Michael Mackey is a financial advisor at Edward Jones with 17 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments for 10 years before joining Edward Jones in 2018. 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 strategies, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Ihab Elibiary is a CFP® and holds a Series 66 designation with 16 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also works with JPMorgan Chase Bank, NA. J.P. Morgan Securities LLC 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 institutional advisory operations with broker-dealer and investment adviser registrations to serve its clients.

Tamara Warfield is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. She holds the Series 66 designation and is based in Allen, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

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 26 years of industry experience. His prior roles include positions at Securities America Advisors and Voya Financial Advisors. Outside of advising, he is involved in a family-owned bakery business through KV BRISEIS LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a broad range of advisory programs and financial planning services, featuring discretionary and non-discretionary management supported by proprietary and third-party research.

Paula Hunt is a financial advisor with Edward Jones in Wylie, TX, holding a Series 66 designation and having 10 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Thao Nguyen is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses, and has five years of industry experience. Prior to joining J.P. Morgan Securities in 2023, Nguyen worked at Fidelity Brokerage Services, Charles Schwab, and TD Ameritrade. Outside of finance, Nguyen has experience with Certified Languages International and medical-related video services. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and ESG considerations.

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 a Series 66 designation and six years of industry experience. He has worked at both Merrill and Bank of America since 2010. Merrill 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.

David Medick is a financial advisor with Ameriprise in Frisco, TX, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Mass Mutual Investors Services and Metlife Securities, Inc. He serves on the board of the Live Like Knox Foundation and manages operations for his own business entity, David M Medick, LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Daniel Hopp is a financial advisor with LPL Enterprise in Plano, TX. He holds the Series 66 designation and has been with LPL Enterprise since 2026. Prior to this, he was involved with Tacos 4 Life, LLC from 2019 to 2025. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management through an integrated advisory and brokerage platform.

Thomas Morris Jr is a financial advisor with Edward Jones in Frisco, TX, holding a Series 66 designation and 13 years of industry experience. He has worked at Fidelity Personal and Workplace Advisors since 2018 and has been affiliated with FIDELITY Brokerage Services LLC since 2013. Outside of his advisory role, he manages BTMR Investments, LLC, which leases construction aggregate deposits. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment advisory programs and maintains a large network of financial advisors and branch offices across the United States.

Donald Dennis is a financial advisor with Primerica Advisors in Plano, TX, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has been with Primerica Financial Services since 1985 and is currently associated with PFS Investments Inc. Dennis is involved in sales of investment-related products and also engages in referrals for home security, automation products, and loan services through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, offering model-driven investment strategies supported by third-party asset managers and custodial services.

Brian Langford is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Ameriprise in Plano, TX. He has been with Ameriprise and its affiliated entities since 2004. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, delivering written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Michael Walden is a financial advisor with LPL Financial in Dallas, TX, holding a Series 63 designation and 28 years of industry experience. He previously worked for Ameriprise Financial Services, Inc. for 17 years before joining LPL Financial in 2022. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Leslie Rosenblatt is a financial advisor at LPL Financial with 31 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at SCF Securities, Inc. and SCF Investment Advisors, Inc. Rosenblatt is involved with Tennyson Management Company in a non-investment capacity. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Benjamin Watson is a financial advisor at LPL Enterprise with three years of industry experience. He holds Series 63 and Series 65 designations and has worked at a variety of firms including Millenium Petro Capital and Stone Harbor Estate Management. Watson’s prior roles span financial and estate management as well as a brief position outside finance. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management arrangements, and a range of brokerage and insurance products via its integrated platform.

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.

Robert Fragnito is a financial advisor with Cambridge Investment Research Advisors in McKinney, TX, holding Series 63 and Series 65 credentials and 14 years of industry experience. His work history includes roles at J.P. Morgan Securities, Wells Fargo, and Prospera Financial Services. Outside of his advisory work, he is the founder of ThePoliticalMinds.com, focused on political theory and commentary, and serves on the advisory board for University of California Riverside Extension. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a large network of independent professionals. The firm offers multiple investment implementation platforms, proprietary and third-party strategies, and incorporates both discretionary and non-discretionary management tailored to client objectives.

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.