William Leffall is a CFP® professional affiliated with LPL Financial, based in McKinney, TX, with 18 years of industry experience. His career includes roles at Dimensional Fund Advisors, USAA Financial Planning Services, and Apex Clearing Corporation, among others. Outside of finance, he is involved in music performance and production as well as ranching. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, and institutional platforms, supporting advisors with both discretionary and non-discretionary investment strategies.

Peter Williams is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked with Edward Jones since 2016. Prior to his advisory role, he has held positions including sales associate and driver in retail and transportation services. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

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.

Guy Charles is a financial advisor at OSAIC with four years of industry experience. He holds the Series 66 designation and has previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Company. Outside of his advisory role, he is involved with Teleios Financial LLC, where he manages client relations, document management, social media, and radio show editing. OSAIC serves a diverse client base including individual, high-net-worth, pension, and institutional investors through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing tools such as asset-allocation models and risk tolerance assessments to construct portfolios across various asset classes.

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 at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021. Prior to that, he had roles at Axa-Equitable Financial Life Insurance Co and Equitable Advisors, as well as experience at Sony Pictures Entertainment and in the retail food industry. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its investment recommendations and offers a broad range of products through its affiliation with the larger J.P. Morgan broker-dealer and banking organization.

David Edman is a Series 65 licensed financial advisor and principal of Edman Global Investment Management LLC, with 15 years of industry experience. Since 2010, he has operated as a self-employed independent contractor. Outside of his advisory work, he conducts educational seminars internationally on topics including free enterprise, entrepreneurship, investing, and economics, having taught in universities and schools in Russia, Indonesia, and Brazil. Edman Global Investment Management LLC provides investment advisory and portfolio management services to a small number of individual clients, managing approximately $5.7 million in assets. The firm emphasizes direct advisor involvement through a high advisor-to-client ratio and exercises investment discretion with ongoing account oversight.

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.