Denise Barrera is a financial advisor with Merrill, holding a Series 66 designation and 10 years of industry experience. She has been with Merrill since 2016, based in Frisco, Texas. 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.

Anthony Coward is a Series 66-registered financial advisor with Equitable Advisors, where he has worked since 2003. He has 23 years of industry experience, including 17 years at Axa Advisors, LLC. Based in Prosper, TX, Coward’s career has been focused within the same affiliated firm network throughout this period. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach involves assessing client risk tolerance and matching them to program models or discretionary managers, often through third-party advisory programs and credentialed IARs.

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 with Raymond James & Associates holding a Series 66 designation and five years of industry experience. She previously worked at Merrill for seven years and InTouch Credit Union for three years. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

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 prior work includes roles at Bank of America and Wells Fargo affiliates, spanning over 15 years. Outside of his advisory work, he coaches a 12U soccer team in Rockwall, TX, a position 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, and institutional investors. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers, supported by comprehensive trading, administration, and custody services.

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.

Jeffrey Garton is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. His career includes roles at Lincoln Financial Securities, MML Investor Service Inc., and MassMutual. He is also the owner of JMG Wealth Management, where he offers disability insurance, indexed annuities, fixed annuities, and traditional life insurance. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk assessment, and automated portfolio management across various investment vehicles.

Raj Kalyandurg serves as a Private Wealth Advisor at Merrill Private Wealth Management, where he has been working with clients for over 25 years. He specializes in developing, implementing, and maintaining integrated wealth management plans tailored to individual client needs and aspirations. Raj has extensive experience in strategic and organizational planning, particularly in addressing complex issues faced by business owners since joining Merrill in 1997. He holds a Bachelor's degree in Economics and Finance from the University of Texas at Dallas and graduated from the Financial Advisor Leadership Program, an advanced executive program sponsored by Merrill and taught by faculty from the Wharton School at the University of Pennsylvania. Raj also holds the Certified Private Wealth Advisor® (CPWA®) designation and the Personal Investment Advisor (PIA) designation. Beyond his professional work, Raj is active in nonprofit organizations. He serves as the Chairman of the US-India Chamber of Commerce and is a board member of The Salvation Army. He previously served on the boards of Pratham, American Indian Foundation, and Montessori New Beginnings Academy. Raj lives in Plano, Texas with his wife and two sons. His personal interests include meditation, Taekwondo, and racing cars.

Andrew Douthit is a financial advisor with Ameriprise in McKinney, TX, holding a Series 66 credential and 10 years of industry experience. He has been with Ameriprise and its related entities since 2016. Outside of his advisory role, Douthit is involved in several business ventures including co-ownership of an LLC that manages rental properties and serving as majority owner and CEO of a company that sells a cash flow management system product to financial institutions. He also participates in a charitable financial wellness initiative at his church, providing general personal finance guidance without soliciting business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies. The firm’s approach incorporates proprietary research and collaborates with advisors to deliver non-discretionary, customized recommendations within a defined investment framework.

Judson Joplin is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo since 2016, following a 15-year tenure at Merrill. 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 manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Hector Lopez is a financial advisor with LPL Financial in McKinney, TX, holding a Series 66 designation and 16 years of industry experience. He previously worked at Equitable Advisors and Axa Advisors, LLC. Outside of his advisory role, Hector is involved in selling individual and group disability insurance through various brokerage contracts. 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 a range of financial planning and investment management services, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Hope Ellis is a financial advisor with Merrill in Frisco, TX, holding a Series 66 designation and 2 years of industry experience. She has been with Merrill since 2013. Ellis serves as Vice President of Membership for the Dallas Estate Planning Council and is a member of its board of governors. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Scott Vedane is a CFP®-certified financial advisor with Edward Jones in McKinney, TX, where he has worked since 2013. He has 13 years of industry experience. Outside of his advisory role, he owns a real estate rental business in McKinney. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Ronald Noullet is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds the Series 63 and Series 66 designations 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, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute and third-party sources to guide its investment strategies.

Harriet Detar is a financial advisor at Merrill with Series 63 and Series 66 credentials and 28 years of industry experience. She has been with Merrill since 1985. 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, offering model-based and discretionary investment strategies developed by internal and third-party managers.