Buffie Anderson is a Financial Advisor partnering with Tarver & Campbell Wealth Partners, where she focuses on developing relationships with both new and existing clients. With a background that includes working as a Registered Sales Associate at Merrill and experience in alternative investments such as Oil and Gas, Qualified Opportunity Zones, and DSTs, she brings a broad range of expertise to her role. Buffie specializes in areas including College Education Planning, Family Wealth Management Strategies, Services for Endowments, Foundations, and Non-profits, Special Needs Planning Strategies, Women and Wealth, and Sports & Entertainment. Buffie earned her Bachelor's Degree in Finance and Real Estate from Texas Tech University. She holds professional designations including Accredited Wealth Management Advisor (AWMA), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Her professional philosophy centers on partnering with clients individually to create personalized financial strategies aimed at supporting their long-term goals. Beyond her professional work, Buffie has been actively involved in community service. She founded Prosperity Place, a 501(c)(3) non-profit providing therapy resources for children with special needs from 2006 to 2014, and has served on the Presidential Committee for Individuals with Intellectual Disabilities in Washington D.C. Additionally, she has been Chairperson of the Parent's Advocacy Committee for Angels of Care, a pediatric nursing agency, and currently collaborates with a team starting The GreenHouse, a non-profit that will provide day-habilitation services to adults with complex special needs. Buffie enjoys spending time with her three children and engages in activities such as basketball, cooking, dancing, football, interior decorating, scuba diving, and skiing.

Justin Priola is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Samuel Garcia is a financial advisor at Merrill with a Series 66 designation and six years of industry experience. He has worked at both Merrill and Bank of America since 2010. Merrill 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 and profit-sharing plans, corporations, and charitable organizations.

Kurt Mathison is a financial advisor at Merrill in Frisco, TX, holding a Series 66 designation with eight years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2018 and had a prior 13-year tenure at Bank of America. 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 and profit-sharing plans, corporations, and charitable organizations.

Clifton Clay is a Series 66 licensed financial advisor with Edward Jones in Corinth, TX, where he has worked since 2014. He has 12 years of industry experience. 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 nationwide.

Krystal DeLeon is a Senior Financial Advisor at Merrill Lynch Wealth Management. She specializes in serving ultra-high net worth and high net worth individuals and families, including clients such as Cattlemen, Closely-Held Business Owners, Attorneys, Professional Athletes, Physicians, and Entrepreneurs. Her areas of expertise include college education planning, family wealth management strategies, investment consulting for defined contribution plans, legacy planning, managing new wealth, personal retirement planning, women and wealth, sports and entertainment, tax minimization, and retirement income. Krystal holds a Bachelor of Human Sciences from Texas Tech University and an MBA from Texas Woman's University. She is a Certified Divorce Financial Analyst (CDFA) professional, a Certified Plan Fiduciary Advisor (CPFA) practitioner, a Personal Investment Advisor (PIA), and a Retirement Accredited Financial Advisor (RAFA). She is also affiliated with the Investments and Wealth Institute and Marquis Who's Who. Krystal is bilingual in Spanish and English. Outside of her professional responsibilities, Krystal serves as the Denton County Co-Chair for Bank of America Community Volunteers and as a board member for Single Mom Scholars Dallas. She lives in Argyle, Texas, and is a mother of four children.

Jackson Alexander is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been a financial advisor since graduating from Abilene Christian University with a B.B.A in Business Management in 2003. Jackson has achieved the Chartered Retirement Planning Counselor™ designation and is a Personal Investment Advisor (PIA). He specializes in wealth management by developing customized strategies aimed at helping clients meet both their short-term and long-term financial objectives. Jackson primarily works with successful families who have accumulated $3 million or more in investable assets and are approaching or in retirement. His focus is on providing clarity, simplicity, and confidence in financial decisions, particularly in areas such as retirement income structuring, tax efficiency, risk reduction, and organizing complex financial lives. He serves a range of clients, including business owners nearing transitions, corporate executives, professionals, and families navigating inherited wealth. Residing in Fairview, Texas with his wife Elizabeth and their three children, Jackson is active in his local community and church. He enjoys spending his personal time with family engaging in outdoor activities such as camping, hiking, visiting National Parks, fly fishing, and spending time at their family ranch. Jackson and his family support organizations including Arms of Hope, Christian Works for Children, Hope for Haiti's Children, and Eastern European Missions. Additionally, Jackson is involved in community initiatives such as Habitat for Humanity, Meals on Wheels, and Thrive Ministry.

Thomas Morris Jr is a financial advisor with Edward Jones in Frisco, TX, holding a Series 66 designation and 13 years of industry experience. He has worked at Fidelity Personal and Workplace Advisors since 2018 and has been affiliated with FIDELITY Brokerage Services LLC since 2013. Outside of his advisory role, he manages BTMR Investments, LLC, which leases construction aggregate deposits. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment advisory programs and maintains a large network of financial advisors and branch offices across the United States.

John Wells is a financial advisor at Fidelity with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked across various Fidelity entities since 1997. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including multi-manager funds and model portfolios for intermediary platforms.

Daniel Caldeira is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to understand their personal perspectives and priorities, helping them develop strategies to pursue their financial goals. His approach includes assisting with general investing, retirement planning, and saving for unexpected expenses. Daniel holds a Bachelor's Degree from Excelsior College and has earned professional designations including the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). These credentials support his ability to provide informed advice and guidance tailored to each client's unique ambitions. He emphasizes transparency and simplicity in wealth planning, aiming to make the process manageable and aligned with clients' long-term objectives.

Lesley Sartin III is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wells Fargo Clearing since 2016, previously spending seven years with Wells Fargo Advisors LLC and over two decades with Citigroup Global Markets. Outside of his advisory role, he serves as a power of attorney for his mother. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment services. The firm’s investment process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Selvaraju Parimeru is a financial advisor at Equitable Advisors with 23 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Parimeru has been with Equitable Advisors and its predecessor, Axa Advisors, since 2003. Outside of his advisory work, he is involved in real estate investment in India. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutional investors. The firm provides financial planning, brokerage services, insurance distribution, and access to third-party asset management programs through a dual-registered model as both an SEC-registered investment adviser and a broker-dealer.

Nathan Hale is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. and Ameriprise Financial Services, Inc., with seven of those years also dedicated to BAHN Wealth Management, an independent support company he owns. Raymond James Financial Services Advisors, Inc. 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 employs non-discretionary planning and analytical tools to tailor recommendations and supports municipal and public-finance work through its affiliation with a municipal advisor.

Sherry Craig is a Wealth Management Advisor with Merrill Lynch Wealth Management. In this role, she works closely with clients to identify their financial priorities and develop customized investment strategies designed to help them achieve their goals. She draws on her extensive experience and the resources available through Merrill Lynch Wealth Management and Bank of America, N.A. to implement these strategies. Sherry emphasizes personalized customer service and aims to provide financial well-being so clients can focus on other important aspects of their lives. Sherry began her financial career shortly after earning a bachelor's degree from Kent State University. Within 14 months, she obtained her Series 7 FINRA registration and secured a position as an Institutional Equity Trader. By 1992, she became Managing Director of Equity Trading, overseeing NASDAQ and sales trading departments for institutional equity research firms for 15 years. In 2008, she transitioned to an independent financial advisory role, building on her background to serve individuals, families, and business owners. Her professional credentials include the CERTIFIED FINANCIAL PLANNER® certification, the Chartered Retirement Planning Counselor™ designation, and FINRA registrations Series 7, 24, 55, 63, and 66, as well as a Texas Life and Health Insurance license. Sherry is also a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She maintains her expertise through continuing education, industry conferences, and networking. Sherry is involved in her community through volunteer work in McKinney and participates in local chambers of commerce.

Karla Scheve is a CFP®-credentialed financial advisor with 15 years of industry experience, currently serving clients at LPL Financial since 2021. Her prior experience includes roles at Waddell & Reed, Inc. and involvement with the Greater Celina Chamber of Commerce. In addition to her advisory work, she has managed a real estate rental business through Scheve Property LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, supported by research and technologies such as machine learning.

Jon Blair is a financial advisor with Raymond James & Associates in Frisco, TX, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior experience includes roles at Merrill and Bank of America, N.A. He has been with Raymond James & Associates since 2021. Raymond James & Associates, Inc. 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, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Richard Piatas is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 25 years of experience in financial advisory services. He focuses on serving entrepreneurs, corporate executives, and professionals who have transformed intellectual capital into financial capital. Richard's expertise includes corporate retirement plan services, education planning, equity compensation services, family wealth management strategies, employee financial health, legacy planning, managing new wealth, personal retirement planning, socially responsible investing, values-based and ESG investing, and retirement income. Richard holds a Bachelor's Degree in Economics from the University of Waterloo in Canada and a Master of Business Administration in Finance from Barry University in Florida. He has earned several professional designations including Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He leverages his extensive experience and the resources of Merrill Lynch and Bank of America to provide customized, transparent, and prudent financial advice. Outside of his professional work, Richard is an active supporter of the Juvenile Diabetes Research Foundation, motivated by his personal experience as a parent of a child with Type 1 Diabetes. He enjoys spending time with his wife and twin teenagers, participating in activities such as downhill skiing, whitewater rafting, and global travel.

Patricia Dietz is a financial advisor with Wells Fargo Clearing in Frisco, TX, holding a Series 66 designation and seven years of industry experience. She has been with Wells Fargo Clearing since 2018 and previously worked at Pearson VUE and Barnes & Noble. 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 provides both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

Jennifer Aceves is a financial advisor with Merrill in Frisco, TX, holding a Series 66 designation and 20 years of industry experience. She has been with Merrill since 2007. 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, and various institutional investors.

Curtiss Kaufman is a Series 66-licensed financial advisor with Merrill, based in Frisco, TX. He has 17 years of industry experience and has worked at Merrill since 2009, including time associated with Bank of America since 2018. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.