Victoria Rimpsey is a financial advisor with Merrill in Frisco, TX, holding a Series 66 designation and eight years of industry experience. Her work history includes roles at Bank of America, Merrill, and Edward Jones. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Andrew Yi is a financial advisor with Charles Schwab who holds Series 63 and Series 66 designations and has 22 years of industry experience. He has worked at Charles Schwab and related entities since 2016, including td ameritrade prior to Schwab’s acquisition. 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, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and a formal alternative investment platform.

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.

Jason Jaynes is a CFP®-designated financial advisor with Wells Fargo Clearing in Frisco, TX, bringing 18 years of industry experience. His previous roles include positions at Bank of America and Merrill from 2011 to 2019. In addition to his advisory work, he serves as Board President of the Forest Grove Homeowners Association and is a member and officer of the Lovejoy Independent School District Board of Trustees. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and employs more than 14,000 financial advisors, offering both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

James Yoo is a CFP® and CFA® credentialed financial advisor with 17 years of industry experience. He is currently with Edward Jones in Frisco, TX, where he has worked since 2025. Prior to joining Edward Jones, he held positions at Fidelity Investments, CitiGroup, and Fidelity Personal and Workplace Advisors. 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 strategies supported by a large nationwide network of financial advisors.

John Orsi III is a financial advisor with Robert W. Baird & Co. who holds a Series 63 designation and has 34 years of industry experience. His prior roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of his advisory work, he serves as a trustee for his parents in West Palm Beach, Florida. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations with services including financial planning, portfolio management, and brokerage. Baird manages approximately $394 billion in assets and offers a range of investment strategies and municipal advisory services supported by internal research and strategic partnerships.

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.

Kenneth Chinn is a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he collaborates with Merrill clients to understand their current financial situations and to introduce them to solutions offered through Merrill and Bank of America. His work focuses on empowering clients with the knowledge and tools necessary to manage their financial lives effectively. Kenneth holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He completed his secondary education with a High School Diploma from Huntington Beach High School. His personal approach centers on helping clients identify what matters to them and their families to develop strategies aimed at pursuing their financial goals.

Bruce Lewin is a financial advisor at RBC Capital Markets with 30 years of industry experience. He holds a Series 63 designation and has worked at firms including Raymond James, B. Riley Wealth Management, and LPL Financial. Outside of advising, he is involved as an insurance agent. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Emely Garcia is a financial advisor at Merrill with four years of industry experience and holds a Series 66 designation. Prior to joining Merrill and Bank of America in 2022, she was involved in academic roles at the University of North Texas College of Computer Science and Engineering. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

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.

Brian Bartlett is a financial advisor at LPL Financial with 37 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Next Financial Group Inc for 13 years. Bartlett is also involved as a non-variable insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset managers.

Cameron Hall is a financial advisor at LPL Financial in Frisco, TX, holding a Series 66 designation with four years of industry experience. His prior work includes roles at Salem Media Group and Brennan Wealth Advisors. He is also a notary public in Frisco. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services and investment platforms, utilizing both proprietary and third-party strategies, supported by advanced operational tools.

Rebecca De Anda Licona is a Financial Advisor at Merrill Lynch Wealth Management, where she leads a boutique practice focused on comprehensive financial planning and guidance. She works closely with clients to develop personalized strategies that address a range of financial areas including retirement planning, college education funding, small business strategies, estate and legacy planning, philanthropic giving, tax minimization, and portfolio management. Her approach emphasizes understanding the unique priorities and goals of each client and their family. Rebecca holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She completed her high school education at Allen High School and earned an Associate's Degree from Collin College. Outside of her professional work, Rebecca enjoys antiquing, cooking, interior decorating, photography, spending time with her family, and traveling.

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.

Brian Rudloff is a financial advisor with Ameriprise in Allen, Texas, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked with Ameriprise since 2018, following 11 years at Investment Professionals, Inc. Outside of advising, Rudloff owns and manages a commercial real estate property through his LLC. Ameriprise is a large institutional firm offering a range of advisory, brokerage, and insurance solutions. It provides a specialized retirement-income planning service targeting clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations.

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.