Jodie Mckevitt is a financial advisor at RBC Capital Markets with 18 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Prior to joining RBC Capital Markets in 2020, she worked at Merrill for 10 years. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs and customizes investment strategies based on each client’s risk profile, utilizing both in-house and third-party investment managers.

Mary Wilson is a financial advisor with Merrill and holds a Series 66 designation. She has 14 years of industry experience, including prior roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of her advisory work, she teaches yoga and serves on the advisory board of Helping Our Heroes, a charitable organization that fundraises for injured military members and their families. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Louis Marx is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior experience includes roles at Merrill and Bank of America, and he is also the owner of DFW Pinball League, LLC, a competitive pinball league operator. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting services supported by a nationwide network of advisors.

Stuart Snook is a CFP®-designated financial advisor with Edward Jones in Frisco, TX, where he has worked since 2013, totaling 12 years of industry experience. He serves on the Trust Advisory Committee for Trust Canon City, CO. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of investment strategies and affiliated services through a large network of advisors and branch offices.

Bradley Hinson is a CFP® professional with 12 years of experience in the financial industry, currently serving as an advisor at Edward Jones since 2014. He is also a trustee of Think Twice Ministries in Corinth, TX. Edward Jones is a full-service wealth management firm that serves individual and institutional clients across various segments, managing over $1 trillion in assets through a large network of financial advisors and branch offices. The firm offers a range of advisory strategies and affiliated investment options under a fiduciary standard.

Benilda Leah Lewis is a financial advisor at Wells Fargo Clearing in Frisco, TX, holding a Series 66 designation. She has over three years of experience at Wells Fargo and previously worked at Globe Telecom for sixteen years. 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 utilizes research and analytics to support diversified investment strategies.

Alec Jordan is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds a Series 66 credential and has previously worked at UBS Financial Services and KPMG. Alec is based in Frisco, TX. 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 combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and employs diversification principles and modern portfolio theory in its investment evaluations.

Robert Montgomery is a financial advisor at Stifel with 28 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Merrill and Bank of America, N.A. He is based in Frisco, TX. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services underpinned by a proprietary investment methodology developed by its Investment Strategy Group.

Angela Shaw is a financial advisor at Merrill with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 2007. Based in Frisco, TX, her career has been focused on delivering investment services within a large institutional firm. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Steven Lindberg is a financial advisor with OSAIC in McKinney, TX, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 33 years of industry experience, including ten years at Woodbury Financial Services, Inc. Prior to joining OSAIC in 2024, he also operated Lindberg Financial LLC, where he was president and engaged in the sale of insurance products. OSAIC serves a diverse client base ranging from individual investors to large institutions and offers integrated brokerage and advisory services supported by various investment platforms and third-party managers. The firm employs structured asset-allocation and portfolio management tools, with flexible account management options to meet client needs.

Scott Wagoner is a financial advisor at Merrill with 25 years of industry experience. He has been with Merrill since 2009 and has concurrently worked with Bank of America N.A. since 2007. Outside of his advisory role, he serves on the golf committee at Royal Oaks Country Club, organizing tournament formats for the club's men's golf association. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Karey Rebello is a CFP® professional with eight years of industry experience, currently with Cambridge Investment Research Advisors since 2026. Prior to joining Cambridge, Karey worked at LSF Capital LLC and IWG Investment Advisors LLC. Outside of advisory work, Karey is a 50% owner of LS Financial Group LLC, which holds a minority stake in an affiliated insurance firm. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a wide range of clients including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services delivered through independent Financial Professionals using both proprietary and third-party strategies.

J Stiles is a financial advisor with Wells Fargo Clearing in Frisco, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 13 years before joining Wells Fargo Clearing in 2022. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Michael Pavell is a financial advisor with Merrill in Frisco, TX, holding a Series 66 designation and bringing 19 years of industry experience. He has been with Merrill since 2009 and is also affiliated with Bank of America. Outside of his advisory role, Pavell volunteers as Chair of the Finance Committee at Fort Worth Bible Church and serves on a scholarship committee for the Crescent Scholarship Foundation. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Brett Blair is a financial advisor at LPL Financial with 10 years of industry experience and holds a Series 66 designation. He previously worked at SPC and Sigma Financial Corporation before joining LPL Financial. Blair also manages Blair Financial LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, including discretionary and non-discretionary management and access to model portfolios and research.

Janine Hartman is a financial advisor at Merrill with seven years of industry experience. She holds the Series 66 and Series 63 credentials and has worked at firms including Goldman Sachs, Fidelity Investments, and JP Morgan Chase. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pensions, corporations, and charitable organizations.

Gary Calmes is a CFP® professional with 18 years of experience currently with Cetera. He has operated his own financial and tax firms since the early 1990s and has served on the Denton Fire Pension Board since 2014. Calmes holds board positions with Denton Calvary Academy and the Woman to Woman Pregnancy Resource Center and serves as an elder at Denton Bible Church. Cetera Investment Advisers LLC is an SEC-registered firm supporting a large nationwide network of independent advisors. It offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement services to individual, corporate, charitable, and institutional clients.

Paige Kendrick is a financial advisor with Merrill in Frisco, Texas, holding a Series 66 credential and 15 years of experience at the firm. She serves as a board member of Ascend Dallas, a nonprofit focused on empowering women and addressing poverty through confidence and skill-building programs. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Christopher Mccampbell is a financial advisor with Raymond James & Associates in Frisco, TX, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He previously worked at Hilltop Securities Inc. from 2016 to 2021 before joining Raymond James in 2021. 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, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Nicholas Bogie is a financial advisor at Wells Fargo Clearing with two years of industry experience. His prior roles include positions at Charles Schwab and TD Ameritrade. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.