Nash Noorali is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining J.P. Morgan in 2025, he worked at Northwestern Mutual Investment Management for nine years. Outside of his advisory role, Noorali is an owner and partner in two businesses: RRNN Fam LLC, involved in commercial real estate, and RNN Corp, a retail corporation. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence and incorporates ESG criteria in its recommendations.

John Kopenhaver is a CFP® professional with 32 years of industry experience, currently affiliated with LPL Financial. He has a long tenure with Morgan Stanley, having worked there in various capacities from 1997 through 2020 before joining LPL in 2020. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a broad network of advisers, utilizing model portfolios, third-party subadvisors, and customized strategies.

Ginger Renwick is a financial advisor with Merrill in Frisco, TX, holding a Series 66 designation and bringing nine years of industry experience. She has been with Merrill since 2013. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Rusti Rogger is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 22 years of industry experience. She previously worked at UBS Financial Services for 26 years before joining Wells Fargo. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Michael Jarvis is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 35 years of industry experience. He has worked at Cetera since 2017 and previously spent eight years at Girard Securities, Inc. He also manages his own financial and insurance services firm, Legacy Financial Advisors, and is involved in selling life, disability, and long-term care insurance. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that supports various investment strategies and custodial arrangements.

Karen Hawthorne is a financial advisor with Merrill based in Frisco, TX, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. She has been with Merrill for 26 years, beginning in 2000. 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 with model-based and discretionary investment strategies guided by internal and third-party managers.

Robert Stevens is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He holds a Series 66 license and is based in McKinney, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a variety of investment strategies and fiduciary advisory services through a nationwide network of over 23,700 advisors.

Muralidharan George is a Financial Solutions Advisor (FSA) with Merrill Lynch Wealth Management. In this role, he works closely with clients to understand their personal priorities and financial goals. His approach involves developing tailored strategies that address a variety of needs, such as retirement planning, funding education, and managing unexpected expenses. He emphasizes simplicity and transparency in wealth planning, aiming to make the process accessible and aligned with each client's unique circumstances. Mr. George holds a Personal Investment Advisor (PIA) designation and has earned a Master's Degree, an MBA, both from Wayne State University, as well as a Bachelor's Degree from Bharathiar University. Proficient in multiple languages including English, Hindi, Tamil, Telugu, Kannada, and Malayalam, he is positioned to serve a diverse client base. He is affiliated with Merrill Lynch Wealth Management as his primary professional organization.

Mark Blankinship is a financial advisor with Ameriprise in Van Alstyne, TX, holding Series 63 and Series 65 licenses and 18 years of industry experience. His career includes prior roles at Logsdon Wilson Wealth Advisors LLC, Raymond James Financial Services Advisors, Inc., and a previous tenure at Ameriprise. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, delivering personalized, research-driven recommendations focused on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines algorithmic tools with advisor oversight to tailor plans, while offering a broad range of advisory, brokerage, and insurance solutions.

Lucas Chavez is a financial advisor with RBC Capital Markets in Frisco, TX, holding a Series 66 designation and four years of industry experience. His work history includes roles at City National Bank, Farmer's Insurance, and Metlife. Outside of finance, he works as a rideshare driver and bartends at an Afghani restaurant. RBC Wealth Management serves a diverse client base, including individual investors, institutions, and charitable organizations, offering tailored advisory programs with discretionary and non-discretionary portfolio management and financial planning services.

Matthew Johnston is a financial advisor with Merrill in Frisco, TX, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has worked with Merrill since 2010, including roles at Bofa Securities, Inc. and Bank of America, N.A. since 2019 and 2026, respectively. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Jennifer Gomez is a Series 66-licensed financial advisor with seven years of industry experience. She currently works at Thrivent Investment Management and Thrivent Financial, where she has been since 2020. Prior to that, she worked at Ameriprise Financial Services and Hilltop Securities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across a range of topics and allows clients to combine planning with managed-account services while keeping the two service offerings separate.

Charles Daniel is a Wealth Management Advisor at Merrill Lynch Wealth Management based in Frisco, TX. He focuses on assisting business owners who are planning to exit within the next 3-5 years, helping them develop long-term wealth plans and maximize their assets. His approach includes personalized wealth management strategies tailored to individual goals and circumstances. With expertise in areas such as pre-sale planning for business owners, portfolio design, college education planning, family wealth management strategies, legacy planning, liquidity management, and retirement income, Charles works collaboratively with clients and their families to provide thoughtful advice. He leads a team with over 50 years of wealth management experience, emphasizing comprehensive understanding of clients' financial situations and personal goals. Charles holds a Bachelor's Degree from the University of Southern California and holds the Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA) designations. He is a member of the USC Alumni Association. In addition to his professional work, Charles is involved in community volunteering and enjoys cooking, golfing, tennis, traveling, and spending time with his family.

Garrett Linker is a financial advisor at Cetera with 14 years of industry experience and holds a Series 66 designation. He has worked with various affiliated firms since 2008, including First Allied Advisory Services and Linker Financial Group. Outside of his advisory role, he serves on the Prosper ISD School Board and is an elected board member of the Prosper Historical Society. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers a multi-manager platform with a range of portfolio management, financial planning, and retirement services, managing more than $256 billion in assets.

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.

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.

Brian Layman is a financial advisor with Edward Jones in McKinney, TX. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked in various educational roles, including positions at several school districts. Outside of his advisory work, he serves as a public address announcer for Frisco ISD high school football games. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of advisors and branches.

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.