Juan Mejia is a Financial Consultant currently working at Fidelity Investments. He has held various roles at Fidelity since 2019, including Financial Representative, Investment Management Consultant I and II, before assuming his current position in 2026. Prior to joining Fidelity, Juan worked as a Financial Advisor at Merrill Lynch from 2017 to 2019. Throughout his career, Juan has focused on helping clients make informed decisions regarding their financial futures. He collaborates with clients to develop personalized financial plans that align with their goals, emphasizing effective cash management, protection of key assets, and long-term wealth building.

Walter Ashby is a financial advisor with Edward Jones in McKinney, TX, holding a Series 66 designation and 20 years of industry experience since joining Edward Jones in 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies and affiliated financial products supported by a large network of advisors and branch offices.

Randall Patrick is a financial advisor with Cetera and holds the PFS™ designation. He has three years of industry experience and previously worked at Avantax Advisory Services and as a CPA at Marshall Warzecha and Patrick CPA PLLC for nine years. Outside of advising, he serves as treasurer for the Lake Area Amateur Radio Klub and manages a small bookkeeping and consulting business, Insights in Business LLC. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management and financial planning services through a large nationwide network of independent advisors.

Anitra Brennan is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has been in the financial industry for 27 years, beginning her career as an intern at Merrill while in college. Over more than two decades, she has advanced through various positions within the firm, acquiring extensive experience that she uses to guide clients in making informed financial decisions for their families. Her expertise covers a broad range of client needs, including college education planning, divorce transition planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, women and wealth, tax minimization, and retirement income. Anitra holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Anitra earned her Bachelor's Degree in Economics and Finance from the University of Texas at Dallas and her MBA from Texas A&M University at Corpus Christi. Outside of work, she is involved in various community organizations such as Wings for Widows, Frisco Mom's Care, Frisco Women's League, and The Federation of Texas A&M University Mothers' Club. Her personal interests include biking, gardening, golfing, hiking, pickleball, reading, running, swimming, and traveling.

Matthew Spicer is a financial advisor with Edward Jones in Wylie, TX. He holds a Series 66 designation and joined Edward Jones in 2025. Prior to his career in financial advising, he worked in education with Wylie ISD and Frenship ISD for a combined 11 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

Lance Lindsay is a financial advisor with LPL Financial in McKinney, TX, holding Series 63 and Series 66 designations and 27 years of industry experience. He has been with LPL Financial since 2004, a total of 22 years. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Mark Hendrick is a Series 66 licensed financial advisor with Edward Jones in Richardson, TX, where he has worked since 2011. He has 14 years of industry experience. Outside of his advisory role, he is the president and secretary of DARTBROOK BUNGALOW, LLC, a rental property business in Rowlett, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and pension plans. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Buddy Camper is a financial advisor with OSAIC who holds Series 63 and Series 65 credentials and has 18 years of industry experience. He previously worked at Sagepoint Financial, Inc. and Questar Capital Corporation/Questar Asset Management. Camper also teaches stewardship education in churches through an outreach ministry and serves as a partner at Covenant Capital Advisors, where he works as a wealth manager and investment advisor. OSAIC serves a wide range of retail and institutional clients, offering brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios across various asset classes.

Bridger Loyd is a financial advisor with Edward Jones in McKinney, TX, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked at Beal Bank and World Finance Corporation. He has an interest in mineral rights leasing through involvement with Sendero Resources. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Julia Donato is a financial advisor with Ameriprise in Dallas, TX, holding a Series 66 designation and seven years of industry experience. She has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2016. Prior to her financial career, she was involved with Kotta Sushi Lounge for five years. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports focused on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis delivered through a centralized consulting team, with a product-selection process that includes affiliated funds.

Samantha Hendricks is a Series 66-licensed financial advisor with 18 years of industry experience. She has worked at Edward Jones since 2017 and previously held roles at Park Avenue Securities and Guardian Life Insurance. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and affiliated investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Paul Raehpour is a Wealth Management Advisor at Merrill Lynch Wealth Management, a role he has held since 2014. He brings over 20 years of experience as a trusted advisor to families and small business owners. Paul holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., and maintains Series 7, 66, and 31 FINRA registrations. Paul earned a Bachelor of Science degree in Communications from Kansas State University. Prior to his career in financial advising, he worked as a talent coordinator for "The Tonight Show with Jay Leno." His team advises numerous entertainment industry clients based in Los Angeles and New York, as well as other professionals nationwide. Outside of his professional work, Paul is an avid fisherman, craftsman, and enjoys theater. He lives in McKinney with his wife, Melissa, and is a father to three daughters, Katherine, Rachel, and Morgan, as well as a grandfather to Isiah.

Anayansi Testa is a Series 66-licensed financial advisor with Morgan Stanley, bringing eight years of industry experience. She has worked at Morgan Stanley since 2017, including its Smith Barney division, and previously held roles at Independent Financial Group, LLC and Wells Fargo Bank, N.A. Outside of advising, she owns KCM Digital Media LLC, a business focused on video content creation for social media and retail platforms. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques.

Angela Sarver is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A. since 2005. 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 to guide its recommendations.

Janai Deitt is a financial advisor with Thrivent Investment Management in Allen, TX, holding the Series 66 designation and three years of industry experience. Her prior roles include positions at First Command Advisory Services and military service in the US Army. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering holistic, goal-based financial analyses and planning without discretionary portfolio management.

Ashton Myatt is a financial advisor at Ameriprise with two years of industry experience. Prior to joining Ameriprise in 2025, he worked at Goldman Sachs, Ayco from 2022 to 2025. He holds a Series 66 designation. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet certain asset criteria. The firm provides written recommendation reports incorporating income sources, Social Security options, and tax-efficient withdrawal strategies, utilizing a combination of research, modeling, and algorithmic automation.

Salimah Samani is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2018. Outside of finance, she has been involved with Helzberg Diamonds since 2003. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutions. The firm integrates internal Chief Investment Office teams and third-party managers to deliver diverse investment approaches and account support.

Alicia Moulton is a financial advisor at Edward Jones with four years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2021. Prior to her advisory role, she worked in healthcare and education, including a position as an adjunct instructor at Texas A&M University-Commerce. Alicia and her daughter started an online clothing boutique, Styles by Emma Ruth, though the business has not been actively developed. 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 offers a range of advisory programs, investment strategies, and affiliated financial services, supported by a nationwide network of over 23,000 financial advisors.

Raul Blanco is a financial advisor with J.P. Morgan Securities in McKinney, TX, holding Series 63 and Series 66 licenses and having 27 years of industry experience. His prior experience includes roles at Fidelity Personal and Workplace Advisors, BBVA Wealth Solutions, and USAA Financial Advisors. He is also an owner and partner of NewGrano, Inc., an early-stage venture focused on processing brewer's spent grain waste. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Michael Dolson is a financial advisor with Edward Jones in McKinney, TX, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. 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 nationwide network of more than 23,000 advisors and 15,000 branch offices.