Michael Thomason is a financial advisor at Raymond James & Associates in Frisco, TX, with 15 years of industry experience. He previously worked at Bank of America, Merrill, CUSO Financial Services, and InTouch Credit Union. Thomason holds Series 63 and Series 66 licenses. Raymond James & Associates 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, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Mazhar Ali is a financial advisor with Merrill in Frisco, TX, holding Series 63 and Series 66 credentials and 17 years of industry experience. He has worked at Bank of America and Merrill since 2010 and 2011, respectively. Ali serves as an advisory board member for the Texas Muslim Women’s Foundation, a nonprofit organization supporting battered women. 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 institutions.

Steven Lipp is a financial advisor with Stifel in Frisco, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Bank of America, N.A. for eight years before joining Stifel in 2019. Outside of his advisory role, he is a partner at Stone Road Farms LLC, raising and selling grass-fed beef, and serves as an elder at Wylie Church of Christ, providing spiritual and business oversight for the congregation. Stifel serves a broad range of clients, including individual, institutional, charitable, and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Tricia Beevers is a financial advisor at Stifel with 34 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Stifel Nicolaus & Co Inc since 2010. Outside of her advisory role, she is a notary and a member of Camilla Minerals LLC. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach relies on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and financial planning.

Guy Charles is a financial advisor at OSAIC with four years of industry experience. He holds a Series 66 designation and has worked previously at Mass Mutual Investors Services and MassMutual Life Insurance Company. Outside of his advisory role, he is involved with Teleios Financial LLC, where he engages in client relations, document management, and media editing for a radio show. OSAIC Wealth serves a diverse client base, including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supporting a variety of strategies and third-party managers.

Xochitl Castellanos Montoya is a financial advisor at Merrill with 17 years of industry experience. She has held roles at Merrill since 2006, including her current position since 2019, and took a brief hiatus for homemaking in 2018-2019. She holds the Series 63 and Series 66 designations. 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 plans, corporations, and charitable organizations.

Jason Huntsman is a financial advisor with Wells Fargo Clearing in Frisco, TX. He holds Series 63 and Series 65 licenses and has one year of industry experience, including prior roles at J.P. Morgan Securities and ACA Inc. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Sean Low is a financial advisor with Merrill in Frisco, TX, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. He has been with Merrill since 2009 and also maintains a longstanding affiliation with Bank of America N.A. since 2008. Outside of his advisory role, Low serves as a board member for Manor Park, Inc., a continuing care retirement community in Midland, 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nathan Bell is a financial advisor with J.P. Morgan Securities in Frisco, TX, holding Series 63 and Series 66 licenses and eight years of industry experience. His background includes roles at Axa-Equitable Financial Life Insurance Co and Equitable Advisors, as well as earlier experience at Sony Pictures Entertainment and in small business operations. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager research, and customized performance reporting. The firm utilizes a centralized due diligence process and integrates ESG considerations within its investment recommendations.

Jeffrey Dziadziola is a financial advisor with Concentrated Risk Solutions Inc. in Frisco, TX, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has been with Concentrated Risk Solutions since 2014. Concentrated Risk Solutions is a small, state-registered advisory firm that serves other registered investment advisers by soliciting and referring third-party advisers and their separately managed account strategies to advisory platforms. The firm does not manage client assets and focuses exclusively on solicitor and referral services rather than individual portfolio management.

Edward Devereaux is a financial advisor at Concentrated Risk Solutions Inc. with 12 years at the firm and a total of 13 years in the industry. He holds Series 63 and Series 65 licenses and also serves as president and owner of Devereaux Inc., where he acts as an independent insurance agent. Concentrated Risk Solutions is a small advisory firm that supports registered investment advisers by soliciting and referring third-party advisers and their separately managed account strategies to advisory platforms. The firm does not manage client assets or provide tailored portfolio management but focuses on facilitating relationships and communications between third-party advisers and advisory platforms.