Mary Wilson is a financial advisor with Merrill and holds a Series 66 designation. She has 14 years of industry experience, including prior roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of her advisory work, she teaches yoga and serves on the advisory board of Helping Our Heroes, a charitable organization that fundraises for injured military members and their families. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Monica Cooper is a financial advisor at Edward Jones in Wylie, TX, holding a Series 66 designation with 11 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 manages approximately $1.01 trillion in assets under management through a network of more than 23,700 financial advisors and offers a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Stuart Snook is a CFP®-designated financial advisor with Edward Jones in Frisco, TX, where he has worked since 2013, totaling 12 years of industry experience. He serves on the Trust Advisory Committee for Trust Canon City, CO. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of investment strategies and affiliated services through a large network of advisors and branch offices.

Timothy Montgomery is a financial advisor at Edward Jones in McKinney, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2025, he was not employed in the financial sector. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Ryan Neal is a financial advisor at LPL Financial with 11 years of industry experience. He previously worked at MML Investors Services, MassMutual, and Northwestern Mutual, where he held roles in both insurance and investment management. Neal serves as an alderman on the Van Alstyne City Council. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, supported by research and technology-driven solutions.

Antoine Duncan is a financial advisor at Cetera with eight years of industry experience. He holds Series 63 and Series 65 credentials and has worked with multiple firms including Avantax and Money Concepts Capital Corp. Outside of advising, he operates Duncan CPA & Advisor PLLC, providing accounting and tax preparation services, and is involved in bookkeeping and tax roles for several business ventures in social media content creation and commercial real estate consulting. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts through a multi-manager platform offering various portfolio management and financial planning services. The firm supports diverse investment strategies ranging from automated allocations to bespoke portfolios, with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Robert Weilbacher is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LPL Financial since 2009. He also operates under the DBA Weilbacher Wealth Management in Plano, Texas. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations, offering a variety of advisory and brokerage services supported by research and model portfolios.

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.

Matthew Davis is a financial advisor with OSAIC based in Plano, TX, holding Series 63 and Series 65 designations and possessing 30 years of industry experience. Prior to joining OSAIC in 2023, he worked for SagePoint Financial, Inc. for 14 years. Outside of his advisory role, he owns and manages Big Shoal RV Country LLC. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm employs a range of investment strategies utilizing asset-allocation tools, risk assessments, and third-party services to construct portfolios across various asset classes and supports both discretionary and non-discretionary management.

Janine Hartman is a financial advisor at Merrill with seven years of industry experience. She holds Series 66 and Series 63 designations and has worked at several 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Kevin Rackers is a financial advisor at Edward Jones with 27 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at AIG Capital Services, American General Life Insurance, The Prudential Insurance Company of America, and Pruco Securities. He is based in Plano, TX. Edward Jones is a full-service wealth management firm serving both individual and institutional clients. The firm offers a range of advisory programs and investment options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

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.

Derek Vaughn is a financial advisor at Ameriprise in Dallas, TX, holding a Series 66 designation with 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendation reports through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

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 with over 33 years of experience in the financial industry. He is currently with LPL Financial and has previously worked at Equity Services Inc, National Life, and United Planners' Financial Services of America. In addition to his advisory role, he is involved in tax preparation and accounting services as a CPA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by model portfolios and research from multiple sources.

Thanhha Ha is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, where she has worked since 2010. She has 18 years of industry experience, including prior roles at Morgan Stanley and B. Riley Wealth Management. Outside of her advisory work, she operates as an independent insurance agent and owns Pinecrest Financial. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services. The firm provides investment implementation through a range of platform arrangements and proprietary and third-party 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.

Scott Smith is a CFP® with 15 years of industry experience, all with Edward Jones since 2011. He holds Series 66 registration and is based in Plano, TX. Outside of advising, he serves as a director and shareholder of Watson Truck and Supply in Hobbs, NM, and is an owner/member of Carrios Holdings LLC, a real estate and hair salon business in Prosper, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large national footprint with more than 23,000 financial advisors and over 15,000 branch offices.

Tuan Dau is a financial advisor with Ameriprise in Plano, TX, holding a Series 63 designation and bringing 27 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.