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.

Robert Fragnito is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 14 years of industry experience, with prior roles at firms including J.P. Morgan Securities and Wells Fargo. Outside of advising, he is the founder and director of ThePoliticalMinds.com, a political theory and commentary website, and serves on the advisory board for the University of California Riverside Extension’s design thinking program. He also participates in community activities such as serving on the finance council of St. Francis of Assisi church and volunteering with the Knights of Columbus. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs, supporting both discretionary and non-discretionary management across multiple platforms and custodians.

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®-certified financial advisor with 15 years of industry experience, currently with LPL Financial since 2021. Her background includes roles at Waddell & Reed, Inc., various insurance carriers, and involvement with the Greater Celina Chamber of Commerce. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions with a broad range of advisory and brokerage services, including model portfolio programs and institutional platforms.

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.

Brianna Field is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and previously worked at Crayon and McAfee. Outside of financial advising, she is a partner in a beauty retail business where she promotes and posts social media for affiliate products. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices.

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.

John Hughes is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has over 20 years of experience in investment advising, focusing on designing and implementing the equity portions of client portfolios. John works with clients on a range of financial planning areas including college education planning, corporate executive services, divorce transition planning, executive compensation, family wealth management strategies, legacy planning, personal retirement planning, sports and entertainment, tax minimization, and retirement income. John earned a Bachelor of Business Administration in Finance with an emphasis on Econometrics from Southern Methodist University’s Edwin L. Cox School of Business. He holds the designation of Personal Investment Advisor (PIA). Outside of his professional responsibilities, John enjoys running, marathon running, surfing, skiing, playing chess, listening to music, reading, and spending time with his family.

Frederik Constantinesco is a financial advisor with Merrill in Frisco, TX, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Bank of America, N.A., XRAM Capital, and self-employment ventures spanning eight years. 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.

Tyler Von Richter is a financial advisor at Stifel based in Frisco, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Stifel in 2024, he spent ten years at Call Box. Outside of advisory work, he is the owner and manager of an LLC involved in rental property management. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is supported by proprietary analysis and probabilistic modeling developed by its Investment Strategy Group.

Marco Fragnito is a financial advisor at Cambridge Investment Research Advisors with 32 years of industry experience. He holds Series 63 and Series 65 credentials. His work history includes roles at Wells Fargo Advisors Financial Network, Cutter and Company Brokerage, Raymond James & Associates, and Prospera Financial Services. He also serves as Managing Principal of MCF Capital Management, LLC. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients by providing financial planning, ongoing investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.

Michael Gage is a CFP® with 31 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Prudential Equity Group, LLC from 1997 to 2003. Outside of his advisory role, he is co-owner of GAGE RO WORKING CO LLC, an investment-related business. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm employs a research-driven approach and provides both brokerage and advisory solutions across a large network of financial professionals.

Sanjiv Shukla is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He has been with Raymond James in various capacities since 2007 and worked briefly at WFG Advisors. Outside of advisory services, he is an independent insurance agent involved in the sale of disability and life insurance. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, corporations, pension plans, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools, and supports municipal and public finance work through a municipal advisor affiliation.

Chris Boley is a financial advisor at Stifel with 21 years of industry experience. He holds the Series 66 designation and has worked at Stifel since 2015, following prior roles at Barclays Capital Inc. and Credit Suisse Securities (USA) LLC. Outside of his advisory work, Boley serves as Booster Club President for the Titan Hoop-It-Up Club, a high school basketball team fundraising organization in Frisco, Texas. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling to support asset allocation and planning analyses.

John Macatangay is a Series 66 licensed advisor at J.P. Morgan Securities with 16 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and previously spent two years at Riverlee, LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investments.

Tommy Pierce is a Private Wealth Advisor with Merrill Lynch Wealth Management, where he has been a team member for 18 years. He specializes in wealth management planning, single stock risk management, non-traditional investments, liability planning, and business succession planning, focusing on high net worth families and business owners. His experience includes identifying opportunities and assessing risk for corporate executives and business owners, aiding in the development of sophisticated strategies in today's marketplace. Tommy holds the Certified Private Wealth Advisor (CPWA) designation from the Investments & Wealth Institute at the University of Chicago Booth School of Business and the Certified Exit Planning Advisor (CEPA) designation. He earned his Bachelor's degree with an emphasis in Finance from Lamar University, where he received All-Academic honors and other awards while playing Division I baseball. Alongside his professional career, Tommy and his wife Ashley are active in the Frisco community, participating with Preston Trail Community Church and Casa Hogar Orphanage. They have twin daughters and contribute to local charitable activities.

Cynthia Tran Alecio is a financial advisor at Merrill with 18 years of industry experience and holds a Series 66 designation. She has been with Merrill since 2009. 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.