Kathy Bauer is a financial advisor with Edward Jones in Denton, TX, holding a Series 66 designation and 16 years of industry experience. She has been with Edward Jones since 2009. Outside of her advisory role, she teaches macroeconomics at a local high school. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of investment options and advisory services, managing approximately $1.01 trillion in assets through a large nationwide advisor and branch network.

Christian Reeves is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. In this role, he collaborates with executives to help them understand their employer benefits and develop comprehensive plans to achieve their financial goals. He employs a consultative approach to empower clients and foster lasting relationships. Christian has been with Fidelity Investments since 2023, initially serving as a Workplace Planning Consultant before advancing to his current position in 2025. His professional experience centers on benefits and financial planning within the workplace context. Outside of his professional work, Christian has personal interests that include baseball, family activities, golf, enjoying culinary experiences, and spending time with pets.

Scott Coombes is a financial advisor with Merrill in Frisco, TX, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has been with Merrill and Bank of America since 2016. Outside of his advisory role, he is a part owner of the San Antonio Flea Market, a vendor sales business. 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.

Justin Clark is a CFP® credentialed advisor with 20 years of industry experience, currently affiliated with Cetera in Frisco, TX. He previously worked at SagePoint Financial, Inc. for 14 years and has managerial experience as owner of Hillside Drive LLC, which handles expense management and office maintenance. Clark is also involved with Eagle Retirement Group LLC, a firm focused on investments, advisory, and insurance business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options and oversees more than $256 billion in assets.

Joe Scott is a financial advisor with Wells Fargo Clearing in Frisco, TX, holding Series 63 and Series 65 licenses and 17 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for seven years before joining Wells Fargo Clearing in 2023. 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 research from Wells Fargo Investment Institute and third-party sources.

Aaron Stevens is a financial advisor at Raymond James Financial with 13 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for five years before joining Raymond James in 2018. Stevens also owns Stevens Financial Services, where he serves as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary planning and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Jay Liberman is a financial advisor at RBC Capital Markets with 27 years of industry experience. He holds a Series 66 designation and has worked at RBC Capital Markets since 2008 and City National Bank since 2020. Outside of his advisory role, he serves on the finance committee of the Jewish Federation of Greater Dallas and sits on the board of directors for the JCC Association of North America. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment programs and portfolio management solutions that incorporate both in-house and third-party managers.

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.

Austin Riebe is a Financial Consultant at Fidelity Investments, where he collaborates with clients and their families to develop comprehensive financial plans that reflect their values, priorities, and long-term financial goals. He began his career at Fidelity in 2015 and has held multiple roles including Benefits & Planning Consultant, Workplace Planning Consultant III, Retirement Solutions Representative, and Workplace Planning and Guidance Consultant before assuming his current position in 2024. Throughout his tenure at Fidelity Investments, Austin has gained experience in various aspects of financial planning and benefits consultation. He holds insurance licenses in Arkansas and California. No additional information regarding his education or personal interests is provided.

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.

Cameron Ratcliff is a financial advisor with Stifel in Denton, TX, holding a Series 66 designation and five years of industry experience. Prior to joining Stifel, he worked at UDC Global, LLC, Stream Realty Partners, LP, and Huselton, Morgan, & Maultsby, P.C. He serves as a board member for the Cole Ranch Improvement District No. 2 of Denton County, Texas. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm provides episodic fee-based financial planning and is involved in private funds, municipal placements, and operates alongside affiliated trust companies and banks.

Rony Nehring Interiano is an International Wealth Advisor affiliated with Merrill Lynch Wealth Management. He serves ultra-high-net-worth individuals, families, businesses, and philanthropic organizations, delivering integrated wealth management services. His areas of focus include asset allocation modeling, customized lending through Bank of America, alternative investments, and personalized multi-generational wealth planning aimed at growing, preserving, and transferring wealth effectively. Rony began his career as an Investment Analyst at Morgan Stanley Private Wealth Management before joining Merrill Lynch in 2016. He holds a bachelor's degree in finance and entrepreneurship from Babson College, where he graduated cum laude. Rony holds the CERTIFIED FINANCIAL PLANNER® professional designation awarded by the Certified Financial Planner Board of Standards Inc. Originally from Barcelona, Spain, he is fluent in English, Spanish, and French, and conversational in Italian and Hebrew. In addition to his professional commitments, Rony is involved in community philanthropy, including participation on the Education Committee for the Greater Miami Jewish Federation International division and engagement with the Rickshaw Dispatch Project in Guwahati, India. He currently resides in Aventura, Florida with his wife and two children.

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.