Lee Thomson is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, Thomson is the owner and General Manager of LTJT, LLC, an entity established for personal legal estate planning 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, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

James Smith is a CFP®-designated financial advisor with Edward Jones in Denton, TX, bringing 42 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1991. His other business activities include receiving royalties from Marathon Oil and XTO in Haynesville, LA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and investment options, supported by a nationwide network of more than 23,000 financial advisors.

Laura Fryhover is a financial advisor at Stifel with 16 years of industry experience and holds a Series 66 designation. She has worked at Stifel Nicolaus & Co Inc since 2021 and previously spent seven years at Morgan Stanley. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group for investment analysis and allocation guidance.

Todd Pace is a financial advisor at RBC Capital Markets with 11 years of industry experience. He has previously worked at Raymond James Financial, LPL Financial, and Mutual of Omaha. He holds Series 65 and Series 63 designations. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies, combining in-house and third-party managers, and provides a range of portfolio management and financial planning services.

Rodney Porch is a financial advisor with Merrill in Frisco, TX, holding a Series 66 designation and eight years of industry experience. He has worked at Bank of America and Merrill since 2018 and was previously affiliated with the University of Missouri from 2015 to 2018. He volunteers with the Growth Mentoring Service at the Enterprise Center of Johnson County, engaging with entrepreneurs in a mentorship capacity. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sacha Zurawel is a financial advisor at RBC Capital Markets with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has been with RBC Capital Markets since 2011. Outside of his advisory role, Zurawel is a managing member and 50% owner of COMO Interests, LLC, a mattress retail business, and serves as a board member of Men of Nehemiah, a nonprofit drug recovery mission. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers tailored investment strategies through multiple advisory programs, combining in-house and third-party managers with a variety of portfolio management and financial planning services.

Gaganpreet Sohi is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and previously worked at Charles Schwab and Mindlance. J.P. Morgan Securities 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 services on a non-discretionary basis.

Shelley Turner is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Outside of her advisory role, she assists with family financial matters under a power of attorney. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s IPS-driven advisory process incorporates modern portfolio theory and offers both discretionary and non-discretionary services, including a broad range of investment options such as insurance-related vehicles and bank deposit sweeps.

Brendan Wagner is a financial advisor with Merrill in Frisco, TX, holding a Series 66 designation and nine years of industry experience. He has worked at Bank of America, Merrill Lynch Pierce Fenner & Smith, and Wells Fargo Clearing. Wagner serves as an advisory board member for the Benbrook Community Center YMCA, a charitable organization in Texas. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Tyler Bowman is a financial advisor with LPL Financial, holding Series 66 and Series 63 licenses and totaling 10 years of industry experience. His prior roles include several years at Merrill before joining LPL Financial in 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual investors, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with model portfolios and research from internal and third-party sources.

Nathaniel Donnelly is a Senior Financial Advisor at Merrill Lynch Wealth Management and a partner of The JCB Wealth Management Group. In his role, he focuses on business development, client communication, and ongoing wealth analysis to support clients in achieving their financial goals. He advises high-net-worth families, business owners, and executives through customized wealth management, advanced financial strategies, and tax mitigation. Nathaniel began his career with Merrill Lynch Wealth Management in 2016. He holds a bachelor’s degree in economics and finance from Texas Christian University. He is a Personal Investment Advisor (PIA) and has been recognized in the 2023 Forbes "Top Next-Generation Wealth Advisor Best-in-State" list. Beyond his professional work, Nathaniel is an active member of The President’s Leadership Council at John Paul II High School, where he focuses on tuition assistance for underprivileged families in the Dallas-Fort Worth area.

Tiffany Campbell is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors, LLC. Outside of her advisory role, she is a part-owner of rental properties in Texas and Oklahoma. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Jason Tucker is a financial advisor with Wells Fargo Clearing in Frisco, TX, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He previously worked at Morgan Stanley Smith Barney from 2010 to 2019 before joining Wells Fargo Clearing in 2019. 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 solutions. The firm's approach is IPS-driven and based on modern portfolio theory, with a broader range of financial products including insurance-related vehicles and bank deposit sweep options.

Reagan Weatherby is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 designations and eight years of industry experience. Reagan has worked at Equitable Advisors and multiple Fidelity entities during their career. Equitable Advisors serves a diverse client base, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through LPL-sponsored programs and various endorsed TAMPs, providing both discretionary and non-discretionary asset management solutions.

John Koeijmans is a financial advisor at Stifel with 17 years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2019, following a decade at Bank of America, N.A. He serves on the boards of the Notre Dame School of Dallas and its foundation, which support students with developmental disabilities, and is chair of the school's finance committee. Additionally, he participates in the Jesuit College Preparatory School of Dallas Foundation Committee. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses as a basis for client decisions.

Magdalena Galindo is a financial advisor at Edelman Financial Engines with 18 years of industry experience. She holds Series 63 and Series 65 designations. Magdalena has been with Edelman Financial Engines since 2008, including its predecessor entity, Financial Engines Advisors L.L.C. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven modeling process with planner delivery and online tools, offering diversified model portfolios, periodic rebalancing, and both discretionary and non-discretionary investment solutions.

Douglas King is a Series 66-licensed financial advisor with 15 years of industry experience. He has been with Cambridge Investment Research Advisors since 2013 and also has ongoing associations with Cambridge Investment Research, Inc. and Stocker Woods Financial. King has held a position at the University of North Texas since 2009. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform options.

Gary Briggs is a Certified Financial Planner (CFP®) with 11 years of industry experience. He has been with Edward Jones since 2014. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Jaynish Gandhi is a financial advisor with Merrill in Frisco, TX, holding a Series 66 designation and eight years of industry experience. He has worked at Bank of America and Merrill since 2015. 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 a range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jacqueline Dangelmayr is a Series 66 licensed financial advisor with Edward Jones in Denton, TX, and has 11 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.