Justin Priola is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process utilizes centralized due diligence and combines quantitative and qualitative research to build model asset allocations.

Samuel Garcia is a financial advisor at Merrill with seven years of industry experience. He holds a Series 66 designation and has been associated with both Merrill and Bank of America since 2010. 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 investment strategies for a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kurt Mathison is a financial advisor at Merrill in Frisco, TX, holding a Series 66 designation with eight years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2018 and had a prior 13-year tenure at Bank of America. 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 and profit-sharing plans, corporations, and charitable organizations.

Clifton Clay is a Series 66 licensed financial advisor with Edward Jones in Corinth, TX, where he has worked since 2014. He has 12 years of industry experience. 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 nationwide.

Krystal DeLeon is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she serves ultra-high net worth and high net worth individuals and families. Her client focus areas include college education planning, family wealth management strategies, investment consulting for defined contribution plans, legacy planning, managing new wealth, personal retirement planning, women and wealth, sports and entertainment, tax minimization, and retirement income. Krystal holds a Bachelor's degree in Human Sciences from Texas Tech University and an MBA from Texas Woman's University. She is a Certified Divorce Financial Analyst (CDFA), Certified Plan Fiduciary Advisor (CPFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). She is a member of professional organizations including the Investments and Wealth Institute and Marquis Who's Who. In addition to her professional work, Krystal is involved in community service as the Denton County Co-Chair for Bank of America Volunteers and as a board member of Single Mom Scholars Dallas, where she supports financial education for single mothers. She is bilingual in Spanish and English. Krystal resides in Argyle, Texas, with her four children.

Jackson Alexander is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been a financial advisor since graduating from Abilene Christian University with a B.B.A in Business Management in 2003. Jackson has achieved the Chartered Retirement Planning Counselor™ designation and is a Personal Investment Advisor (PIA). He specializes in wealth management by developing customized strategies aimed at helping clients meet both their short-term and long-term financial objectives. Jackson primarily works with successful families who have accumulated $3 million or more in investable assets and are approaching or in retirement. His focus is on providing clarity, simplicity, and confidence in financial decisions, particularly in areas such as retirement income structuring, tax efficiency, risk reduction, and organizing complex financial lives. He serves a range of clients, including business owners nearing transitions, corporate executives, professionals, and families navigating inherited wealth. Residing in Fairview, Texas with his wife Elizabeth and their three children, Jackson is active in his local community and church. He enjoys spending his personal time with family engaging in outdoor activities such as camping, hiking, visiting National Parks, fly fishing, and spending time at their family ranch. Jackson and his family support organizations including Arms of Hope, Christian Works for Children, Hope for Haiti's Children, and Eastern European Missions. Additionally, Jackson is involved in community initiatives such as Habitat for Humanity, Meals on Wheels, and Thrive Ministry.

Thomas Morris Jr is a financial advisor at Edward Jones in Frisco, TX, holding a Series 66 credential with 13 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors and T. Rowe Price Advisory Services, Inc. Outside of his advisory work, he serves as a manager responsible for accounting at BTMR Investments, LLC, a construction aggregate deposit leasing business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and related services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

John Wells is a financial advisor at Fidelity with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 1997. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios from a broad universe of mutual funds, ETFs, and ETPs.

Leslie Rosenblatt is a financial advisor with LPL Financial in Frisco, TX, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. Her prior roles include positions at SCF Securities, SCF Investment Advisors, TFR Advisors LLP, Mass Mutual Investors Services, Equitable Advisors, and Valic Financial Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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.

Lesley Sartin III is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He worked previously at Citigroup Global Markets for 10 years before joining Wells Fargo in 2016. Sartin also serves as power of attorney for his mother. 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 extensive research and analytics.

Selvaraju Parimeru is a financial advisor with Equitable Advisors in Frisco, TX, holding the ChFC® designation and Series 63 and 66 licenses, with 23 years of industry experience. He has been with Equitable Advisors since 2003, including its prior identity as Axa Advisors. Outside of advising, he is involved in real estate investment in India. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a range of advisory models, including third-party and proprietary solutions, and provides services through a large network of Investment Adviser Representatives.

Nathan Hale is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. and Ameriprise Financial Services, Inc., with seven of those years also dedicated to BAHN Wealth Management, an independent support company he owns. 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, institutions, and charitable organizations. The firm employs non-discretionary planning and analytical tools to tailor recommendations and supports municipal and public-finance work through its affiliation with a municipal advisor.

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.

Karla Scheve is a CFP®-certified financial advisor with 15 years of industry experience, currently with LPL Financial since 2021. Her background includes roles at Waddell & Reed, Inc., various insurance carriers, and involvement with the Greater Celina Chamber of Commerce. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions with a broad range of advisory and brokerage services, including model portfolio programs and institutional platforms.

Jon Blair is a financial advisor with Raymond James & Associates in Frisco, TX, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior experience includes roles at Merrill and Bank of America, N.A. He has been with Raymond James & Associates since 2021. Raymond James & Associates, Inc. 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, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Richard Piatas is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 25 years of experience in financial advisory services. He focuses on serving entrepreneurs, corporate executives, and professionals who have transformed intellectual capital into financial capital. Richard's expertise includes corporate retirement plan services, education planning, equity compensation services, family wealth management strategies, employee financial health, legacy planning, managing new wealth, personal retirement planning, socially responsible investing, values-based and ESG investing, and retirement income. Richard holds a Bachelor's Degree in Economics from the University of Waterloo in Canada and a Master of Business Administration in Finance from Barry University in Florida. He has earned several professional designations including Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He leverages his extensive experience and the resources of Merrill Lynch and Bank of America to provide customized, transparent, and prudent financial advice. Outside of his professional work, Richard is an active supporter of the Juvenile Diabetes Research Foundation, motivated by his personal experience as a parent of a child with Type 1 Diabetes. He enjoys spending time with his wife and twin teenagers, participating in activities such as downhill skiing, whitewater rafting, and global travel.

Patricia Dietz is a financial advisor with Wells Fargo Clearing in Frisco, TX, holding a Series 66 designation and seven years of industry experience. She has been with Wells Fargo Clearing since 2018 and previously worked at Pearson VUE and Barnes & Noble. 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 provides both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

Jennifer Aceves is a financial advisor with Merrill in Frisco, TX, holding a Series 66 designation and 20 years of industry experience. She has been with Merrill since 2007. 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 various institutional investors.

Curtiss Kaufman is a Series 66-licensed financial advisor with Merrill, based in Frisco, TX. He has 17 years of industry experience and has worked at Merrill since 2009, including time associated with Bank of America since 2018. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.