Jay Lancaster is a financial advisor with Mass Mutual Investors Services in Denton, TX, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at Mass Mutual and its affiliated entities since 2017 and previously spent four years with Northwestern Mutual. In addition to his advisory role, he is licensed to sell life and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, utilizing technology-driven analysis and delivering collaborative, annual planning engagements.

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.

Daniella Marchetta is a Series 66-licensed financial advisor at Edward Jones with four years of industry experience. She has worked at Edward Jones since 2018 and previously held roles in healthcare at Texas Health Adult Care and Gwinnett Medical Center. 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 across the United States.

Scott Wolfe is a financial advisor with Wells Fargo Clearing in Frisco, TX, holding a Series 66 license and nine years of industry experience. His prior roles include positions at UBS Financial Services, Citizens Securities, Merrill Lynch, and service in both the Pennsylvania Army National Guard and US Army Reserves, where he currently serves as a military officer. Outside of finance, he works part-time as a warehouse associate at Amazon. 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 combines research and analytics with diversification principles to deliver both brokerage and advisory solutions.

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.

Brandon Shen is a Senior Financial Advisor at Merrill Lynch Wealth Management, bringing over 14 years of experience in financial management and capital market wealth strategies. He utilizes a comprehensive and client-first approach to assist individuals and families in building personalized wealth management strategies. His expertise spans areas including lending, investments, tax minimization, estate planning, insurance, retirement planning, portfolio management, and credit. Throughout his career, Brandon has served clients across various financial institutions both in China and the United States. His previous roles include Client Service Manager and Assistant Vice President at Standard Chartered Private Bank, Assistant Vice President and Private Client Banker at J.P. Morgan Chase Bank, Vice President and Private Client Advisor at US Trust, Bank of America Wealth Management, and Senior Vice President and Private Banker at BBVA Global Wealth. He holds a Bachelor's Degree from the University of Southern California and the Personal Investment Advisor (PIA) designation. Brandon is fluent in English and Mandarin. Outside of his professional responsibilities, Brandon enjoys reading, watching movies, and spending time with his wife and two children, engaging in activities such as figure skating and swimming. He approaches his work by collaborating closely with clients to develop personalized financial strategies aimed at achieving their long-term goals.

Robert Ratcliff is a financial advisor with Stifel in Denton, Texas, holding a Series 63 license and bringing 38 years of industry experience. His prior roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of his advisory work, he serves on the Board of Directors for the Cole Ranch Improvement District No. 1 in Denton County and participates in drag racing as a hobby. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Jason Mansur is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 30 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory work, he owns a home rehabilitation and resale business in Tulsa, Oklahoma. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Grier White is a financial advisor with Wells Fargo Clearing in Frisco, TX, holding Series 63 and Series 65 licenses and offering 58 years of industry experience. He previously worked for Prudential Equity Group, LLC for 20 years before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm that provides 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, utilizing research and analytics grounded in diversification principles and modern portfolio theory.

Jared Cornelius is a Series 66-licensed financial advisor with LPL Financial, based in Frisco, TX, and has 20 years of industry experience. He has worked at LPL Financial since 2013 and previously spent seven years with Securian Financial Services, Inc. Outside of his advisory role, Jared conducts investment-related seminars at the University of North 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. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered through a network of investment adviser representatives using both discretionary and non-discretionary strategies.

Robert Thomas is a Wealth Management Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management, where he has been employed since April 2013. He co-heads a dedicated Wealth Advisory Team of three and focuses on developing deep relationships with clients by understanding their needs and collaborating with other professionals such as attorneys and CPAs. His approach emphasizes fee transparency and a consultative process to help clients pursue their financial goals through custom investment strategies and a wide range of Merrill Lynch model portfolios and third-party investment options. Robert is a CERTIFIED FINANCIAL PLANNER® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc., which he obtained in 2017. He also holds the Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA) designations. He earned a bachelor's degree in Economics & Commerce from Hampden-Sydney College, where he also played varsity lacrosse for four years. His expertise includes education planning, family wealth management strategies, legacy planning, managing new wealth, retirement income, tax minimization, philanthropic planning, and socially responsible investing. Robert is involved in his community as a member of the McKinney Rotary Club and serves as a YMCA coach. He resides in Dallas with his wife, Shannon, their son Henry, daughter Miller, and their dog Beau. His personal interests include fishing, football, genealogy, golfing, hunting, ice hockey, racquetball, reading, running, and spending time with his family.

Nancy Foust is a financial advisor with RBC Capital Markets in Frisco, TX, holding a Series 66 designation and 12 years of industry experience. She has worked at Merrill from 2014 to 2019 and the Clay Baker Agency Allstate from 2019 to 2021 before joining RBC Capital Markets in 2021. RBC Wealth Management, a division of RBC Capital Markets, serves a broad range of clients including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles and investment preferences.

William Roebken is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior roles include positions at Merrill from 2002 to 2009 and Prudential Equity Group, LLC from 1998 to 2002. Outside of advising, he operates a tax preparation business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, and institutional platforms, managing over $819 billion in discretionary assets through a large network of advisors.

Christina Kutej is a financial advisor at Merrill with the Series 66 designation and two years of industry experience. She has been with Merrill since 2002. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Nathaniel Biddick is a CFP® with 19 years of experience in the financial industry. He is currently with Cetera and has prior experience at Avantax and Edward Jones. Outside of advisory work, he is involved with Olim SportsCards. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with access to model portfolios, third-party managers, and customized strategies across various program structures and custodial relationships.

Robert Pearson is a financial advisor with Raymond James & Associates based in Frisco, TX. He holds Series 63 and Series 65 designations and has 30 years of industry experience. Prior to joining Raymond James, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he is the owner of an agricultural business in Frisco, TX. Raymond James & Associates is a 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, and municipal entities—and offers financial planning, non-discretionary investment consulting, and institutional advisory services supported by a nationwide network of advisers.

Terence Sievert is a Series 66-licensed financial advisor with Edward Jones in McKinney, TX, bringing seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Hewlett Packard Enterprise and Fujitsu Defense and National Security. He also serves as Chief Executive and Chairman of the Board of the Stay in the Fight Veterans Foundation, a nonprofit supporting high-risk veterans in North Texas. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Erin Myers is a financial advisor at Osaic with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at SagePoint Financial, Inc. and Cambridge Investment Research Advisors. Outside of her advisory work, she operates a small-scale bee-keeping business through My Lame Honey Ranch LLC. Osaic Wealth serves a diverse range of clients including individual investors, retirement plan sponsors, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, with a broad selection of investment programs and affiliated service providers.

Daylen Fleitman is a financial advisor at Merrill with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Merrill, he worked at Merit Financial Advisors, Purshe Kaplan Sterling Investments, and Equitable Advisors. He also has experience in the wine industry and worked at Stonebriar Country Club. 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 institutional investors.

Natalie Rudis is a financial advisor at Raymond James & Associates with Series 65 and Series 63 licenses and four years of industry experience. Prior to her current role, she worked at Fidelity Investments and has diverse experience including roles outside finance, notably as the owner of Legally Bronzed by Nat, providing airbrush spray tans for clients in the Dallas-Fort Worth area. 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 broad client base including individuals, institutional investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.