Fielder Whittington is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC since 2018. Outside of his advisory role, Whittington is active as a freelance drummer and a self-employed artist in Denton, Texas. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction and serves as an advisor to multiple registered investment companies.

Madeline Nichols is a financial advisor at RBC Capital Markets with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at City National Bank as well as Equitable Advisors and AXA Advisors. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Zachary Friday is a financial advisor at Edward Jones in Celina, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he was involved with DBND Publishing and operated Vapor-ettes LLC. He also has experience as a publisher receiving royalties from Amazon. 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, offering a range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.

Connor Murphy is a financial advisor at Merrill with 5 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bank of America, Equitable Advisors, and Axa Advisors. Outside of finance, he spent several years involved with professional rugby clubs, including the Houston SaberCats and London Irish Rugby Club. 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. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers for individuals, high-net-worth clients, and institutional investors.

Steven Martinez is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 28 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. 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 based on modern portfolio theory, with tailored services that include investment recommendations, performance reporting, participant education, and plan benchmarking.

Jason E. Taraszki is a financial advisor with Wells Fargo Clearing in Frisco, TX, holding Series 63 and Series 65 licenses and 27 years of industry experience. He worked at UBS Financial Services for 13 years prior to joining Wells Fargo. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Brooks Bowman is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. He previously worked at Bank of America and Merrill Lynch for 15 years and spent one year at Uber. Bowman also operates Bowman Wealth Management as a DBA related to his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, 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, model portfolios, and retirement plan consulting.

Ryan Hood is a CFP®-certified financial advisor with 15 years of industry experience. He currently works at Edward Jones in Frisco, TX, having joined the firm in 2021 after roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Outside of his advisory work, he owns passive rental properties managed by others. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a broad network of advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Roderick Bennett is a Financial Advisor at Merrill Lynch Wealth Management, where he provides comprehensive financial guidance to individuals and families. Since joining the firm in 2018, he has focused on creating personalized strategies to help clients achieve their long-term financial goals, including retirement planning and business sale preparation. His approach emphasizes understanding each client's priorities and delivering clear, straightforward wealth planning. He specializes in areas such as executive and equity compensation, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Roderick is committed to prudent stewardship of client wealth and maintaining long-term relationships grounded in trust and transparency. Roderick holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He graduated from David W Carter High School. Outside of work, he engages in activities such as basketball, football, golfing, reading, traveling, and spending time with his family.

Aaron Davis is a financial advisor at Edward Jones in Frisco, TX, holding Series 63 and Series 66 designations with 22 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated mutual funds through a nationwide network of financial advisors and branch offices.

Bradly Clark is a CFP®-certified financial advisor with nine years of industry experience. He is currently affiliated with Cetera and has prior experience at Legacy Financial Advisors and American General Life Insurance. He also serves as a registered assistant at Legacy Financial Advisors, where he assists with annuity and fee-based business. Cetera Investment Advisers LLC is an SEC-registered firm that distributes services through a nationwide network of independent advisors, serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning solutions through a multi-manager platform with access to both affiliated and third-party managers.

Ryan Merchant is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 25 years of industry experience. He worked at Edward Jones for 24 years before joining LPL Financial in 2024. 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 and financial planning services, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

Carl Williams is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and employs more than 14,000 financial advisors.

Sean McGrath is a financial advisor with Wells Fargo Clearing in Frisco, TX, holding a Series 66 designation and 23 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2013 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Anitra Brennan is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has been in the financial industry for 27 years, beginning her career as an intern at Merrill while in college. Over more than two decades, she has advanced through various positions within the firm, acquiring extensive experience that she uses to guide clients in making informed financial decisions for their families. Her expertise covers a broad range of client needs, including college education planning, divorce transition planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, women and wealth, tax minimization, and retirement income. Anitra holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Anitra earned her Bachelor's Degree in Economics and Finance from the University of Texas at Dallas and her MBA from Texas A&M University at Corpus Christi. Outside of work, she is involved in various community organizations such as Wings for Widows, Frisco Mom's Care, Frisco Women's League, and The Federation of Texas A&M University Mothers' Club. Her personal interests include biking, gardening, golfing, hiking, pickleball, reading, running, swimming, and traveling.

Charu Dayal is a financial advisor at Merrill with 18 years of industry experience. He holds a Series 66 designation and has worked previously at RBC Capital Markets and R.W. Baird & Company. 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, corporations, and charitable organizations.

Mark Theriault is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 33 years of experience in the investment and financial planning industry. He holds the CERTIFIED FINANCIAL PLANNER (CFP®) designation and the Personal Investment Advisor (PIA) credential. Mark earned his Bachelor's Degree from the University of Florida. Mark specializes in developing personalized financial strategies to assist clients in reaching their unique goals. His expertise includes college education planning, divorce transition planning, legacy planning, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. As a portfolio manager, he creates customized investment strategies that may incorporate individual securities, Merrill Lynch Wealth Management model portfolios, and third‑party investment approaches. In his professional role, Mark focuses on simplifying the complexities of investing by providing transparent and tailored advice. Outside of work, he enjoys cooking, football, golfing, hiking, reading, running marathons, and spending time with his family.

Neil Nichols is a financial advisor with LPL Financial in Corinth, TX, holding a Series 66 designation and 24 years of industry experience. He has been with LPL Financial since 2001. Outside of his advisory role, Nichols serves as vice president of Intentional Wealth, Inc., a business succession planning firm, and acts as a notary public to assist clients with documents requiring notarization. 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 provides a broad range of advisory programs, financial planning, retirement plan consulting, and brokerage services, supported by research and model portfolios from LPL Research and third-party subadvisors.

Erica Tyree is a financial advisor at Merrill with nine years of industry experience. She holds the Series 66 designation and has worked at Bank of America since 2018. Erica is also a co-owner of a family rental property in Texas. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for a range of clients including individuals, high-net-worth clients, and institutional investors, offering model-based and discretionary investment strategies developed by internal and third-party managers.

Andrew Guirguis is a financial advisor at Merrill with six years of industry experience and holds a Series 66 designation. He has worked at both Bank of America, N.A. and Merrill since 2015. Outside of his advisory role, he is a co-owner of a family rental property business. 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 investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.