Aleah Powell is a Series 66 licensed financial advisor with Edward Jones, based in Royse City, TX. She has one year of experience in the financial industry, joining Edward Jones in 2024 after previous roles in the medical supplies sector. Outside of advisory work, she is involved with Fork Paradise LLC, an RV park business in Yantis, TX. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional investors. The firm manages over $1 trillion in assets through a nationwide network of advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.

Randy Siebert is a financial advisor at Fidelity with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked across multiple Fidelity entities since 2000. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including model portfolio construction through proprietary research, quantitative analysis, and algorithmic methodologies. The firm also serves registered investment companies and provides oversight of sub-advisers as part of its comprehensive investment process.

Jerry Ingram is a financial advisor with Raymond James Financial in Dallas, TX, holding Series 63, 65, and 66 licenses and 22 years of industry experience. His prior roles include positions at LPL Financial and Elite Financial Management. He is also employed as an associate at Alicorn Investment Management, providing client support. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm employs non-discretionary planning and consulting tailored to client goals and supports a broad advisor network with specialized municipal and public finance services.

Jeffrey Ragland is a financial advisor with Raymond James Financial in Dallas, TX, holding Series 63 and Series 66 designations and 21 years of industry experience. His career includes roles at Fidelity and its affiliated firms for over 15 years, as well as more recent positions at SMS and Alicorn Investment Management. He is currently associated with Alicorn Investment Management in a non-investment role as a registered branch associate. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools to help clients evaluate potential outcomes, and is known for its municipal advisor affiliation and specialized retirement plan consulting services.

Allison Tarpley is a Wealth Management Advisor with Merrill Lynch Wealth Management, based in McKinney, Texas. She has been serving clients in the financial advisory field since 1999, leading her own practice within the Merrill Lynch office. Allison and her team focus on delivering wealth management planning, investment advice, and personalized service to clients, prioritizing integrity, hard work, and a client-centered approach. She graduated with a degree in Business Administration from Austin College in Sherman, TX, in 1999 and later earned the CERTIFIED FINANCIAL PLANNER® (CFP®) designation. Allison's professional credentials further include Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Her expertise encompasses comprehensive financial planning, including education planning, retirement, estate, philanthropic, and socially responsible investing strategies. Outside of her professional role, Allison is involved in her local church community. She enjoys spending time with her husband, Mark, and their two children. Family activities often include supporting their children's sports and enjoying time at their lake house.

Matthew Ford is a financial advisor at LPL Financial with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Raymond James Financial Services and Prospera Financial Services. He is also associated with Legacy Retirement Planning, an entity related to his work at LPL Financial. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals—including high-net-worth and non-high-net-worth clients—retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Brooke Bailey is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and seven years of industry experience. She previously worked at Merrill and Wells Fargo in various capacities before joining Schwab in 2025. Charles Schwab & Co., Inc. serves a large client base, 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 offers a combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and alternative investment options.

Lisa Ford is a financial advisor with LPL Enterprise LLC, holding a Series 66 designation and 18 years of industry experience. Her career includes roles at Money Concepts Capital Corp, Ascend Financial Planning and Wealth Management, and Federal Benefits Academy. She serves on the Board of Directors for the U.S. chapter of the International Association of Registered Financial Consultants and is secretary for the Collin County Black Chamber of Commerce. Additionally, she consults for small businesses to improve credit and sales and is involved in insurance sales focused on health and Medicare-related products. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

Scott McMurdie is a CFP® with 27 years of experience in the financial services industry. He has been with Osaic since 2023 and previously worked for FSC Securities Corporation for 18 years. He serves on the boards of the Garland ISD Education Foundation and the Sachse Economic Development Corporation, both nonprofit organizations. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients and offers integrated brokerage and advisory services. The firm employs various portfolio construction tools and supports multiple advisory platforms, including third-party money managers and managed-account solutions.

Craig Mills is a financial advisor with Edward Jones in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices and offers a variety of advisory programs with discretionary and non-discretionary strategies under a fiduciary standard.

Maddock May is a CFP®-designated financial advisor with LPL Financial, based in Allen, TX, and has three years of industry experience. Prior to joining LPL Financial, May worked at Moss, Luse & Womble, LLC for five years and was affiliated with Abilene Christian University for several years. May is also associated with North Texas Wealth Management. 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 model portfolios and research support, and provides both discretionary and non-discretionary management across its offerings.

Kristi Denham is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. She previously worked at UBS Financial Services, First Dallas Securities Inc., and Hodges Capital Management. Denham operates Inspired Wealth Management LLC, an investment-related business affiliated with her LPL practice. 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 retirement consulting services, utilizing both discretionary and non-discretionary management approaches supported by LPL Research and third-party subadvisors.

Onyekachi Nwachukwu is a Financial Advisor and Vice President at Merrill Lynch Wealth Management, joining the firm in 2022. Since beginning her career in the financial services industry in 2007, she has focused on assisting clients in developing tailored financial strategies by understanding their short- and long-term objectives. Her approach centers on listening to clients’ needs to provide comprehensive wealth management solutions aimed at helping individuals, families, and businesses achieve their respective goals. With expertise spanning college education planning, executive compensation, family wealth management strategies, legacy planning, retirement income, and related areas, Onyekachi takes a collaborative approach to create personalized financial plans aligned with clients’ priorities, risk tolerance, and aspirations. She holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Onyekachi earned a Bachelor's degree from Abia State University, a Master’s degree from Illinois State University, and an MBA from Texas Woman’s University. In addition to her professional work, Onyekachi is active in her community, serving as Vice President of the PTO at Sam Johnson Elementary within Prosper ISD. She is also affiliated with the Celina Chamber of Commerce. Outside of work, her personal interests include basketball, bowling, dancing, music, painting, photography, sewing, spending time with family, traveling, and watching movies.

Marcus Orr is a financial advisor with Edward Jones in Plano, TX, holding Series 63 and Series 66 licenses with 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he serves as president of Orrmax Inc, which operates the Cosmic Crust Deli. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard and supported by a nationwide network of approximately 23,701 financial advisors.

Julio Rodriguez is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. His prior roles include positions at OASIS Advisors, Terra Wealth, Pfs Investments Inc, and Primerica. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs with both discretionary and non-discretionary management, supported by research and model portfolios.

Tony Stevens is a financial advisor with Morgan Stanley Wealth Management, holding Series 63, 65, and 66 credentials and 25 years of industry experience. He has previously worked extensively with E*TRADE Capital Management and E*TRADE Securities. Outside of his advisory role, Stevens is a partner in KB&T Stevens, LLC, an agricultural property management business based in Wylie, Texas. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning services supported by structured discovery processes and firm-approved tools.

Jeffrey Levitt is a financial advisor at Merrill with 10 years of industry experience. He holds the Series 66 designation and has worked at both Bank of America, N.A. and Merrill since 2016. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Evan Cure is a CFP® professional affiliated with Osaic Wealth, Inc. and has two years of industry experience. He has worked at Osaic since 2024 and operates Cure Financial, a registered representative firm established in 2022. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, and charitable organizations through a broad network of advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and third-party solutions to manage portfolios with a range of investment options.

Craig Meylan is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has 40 years of industry experience, including nearly three decades at The Investment Center, Inc. and 19 years at IC Advisory Services, Inc. In addition to his advisory work, he teaches investment classes at two local colleges. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research, model portfolios, and technology-driven strategies.

Mary Pepkin is a financial advisor at Ameriprise with 11 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliate firms since 2014. Outside of her advisory role, she owns and manages AMEAP LLC, a business related to her Ameriprise activities. Ameriprise offers retirement-income planning services primarily for clients nearing or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax analysis to deliver written, non-discretionary recommendation reports, with a focus on clients holding assets in Ameriprise-managed accounts.