Bridger Loyd is a financial advisor with Edward Jones in McKinney, TX, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked at Beal Bank and World Finance Corporation. He has an interest in mineral rights leasing through involvement with Sendero Resources. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

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.

Nicholas Whittlesey is a financial advisor with Charles Schwab in Frisco, TX, holding Series 66 and Series 63 licenses and three years of industry experience. His prior roles include positions at Great Western Financial, AmeriFirst Financial, and Talus Payments. Outside of his advisory work, he serves as an ice hockey referee for youth and adult leagues. 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. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational structure.

Samantha Hendricks is a Series 66-licensed financial advisor with 18 years of industry experience. She has worked at Edward Jones since 2017 and previously held roles at Park Avenue Securities and Guardian Life Insurance. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and affiliated investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Paul Raehpour is a Wealth Management Advisor at Merrill Lynch Wealth Management, a role he has held since 2014. He brings over 20 years of experience as a trusted advisor to families and small business owners. Paul holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., and maintains Series 7, 66, and 31 FINRA registrations. Paul earned a Bachelor of Science degree in Communications from Kansas State University. Prior to his career in financial advising, he worked as a talent coordinator for "The Tonight Show with Jay Leno." His team advises numerous entertainment industry clients based in Los Angeles and New York, as well as other professionals nationwide. Outside of his professional work, Paul is an avid fisherman, craftsman, and enjoys theater. He lives in McKinney with his wife, Melissa, and is a father to three daughters, Katherine, Rachel, and Morgan, as well as a grandfather to Isiah.

Stephanie Chininis is a financial advisor at J.P. Morgan Securities with 32 years of industry experience. She holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012, also working at JPMorgan Chase Bank, N.A. since 1995. J.P. Morgan Securities provides institutional consulting services to clients such as 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, distribution, and investment management capabilities.

Adela Canaj is a financial advisor at Merrill with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at JPMorgan Chase Bank and JPMorgan Securities LLC. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through its Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Richard Wright is a CFA® charterholder and holds a Series 65 license with 25 years of industry experience. He currently works at Stifel in Dallas, TX, joining the firm in 2025 after prior roles at B. Riley Wealth Advisors and Fiduciary Financial Services Wealth Management. Outside of advising, he owns family farms in Alabama and Texas, which he leases for agricultural and grazing purposes. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group.

Anthony Coward is a Series 66 credentialed financial advisor at Equitable Advisors with 22 years of industry experience. He has worked at Equitable Advisors since 2003 and was affiliated with Axa Advisors, LLC from 2003 to 2020. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, tailoring services based on client goals, risk tolerance, and time horizon.

Jose Godinez Rios is a financial advisor with Merrill in Frisco, TX, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Bank of America, Texas People Federal Credit Union, and the University of Texas at Arlington. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm uses model-based and discretionary investment strategies developed by internal and third-party teams, offering diverse asset allocation options and tax-aware strategies.

Barry New is a financial advisor with RBC Capital Markets in Frisco, TX, holding Series 63 and Series 65 registrations. He has 45 years of industry experience and has been with RBC Capital Markets since 2008. Outside of his advisory role, he is a passive owner of a farming operation in Fisher County, Texas. 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 with tailored portfolio management and planning services, utilizing both in-house and third-party investment managers.

Salimah Samani is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2018. Outside of finance, she has been involved with Helzberg Diamonds since 2003. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutions. The firm integrates internal Chief Investment Office teams and third-party managers to deliver diverse investment approaches and account support.

Andrew Teller Jr. is a financial advisor with RBC Capital Markets in Frisco, TX, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, he serves on the board of Shelton School & Evaluation Center and is involved in a cafe initiative focused on hiring and mentoring foster youth. 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 variety of advisory programs featuring discretionary and non-discretionary portfolio management, tailored investment strategies, and access to in-house and third-party investment managers.

Aaron Mc Neal is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Edward Jones since 2010. He holds a Series 66 license and is based in Prosper, TX. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Donna Chepenik is a financial advisor at Raymond James & Associates with four years of industry experience. She holds the Series 66 designation and previously worked at Merrill for seven years and InTouch Credit Union for three years. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Giordano Zuazo is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on providing personalized financial guidance to help clients achieve their long-term financial goals through strategies that address retirement planning, portfolio management, legacy planning, and tax minimization. Mr. Zuazo draws on over 20 years of industry experience to create tailored investment strategies that align with each client's comfort level and financial objectives. His approach emphasizes investor education and clear understanding of financial concepts to support informed decision-making. He collaborates with a knowledgeable team to deliver comprehensive wealth management services. He earned a Bachelor of Arts degree in Economics from Saint Michael's College and has studied international economics and money and banking at Richmond College in London, England. Mr. Zuazo maintains multiple FINRA registrations and holds life and health insurance licenses, with a focus on long-term healthcare insurance. He served in the U.S. Peace Corps and is actively involved with community organizations including the Cape Cod Museum of Art, Duxbury Yacht Club, Parent Project Muscular Dystrophy, and The Dennis Conservation Trust.

Jason Mc Clanahan is a financial advisor with Merrill in Frisco, TX, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes roles at Bank of America, Wells Fargo Clearing, and Wells Fargo Advisors. Outside of his advisory work, he coaches a 12U soccer team in Rockwall, TX, a role he has held since 2017. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

Raul Blanco is a financial advisor with J.P. Morgan Securities in McKinney, TX, holding Series 63 and Series 66 licenses and having 27 years of industry experience. His prior experience includes roles at Fidelity Personal and Workplace Advisors, BBVA Wealth Solutions, and USAA Financial Advisors. He is also an owner and partner of NewGrano, Inc., an early-stage venture focused on processing brewer's spent grain waste. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Michael Dolson is a financial advisor with Edward Jones in McKinney, TX, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. 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 solutions supported by a nationwide network of more than 23,000 advisors and 15,000 branch offices.