat for Humanity and the Junior League of Dallas.

Peter Tilton is a financial advisor at Edward Jones in Argyle, TX, holding a Series 66 designation with two years of industry experience. Before joining Edward Jones, he worked at Eagle Railcar Services and Trinity Railcar Maintenance Services Inc. He serves as a board member for Canyon Falls Municipal Utility District #1 in Dallas, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated products. The firm is notable for its extensive network of advisors and branches, as well as its fiduciary standard and diversified capabilities beyond traditional advisory services.

John Terry is a financial advisor with RBC Capital Markets in Frisco, TX, holding Series 63 and Series 65 designations and 39 years of industry experience. He has been with RBC Capital Markets Corporation since 2009. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs and customizes strategies to clients’ risk profiles using a mix of in-house and third-party investment managers.

Matthew Palmer is a Series 66 licensed financial advisor with J.P. Morgan Securities in Frisco, TX, where he has worked since 2013. He has 15 years of industry experience and is also affiliated with Jpmorgan Chase Bank (TX). 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Catherine Garcia is a financial advisor at Merrill with eight years of industry experience and a Series 66 designation. Her prior roles include positions at Edward Jones, Thrivent Financial, and Transamerica Financial Advisors. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, pension plans, and charitable organizations.

Sarah Crumpler is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. She has been working in the financial services industry for over twelve years, focusing on helping individuals and families plan for their retirement goals and financial future. Sarah approaches every client interaction as an opportunity to build trust and demonstrate her integrity. Her professional experience at Fidelity Investments includes roles as Senior Relationship Manager and Relationship Manager at the Plano Investor Center, Financial Representative, and Inside Sales Representative in Fidelity Institutional Asset Management. She has held her current position since 2019. Outside of her professional work, Sarah enjoys cooking and baking, participating in family activities, gardening, watching movies, spending time with pets, and volunteering.

Mehdi Ahmadi is a financial advisor at Edward Jones with eight years of industry experience. He has held his current role since 2017 and previously worked at Nokia from 2014 to 2017. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a range of financial needs. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Kirk Greer is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 1996. He specializes in asset management and the customization of wealth and retirement planning strategies. Kirk has also contributed to the firm by managing the training program for new advisors in the Plano office and serving as the Legacy Park Office Sales Manager from 2007 to 2010. Kirk holds a Bachelor's degree in Economics from Southwestern University and professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). His client focus areas include college education planning, executive compensation, family wealth management strategies, legacy planning, liquidity management, portfolio management services, tax minimization, and retirement income. Outside of his professional role, Kirk coaches sports teams and leads campouts, having coached his three daughters’ sports teams for a total of 25 seasons and led more than a dozen YMCA Adventure Guide campouts. He is involved in his community through Cottonwood Creek Church and Emily's Place. Kirk enjoys hiking, fishing, boating, camping, golfing, football, reading, skiing, table tennis, and spending time with his wife, April, and their family.

Rima Alobaidi is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds the Series 66 designation and has worked at Bank of America, Merrill, Ameris Bank, and Wells Fargo Bank prior to joining J.P. Morgan in 2025. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary advice delivered by select Wealth Advisors, including Rima, with clients retaining final decision-making authority.