Alejandro Esparza is a financial advisor with Merrill in McKinney, TX, holding Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at NYLIFE Securities LLC and New York Life, as well as entrepreneurial ventures with Meraki Solar and Meraki Solutions. He has also worked in diverse industries including food service and delivery. 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 a range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Constantina Cox is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds a Series 66 designation and has worked at Merrill, Edward Jones, and JPMorgan Chase Bank, N.A. prior to her current roles. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward‑looking capital market assumptions and incorporates an ESG eligibility framework.

Parker Thompson is a financial advisor at RBC Capital Markets with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fisher Investments. Outside of his advisory role, he is a part owner of SWAN LLC, a business involved in providing investment capital for real estate ventures. RBC Wealth Management serves a diverse client base, offering advisory and brokerage services tailored to individual and institutional needs. The firm uses a blend of in-house and third-party investment managers and provides various portfolio management programs along with access to alternative investments and integrated financial solutions.

Caleb Smith is a financial advisor with LPL Financial in Celina, TX, holding a Series 66 designation and new to the industry with less than one year of experience. Prior to entering financial advising, he worked in various roles including positions at Omni Hotels and Resorts PGA and The Indoor Golf Shop. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions supported by technology and operates one of the largest advisory networks in the industry.

Gregory Welsh is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing financial strategies for families, small business owners, and non-profits. Gregory's focus areas include corporate executive services, divorce transition planning, family wealth management strategies, services for endowments and foundations, employee financial health, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, and socially responsible, values-based, and ESG investing. With a background in small business and non-profits, Gregory is trained to help clients manage their life savings to avoid concerns about outliving their retirement resources. He holds the Chartered Retirement Planning Counselor (CRPC) designation and has education from Oklahoma State University and John Marshall High School. He is involved professionally and in the community with the 316 Counseling Centers. Outside of his professional work, Gregory enjoys baseball, football, golfing, and spending time with his family. He emphasizes uncovering what matters to clients and their families to develop financial strategies aligned with their goals.

Tanner Luehrs is a financial advisor at Merrill with seven years of industry experience. He holds a Series 66 designation and has worked at both Bank of America, N.A. and Merrill since 2017. Outside of his advisory role, he owns Luehrs Golf Equipment. Merrill, along 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, and institutional investors.

Stephen Jones is a Series 66 licensed financial advisor at J.P. Morgan Securities with two years of industry experience. His prior work background includes roles at PNC Investments, JPMorgan Chase Bank, and The Cheesecake Factory. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, offering non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting, supported by a centralized due diligence process that integrates quantitative and qualitative research.

Shea Gordon is a financial advisor with LPL Financial in Frisco, TX, holding a Series 66 designation and bringing 25 years of industry experience. His prior roles include positions at Private Advisor Group, LLC, Stratera, Banc Of America Investment Services, Inc., and AllianceBernstein L.P. Outside of advising, he is involved with Midland National, focusing on non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by technology and a broad network of over 22,800 advisors.

James Pruter is a Series 66-licensed financial advisor with Merrill in Frisco, TX, where he has worked since 2013. He has 17 years of industry experience. 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 plans, corporations, and charitable organizations.

Jeff Dinkins is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. He is based in Frisco, TX. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Amanda Cecil is a financial advisor at Merrill with 10 years of industry experience. She holds the Series 63 and Series 66 licenses and has been with Merrill and Bank of America since 2016. Cecil serves on the advisory board of Heart House Dallas, a charitable organization. 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 plans, corporations, and charitable organizations.

Soheb Masani is a financial advisor with J.P. Morgan Securities in McKinney, Texas, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at Jpmorgan Chase Bank, Wells Fargo Bank, Axis Bank Ltd., and entrepreneurial involvement with Silva Bottling Company and Savoy Development LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a structured, non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, includes ESG considerations, and leverages broader derivatives and commodities capabilities.

Leigh Hicks is a financial advisor at LPL Financial with 26 years of industry experience. He has been with LPL Financial since 2009 and holds Series 63 and Series 66 licenses. Hicks also serves as a notary public in Plano, Texas. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, supported by a large network of advisors and various technology tools.

James Larkin is a financial advisor at Ameriprise with 30 years of industry experience and holds a Series 63 designation. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is a member of two local bands, Random Walk and Acoustic Asylum. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning advice focused on dependable income and tax-aware withdrawal strategies for clients approaching or in retirement.

Michael Marasco is a financial advisor at Wells Fargo Clearing with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Antonio Loeza is a financial advisor with Merrill in Frisco, TX, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Bank of America, N.A., Citibank, and Kiero Corp. He has been with Merrill and Bank of America since 2018. Merrill, along 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 supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jessica Willman is a Series 66-licensed financial advisor with Charles Schwab & Co., Inc. in McKinney, Texas, where she has worked since 2018. She has eight years of industry experience, including roles at Texas Tech University and Primewest Mortgage. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm operates a hybrid model combining non-discretionary advisory relationships with access to discretionary separately managed accounts and conducts centralized supervisory, custody, and order-routing functions.

Mary Davis is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. She has been with Raymond James & Associates since 2005. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by extensive research and multiple portfolio management styles.

Julie Julaine Cichy is a financial advisor at Merrill with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 2009 and at Bank of America, N.A. since 2011. Outside of her advisory role, she serves as a volunteer co-chair for the Women's Auxiliary to Children's Medical Center’s annual fundraising campaign in Plano, Texas. 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 plans, and charitable organizations.

Robert Franze is a financial advisor at Edward Jones with eight years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Edward Jones in 2018, he worked at Clipper Magazine and had a brief period of unemployment. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm has a large network of advisors and branch offices and offers additional services such as tax-efficient investing and proxy voting under a fiduciary standard.