John Hughes is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has over 20 years of experience in investment advising, focusing on designing and implementing the equity portions of client portfolios. John works with clients on a range of financial planning areas including college education planning, corporate executive services, divorce transition planning, executive compensation, family wealth management strategies, legacy planning, personal retirement planning, sports and entertainment, tax minimization, and retirement income. John earned a Bachelor of Business Administration in Finance with an emphasis on Econometrics from Southern Methodist University’s Edwin L. Cox School of Business. He holds the designation of Personal Investment Advisor (PIA). Outside of his professional responsibilities, John enjoys running, marathon running, surfing, skiing, playing chess, listening to music, reading, and spending time with his family.

Latoya Johnson Arnett is a financial advisor at Edward Jones in Little Elm, TX, holding a Series 66 designation. She has four years of experience in the industry and previously worked for the School District of Palm Beach County for eleven years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Frederik Constantinesco is a financial advisor with Merrill in Frisco, TX, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Bank of America, N.A., XRAM Capital, and self-employment ventures spanning eight 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tyler Von Richter is a financial advisor at Stifel based in Frisco, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Stifel in 2024, he spent ten years at Call Box. Outside of advisory work, he is the owner and manager of an LLC involved in rental property management. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is supported by proprietary analysis and probabilistic modeling developed by its Investment Strategy Group.

Michael Gage is a CFP® with 31 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Prudential Equity Group, LLC from 1997 to 2003. Outside of his advisory role, he is co-owner of GAGE RO WORKING CO LLC, an investment-related business. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm employs a research-driven approach and provides both brokerage and advisory solutions across a large network of financial professionals.

Sanjiv Shukla is a financial advisor with Raymond James Financial, holding Series 66 and Series 63 licenses and possessing 23 years of industry experience. He has been with various Raymond James entities since 2007 and also worked at WFG Advisors, LP. In addition to his advisory role, Shukla is involved in the sale of disability and life insurance through an independent brokerage. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, and institutional clients. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains specialized programs in municipal advising and SIMPLE IRA employer consulting.

Chris Boley is a financial advisor at Stifel with 21 years of industry experience. He holds the Series 66 designation and has worked at Stifel since 2015, following prior roles at Barclays Capital Inc. and Credit Suisse Securities (USA) LLC. Outside of his advisory work, Boley serves as Booster Club President for the Titan Hoop-It-Up Club, a high school basketball team fundraising organization in Frisco, Texas. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling to support asset allocation and planning analyses.

Clyde Woolfolk Jr. is a financial advisor with Raymond James Financial in Denton, TX, holding a Series 63 license and bringing 46 years of industry experience. He has been with Raymond James and its affiliates since 1990 and has served in various roles including at Denton County Probate Court and the U.S. Coast Guard Auxiliary. Outside of his advisory work, he is involved in agricultural operations as a partner managing a family farm and serves as Chair of the Denton Downtown Tax Increment Committee. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutional investors, and organizations. The firm utilizes risk profiling and analytical modeling to tailor non-discretionary planning and supports clients with a broad range of advisory programs and institutional consulting services.

Tommy Pierce is a Private Wealth Advisor with Merrill Lynch Wealth Management, where he has been a team member for 18 years. He specializes in wealth management planning, single stock risk management, non-traditional investments, liability planning, and business succession planning, focusing on high net worth families and business owners. His experience includes identifying opportunities and assessing risk for corporate executives and business owners, aiding in the development of sophisticated strategies in today's marketplace. Tommy holds the Certified Private Wealth Advisor (CPWA) designation from the Investments & Wealth Institute at the University of Chicago Booth School of Business and the Certified Exit Planning Advisor (CEPA) designation. He earned his Bachelor's degree with an emphasis in Finance from Lamar University, where he received All-Academic honors and other awards while playing Division I baseball. Alongside his professional career, Tommy and his wife Ashley are active in the Frisco community, participating with Preston Trail Community Church and Casa Hogar Orphanage. They have twin daughters and contribute to local charitable activities.

Cynthia Tran Alecio is a financial advisor at Merrill with 18 years of industry experience and holds a Series 66 designation. She has been with Merrill since 2009. 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.

Alexa Celis is a Senior Financial Advisor at Merrill Lynch Wealth Management. She joined Merrill Lynch in 2016 as a relationship manager and Client Associate after beginning her career at Bank of America in 2012. In 2018, she advanced to the role of Financial Advisor on her current team. Alexa holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc., along with Series 7 and 66 FINRA registrations. She earned a Bachelor of Science degree in Finance with a concentration in Financial Planning from the University of Texas at Dallas. Fluent in both English and Spanish, Alexa focuses on helping clients with areas such as retirement planning, managing new wealth, education planning, portfolio management services, and women and wealth. Outside of her professional work, Alexa enjoys hiking, traveling, volleyball, yoga, and spending time with her family. Her approach centers on understanding clients’ values and goals to develop financial strategies aligned with their life priorities.

Bradley Willis is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he helps clients build, manage, and preserve their wealth. He works closely with clients during life's transitions, whether planned or unplanned, to assist them in making sound financial decisions. His approach is grounded in a philosophy that emphasizes personalized financial strategies tailored to each client's long-term goals. With a Bachelor's degree from the University of Louisville, Bradley integrates his appreciation for history into his financial advisory practice. He recognizes that while change is inevitable, clients can respond with curiosity, courage, and calmness. His expertise encompasses areas such as college education planning, legacy planning, liquidity management, retirement planning, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. He focuses on providing objective, unbiased, and cost-effective advice, working collaboratively with clients and colleagues to develop solutions across investments, banking, borrowing, liability management, risk management, and trust and estate planning. Outside of his professional work, Bradley's personal interests include fishing, running marathons, and soccer. His commitment to clients is paralleled by his dedication to family, which serves as a reminder of the impact of his work on clients and their families now and in the future.

Jeannette Dobbyn is a CFP®-designated financial advisor with 38 years of industry experience. She has worked at Wells Fargo Clearing since 2016, following roles at Morgan Stanley and Citigroup Global Markets. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

John Mc Dowell is a financial advisor at Raymond James & Associates in Frisco, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Raymond James, he spent ten years at Texas A&M University. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, charitable organizations, and government entities, offering financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

Lucinda Clark is a financial advisor at Cetera with two years of industry experience and holds the Series 66 designation. She has held roles at Finchly Finance and Legacy Financial Advisors, where she served as Director of Operations. Cetera Investment Advisers LLC operates a multi-manager platform serving individual, corporate, charitable, and institutional clients with a wide range of portfolio management and retirement services delivered through a large nationwide network of independent advisors.

Trinidad Stephens is a financial advisor at Merrill with Series 63 and Series 66 credentials and seven years of industry experience. Prior to joining Merrill, Stephens worked at Charles Schwab & Co., Inc. and First Citizens Bank. Stephens is also affiliated with Dallas County Community College. 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.

Steve Chrisman is a financial advisor with Wells Fargo Clearing in Frisco, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Bank of America and Merrill Lynch. Outside of his advisory work, he owns and manages a rental property in Mountain Village, CO. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary options. The firm’s IPS-driven advisory approach incorporates modern portfolio theory and includes a broader set of financial products, such as insurance-related vehicles and bank deposit sweep options.

Rodney Browning is a financial advisor at Charles Schwab with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab and Co., Inc. and Charles Schwab Bank since 2022, following a decade at TD Ameritrade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering a combination of non-discretionary and discretionary investment management options.

Cary Wood is a financial advisor at RBC Capital Markets with five years of industry experience. He holds a Series 66 designation and has previously worked at firms including Ameriprise Financial Services, UBS Financial Services, Morgan Stanley, and OSAIC. In addition to his advisory role, Wood serves as a Captain in the Army National Guard. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional clients, offering a variety of advisory programs that include discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm utilizes a tailored investment approach involving both in-house and third-party managers to address client risk profiles.

Michael Woods is a CFP® professional with 26 years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and has prior experience at Stocker Woods Financial, Inc. and Mutual Service Corporation. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm manages a multi‑billion dollar asset base and provides access to multiple platforms, third‑party advisers, and proprietary model strategies.