Ricky Shamblin is a financial advisor with Merrill in McKinney, TX, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has worked at Merrill since 1993 and has also been affiliated with Bank of America, N.A. since 2009. Shamblin holds a power of attorney role with an entity named J D. S located in Richardson, 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using a range of model-based and discretionary investment strategies developed by internal and third-party managers.

Joseph Logsdon is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Raymond James Financial. He previously worked at LPL Financial for 16 years before joining Raymond James in 2021. Outside of his advisory role, he is president of Logsdon Wilson Wealth Advisors, LLC, a support company he owns. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Maria Cassagnol is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and eight years of industry experience. Her work history includes roles at Brighton, PFSI Investments Inc., Home Depot, and Primerica Financial Services. Outside of her advisory duties, she is involved in managing a peer-to-peer rental hosting business. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model-based recommendations created and managed by third-party asset managers.

Mustafa El Deeb is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2017. His prior work includes roles at 24 Hour Fitness, NRT, LLC, and Bank of America N.A. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Denise Dorbritz is a CFP®-certified financial advisor with Edward Jones in McKinney, TX, and has 22 years of industry experience. She has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Robert Smith is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. His career includes long-term roles at Cuna Mutual Group and Cuna Brokerage Services, along with multiple engagements at LPL Financial and CUSO Financial Services. He also participates as a speaker in investment-related seminars and workshops. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services, with a variety of portfolio management options supported by internal and third-party research.

David Whaley is a financial advisor at Raymond James & Associates with 26 years of industry experience. He has held positions at VOYA Financial Advisors and Raymond James & Associates. He holds Series 63 and Series 65 licenses. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, charitable organizations, and governmental entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a variety of portfolio management styles and affiliated research.

William Fruit is a financial advisor with Edward Jones in Allen, TX, holding the ChFC® designation and securities licenses Series 63 and Series 66. He has 14 years of industry experience, including nine years with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Sandra Strohmeyer is a Certified Financial Planner (CFP®) with 29 years of industry experience. She has been with Ameriprise since 2005, serving in various capacities within the firm. Based in Richardson, TX, she holds a Series 63 license. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset eligibility criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Luke Suminski is a financial advisor at Ameriprise in McKinney, TX, holding a Series 66 designation with six years of industry experience. His work history includes multiple roles at Ameriprise since 2019 and prior positions at George Fox University and Cascade Athletic Clubs. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Clint Adams is a CFP® professional with 25 years of industry experience, currently affiliated with LPL Financial in Dallas, TX. He has been with LPL Financial since 2006. Outside of his advisory role, he operates a separate wealth management business under the name Adams Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers various advisory programs, financial planning, and consulting services, utilizing model portfolios, third-party research, and technology-driven strategies.

Artesian Young is a financial advisor at Vanguard Advisers with a Series 66 designation and approximately one year of industry experience. Prior to joining Vanguard Advisers, Young held roles at firms including Charles Schwab, Bank of America, and Ameriprise Financial Services. Vanguard Advisers provides automated and human-supported investment advice through services such as Vanguard Digital Advisor and Vanguard Personal Advisor, primarily serving retail investors and eligible participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven investment approach focused on personalized asset allocations and portfolios largely constructed from Vanguard funds and ETFs.

Daniel Bruns is a Wealth Management Advisor with more than 18 years of experience at Merrill Lynch Wealth Management. He focuses on developing wealth planning roadmaps that account for the risk premium of capital assets, with major client focuses including retirement planning, income generation strategies, interfamily wealth transfers, and financial independence. Daniel's personalized approach involves working closely with clients to understand their values, prioritize life goals, and structure investment strategies that support their financial objectives, aiming to simplify complexity and provide clear, disciplined guidance. Daniel holds several professional designations, including Certified Investment Management Analyst (CIMA), Accredited Asset Management Specialist (AAMS), Certified Divorce Financial Analyst (CDFA), and Personal Investment Advisor (PIA). His education includes a Bachelor's degree from the University of North Texas and an Associate's degree from Collin College. He is also a graduate of Leadership Allen Fairview Class 30, reflecting his dedication to community involvement and local leadership. Outside of his professional responsibilities, Daniel enjoys hiking, reading, running, and traveling. He volunteers for local nonprofit organizations and continues to engage in personal and professional learning.

Cynthia Michel is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and possessing 13 years of industry experience. Her prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC, spanning from 2016 to 2024, as well as experience with Allstate Insurance Co. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, and institutional clients. The firm offers financial planning, model portfolio programs, third-party asset management, and brokerage and insurance products through an integrated platform that combines advisory services with product sales.

Mark Ahmadi is a financial advisor with Edward Jones in McKinney, TX, holding CFP®, ChFC®, and Series 63 designations and has 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, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors. The firm manages approximately $1.01 trillion in assets and provides both discretionary and non-discretionary strategies under a fiduciary standard.

Richard Thompson is a financial advisor with Mass Mutual Investors Services, holding a Series 63 credential and 35 years of industry experience. He has worked at MetLife Securities Inc. and Metropolitan Life Insurance Company since 1990 and has been with Mass Mutual Investors Services since 2017. Outside of his advisory role, Thompson serves as treasurer of the Laurel Creek Home Owners Association. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures financial planning as annual, collaborative engagements that focus on goal analysis and written recommendations, with implementation handled separately.

Wesley Camp is a CFP® with 32 years of industry experience, currently affiliated with Cetera. He has been with Cetera Wealth Services, LLC since 2013 and has a longstanding association with Ottawa Financial Corporation dating back to 1994. Wesley also sells life, health, disability, and long-term care insurance. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual clients, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with various program options and more than $256 billion in assets under management.

Kevin Robertson is a financial advisor with Merrill in McKinney, Texas, holding a Series 66 designation and 25 years of industry experience. He has been with Merrill since 2000. Outside of his advisory role, he serves on the Scholarship Committee for the Foundation for Allen Schools, where he reviews and interviews scholarship applicants. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, brokerage execution, and custody services. The firm’s investment approach includes multiple program strategies and a roster of manager-constructed strategies, supported by oversight from its CIO and tax-efficient implementation tools, and benefits from integration with Bank of America affiliates.

Craig Saunders is a CFP® with over 31 years of experience in the financial industry. He has been with Ameriprise since 2005, currently serving at the firm's Prosper, TX office. Outside of advising, he holds business ownership in real estate through CJS Family Properties. 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 recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Teresa Watters is a Series 66 licensed financial advisor with 16 years of industry experience. She has worked at LPL Financial since 2020 and previously held positions at Jimmy Lee, Waddell & Reed, Inc., and various insurance carriers. In addition to her advisory work, she has involvement in mortgage and real estate services through Versolis Lending Group and O K A E Enterprises. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and diverse investment strategies.