Kaleb Felder is a financial advisor with Edward Jones in McKinney, TX, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Edward Jones, he worked at L3Harris, Legacy Ag Credit, Walmart, Smoothie King, and Dixon Baptist Church. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary managed strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets with a large nationwide network of financial advisors and branch offices.

Dusti Calander is a financial advisor with Ameriprise in McKinney, TX, holding a Series 66 designation and 22 years of industry experience. She has been with Ameriprise and its affiliated entities since 2002. Outside of her advisory role, Calander manages several business entities related to her advisory practice and real estate holdings. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing written recommendations on income sources, Social Security, and tax-efficient withdrawal strategies. The firm combines research and modeling with advisory oversight and emphasizes the use of affiliated investment products.

Joseph Bear is a financial advisor with Wells Fargo Clearing in Frisco, TX, holding Series 63 and Series 65 credentials and two years of industry experience. His prior work includes roles at Wells Fargo Bank and ServisFirst Bank, as well as experience in realty and education. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, 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 supported by research and analytics.

Suzanne Ingram is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management based in Frisco, Texas. She holds a Bachelor's Degree from Texas A&M University in Economics and has over 20 years of experience in investing and wealth management. Suzanne's expertise encompasses college education planning, managing new wealth, personal retirement planning, investment strategy, and tax minimization. Throughout her career, Suzanne has developed comprehensive skills across portfolio construction, risk analysis, retirement and estate planning. She holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She specializes in retirement planning with a focus on trust and estate strategies. Beyond her professional role, Suzanne engages with her community through volunteer work with the children's program at Hope Fellowship Church. Her personal interests include biking, running, and singing.

Gary Booth is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at LPL Financial since 2026. His prior experience includes over a decade at Raymond James Financial Services Advisors and an earlier tenure at LPL Financial. Outside of advising, he is CEO of an accounting firm and serves as a board member for Bancroft Bag, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive advisor tools and notable scale in non-advisory financial services.

James Curry is a financial advisor with LPL Financial and holds Series 63 and Series 65 credentials. He has 16 years of industry experience, including prior roles at MML Investors Services, MassMutual, and Northwestern Mutual. Outside of his advisory work, he owns James Paul Curry and Co LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with a broad range of financial products and support tools.

Daren Lee is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. He has 11 years of industry experience, including prior roles at Raymond James Financial and Bank of America. Lee is based in Allen, TX. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a non-discretionary advisory approach. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.

Oladapo Shobowale is a financial advisor at Edward Jones in McKinney, TX, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2009. 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 through a nationwide network of more than 23,700 financial advisors and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Kelly Lynch is a financial advisor with Wells Fargo Clearing in Frisco, TX, holding Series 63, Series 65, and Series 66 licenses and 18 years of industry experience. She has worked at Wells Fargo Clearing since 2019 and previously spent five years at Merrill. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs, serving institutional clients with tailored plan solutions.

Kim Pearson is a financial advisor with Merrill in Frisco, TX, holding Series 63 and Series 66 designations and totaling 42 years of industry experience. She has been with Merrill since 1982. 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 model-based and discretionary investment strategies developed by internal CIO teams and third-party managers.

Matthew Anderson is a financial advisor with Wells Fargo Clearing in Frisco, TX, holding a Series 66 designation and four years of industry experience. He has worked at Wells Fargo Clearing since 2021 and has been with Wells Fargo Bank since 2013. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broad range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Mary Henry is a financial advisor at Merrill in Frisco, TX, holding Series 63 and Series 66 licenses with 14 years of industry experience. She has been with Merrill since 2013. 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 plans, corporations, and charitable organizations.

Jennifer Wall Campbell is a financial advisor at Merrill with 20 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Merrill Lynch Pierce Fenner & Smith ING and Bank of America, N.A. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Erica Pisciotta is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has worked at Wells Fargo since 2016 and previously held positions at RBC Capital Markets and Citigroup Global Markets. 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 with over 14,000 financial advisors and combines proprietary research with third-party analytics in its investment approach.

Janie Lehmer is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has over 13 years of experience in the financial services industry and focuses on delivering personalized wealth management strategies tailored to clients' individual priorities and goals. Her expertise includes college education planning, family wealth management, legacy planning, liquidity management, retirement planning, and tax minimization, among other areas. Janie holds professional designations as a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned her High School Diploma/GED from Collin College. Active in her community, Janie serves on the North Texas Leadership Board for the Arthritis Foundation. As a North Texas native, wife, mother, and dog mom, Janie values the importance of understanding clients' life priorities beyond markets and returns. She aims to build lasting relationships by collaborating with clients to create financial approaches that align with their families, goals, and aspirations. Outside of work, Janie enjoys cooking, music, painting, reading, traveling, watching movies, writing, and spending time with her family.

John Frith Jr. is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works with families and corporate clients to address a range of financial needs, including personal retirement planning, family wealth management strategies, employee benefits planning, and corporate benefits. John has been a financial advisor since 2001, all with Merrill Lynch. He holds the designations of CERTIFIED FINANCIAL PLANNER™ (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He oversees retirement plan business as a designated Retirement Benefits Consultant, delivering 401(k) retirement services to corporate clients. He earned his bachelor’s degree from Kenyon College.

Frank Perry is a CFP®-credentialed financial advisor with 46 years of industry experience. He is affiliated with Raymond James Financial Services Advisors, Inc., where he has worked since 2011, and he also operates Perry Capital Group as his DBA. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a broad range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, while maintaining specialized services such as municipal advisory work and SIMPLE IRA Employer Advisory & Consulting Services.

John Jones is a financial advisor at Merrill with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 2009 and Bank of America, N.A. since 2011. He is also the general partner and managing member of Cypress Springs Investments, LLC, an estate planning vehicle. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Matthew Dann is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Morgan Stanley and Citigroup Global Markets. He also teaches insurance and risk management at Southern Methodist University. 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 uses research and analytics to evaluate investment options and offers both brokerage and advisory solutions across a large national platform.

Justin Sprague is a financial advisor at Merrill with Series 63 and Series 66 licenses and three years of industry experience. His prior work history includes roles at JPMorgan Chase Bank N.A., J.P. Morgan Securities LLC, and several mortgage and financial services companies. He also worked for Bubba Brews Brewing Co. for two years. 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 range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.