Michael Witt is a financial advisor at Ameriprise with 26 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Witt is a silent partner in several family-owned real estate ventures. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement-income planning advice and written Recommendation Reports based on proprietary research and third-party data.

Rick Egan is a Financial Consultant currently affiliated with Fidelity Investments. He has been with Fidelity Investments since 2007, progressing through various roles including Service Representative, Premium Services Representative, Financial Representative, Investment Consultant, Workplace Planning Consultant, and Planning Consultant before attaining his current position in 2025. He also has experience as a Financial Consultant with Charles Schwab from 2011 to 2012. Throughout his career, Rick has focused on building tailored financial plans that consider the unique circumstances of each client. His approach emphasizes collaboration and adaptability, aiming to serve as a trusted advisor who supports clients in reshaping and maintaining their financial plans as life circumstances change. Outside of his professional work, Rick has interests in baseball, family activities, fitness, golf, parenthood, and scuba diving.

Drew Burke is a Financial Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he served as a Financial Consultant I from 2024 to 2025, Investment Solutions Representative III from 2023 to 2024, and Workplace Planning Consultant from 2022 to 2023, all within Fidelity Investments. Before joining Fidelity, Drew was a Financial Center Manager at Bank of America from 2020 to 2022. He holds insurance licenses in Arkansas and California, which support his work in financial consulting and planning. Drew partners with clients to understand their financial goals and to develop customized financial plans tailored to their unique needs. Outside of his professional career, Drew has personal interests that include concerts, fitness, movies, music, puzzles, and soccer.

Seth Sartain is a CFP®-designated financial advisor with LPL Financial in Allen, TX, with seven years of industry experience. Prior to joining LPL Financial, he worked six years at Lovejoy Independent School District. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides 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 offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced tools for operational and research purposes.

David Seals Jr. is a financial advisor with Edward Jones in Frisco, TX, holding the Series 66 designation and seven years of industry experience. His background includes service in the U.S. Army from 2012 to 2017 and a year at Capital One before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm that serves a wide range of clients, including individual and institutional investors, offering various advisory programs and maintaining a large nationwide network of advisors and branch offices.

Zach Dickey is a Financial Consultant I at Fidelity Investments, where he currently partners with clients to develop comprehensive financial plans. His focus is on enabling clients to transition smoothly through various phases of their lives. He values the opportunity to work closely with clients and considers this a significant responsibility. Zach has accumulated extensive experience in financial services over several years. His tenure at Fidelity Investments includes roles as a Planning Consultant, Workplace Planning Consultant III, and Workplace Planning Consultant II. Prior to joining Fidelity, he worked as a Financial Advisor at Edward Jones from 2017 to 2020. Outside of his professional work, Zach has interests that include fitness, football, social activities with friends, spending time at the lake, music, and parenthood.

Jeffrey Minucci is a CFP® professional affiliated with LPL Financial, with 26 years of experience in the financial industry. His prior roles include positions at Fidelity and Securities America Advisors. Outside of his advisory work, he is a business owner of Pet Evolution. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, leveraging a network of over 22,800 advisors.

William Smayda III is a financial advisor with Merrill in Frisco, TX, holding a Series 66 designation and 24 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 2000. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Collin Azeez is a Series 66-registered advisor with J.P. Morgan Securities in Plano, TX, with one year of industry experience. His prior roles include positions at JPMORGAN Chase Bank and Ryan, LLC, and he has also been involved in a startup as well as working at an Italian restaurant. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates broader derivatives and commodities capabilities.

James Pryor is a financial advisor at Charles Schwab with 39 years of industry experience. He has been with Charles Schwab since 1987 and with Charles Schwab Bank since 2005. He holds a Series 63 designation and is based in Plano, TX. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolio investment guidance supported by centralized custody and order routing.

Tyler Stearnes is a financial advisor at Vanguard Advisers with three years of industry experience. He holds a Series 66 designation and has prior experience at Fidelity and Bank of America. Vanguard Advisers offers both automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven approach using proprietary methodologies and primarily invests in Vanguard funds and ETFs, serving a large client base with a scalable digital platform.

Angelica Proctor is a financial advisor at Vanguard Advisers with 13 years of industry experience. She holds a Series 66 designation and has worked at firms including Sageview Advisory Group, Cetera Wealth Services, and Northwestern Mutual. Outside of her advisory role, she owns Xodus Unlimited, LLC, a content creation and coaching business based in Plano, TX. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with proprietary models to create personalized portfolios primarily composed of Vanguard funds and ETFs.

Anna Jane Morrall is a financial advisor at Merrill in Frisco, TX, holding a Series 66 designation with less than one year of industry experience. Her background includes roles at Bank of America, Merrill Lynch, and Paloma Park, as well as work outside finance at Migliori's Pizzeria and Daniel Island Golf 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sherry Mitterer is a financial advisor at RBC Capital Markets with Series 65 and Series 63 licenses and four years of industry experience. She has previously worked at Raymond James & Associates and Cambridge Associates. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, corporations, and charitable organizations with tailored advisory programs that include portfolio management, financial planning, and brokerage services. The firm uses both in-house and third-party investment managers and offers customizable portfolio options including tax management and responsible-investing screens.

Matthew Blair is a financial advisor with Raymond James & Associates in Frisco, TX, holding a Series 66 designation and 16 years of industry experience. His prior experience includes roles at Bank of America and Merrill, where he worked for over a decade combined. 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 broad client base including individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Alannah Rodricks is a Financial Consultant at Fidelity Investments. She holds the Certified Financial Planner™ designation and focuses on retirement planning and investment guidance, ensuring that clients understand their financial plans. She has been with Fidelity Investments since 2014, holding various roles including Client Management Representative, Portfolio Specialist, Investment Consultant, and currently Financial Consultant. Prior to joining Fidelity, she worked as an Investment Counselor at Fisher Investments from 2018 to 2019. Her professional experience centers on investment consulting and portfolio management within the financial services industry.

Shawn Nicholas is a financial advisor at UBS Financial Services in Plano, TX, with 34 years of industry experience. He has been with UBS since 1993 and holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management services and employs proprietary research to tailor plans to clients' goals and risk tolerances.

Maria Perez is a financial advisor at J.P. Morgan Securities in Plano, TX, holding Series 63 and Series 66 licenses with 15 years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and includes a broad range of regulatory registrations and derivatives capabilities.

Yanmin Young is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, following initial experience at JPMorgan Chase Bank, N.A. beginning in 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary advisory program. The firm combines quantitative and qualitative research to support its recommendations and incorporates an ESG eligibility framework in its investment approach.

Richard Mason is a financial advisor at Merrill with 12 years of industry experience. He holds Series 63 and Series 65 designations and has been with Merrill since 2006. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.