Brian Mclaughlin is a financial advisor with LPL Financial in Denton, TX, holding the Series 66 designation and 13 years of industry experience. He has been with LPL Financial since 2013. Outside of his advisory role, he is involved with McLaughlin Financial Group, a business related to his LPL activities. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customizable strategies.

Grayson Rogers is a financial advisor at Raymond James & Associates with four years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise. His background also includes roles outside finance at Silver Dollar City and North Texas Soccer. Raymond James & Associates serves a wide range of clients including individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser network and a variety of portfolio management styles.

Jose Valencia is a financial advisor with Merrill in Frisco, TX, holding a Series 66 designation and 16 years of experience at Merrill. He has seven years of industry experience overall. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Adam Burton is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on helping clients manage family wealth, liquidity, retirement planning, and managing new wealth, with experience in the sports and entertainment sector as well as retirement income strategies. Adam holds a Bachelor's Degree from the Manhattan School of Music and holds the Personal Investment Advisor (PIA) designation. His approach centers on understanding what matters most to clients and creating personalized strategies to pursue their financial goals. Originally from New York and raised in New Jersey, Adam currently resides in Dallas with his wife and son. He is involved with The Phil Ramone Orchestra for Children and enjoys various personal interests including basketball, biking, billiards, chess, music, photography, reading, swimming, traveling, and coaching his son's sports teams.

Hannah Daily is a financial advisor at Merrill with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Merrill, she worked at Fidelity Investments and has experience in antiques trading through her side business, Daily Finds, where she buys and sells antiques on weekends. 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, and pension plans.

John Neri is a CFP® professional with 12 years of industry experience. He is currently with LPL Financial and previously spent a decade at Cambridge Investment Research Advisors, Inc. He also owns The Finity Group LLC, an independent insurance agency. 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 institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by advanced research and operational tools.

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.

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.

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 65 and Series 63 licenses and 11 years of industry experience. His prior work includes positions at Raymond James Financial, LPL Financial, and Mutual of Omaha Investor Services. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers tailored advisory programs with discretionary and non-discretionary portfolio management, utilizing both in-house and third-party investment managers.

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 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.

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.

Tyler Bowman is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. His prior work includes roles at Merrill and Fidelity. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology-driven research and operational tools.

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.