Anna Blekher is a financial advisor with Ameriprise in Allen, TX, holding a Series 66 designation and 43 years of industry experience. She has worked at Ameriprise and its affiliate since 2005. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on tax-aware withdrawal strategies and dependable income sources.

Samuel Bryant is a financial advisor with Ameriprise in Celina, TX, holding a Series 66 designation and 10 years of industry experience. He previously worked at Edward Jones for seven years before joining Ameriprise in 2023. Outside of his advisory role, he serves as an investment advisor at Happy State Bank. Ameriprise offers retirement-income planning services targeted at individuals near or in retirement who meet certain asset criteria, providing detailed recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support its clients, with a focus on assets held in Ameriprise Managed Accounts.

Toni Alexander is a financial advisor with Primerica Advisors in McKinney, TX, holding Series 63 and Series 65 licenses and having 16 years of industry experience. She has been associated with PFS Investments Inc. since 2009 and Primerica Financial Services since 2003. In addition to her advisory role, she is involved in selling loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, utilizing model-delivery strategies and a limited number of discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and employs an operational model based on tiered wrap fees rather than fixed fees.

Kelly D'ambrosia is a financial advisor at Merrill with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 2013. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Calvin Drummonds is a financial advisor with Edward Jones in Farmersville, TX, holding Series 63 and Series 66 licenses and having 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients and manages approximately $1.01 trillion in assets. The firm offers a wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Clinton Merka is a financial advisor with Edward Jones in McKinney, TX, holding a Series 66 designation and three years of industry experience. His prior roles include positions in mortgage financial services and sales solutions. Edward Jones is a full-service wealth management firm serving over four million clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices across the United States.

Stephanie Cano is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and working in the industry for 13 years. She has previously worked at American National Bank of Texas and LPL Financial LLC. Cano currently supports Logsdon Wilson Wealth Advisors, assisting with client onboarding, relationship maintenance, and compliance processes. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers non-discretionary planning and consulting tailored to client goals, incorporating advanced modeling tools and supports municipal and public finance work through a municipal advisor affiliation.

Amanda Trim is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. She worked at Edward Jones for 11 years before joining LPL Financial in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management strategies supported by in-house and third-party research.

Patrick Lee is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds the Series 63 and Series 66 licenses and previously worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC. Outside of his advisory role, he is a limited partner in a commercial real estate raw land development venture, River's Edge LLC. Morgan Stanley Wealth Management serves individual and institutional clients, offering advisory programs that include tailored financial planning and estate planning strategies, supported by firm-approved tools and methodologies for modeling financial outcomes.

Bruce O'Leary is a financial advisor at Edward Jones in Allen, TX, holding a Series 66 designation. He has been with Edward Jones since 2026 and has prior experience in various roles across community organizations and businesses. His background includes involvement with multiple churches and leadership roles in media and technology companies. 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 approximately $1.01 trillion in assets and offers a range of advisory programs, investment options, and fiduciary services supported by a nationwide network of financial advisors and branch offices.

William Marley is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with LPL Financial since 2011 and concurrently associated with Uvest Financial Services Group, Inc. since 2007. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, brokerage services, and employs both discretionary and non-discretionary management strategies supported by research and model portfolios.

Milton Arnold is a CFP®-designated financial advisor with 33 years of industry experience, currently affiliated with LPL Financial since 2020. His prior experience includes roles at BBVA Securities Inc., BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, Inc., and Compass Bank, spanning two decades. 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 and financial planning services, utilizing model portfolios, third-party subadvisors, and technology-driven investment strategies.

Nathan Lingrosso is a financial advisor at Merrill with 14 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Smith Barney for 12 years before joining Merrill in 2023. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using a range of model-based and discretionary investment strategies.

Nathaniel Hall is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds a Series 66 designation and has previously worked at TD Ameritrade and Scottrade. His current tenure at J.P. Morgan includes roles at J.P. Morgan Chase Bank NA and J.P. Morgan Securities LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

John Nabers is a financial advisor with Edward Jones in McKinney, TX, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a wealth management firm serving more than four million individual and institutional clients with a wide range of advisory services, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices. The firm offers discretionary and non-discretionary strategies, separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

John Orsi III is a financial advisor with Robert W. Baird & Co., holding a Series 63 designation and 34 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he serves as a trustee for family-related trusts. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves a diverse client base including individuals, corporate clients, pensions, and charitable organizations. The firm employs a range of portfolio management strategies and integrates internal research and technology, including artificial intelligence, in delivering advisory services.

Michael Speanburg is a Series 66 licensed financial advisor at Edward Jones in McKinney, TX, with five years of industry experience. Before joining Edward Jones in 2021, he worked for Walmart from 2016 to 2021 and served in the United States Army from 2012 to 2018. He is also the owner of Fifth Chance LLC, a marketing business where he provides product opinions. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and access to separately managed accounts. The firm is notable for its extensive advisor network, branch footprint, and affiliated services beyond traditional advisory offerings.

Erin Williams is a financial advisor with LPL Financial in Wylie, TX, holding a Series 66 designation and nine years of industry experience. Prior to joining LPL Financial in 2021, she worked at Edward Jones from 2016 to 2021. She is also a CPA and has been involved in tax preparation and accounting through her own firm, Erin Z. Williams, CPA, P.C. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charities nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Jeremy Scholl is a financial advisor with LPL Financial in Plano, TX, holding a Series 66 designation and 23 years of industry experience. Prior to joining LPL Financial in 2022, he worked at Equitable Advisors and Axa Advisors, LLC for over two decades. Scholl also operates Scholl Wealth Management, which includes his role 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 representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

Susan Moss is a financial advisor with Merrill in McKinney, Texas, holding Series 63 and Series 65 licenses and 28 years of industry experience. She has been with Merrill since 1996. Outside of her advisory role, she owns a small craft business and serves on the board of Meals on Wheels Plus Abilene, among other community organizations. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.