Michael Sherman Jr. is a Senior Financial Advisor with UBS Financial Services in Argyle, Texas, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with UBS since 2015 and previously served as an Assistant Vice President at Merrill Lynch Global Private Client. He is also involved in managing personal and family living trusts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management. The firm delivers tailored financial plans using proprietary capital market research and maintains a broad platform that includes discretionary portfolio management, custody, underwriting, and other capital markets services.

Jonathan Pace is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Pro-Integrity Securities, Inc. and operated PACE Insurance Agency and Farmers Insurance Group since 1990. He also owns AP Insurance Services, LLC, which markets fixed and variable insurance products. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary managed portfolios.

Cody Bradshaw is a Wealth Management Advisor and Senior Vice President, as well as a founding partner with JBMC Wealth Management Group. He began his career in 2001 and was named to the 2023 Forbes "Best-in-State Wealth Advisors" list. Cody holds the Certified Private Wealth Advisor® (CPWA) and Personal Investment Advisor (PIA) designations, reflecting his commitment to meeting ongoing credentialing requirements in wealth advisory. Cody specializes in developing personalized strategies that address the complex needs of families with substantial wealth. His expertise includes college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. JBMC Wealth Management Group employs a holistic approach, focusing on the needs of multi-generational families. He earned a bachelor's degree from East Central University and an associate's degree from Carl Albert State College. Cody is an advocate for charities such as Wipe Out Kids Cancer and Team Conner, which support childhood cancer research. He resides in Frisco with his three sons and enjoys adventurous travel, sporting events, fly-fishing, boating, camping, fishing, football, hiking, scuba diving, and spending time with his family.

Jay Lancaster is a financial advisor with Mass Mutual Investors Services in Denton, TX, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at Mass Mutual and its affiliated entities since 2017 and previously spent four years with Northwestern Mutual. In addition to his advisory role, he is licensed to sell life and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, utilizing technology-driven analysis and delivering collaborative, annual planning engagements.

Gregory Leisey is a financial advisor with Raymond James & Associates in Frisco, TX, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He worked at RBC Capital Markets Corporation for 18 years before joining Raymond James in 2026. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutional clients, and municipal entities—and offers financial planning, investment consulting, and institutional advisory services with a variety of portfolio management styles and affiliated research resources.

Daniella Marchetta is a Series 66-licensed financial advisor at Edward Jones with four years of industry experience. She has worked at Edward Jones since 2018 and previously held roles in healthcare at Texas Health Adult Care and Gwinnett Medical Center. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices across the United States.

Scott Wolfe is a financial advisor with Wells Fargo Clearing in Frisco, TX, holding a Series 66 designation and eight years of industry experience. Prior to joining Wells Fargo, he worked at UBS Financial Services Inc., Citizens Securities, Inc., and Merrill Lynch, Pierce, Fenner & Smith Inc. He serves as a military officer in the US Army Reserve. Wells Fargo Advisors is a national securities firm providing investment advisory and financial planning services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Tyler Samuels is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in developing personalized financial strategies tailored to clients' individual goals and provides access to a broad range of investment insights and banking solutions through Merrill and Bank of America. Samuels holds the designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from the University of Mississippi. He emphasizes working closely with clients one-on-one to help them pursue their long-term financial objectives. In line with Merrill's tradition of community involvement, Samuels actively participates in volunteer activities with organizations in his community.

Brandon Shen is a Senior Financial Advisor at Merrill Lynch Wealth Management, bringing over 14 years of experience in financial management and capital market wealth strategies. He utilizes a comprehensive and client-first approach to assist individuals and families in building personalized wealth management strategies. His expertise spans areas including lending, investments, tax minimization, estate planning, insurance, retirement planning, portfolio management, and credit. Throughout his career, Brandon has served clients across various financial institutions both in China and the United States. His previous roles include Client Service Manager and Assistant Vice President at Standard Chartered Private Bank, Assistant Vice President and Private Client Banker at J.P. Morgan Chase Bank, Vice President and Private Client Advisor at US Trust, Bank of America Wealth Management, and Senior Vice President and Private Banker at BBVA Global Wealth. He holds a Bachelor's Degree from the University of Southern California and the Personal Investment Advisor (PIA) designation. Brandon is fluent in English and Mandarin. Outside of his professional responsibilities, Brandon enjoys reading, watching movies, and spending time with his wife and two children, engaging in activities such as figure skating and swimming. He approaches his work by collaborating closely with clients to develop personalized financial strategies aimed at achieving their long-term goals.

Robert Ratcliff is a financial advisor at Stifel with 37 years of industry experience. He holds a Series 63 designation and has been with Stifel Nicolaus & Co. Inc. since 2010. Outside of his advisory role, Ratcliff serves on the Board of Directors for the Cole Ranch Improvement District No. 1 in Denton County, Texas, and participates in drag racing. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group, which incorporates forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning analyses.

Jason Mansur is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 30 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory work, he owns a home rehabilitation and resale business in Tulsa, Oklahoma. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Grier White is a financial advisor with Wells Fargo Clearing in Frisco, TX, holding Series 63 and Series 65 credentials and bringing 58 years of industry experience. He has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and emphasizes research-based investment strategies and diversified portfolio management.

Jared Cornelius is a Series 66 licensed financial advisor with LPL Financial in Frisco, TX, where he has worked since 2013. He has 20 years of industry experience. Jared has also been involved in delivering investment-related seminars at the University of North Texas. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research, model portfolios, and various management options.

Robert Thomas is a Wealth Management Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management, where he has been employed since April 2013. He co-heads a dedicated Wealth Advisory Team of three and focuses on developing deep relationships with clients by understanding their needs and collaborating with other professionals such as attorneys and CPAs. His approach emphasizes fee transparency and a consultative process to help clients pursue their financial goals through custom investment strategies and a wide range of Merrill Lynch model portfolios and third-party investment options. Robert is a CERTIFIED FINANCIAL PLANNER® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc., which he obtained in 2017. He also holds the Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA) designations. He earned a bachelor's degree in Economics & Commerce from Hampden-Sydney College, where he also played varsity lacrosse for four years. His expertise includes education planning, family wealth management strategies, legacy planning, managing new wealth, retirement income, tax minimization, philanthropic planning, and socially responsible investing. Robert is involved in his community as a member of the McKinney Rotary Club and serves as a YMCA coach. He resides in Dallas with his wife, Shannon, their son Henry, daughter Miller, and their dog Beau. His personal interests include fishing, football, genealogy, golfing, hunting, ice hockey, racquetball, reading, running, and spending time with his family.

Nancy Foust is a financial advisor with RBC Capital Markets in Frisco, TX, holding a Series 66 designation and 12 years of industry experience. She has worked at Merrill from 2014 to 2019 and the Clay Baker Agency Allstate from 2019 to 2021 before joining RBC Capital Markets in 2021. RBC Wealth Management, a division of RBC Capital Markets, serves a broad range of clients including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles and investment preferences.

William Roebken is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with LPL Financial since 2009. Outside of advising, he operates a tax preparation business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Christina Kutej is a financial advisor at Merrill with the Series 66 designation and two years of industry experience. She has been with Merrill since 2002. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Nathaniel Biddick is a CFP® and holds a Series 66 license with 19 years of industry experience. He is currently affiliated with Cetera and has worked previously with Avantax Advisory Services and 1st Global Capital Corp. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with a multi-manager platform including affiliated and unaffiliated managers.

Robert Pearson is a financial advisor with Raymond James & Associates based in Frisco, TX. He holds Series 63 and Series 65 designations and has 30 years of industry experience. Prior to joining Raymond James, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he is the owner of an agricultural business in Frisco, TX. Raymond James & Associates is a 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, and municipal entities—and offers financial planning, non-discretionary investment consulting, and institutional advisory services supported by a nationwide network of advisers.

Terence Sievert is a Series 66-licensed financial advisor with Edward Jones in McKinney, TX, bringing seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Hewlett Packard Enterprise and Fujitsu Defense and National Security. He also serves as Chief Executive and Chairman of the Board of the Stay in the Fight Veterans Foundation, a nonprofit supporting high-risk veterans in North Texas. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.