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, Texas, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior experience includes roles at Fidelity Personal and Workplace Advisors and USAA Investment Services. Outside of finance, he is an owner and partner in NewGrano, Inc., an early-stage venture focused on sustainable processing of brewer’s spent grain. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process is supported by systematic due diligence and incorporates an ESG framework, with implementation services delivered through affiliated entities.

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.

Delaine Moore is a Series 66-licensed financial advisor with Edward Jones in Denton, TX, where she has worked since 2010, accumulating 15 years of industry experience. Outside of her advisory role, she serves as a youth and high school basketball official for Denton ISD. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies and affiliated services, supported by a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Hannah Perna is a financial advisor with Merrill in Frisco, TX, holding a Series 66 designation and two years of industry experience. She has worked at Merrill since 2019 and also has experience at Bank of America, N.A. outside Merrill. 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 a range of clients including individuals, pension plans, corporations, and charitable organizations.

Amrit Dhillon is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on helping clients achieve their personal financial goals through tailored strategies that consider their unique perspectives and priorities. His client services include college education planning, family wealth management strategies, legacy planning, liquidity management, and managing new wealth. Amrit aims to simplify the complexities of investing and wealth planning, providing transparency and a personalized approach throughout the process. Outside of his professional role, he enjoys cooking, music, reading, running, soccer, tennis, and yoga.

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.

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.

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.

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.

Curt Metten is a financial advisor with LPL Financial holding a Series 66 designation and over 25 years of experience, including 25 years at Regions Bank prior to joining LPL Financial. He is based in Oak Point, Texas. 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 variety of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

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.