Brian Mclaughlin is a financial advisor with LPL Financial in Denton, TX, holding a Series 66 designation and 13 years of industry experience. He has been with LPL Financial since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory and brokerage services, including financial planning, retirement plan consulting, and model portfolio management.

Natalia Ceniceros is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds the Series 66 and Series 63 registrations and has been with J.P. Morgan Securities since 2022. Prior to that, she worked at Jpmorgan Chase Bank in Texas and was involved with North Texas Bingo from 2014 to 2020. 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 an ESG eligibility framework.

John Crawford is a financial advisor at LPL Financial based in Denton, Texas, holding a Series 66 designation with two years of industry experience. His prior roles include positions at DATCU Credit Union and Walter's Wedding Estates, alongside ongoing full-time education at the University of North Texas. 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, financial planning, and brokerage services supported by diverse portfolio management options and research.

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.

Abe Nayfa is a financial advisor with Edward Jones in Denton, TX, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with Edward Jones since 1987. Outside of his advisory role, he is involved as an investor and owner in several hospitality and recreational businesses, including bars and a ranch in Texas. Edward Jones is a full-service wealth management firm serving a diverse client base of individual and institutional investors. The firm manages over $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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.

Dale Schniederjan is a financial advisor with LPL Financial based in Sanger, TX, holding a Series 66 designation and approximately one year of industry experience. His prior roles include positions at DATCU Wealth Management, First State Bank, Mass Mutual / Canopy Capital Strategies, Ben E. Keith, and Fisher 59. Schniederjan is involved in investment-related activities with American National Insurance Company, Jackson National Insurance Company, and ASH Brokerage. LPL Financial is an 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, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by resources such as LPL Research and third-party subadvisors.

Mark Caputo is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 45 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2010 to 2016. Outside of his advisory role, he owns Sage Natural Resources, LLC, a gas drilling lease company, and serves as a committee member for the City of Lewisville, TX 2035 Public Arts Planning Steering Committee. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a broad investment menu that includes insurance-related vehicles and bank deposit sweep options.

Robert Alberts is a financial advisor with LPL Financial in Denton, TX, holding Series 63, 65, and 66 licenses and having 40 years of industry experience. He has been with LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by proprietary research and third-party subadvisors.

Patrick Malany is a financial advisor at Charles Schwab with six years of industry experience. He holds a Series 66 designation and has been with Charles Schwab & Co., Inc. since 2019. Prior to his career in finance, he worked at Whole Foods Market for five years. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary advisory services and access to discretionary separately managed accounts. The firm combines a large client base with an integrated operational structure that includes brokerage, custody, and advisory services.

Alec Bennett is a financial advisor at Mass Mutual Investors Services with two years of industry experience. Prior to his financial advisory career, he served seven years in the U.S. Army and currently holds a position as a Civil Affairs Captain in the U.S. Army Reserve. He also works as an insurance agent specializing in life, disability, long-term care insurance, and fixed annuities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm provides collaborative, annual planning engagements using firm-approved analytical tools, with implementation options available through separate brokerage or insurance arrangements.

Jay Lancaster is a financial advisor with Mass Mutual Investors Services in Denton, TX, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at Mass Mutual and its affiliated entities since 2017 and previously spent four years with Northwestern Mutual. In addition to his advisory role, he is licensed to sell life and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, utilizing technology-driven analysis and delivering collaborative, annual planning engagements.

Robert Ratcliff is a financial advisor at Stifel with 37 years of industry experience. He holds a Series 63 designation and has been with Stifel Nicolaus & Co. Inc. since 2010. Outside of his advisory role, Ratcliff serves on the Board of Directors for the Cole Ranch Improvement District No. 1 in Denton County, Texas, and participates in drag racing. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group, which incorporates forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning analyses.

Nathaniel Biddick is a CFP® and holds a Series 66 license with 19 years of industry experience. He is currently affiliated with Cetera and has worked previously with Avantax Advisory Services and 1st Global Capital Corp. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with a multi-manager platform including affiliated and unaffiliated managers.

Cameron Ratcliff is a financial advisor with Stifel in Denton, TX, holding a Series 66 designation and five years of industry experience. Prior to joining Stifel, he worked at UDC Global, LLC, Stream Realty Partners, LP, and Huselton, Morgan, & Maultsby, P.C. He serves as a board member for the Cole Ranch Improvement District No. 2 of Denton County, Texas. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm provides episodic fee-based financial planning and is involved in private funds, municipal placements, and operates alongside affiliated trust companies and banks.

Clyde Woolfolk Jr. is a financial advisor with Raymond James Financial in Denton, TX, holding a Series 63 license and bringing 46 years of industry experience. He has been with Raymond James and its affiliates since 1990 and has served in various roles including at Denton County Probate Court and the U.S. Coast Guard Auxiliary. Outside of his advisory work, he is involved in agricultural operations as a partner managing a family farm and serves as Chair of the Denton Downtown Tax Increment Committee. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutional investors, and organizations. The firm utilizes risk profiling and analytical modeling to tailor non-discretionary planning and supports clients with a broad range of advisory programs and institutional consulting services.

Brett Blair is a financial advisor at LPL Financial with 10 years of industry experience and holds a Series 66 designation. He previously worked at SPC and Sigma Financial Corporation before joining LPL Financial. Blair also manages Blair Financial LLC, a business entity for tax and investment purposes. 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 financial planning and advisory programs, retirement plan consulting, and brokerage services, including discretionary and non-discretionary management and access to model portfolios and research.

Gary Calmes is a CFP® professional with 18 years of experience currently with Cetera. He has operated his own financial and tax firms since the early 1990s and has served on the Denton Fire Pension Board since 2014. Calmes holds board positions with Denton Calvary Academy and the Woman to Woman Pregnancy Resource Center and serves as an elder at Denton Bible Church. Cetera Investment Advisers LLC is an SEC-registered firm supporting a large nationwide network of independent advisors. It offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement services to individual, corporate, charitable, and institutional clients.

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.

Kyle Parkin is a CFP®-designated financial advisor with 11 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2020, following prior roles at Edward Jones and Fidelity Brokerage Services. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage and investment management capabilities.