Erin Myers is a financial advisor with OSAIC who holds Series 63 and Series 65 designations and has 24 years of industry experience. Prior to joining OSAIC in 2023, she worked for Sagepoint Financial, INC for seven years. Outside of advising, she manages a tax and financial services LLC and is involved in beekeeping through a personal LLC. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and multiple investment platforms to construct portfolios across various asset classes.

Daylen Fleitman is a financial advisor at Merrill with Series 63 and Series 66 designations and one year of industry experience. Prior to joining Merrill, he held positions at Merit Financial Advisors, Purshe Kaplan Sterling Investments, and Equitable Advisors. He also has experience at WineU and Stonebriar Country Club. 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 a range of individual and institutional clients.

Natalie Rudis is a financial advisor at Raymond James & Associates in Frisco, TX, holding Series 65 and Series 63 licenses with four years of industry experience. Her prior roles include positions at Fidelity Investments and the Office of U.S. Senator Ben Sasse. Outside of financial advising, she owns and operates a mobile airbrush spray tan business serving clients in the Dallas-Fort Worth area. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base, including individuals, institutions, and governmental entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Kathy Bauer is a financial advisor with Edward Jones in Denton, TX, holding a Series 66 designation and 16 years of industry experience. She has been with Edward Jones since 2009. Outside of her advisory role, she teaches macroeconomics at a local high school. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of investment options and advisory services, managing approximately $1.01 trillion in assets through a large nationwide advisor and branch network.

Christian Reeves is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. In this role, he collaborates with executives to help them understand their employer benefits and develop comprehensive plans to achieve their financial goals. He employs a consultative approach to empower clients and foster lasting relationships. Christian has been with Fidelity Investments since 2023, initially serving as a Workplace Planning Consultant before advancing to his current position in 2025. His professional experience centers on benefits and financial planning within the workplace context. Outside of his professional work, Christian has personal interests that include baseball, family activities, golf, enjoying culinary experiences, and spending time with pets.

Scott Coombes is a financial advisor with Merrill in Frisco, TX, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has been with Merrill and Bank of America since 2016. Outside of his advisory role, he is a part owner of the San Antonio Flea Market, a vendor sales business. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Justin Clark is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Cetera in Frisco, TX. His prior experience includes 14 years at Sagepoint Financial, Inc. He is also a part owner and manager of Hillside Drive LLC, a business involved in expense management and office operations. Cetera Investment Advisers LLC is an SEC-registered firm that offers a multi-manager platform serving individual clients, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm provides discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across various program structures and custodial relationships.

Joe Scott is a financial advisor with Wells Fargo Clearing in Frisco, TX, holding Series 63 and Series 65 licenses and 17 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for seven years before joining Wells Fargo Clearing in 2023. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Aaron Stevens is a financial advisor at Raymond James Financial with 13 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for five years before joining Raymond James in 2018. Stevens also owns Stevens Financial Services, where he serves as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary planning and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Jay Liberman is a financial advisor at RBC Capital Markets with 27 years of industry experience. He holds a Series 66 designation and has worked at RBC Capital Markets since 2008 and City National Bank since 2020. Outside of his advisory role, he serves on the finance committee of the Jewish Federation of Greater Dallas and sits on the board of directors for the JCC Association of North America. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment programs and portfolio management solutions that incorporate both in-house and third-party managers.

Sean Fansler is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked in various capacities within Wells Fargo Clearing and Advisors since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutions. The firm offers a broad planning menu tailored to clients meeting a net-worth threshold, using proprietary research and tools to develop recommendations delivered through meetings and written summaries.

Thomas Bridgman II is a Senior Financial Advisor at Merrill Lynch Wealth Management specializing in guiding clients through significant life transitions such as divorce, widowhood, retirement, and business exits. He focuses on helping first-generation, self-made individuals who are approaching major financial turning points, offering personalized financial strategies that emphasize stability and clarity. To support his clients, Thomas developed the BRIDGE™ Process, a six-step advising framework that begins with understanding the client's story and leads to designing and evolving a tailored financial path. Before entering financial advising, Thomas spent 30 years in the movie theater industry, culminating in a Vice President of Operations role, where he developed skills in communication and client service that inform his current practice. His transition to financial advising was motivated by personal experiences with career loss and family financial challenges. He holds multiple professional designations, including ChFC®, CDFA®, CPFA®, AAMS™, CRPC™, and CRPS™, supported by accredited certificate programs from The American College and The College for Financial Planning. Outside of his professional role, Thomas participates in various community organizations such as Grace of Grapevine, GraceBridge, Meals on Wheels of Collin County, Prestonwood Baptist Church Media Ministry, and The Alzheimer's Association. He is also a member of the Dallas Business Club, Master Networks, Prestonwood Baptist Church Media Ministry Team, and the Texas Legends Owners Club. His personal interests include football, golfing, ice hockey, music, reading, singing, tennis, and traveling.

Mary Kloesel is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. She has worked previously at FSC Securities Corporation and Brennan Wealth Advisors, LLC. Additionally, she is a commissioned notary in the State of Texas. 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, financial planning, and consulting services, utilizing research and model portfolios to support diversified investment strategies.

Andrea Burkhalter is a financial advisor with Raymond James & Associates in Frisco, TX, holding Series 63 and Series 65 registrations and bringing 23 years of industry experience. Her career includes roles at Morgan Stanley Smith Barney, American General Life Insurance, AIG Capital Services, and Ameriprise Financial Services. She has been with Raymond James & Associates since 2019. Raymond James & Associates is a large, 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, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

Kibb King is a financial advisor with RBC Capital Markets in Frisco, TX, holding Series 63 and Series 66 credentials and 23 years of industry experience. He has previously worked with Elite Financial Management, Raymond James Financial Services, and LPL Financial. Outside of his advisory work, King is involved in managing rental properties. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering tailored portfolio management and financial planning through multiple advisory programs. The firm combines in-house and third-party investment managers and includes access to alternative investments and integrated lending services.

Morgan Kennedy is a financial advisor at Merrill with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Merrill since 2009 and Bank of America since 2003. Outside of his advisory role, he is a partner in a family real estate investment LLC. Merrill provides managed account services through its Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using a combination of model-based and discretionary investment strategies.

Robert Straight is a financial advisor at RBC Capital Markets in Frisco, TX, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has been with RBC Capital Markets since 2014 and previously worked at City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with customizable investment strategies implemented through both in-house and third-party managers.

Cameron Ratcliff is a financial advisor with Stifel in Denton, TX, holding a Series 66 designation and five years of industry experience. Prior to joining Stifel, he worked at UDC Global, LLC, Stream Realty Partners, LP, and Huselton, Morgan, & Maultsby, P.C. He serves as a board member for the Cole Ranch Improvement District No. 2 of Denton County, Texas. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm provides episodic fee-based financial planning and is involved in private funds, municipal placements, and operates alongside affiliated trust companies and banks.

John Simmers is a Financial Advisor with Merrill Lynch Wealth Management. He works directly with clients to define their financial goals and develop portfolio strategies aimed at helping them reach those objectives. His approach involves ongoing advice and adaptation of clients' portfolios to meet changing circumstances. His expertise includes college education planning, legacy planning, personal retirement planning, small business strategies, tax minimization, and retirement income management. John holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his Bachelor's Degree from Ouachita Baptist University. John is involved in activities such as adventure sports, chess, cooking, fishing, gardening, golfing, music, reading, traveling, and yoga.

Stephen Koessl is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 26 years of industry experience. His prior roles include positions at Securities America Advisors and Voya Financial Advisors. Outside of advising, he is involved in a family-owned bakery business through KV BRISEIS LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a broad range of advisory programs and financial planning services, featuring discretionary and non-discretionary management supported by proprietary and third-party research.