John Nabers is a financial advisor with Edward Jones in McKinney, TX, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a wealth management firm serving more than four million individual and institutional clients with a wide range of advisory services, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices. The firm offers discretionary and non-discretionary strategies, separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Jason Jaynes is a CFP®-designated financial advisor with Wells Fargo Clearing in Frisco, TX, bringing 18 years of industry experience. His previous roles include positions at Bank of America and Merrill from 2011 to 2019. In addition to his advisory work, he serves as Board President of the Forest Grove Homeowners Association and is a member and officer of the Lovejoy Independent School District Board of Trustees. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and employs more than 14,000 financial advisors, offering both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

James Yoo is a CFP® and CFA® credentialed financial advisor with 17 years of industry experience. He is currently with Edward Jones in Frisco, TX, where he has worked since 2025. Prior to joining Edward Jones, he held positions at Fidelity Investments, CitiGroup, and Fidelity Personal and Workplace Advisors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors.

Yash Ajmeri is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A., Bank of America N.A., and Merrill. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities.

Kenneth Chinn is a financial advisor at Merrill with two years of industry experience and a Series 66 designation. His prior work includes roles at Bank of America and several financial and marketing firms. 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 strategies for individual, high-net-worth, and institutional clients.

Bruce Lewin is a financial advisor with RBC Capital Markets, holding a Series 63 designation and bringing 29 years of industry experience. His prior roles include positions at Elite Financial Management, Raymond James Financial Services, B. Riley Wealth Management, and LPL Financial. Outside of his advisory work, he owns and manages a rental property jointly with his spouse and is an insurance agent for SUSA Insurance/Prosperity. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment strategies through multiple advisory programs, combining in-house and third-party managers, and provides financial planning, portfolio management, and custody services.

Emely Garcia is a financial advisor at Merrill with four years of industry experience and holds a Series 66 designation. Prior to joining Merrill and Bank of America in 2022, she was involved in academic roles at the University of North Texas College of Computer Science and Engineering. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Lindsay Jones is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. In addition to her advisory role, she owns and operates LHJ Holdings LLC, managing practice-related expenses. Ameriprise is a large institutional firm offering retirement-income planning services primarily for individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement recommendations through a centralized consulting team.

Nathan Anderson is a financial advisor at OSAIC with 17 years of industry experience. He previously worked at Woodbury Financial Services, Inc. for 16 years before joining OSAIC in 2024. Anderson holds Series 63 and Series 65 credentials. Outside of his advisory work, he serves as president of the McKinney North Stars Hockey Club, a 501(c)(3) organization. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services alongside financial planning, retirement plan consulting, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios managed on discretionary or non-discretionary bases.

Cameron Hall is a financial advisor with LPL Financial, holding a Series 66 credential and four years of industry experience. He has worked at LPL Financial since 2023 and has previous experience with Brennan Wealth Advisors, FSC Securities Corporation, and Salem Media Group. Hall is also a commissioned notary in Frisco, TX. 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 wide range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management and model portfolios supported by LPL Research and third-party subadvisors.

Rebecca De Anda Licona is a Financial Advisor at Merrill Lynch Wealth Management, where she leads a boutique practice focused on comprehensive financial planning and guidance. She works closely with clients to develop personalized strategies that address a range of financial areas including retirement planning, college education funding, small business strategies, estate and legacy planning, philanthropic giving, tax minimization, and portfolio management. Her approach emphasizes understanding the unique priorities and goals of each client and their family. Rebecca holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She completed her high school education at Allen High School and earned an Associate's Degree from Collin College. Outside of her professional work, Rebecca enjoys antiquing, cooking, interior decorating, photography, spending time with her family, and traveling.

Kristi Owens is a financial advisor with RBC Capital Markets in Frisco, TX, holding a Series 66 designation and 18 years of industry experience. She previously worked at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Owens serves on the Dean's Advisory Council for the College of Science and Mathematics at Stephen F. Austin State University. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers customized portfolio management and financial planning services through various advisory programs, utilizing a mix of in-house and third-party investment managers.

Kyle Piechotta is a financial advisor at Ameriprise in Frisco, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Ameriprise in 2025, he worked at Merrill and Bank of America, N.A., among other positions outside of the financial sector. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its 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.

Zachary Farris is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 licenses and five years of industry experience. He has worked at J.P. Morgan Securities since 2020 and has also been employed at JPMorgan Chase Bank since 2017. Prior to joining the financial industry, he worked at Sam's Club from 2016 to 2020. 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 incorporating an ESG eligibility framework in its investment recommendations.

Ann Holder is a financial advisor at Merrill with 12 years of industry experience and holds a Series 66 designation. She has worked at both Bank of America, N.A., and Merrill since 2015. Outside of her advisory role, she is the owner of Insurance Architects, LLC, a limited liability company established to hold land for long-term investment purposes. 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 plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Andrew Mcgrath is a CFP® with 24 years of industry experience, currently serving at Wells Fargo Clearing since 2019. He previously worked at Bank of America and Merrill from 2011 to 2019. Outside of his advisory role, he holds partial ownership in a garage door business based in Waco, TX. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s approach is IPS-driven and utilizes modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment offerings.

Brett Bowles is a financial advisor at Stifel in Denton, TX, holding a Series 66 designation. He has professional experience outside the financial industry, including two years at Community Driving School and ten years with EMSISD. Stifel serves a wide range of clients, including individuals, institutional investors, charitable organizations, and government entities. The firm offers brokerage and advisory services informed by proprietary investment analysis and planning methodologies developed by its Investment Strategy Group.

Diana Read is a financial advisor at RBC Capital Markets with 42 years of industry experience. She holds Series 63 and Series 65 designations and has worked at RBC Capital Markets since 2008, including a concurrent role at City National Bank since 2018. Outside of her advisory work, she owns and operates a horse breeding business. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a variety of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Vernon Kim is a financial advisor with LPL Financial based in Frisco, TX, holding a Series 63 designation and having 33 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, with a combined tenure of 15 years. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Erik Solis is a financial advisor with Wells Fargo Clearing in Frisco, TX, holding Series 63, 65, and 66 licenses and over 26 years of industry experience. His prior experience includes roles at Morgan Stanley Private Bank and Comerica Bank. Outside of finance, he is the managing member of Federated Funding, LLC, a company holding several residential real estate properties. Wells Fargo Advisors provides investment advisory services, financial planning, and retirement plan consulting to individuals, corporations, and institutions. The firm combines in-house research with third-party analysis and offers both brokerage and advisory solutions across a broad client base.