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. Thomson is also the owner and general manager of LTJT, LLC, which he established for personal legal estate planning purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Andrew Licon is a Senior Financial Advisor at Merrill Lynch Wealth Management. He brings extensive experience in wealth advisory services, having spent 15 years with a local regional bank focusing on brokerage and trust departments before joining Merrill Lynch in 2022. Andrew leads a team providing specialized guidance in investment management, estate and trust planning, charitable giving strategies, risk management, private banking services, and lending through Bank of America, N.A. He holds multiple professional designations, including Certified Financial Planner (CFP), Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Andrew earned a bachelor's degree from Our Lady of the Lake University and completed an accredited certificate program at Southern Methodist University. He is an active member of the Financial Planning Association and the Exit Planning Institute. Originally from the D/FW Metroplex, Andrew resides in Coppell with his wife, two sons, and their dogs. He is involved in his community as a parishioner at St. Monica Catholic Church, a member of the St. Monica Dad's Club, a Board of Trustee for Medical City Las Colinas, and a former Board member and chairman of the Irving Schools Foundation.

Laura Fryhover is a financial advisor at Stifel with 17 years of industry experience and holds the Series 66 designation. She worked at Morgan Stanley for seven years before joining Stifel Nicolaus & Co. Inc. in 2021. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Todd Pace is a financial advisor with RBC Capital Markets in Frisco, TX, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior experience includes roles at Raymond James Financial, LPL Financial, and Mutual of Omaha. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored advisory programs that offer portfolio management, financial planning, custody, and brokerage services. The firm integrates in-house and third-party investment managers and offers a range of portfolio customization options, including tax management and responsible-investing screens.

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.

Patrick Cloutier is a financial advisor with LPL Financial in McKinney, Texas, holding Series 63 and Series 65 licenses and with 36 years of industry experience. His prior work includes roles at Woodbury Financial Services and various Osaic entities over a 20-year span. Cloutier has established an LLC for group health insurance purposes. 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 advisory and brokerage services through a large network of investment adviser representatives using a range of investment strategies and operational tools.

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 a Series 66 designation and three years of industry experience. Prior to joining J.P. Morgan in 2025, Sohi worked at Charles Schwab and its affiliated bank from 2023 to 2025. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines systematic quantitative screening with qualitative research to build model asset allocations, incorporating an ESG eligibility framework when appropriate.

Priscilla Opoku is a financial advisor at Fidelity with five years of industry experience. She previously worked at UBS, Ballard Spahr LLP, and PNC Wealth Management. Opoku holds a Series 66 designation. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction in managing portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.

Shelley Turner is a financial advisor at Wells Fargo Clearing with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, previously spending six years at A. G. Edwards & Sons, Inc. Turner serves as a power of attorney for family members, assisting with financial matters. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, supported by extensive research and a large network of financial advisors.

Brendan Wagner is a financial advisor with Merrill in Frisco, TX, holding a Series 66 credential and nine years of industry experience. His career includes roles at Bank of America, Merrill Lynch Pierce Fenner & Smith, and Wells Fargo Clearing. He serves as an advisory board member for the Benbrook Community Center YMCA, a nonprofit organization. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Stephen Wright is a financial advisor with Edward Jones in McKinney, TX, holding Series 65 and Series 66 credentials and four years of industry experience. His prior roles include positions at Fisher Investments and Wells Fargo Bank, N.A. Outside of his advisory work, he assists with seasonal holiday light installations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices. The firm provides discretionary and non-discretionary wrap fee strategies, tax-efficient services, and maintains affiliated capabilities such as a trust company and proprietary mutual funds.

David Heard is a financial advisor with LPL Financial based in McKinney, TX. He holds Series 63 and Series 65 licenses and has 38 years of industry experience. His prior roles include positions at Waddell & Reed, Ameriprise, and various insurance carriers associated with W & R Insurance Agencies. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools for operational and research functions.

Scott Parker is a financial advisor with Charles Schwab in McKinney, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Charles Schwab since 2012 and previously worked at Mutual of Omaha for 20 years. Parker is also managing partner of Parker Operating Company, LLC, and directs staff at Parker Management Consultants LLC, both roles related to non-investment business activities. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering a range of advisory and brokerage services through its integrated Schwab Wealth Advisory program. The firm combines non-discretionary client advisory with access to discretionary separately managed accounts and provides multi-asset model portfolios, alternative investment options, and centralized operational services.

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 credentials and has worked at Wells Fargo Clearing since 2016, following a prior role at PNC Managed Account Solutions. Wells Fargo Advisors is a large national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm combines research-driven investment strategies with a broad range of brokerage and advisory solutions.

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.

Kathryn Wallace is a financial advisor at Merrill with 32 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior experience includes roles at Bank of America, Ivy Distributors, Waddell & Reed, and Banc of America Investment Services. 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 strategies managed by internal CIO teams and third-party managers for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.