Kristi Owens is a financial advisor at RBC Capital Markets with 19 years of industry experience. She holds a Series 66 designation and has worked previously at Bank of America and Merrill Lynch. Owens serves on the Dean's Advisory Council for the College of Science and Mathematics at Stephen F. Austin State University. RBC Wealth Management, a division of RBC Capital Markets, provides advisory and brokerage services to a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment programs that incorporate both in-house and third-party managers, with options for tax management and responsible investing.

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.

Steven Dawson is a CFP® with 16 years of industry experience, currently affiliated with Raymond James Financial. He has held roles at Ameriprise Financial Services and Coleman Research and serves as CEO of Dawson Private Wealth, LLC, an independent investment management firm associated with Raymond James. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary consulting using risk profiling and analytical modeling to support client goals.

Chris Padilla is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2014. 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 recommendations on a non-discretionary basis.

David Stagg is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked at Pure Fishing-Plano for five years and Coca-Cola Refreshments for seven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Zachary Farris is a financial advisor at J.P. Morgan Securities in Frisco, TX, holding Series 63 and Series 66 licenses with five years of industry experience. He has been with J.P. Morgan Securities since 2020 and has additional experience at Jpmorgan Chase Bank and Sam's Club. 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 an ESG eligibility framework to guide investment recommendations.

Ann Holder is a financial advisor at Merrill with 13 years of industry experience. She holds a Series 66 designation and has worked with Merrill since 2012, as well as with Cetera prior to that. Outside of her advisory role, she is the owner of Insurance Architects, LLC, a limited liability 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 individual and institutional clients, including high-net-worth individuals and charitable organizations.

Andrew Mcgrath is a CFP® with 24 years of industry experience, currently serving at Wells Fargo Clearing since 2019. He previously worked at Bank of America and Merrill from 2011 to 2019. Outside of his advisory role, he holds partial ownership in a garage door business based in Waco, TX. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s approach is IPS-driven and utilizes modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment offerings.

Diana Read is a financial advisor at RBC Capital Markets with 42 years of industry experience. She holds Series 63 and Series 65 designations and has worked at RBC Capital Markets since 2008, including a concurrent role at City National Bank since 2018. Outside of her advisory work, she owns and operates a horse breeding business. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a variety of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Vernon Kim is a financial advisor at LPL Financial with 33 years of industry experience. He holds the Series 63 designation and has previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm provides a variety of financial planning and investment management options, utilizing both proprietary and third-party strategies, supported by technology tools for research and operations.

Erik Solis is a financial advisor with Wells Fargo Clearing in Frisco, TX, holding Series 63, 65, and 66 licenses and 26 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Comerica Bank, Greenbriar Financial Services, LPL Financial, and Raymond James. Outside of his advisory work, he is the managing member of Federated Funding, LLC, a company involved in managing a small portfolio of residential real estate properties. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research from Wells Fargo Investment Institute and third-party sources with diversification principles and modern portfolio theory to support its advisory solutions.

Brandon Rainey is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He manages a family farm through his involvement with Sadler Farms, LLC, which he oversees for liability management and estate planning purposes. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs. The firm supports a nationwide network of over 23,700 financial advisors and offers both discretionary and non-discretionary strategies, along with affiliated mutual funds and tax-efficient services.

David Ryzman is a CFP® professional with 25 years of industry experience, currently affiliated with LPL Financial. His prior experience includes roles at Securities America Advisors and Fidelity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives using a range of discretionary and non-discretionary strategies.

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.

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.

Hallie Fischer is a financial advisor with Edward Jones in Allen, TX. She holds a Series 66 designation and has been associated with Edward Jones since 2016, with a total of four years at the firm. Her prior experience includes roles at ISN and Southern Methodist University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets through a broad network of financial advisors and branch offices. The firm offers a range of advisory and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.