Deborah Federick is a financial advisor with Ameriprise in Plano, TX, holding Series 63 and Series 65 licenses and with 26 years of industry experience. She has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Federick also owns Federick Associates, LLC, a business unrelated to investment activities. Ameriprise provides retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

David Gilmore is a CFP® professional with over 31 years of experience in the financial industry. He has been with Edward Jones since 2003. Outside of his advisory role, he serves as a director on the McMath Band Scholarship Foundation board and works as a radio color analyst for Lake Dallas football games. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jamie Richardson is a financial advisor with Raymond James Financial in Frisco, TX, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has worked at Raymond James since 2002 and is also an associate at Southside Bank, where he has served since 2019. 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, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools to illustrate potential outcomes and supports municipal and public finance work through a municipal advisor affiliation.

Robert Odishoo is a Financial Advisor at Merrill Lynch Wealth Management. He leads a team that works with business owners and successful individuals to align their financial lives with their personal priorities. His approach involves guiding clients through important financial decisions with a focus on clarity, confidence, and integrity. Robert specializes in assisting entrepreneurs with strategies for business growth, value maximization, liquidity events, and legacy planning. His expertise encompasses corporate benefits, divorce transition planning, employee benefits planning, and investment consulting for defined contribution and defined benefit plans. He holds several professional designations including Accredited Wealth Management Advisor (AWMA), Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He earned his bachelor's degree from the Marshall School of Business at the University of Southern California. Robert has experience as an entrepreneur, having co-founded AnnounceMyListing.com, a real estate social marketing platform. He and his family relocated to the Dallas Fort Worth metroplex in 2024. Robert has served in community roles including Market Community Outreach Chair for Bank of America's financial literacy program Better Money Habits and as a board member for Shakespeare Orange County. He supports Alzheimer's research.

Kristin Correro is a financial advisor at Edward Jones in Oak Point, TX, holding a Series 66 designation. She has been with Edward Jones since 2018, accumulating six years of industry experience. Prior to joining Edward Jones, she worked with Faith Lutheran Church for four years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a wide range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Claudia Wesson is a financial advisor at Raymond James & Associates with 12 years of industry experience. She holds a Series 66 designation and has worked previously at Bank of America and Merrill. Outside of advising, she is a silent partner in a real estate business, DWC Real Estate LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by affiliated research and sub-advisers.

Antonio Aguilar is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities, including Strategic Advisers Inc. since 2003. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and deliver model portfolios to intermediary platforms.

Amy Wang is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Bank of America Merrill Lynch and JPMorgan Chase Bank. Outside of her advisory role, she is a sole owner of a rental property business. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors through its Institutional Consulting Services program, offering asset-allocation advice, investment manager searches, and customized performance reporting on a non-discretionary basis. The firm combines quantitative modeling with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.

Haris Monga is a financial advisor with Merrill in Frisco, TX, holding a Series 66 designation. He has been with Merrill and Bank of America since 2026. Prior to his current role, he has experience at Equitable Advisors, LLC, as well as in real estate and other businesses dating back to 2012. 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, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

Steven Nagel is a Private Wealth Advisor with Merrill Private Wealth Management. He joined Merrill Lynch Wealth Management in 1996 and has over 27 years of experience working on wealth management strategies that assist high net-worth families in pursuing their financial goals and simplifying the complexities of wealth. Steve holds the Chartered Retirement Planning Counselor™ and Personal Investment Advisor designations. Throughout his career, Steve has earned national recognition, including being named to Forbes Best-in-State Wealth Advisors from 2018 to 2023, Financial Times Top 400 Financial Advisors in 2016 and 2018, and Barron's Top 1,200 Financial Advisors from 2016 to 2023. He has also served as a coach in Merrill's Practice Management Development Program and on the national faculty of Merrill's Optimal Practice Model training platform, focusing on behavioral finance and building client-focused teams. In 2013, Steve received the Bank of America Corporation's David Brady Community Service Award, which honors employees demonstrating outstanding dedication to clients and community service. Steve earned a Bachelor's Degree from the Texas Tech University System and is a member of the Sigma Chi Fraternity. He and his wife, Lee, live in Frisco with their two children and have raised over $1.5 million for the fight against cancer.

Marla Johnston is a financial advisor with Ameriprise, holding a Series 63 designation and 28 years of industry experience. She has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of her advisory role, she serves on the Town of Weston City Council and is president of the North Texas Deanery Council of Catholic Women. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet certain asset criteria, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver these services, primarily through Ameriprise-managed accounts.

Veronica Murillo is a financial advisor with LPL Financial in Frisco, TX, holding Series 63 and Series 65 registrations and bringing 19 years of industry experience. She has worked at LPL Financial since 2009, with additional experience at FIT Money, Lyft, and Truine Network. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement consulting services through a national network of investment adviser representatives.

Justin Dockter is a financial advisor at Charles Schwab with 10 years of industry experience and holds the Series 66 designation. His prior experience includes roles at TD Ameritrade, JP Morgan Securities, and Charles Schwab Bank. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management supported by multi-asset model portfolios and centralized operational infrastructure.

Bonnie Karamalegos is a financial advisor with Merrill, holding Series 65 and Series 66 licenses and bringing 20 years of industry experience. She previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities for 13 years. Outside of her advisory role, she serves as a committee member for the Girls Inc. Bold Dreams Benefit in Dallas. Merrill provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with both model-based and discretionary investment strategies.

Eddie Dixon III is a financial advisor at Edward Jones in Frisco, TX, with 14 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

Nathan Lingrosso is a financial advisor at Merrill with 14 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Smith Barney for 12 years before joining Merrill in 2023. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using a range of model-based and discretionary investment strategies.

Peter Chung is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and three years of industry experience. He has been with Ameriprise in various roles since 2020. Outside of his advisory work, he has co-owned a retail business, Paris Nail Bar LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies. The firm employs a non-discretionary approach and integrates its investment research and third-party data to develop personalized Recommendation Reports.

Victoria Rimpsey is a financial advisor with Merrill in Frisco, TX, holding a Series 66 designation and eight years of industry experience. Her work history includes roles at Bank of America, Merrill, and Edward Jones. 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.

Andrew Yi is a financial advisor with Charles Schwab who holds Series 63 and Series 66 designations and has 22 years of industry experience. He has worked at Charles Schwab and related entities since 2016, including td ameritrade prior to Schwab’s acquisition. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and a formal alternative investment platform.

Gregory Lively is a financial advisor at Osaic with 30 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked as a self-employed tax preparation and planning professional since 1992. Outside of financial advising, he owns a sole proprietorship providing tax preparation and planning services. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of advisers, offering brokerage and investment advisory services, financial planning, and access to various managed account solutions. The firm uses asset-allocation tools and risk assessment methods to construct diversified portfolios and supports multiple advisory platforms and third-party services.