Prashant Pillalamarri is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works with individuals, families, trusts, and small to mid-size business owners, developing customized financial strategies tailored to each client's unique needs and goals. His approach prioritizes building trust and understanding clients’ full financial pictures to provide personalized wealth management solutions. Prashant’s expertise spans a broad range of areas including college education planning, family wealth management, retirement planning, legacy planning, investment consulting for defined contribution plans, and international wealth management. He holds several professional designations such as CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR® (CPFA), Chartered Retirement Planning Counselor™ (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His comprehensive planning approach covers investments, tax minimization strategies, insurance, and estate planning. He earned a Master’s Degree in Engineering from the University of Iowa and a Bachelor’s Degree in Engineering from the University of Bombay. Prashant is fluent in English, Marathi, Gujarati, and Hindi. He is involved in community organizations including the American Cancer Society and the Pay it Forward Fertility Foundation. In his personal time, he enjoys cooking, ice hockey, music, spending time with his family, and watching movies.

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.

James Curry is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. His prior roles include positions at MML Investors Services, MassMutual, and Northwestern Mutual in wealth management and investment management capacities. Outside of his advisory work, he is the owner of James Paul Curry and Co LLC, a business entity established for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Daren Lee is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James Financial and Bank of America. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain execution authority.

Patrick Orender is a financial advisor with Primerica Advisors in Plano, TX, holding Series 63 and Series 65 licenses and with 24 years of industry experience. He has been affiliated with Primerica Advisors and Primerica Financial Services since 1997. Outside of advisory work, he is a partner in Orenders Champions, LLC, which manages desktop publishing and book sales related to leadership and business. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services primarily through model portfolio strategies managed by unaffiliated asset managers and supports trade execution and custody through established custodians.

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.

Hollis Evans is a financial advisor at Edward Jones with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2001. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Hayden King is a financial advisor at Edward Jones in Plano, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, King worked at several companies including EBSCO and C.H. Robinson. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm reported approximately $1.01 trillion in assets under management and operates a nationwide network of financial advisors and branch offices.

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.

Jason Habern is a CFP® professional with 27 years of experience at Edward Jones, where he has worked since 1998. He is based in Richardson, TX, and holds Series 63 and Series 66 licenses. Outside of his advisory role, he manages a living trust that includes rental properties for his daughter and her friends while she attends the University of Arkansas. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a nationwide network of financial advisors and branch offices.

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.

Varun Elangovan is a financial advisor at LPL Enterprise with Series 66 credentials and approximately two years of industry experience. His prior roles include positions at Baylor Club, East Side YMCA, Baylor University, and Webster Central School District. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to a range of brokerage and insurance products through an integrated platform that supports multiple distribution channels.

Brian Sieling is a Senior Financial Advisor with Merrill Lynch Wealth Management. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations and focuses on providing personalized, client-centered financial strategies. Brian works closely with clients to address areas such as retirement income planning, special needs planning, legacy planning, and portfolio management, and he collaborates with other professionals including attorneys and CPAs to deliver comprehensive wealth management solutions. Brian earned a Bachelor's Degree in Mechanical Engineering from Texas Tech University System. His approach emphasizes clarity and simplicity in helping clients navigate their financial lives. He serves a broad client base including current and retired oil and gas industry employees, engineers, business owners, and families with special needs children. Drawing from his experience as a parent of a special-needs child, Brian has particular expertise in guiding families through the complexities of special needs trusts and related government assistance. Beyond his professional responsibilities, Brian is involved in community organizations such as MainGait Therapeutic Horsemanship and North Texas Team Hoyt. He also enjoys a variety of personal interests including sports, reading, and spending time with his family.

Lawrence Carara is a financial advisor with Raymond James Financial in Allen, TX, holding a Series 66 credential and 15 years of industry experience. He worked at Edward Jones for 11 years before joining Raymond James in 2022. Outside of advising, he is founder and chair of the board of the Grapple & Grow Foundation, a nonprofit focused on supporting underprivileged children through sports grants, and owns a business leasing a plane to a flight school. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, pension plans, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning using advanced modeling tools and maintains affiliations that support municipal and public finance work as well as specialized retirement plan advisory services.

Christopher Knox is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fisher Investments, TD Ameritrade, and Fidelity Brokerage Services. He is based in Dallas, TX. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis.

Xiaojing Zhang is a financial advisor with LPL Enterprise in Plano, TX, holding Series 63 and Series 65 credentials and with 14 years of industry experience. Her prior roles include positions at Prudential Insurance Company of America, Transamerica Financial Advisors, and World Financial Group. She is involved with Aureate Agency LLC, a non-variable insurance business. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and brokerage and insurance products within an integrated platform.

Benjamin Kiehn is a financial advisor with LPL Enterprise LLC, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, LPL Financial LLC, and National Planning Corporation. He was also a principal at Atherton Kiehn Financial Services for 15 years. In addition, Kiehn serves as an independent agent for Penn Mutual Life Insurance Company, receiving renewal commissions from prior policy sales. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm’s integrated platform offers financial planning, model portfolio management, third-party asset management arrangements, and access to a range of financial products including insurance via affiliated entities.

Zablon Muruli is a Series 66-licensed financial advisor at Cetera with 21 years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax and Fisher Investments, with a decade spent at Fidelity Investments. Outside of advisory work, he is a member of WERE LLC, a passive equity partner involved in the purchase, repair, and sale of residential real estate properties. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, and institutional clients with a broad range of portfolio management, financial planning, and retirement services. The firm operates a multi-manager platform offering diverse investment strategies across discretionary and non-discretionary authorities, supported by a large network of advisors and substantial assets under management.

Samuel Koessl is a financial advisor at LPL Financial with three years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously with Securities America Advisors, Sanus Modo LLC, and Sana Via Inc. Outside of his advisory role, he is involved with Tulla Patisserie and Cafe, a business unrelated to investment activities. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs and retirement consulting, utilizing discretionary and non-discretionary management supported by in-house and third-party research.