Sean Fansler is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His work history includes nearly two decades with Wells Fargo Clearing and a brief tenure at Prudential Equity Group. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services such as business-owner transition and special-needs analysis, supported by Wells Fargo’s research and planning tools.

Thomas Bridgman II is a Senior Financial Advisor at Merrill Lynch Wealth Management. He works with individuals, families, and business owners navigating major life transitions such as retirement, divorce, widowhood, and business transitions. He developed the BRIDGE™ Process to guide clients through significant financial decisions, emphasizing a personalized approach that begins with understanding each client's unique story and priorities. Before entering financial advising, Thomas spent 30 years in the movie theater industry, advancing from janitor to Vice President of Operations for a large theater chain. His transition into financial advising was influenced by personal experiences, including the loss of his career and the early passing of his father, which shaped his perspective on financial planning. Thomas holds multiple professional designations, including ChFC®, CDFA®, CPFA®, AAMS™, CRPC™, and CRPS™. Outside of work, Thomas is a husband and father with interests in film, golf, and smoking brisket. He is involved with several community organizations, including Grace of Grapevine, GraceBridge, Meals on Wheels of Collin County, Prestonwood Baptist Church Media Ministry, and The Alzheimer's Association. He also hosts "Thursdays with Thomas," a LinkedIn financial education series.

Mary Kloesel is a financial advisor at LPL Financial with 24 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Brennan Wealth Advisors and FSC Securities Corporation. She is also a notary public in the state of Texas. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of advisory and brokerage services including financial planning and access to third-party asset management solutions.

Andrea Burkhalter is a financial advisor with Raymond James & Associates in Frisco, TX, holding Series 63 and Series 65 licenses and 23 years of industry experience. Her prior roles include positions at Ameriprise Financial Services, AIG Capital Services, American General Life Insurance, and Morgan Stanley. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, charitable organizations, and governmental entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

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.

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 bringing 26 years of industry experience. His prior firms include Securities America Advisors and Voya Financial Advisors. Outside of advisory work, he is involved with KV Briseis LLC, a family-owned bakery business. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, combining broad non-advisory financial activities with a large advisory platform.

Buffie Anderson is a Financial Advisor with Tarver & Campbell Wealth Partners and the Merrill Lynch Wealth Management line of business. She partners with clients and trusted professionals to create, grow, and protect wealth, helping them achieve their most meaningful life goals. Buffie is integral in developing relationships with new and existing clients, focusing on areas such as family wealth management, college education planning, special needs planning, and services for endowments, foundations, and non-profits. 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 prior experience includes working as a Registered Sales Associate at Merrill, assisting in financial and estate planning for high net-worth clients, as well as experience in alternative investments like Oil and Gas, Qualified Opportunity Zones, and DSTs. Beyond her financial career, Buffie has been involved in community initiatives inspired by her family's experiences. She founded Prosperity Place, a 501(c)(3) non-profit organization providing therapy resources for children with special needs. She has served as a citizen member on the Presidential Committee of Individuals with Intellectual Disabilities and as Chairperson of the Parent’s Advocacy Committee for Angels of Care, a pediatric nursing agency. Currently, Buffie is working with a group to start The GreenHouse, a non-profit offering day-habilitation services for adults with complex special needs. A native Texan from Olney, she enjoys spending time with her three children and pursues interests including 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 seven years of industry experience. He holds a Series 66 designation and has been associated with both Merrill and Bank of America since 2010. 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 a diverse client base, including individuals, high-net-worth clients, pension 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.

Krystal DeLeon is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she serves ultra-high net worth and high net worth individuals and families. Her client focus areas 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's degree in Human Sciences from Texas Tech University and an MBA from Texas Woman's University. She is a Certified Divorce Financial Analyst (CDFA), Certified Plan Fiduciary Advisor (CPFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). She is a member of professional organizations including the Investments and Wealth Institute and Marquis Who's Who. In addition to her professional work, Krystal is involved in community service as the Denton County Co-Chair for Bank of America Volunteers and as a board member of Single Mom Scholars Dallas, where she supports financial education for single mothers. She is bilingual in Spanish and English. Krystal resides in Argyle, Texas, with her 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 at Edward Jones in Frisco, TX, holding a Series 66 credential with 13 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors and T. Rowe Price Advisory Services, Inc. Outside of his advisory work, he serves as a manager responsible for accounting at BTMR Investments, LLC, a construction aggregate deposit leasing business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and related services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

John Wells is a financial advisor at Fidelity with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 1997. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios from a broad universe of mutual funds, ETFs, and ETPs.

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 with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He worked previously at Citigroup Global Markets for 10 years before joining Wells Fargo in 2016. Sartin also serves as power of attorney for his mother. 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 extensive research and analytics.

Selvaraju Parimeru is a financial advisor with Equitable Advisors in Frisco, TX, holding the ChFC® designation and Series 63 and 66 licenses, with 23 years of industry experience. He has been with Equitable Advisors since 2003, including its prior identity as Axa Advisors. Outside of advising, he is involved in real estate investment in India. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a range of advisory models, including third-party and proprietary solutions, and provides services through a large network of Investment Adviser Representatives.