Steven Lindberg is a financial advisor with OSAIC in McKinney, TX, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 33 years of industry experience, including ten years at Woodbury Financial Services, Inc. Prior to joining OSAIC in 2024, he also operated Lindberg Financial LLC, where he was president and engaged in the sale of insurance products. OSAIC serves a diverse client base ranging from individual investors to large institutions and offers integrated brokerage and advisory services supported by various investment platforms and third-party managers. The firm employs structured asset-allocation and portfolio management tools, with flexible account management options to meet client needs.

Scott Wagoner is a financial advisor at Merrill with 25 years of industry experience. He has been with Merrill since 2009 and has concurrently worked with Bank of America N.A. since 2007. Outside of his advisory role, he serves on the golf committee at Royal Oaks Country Club, organizing tournament formats for the club's men's golf association. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Karey Rebello is a CFP® professional with eight years of industry experience, currently serving at Cambridge Investment Research Advisors since 2026. Prior to this, Rebello worked at IWG Investment Advisors LLC for five years and at LSF Capital LLC for two years. Outside of advising, Rebello is a 50% owner of LS Financial Group LLC, which holds a minority interest in an affiliated insurance firm. Cambridge Investment Research Advisors, Inc. provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs to a diverse client base including individuals, pension plans, and charitable organizations. The firm manages assets across multiple platforms, supporting discretionary and non-discretionary management alongside proprietary model strategies.

J Stiles is a financial advisor with Wells Fargo Clearing in Frisco, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 13 years before joining Wells Fargo Clearing in 2022. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Michael Pavell is a financial advisor with Merrill in Frisco, TX, holding a Series 66 designation and bringing 19 years of industry experience. He has been with Merrill since 2009 and is also affiliated with Bank of America. Outside of his advisory role, Pavell volunteers as Chair of the Finance Committee at Fort Worth Bible Church and serves on a scholarship committee for the Crescent Scholarship Foundation. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Janine Hartman is a financial advisor at Merrill with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several notable firms, including Goldman Sachs, Fidelity Investments, and JP Morgan Chase. 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 offers model-based and discretionary investment strategies tailored for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sandra Dinehart is a financial advisor with Edward Jones, holding a Series 66 designation and bringing 11 years of industry experience. She has been with Edward Jones since 2014. Outside of her advisory role, she designs and produces custom handmade jewelry through her business, Funky Junky. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated capabilities, including trust services and securities-based lending. The firm manages over $1 trillion in assets across a nationwide network of more than 23,000 advisors.

Paige Kendrick is a financial advisor with Merrill in Frisco, Texas, holding a Series 66 credential and 15 years of experience at the firm. She serves as a board member of Ascend Dallas, a nonprofit focused on empowering women and addressing poverty through confidence and skill-building programs. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Christopher Mccampbell is a financial advisor with Raymond James & Associates in Frisco, TX, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He previously worked at Hilltop Securities Inc. from 2016 to 2021 before joining Raymond James in 2021. 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 diverse client base including individuals, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Nicholas Bogie is a financial advisor with Wells Fargo Clearing in Frisco, TX, holding Series 63 and Series 66 credentials and two years of industry experience. He previously worked at Charles Schwab and TD Ameritrade and has professional experience outside finance including roles at Classic BMW and The Community Grill. 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 across more than 14,000 financial advisors and offers both brokerage and advisory solutions.

David Acosta is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JP Morgan Securities since 2016. His prior experience includes roles at Avantax Advisory Services, USAA Financial Planning Services, and Fidelity. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment approach.

Alexander Epps is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his career in the financial services industry in 2013 and joined Merrill Lynch in 2017. Alexander specializes in designing customized strategies to help a select group of high-net-worth individuals, families, and business owners pursue their short- and long-term financial goals. His expertise includes family wealth management strategies, investment consulting for defined contribution plans, legacy planning, managing new wealth, personal retirement planning, and portfolio management services. Alexander's approach is planning-first, analyzing each client's full financial picture to build personalized plans that evolve with clients' changing needs. He holds a Bachelor of Arts degree in Business Administration from Austin College and is a Personal Investment Advisor (PIA). Outside of his professional life, Alexander enjoys an active lifestyle with his wife, Crystal, and their daughter, Hannah. They share interests in sports, travel, and spending meaningful time together. Alexander is also involved in the professional organization Let's Grow McKinney.

David Rouse is a CFP® professional affiliated with LPL Financial, bringing 33 years of experience in the financial industry. His prior work includes roles at Equity Services Inc, National Life, and United Planners' Financial Services of America. He is also a CPA involved in tax preparation and accounting. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm provides financial planning, model portfolio programs, and institutional platforms, supporting over 22,800 advisors and more than $819 billion in discretionary assets.

Thanhha Ha is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 18 years of industry experience. She has worked at Cambridge Investment Research Advisors since 2010 and previously held roles at B. Riley Wealth Management and Morgan Stanley & Co. LLC. Ha is also an independent insurance agent for various companies and owns Pinecrest Financial in Allen, Texas. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm offers both discretionary and non-discretionary management through multiple platforms and access to unaffiliated third-party advisers and proprietary model strategies.

Shannon Nickel is a financial advisor with Merrill based in McKinney, TX, holding a Series 66 designation and 17 years of industry experience. Since 2012, she has worked with Bank of America, N.A. and Merrill. 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 offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Damian Escobar is a financial advisor at Merrill with 24 years of industry experience. He holds Series 63 and Series 66 designations and has been with Merrill since 2009, previously working at Bank of America and Banc of America Investment Services. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Fontenot is a Wealth Management Advisor and Vice President with Merrill Lynch Wealth Management. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP) designation awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Personal Investment Advisor (PIA) designation. He earned a Bachelor's Degree from Sam Houston University. Since beginning his career in the financial services industry in 1993, Michael has developed expertise in creating customized financial strategies tailored to clients' individual needs. His areas of focus include financial strategies, retirement planning, college planning, investment planning, life insurance, and long-term care insurance. Michael emphasizes a diversified investment approach that considers clients’ risk tolerance and time horizons to manage risk and reduce vulnerability to market fluctuations. He is committed to regularly reviewing each client's financial plan to help them stay focused on their long-term goals. Michael is also engaged in community activities and dedicates time to volunteering with local organizations, reflecting the Merrill tradition of community involvement. His professional philosophy centers on working closely with clients one-on-one to develop personalized financial strategies aligned with their objectives.

Jayden Mcdougal is a financial advisor at Merrill with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Merrill, Jayden worked at Fidelity Investments and has held various roles including positions in education and hospitality. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John Cantleberry is a Financial Advisor with Merrill Lynch Wealth Management, based in Dallas, Texas. He works closely with individuals, families, and business owners to align their wealth with their liquidity needs and financial objectives, with a particular focus on retirement planning. John develops custom wealth plans for clients and uses scenario analysis to simulate the impact on their financial lives and potential wealth. John has over a decade of experience in the financial services industry. Prior to joining Merrill Lynch in 2017, he served as President of a private equity fund focused on residential investment property. He also cofounded a residential real estate firm in Dallas, which acquired over 600 houses under his leadership, and directed business development for B2R Finance, a Blackstone company financing investment properties. His career began in engineering and management roles at General Motors, American Airlines, Siemens, and Corning. He earned a Bachelor’s Degree in Mechanical and Electrical Engineering from Kettering University, graduating Cum Laude, and an MBA from the Wharton School of the University of Pennsylvania. John holds the Personal Investment Advisor (PIA) designation and is proficient in German, Spanish, and English. He previously served on the advisory board for the Carr P. Collins Salvation Army facility in Dallas from 2011 to 2017. John lives near Lake Lewisville in The Colony, Texas, with his wife, Jane, and enjoys outdoor activities, fitness, golf, sports cars, electric vehicles, history, and traveling.

Prashant Pillalamarri is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works with individuals, families, trusts, and small to mid-size business owners, developing customized financial strategies tailored to each client's unique needs and goals. His approach prioritizes building trust and understanding clients’ full financial pictures to provide personalized wealth management solutions. Prashant’s expertise spans a broad range of areas including college education planning, family wealth management, retirement planning, legacy planning, investment consulting for defined contribution plans, and international wealth management. He holds several professional designations such as CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR® (CPFA), Chartered Retirement Planning Counselor™ (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His comprehensive planning approach covers investments, tax minimization strategies, insurance, and estate planning. He earned a Master’s Degree in Engineering from the University of Iowa and a Bachelor’s Degree in Engineering from the University of Bombay. Prashant is fluent in English, Marathi, Gujarati, and Hindi. He is involved in community organizations including the American Cancer Society and the Pay it Forward Fertility Foundation. In his personal time, he enjoys cooking, ice hockey, music, spending time with his family, and watching movies.