Brett Bowles is a financial advisor at Stifel in Denton, TX, holding a Series 66 designation. He has professional experience outside the financial industry, including two years at Community Driving School and ten years with EMSISD. Stifel serves a wide range of clients, including individuals, institutional investors, charitable organizations, and government entities. The firm offers brokerage and advisory services informed by proprietary investment analysis and planning methodologies developed by its Investment Strategy Group.

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.

Fielder Whittington is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC since 2018. Outside of his advisory role, Whittington is active as a freelance drummer and a self-employed artist in Denton, Texas. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction and serves as an advisor to multiple registered investment companies.

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.

Steven Martinez is a financial advisor with Wells Fargo Clearing in Denton, TX, holding a Series 63 designation and 28 years of industry experience. His career includes six years at A. G. Edwards & Sons, Inc. prior to joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. 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.

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.

Kory Morawietz is a financial advisor at LPL Financial with three years of industry experience. His prior roles include positions at SWMG, LLC and Verus Wealth Advisors. 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 advisory services including financial planning, model portfolio programs, and institutional platforms, supporting client strategies with research and advisor tools.

Brooks Bowman is a financial advisor at LPL Financial with 17 years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America and Merrill Lynch for 15 years each, as well as at Uber. Bowman also operates Bowman Wealth Management as a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad platform that includes financial planning, model portfolios, and institutional programs.

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.

Aaron Davis is a financial advisor at Edward Jones in Frisco, TX, holding Series 63 and Series 66 designations with 22 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated mutual funds through a nationwide network of financial advisors and branch offices.

Bradly Clark is a CFP®-certified financial advisor with nine years of industry experience. He is currently affiliated with Cetera and has prior experience at Legacy Financial Advisors and American General Life Insurance. He also serves as a registered assistant at Legacy Financial Advisors, where he assists with annuity and fee-based business. Cetera Investment Advisers LLC is an SEC-registered firm that distributes services through a nationwide network of independent advisors, serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning solutions through a multi-manager platform with access to both affiliated and third-party managers.

Ryan Merchant is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He worked at Edward Jones for 24 years prior to joining LPL Financial in 2024. 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 advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supporting advisors with a variety of strategic and tactical investment options.

Carl Williams is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following two years at Edward Jones. 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 and analytics with a broad range of brokerage and advisory solutions across a large network of advisors.

Sean McGrath is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 24 years of industry experience. His prior roles include positions at Morgan Stanley and Citigroup Global Markets. 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 extensive research and analytics with a broad range of brokerage and advisory solutions.

Harrison Benedict is a CFP® professional affiliated with LPL Financial in Frisco, TX, with one year of industry experience. His prior roles include positions at Commonwealth Financial Network, Gibraltar Capital Management, and Miller Equity Capital Advisors, among others, as well as experience in education at Texas Christian University and local high schools. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, institutions, and retirement plans through a large network of investment adviser representatives. The firm offers a range of financial planning and portfolio management solutions, combining scale with various non-advisory financial services.

Anitra Brennan is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has been in the financial industry for 27 years, beginning her career as an intern at Merrill while in college. Over more than two decades, she has advanced through various positions within the firm, acquiring extensive experience that she uses to guide clients in making informed financial decisions for their families. Her expertise covers a broad range of client needs, including college education planning, divorce transition planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, women and wealth, tax minimization, and retirement income. Anitra holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Anitra earned her Bachelor's Degree in Economics and Finance from the University of Texas at Dallas and her MBA from Texas A&M University at Corpus Christi. Outside of work, she is involved in various community organizations such as Wings for Widows, Frisco Mom's Care, Frisco Women's League, and The Federation of Texas A&M University Mothers' Club. Her personal interests include biking, gardening, golfing, hiking, pickleball, reading, running, swimming, and traveling.