William Marley is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with LPL Financial since 2011 and concurrently associated with Uvest Financial Services Group, Inc. since 2007. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, brokerage services, and employs both discretionary and non-discretionary management strategies supported by research and model portfolios.

Milton Arnold is a CFP®-designated financial advisor with 33 years of industry experience, currently affiliated with LPL Financial since 2020. His prior experience includes roles at BBVA Securities Inc., BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, Inc., and Compass Bank, spanning two decades. 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 advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and technology-driven investment strategies.

Nathan Lingrosso is a financial advisor at Merrill with 14 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Smith Barney for 12 years before joining Merrill in 2023. 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 a range of model-based and discretionary investment strategies.

Peter Chung is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and three years of industry experience. He has been with Ameriprise in various roles since 2020. Outside of his advisory work, he has co-owned a retail business, Paris Nail Bar LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies. The firm employs a non-discretionary approach and integrates its investment research and third-party data to develop personalized Recommendation Reports.

Nathaniel Hall is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds a Series 66 designation and has previously worked at TD Ameritrade and Scottrade. His current tenure at J.P. Morgan includes roles at J.P. Morgan Chase Bank NA and J.P. Morgan Securities LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

John Nabers is a financial advisor with Edward Jones in McKinney, TX, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a wealth management firm serving more than four million individual and institutional clients with a wide range of advisory services, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices. The firm offers discretionary and non-discretionary strategies, separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Christopher Cuneo is a CFP® with 10 years of industry experience, currently advising at LPL Enterprise. His prior roles include positions at TIAA and USAA Investment Services Company. He is involved with Convention of States Action, a political organization based in Dallas, TX. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, providing financial planning, advisory services, and access to a range of investment and insurance products through an integrated platform.

John Orsi III is a financial advisor with Robert W. Baird & Co., holding a Series 63 designation and 34 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he serves as a trustee for family-related trusts. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves a diverse client base including individuals, corporate clients, pensions, and charitable organizations. The firm employs a range of portfolio management strategies and integrates internal research and technology, including artificial intelligence, in delivering advisory services.

Michael Speanburg is a Series 66 licensed financial advisor at Edward Jones in McKinney, TX, with five years of industry experience. Before joining Edward Jones in 2021, he worked for Walmart from 2016 to 2021 and served in the United States Army from 2012 to 2018. He is also the owner of Fifth Chance LLC, a marketing business where he provides product opinions. 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 wrap fee strategies and access to separately managed accounts. The firm is notable for its extensive advisor network, branch footprint, and affiliated services beyond traditional advisory offerings.

Thomas Hargrove is a financial advisor with Wells Fargo Advisors in Plano, TX, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has worked within various Wells Fargo entities since 2014. Outside of his advisory role, he is involved in several investment-related ventures, including partnerships and capital vehicles. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, wealth transfer, and specialized services such as business-owner transition and sports and entertainment planning.

Erin Williams is a financial advisor with LPL Financial in Wylie, TX, holding a Series 66 designation and nine years of industry experience. Prior to joining LPL Financial in 2021, she worked at Edward Jones from 2016 to 2021. She is also a CPA and has been involved in tax preparation and accounting through her own firm, Erin Z. Williams, CPA, P.C. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charities nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Jeremy Scholl is a financial advisor with LPL Financial in Plano, TX, holding a Series 66 designation and 23 years of industry experience. Prior to joining LPL Financial in 2022, he worked at Equitable Advisors and Axa Advisors, LLC for over two decades. Scholl also operates Scholl Wealth Management, which includes his role as a non-variable insurance agent. 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 representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

Susan Moss is a financial advisor with Merrill in McKinney, Texas, holding Series 63 and Series 65 licenses and 28 years of industry experience. She has been with Merrill since 1996. Outside of her advisory role, she owns a small craft business and serves on the board of Meals on Wheels Plus Abilene, among other community organizations. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Lindsay Jones is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. In addition to her advisory role, she owns and operates LHJ Holdings LLC, managing practice-related expenses. Ameriprise is a large institutional firm offering retirement-income planning services primarily for individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement recommendations through a centralized consulting team.

Nathan Anderson is a financial advisor at OSAIC with 17 years of industry experience. He previously worked at Woodbury Financial Services, Inc. for 16 years before joining OSAIC in 2024. Anderson holds Series 63 and Series 65 credentials. Outside of his advisory work, he serves as president of the McKinney North Stars Hockey Club, a 501(c)(3) organization. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services alongside financial planning, retirement plan consulting, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios managed on discretionary or non-discretionary bases.

Arthur Shoels Jr. is a financial advisor at Merrill with a Series 66 designation. He has been with Merrill since 2019 and has worked in related roles at Bank of America and other organizations. His background includes positions outside finance, such as teaching at Collin College and Tascosa High School. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Kelly Sculpher is a financial advisor with Edward Jones in Dallas, TX, holding a Series 66 designation and 18 years of industry experience, all of which have been with Edward Jones since 2008. Outside of his advisory role, he serves as president of the Moore Farm Homeowners Association in Carrollton, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Stephen Dault is a financial advisor with LPL Financial in Murphy, TX, holding Series 63 and Series 66 licenses. He has 17 years of industry experience and has been with LPL Financial since 2012. Outside of his advisory work, he manages a tax-related real estate business entity. 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 brokerage services, including model portfolios and retirement plan consulting.

Jaycie Tye is a financial advisor with LPL Enterprise, holding a Series 66 designation and currently based in Plano, TX. She has been with LPL Enterprise since 2026. Prior to this role, she worked in real estate services and fitness instruction and has experience in yoga teaching and academic involvement at Texas Christian University. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions. The firm offers financial planning, model portfolio management, third-party asset management, and brokerage and insurance products through an integrated platform delivered primarily by investment adviser representatives.

Kyle Piechotta is a financial advisor at Ameriprise in Frisco, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Ameriprise in 2025, he worked at Merrill and Bank of America, N.A., among other positions outside of the financial sector. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.