Ryan Seibert is a financial advisor with Edward Jones in Allen, TX, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked in the automotive sector at Christian Brothers Automotive McKinney, Red River Auto, and Mercedes-Benz McKinney. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Jeff Eastburn is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works closely with a select group of families and small businesses across the country to develop and implement tailored financial strategies. Leveraging the global investment capabilities of Merrill Lynch Wealth Management alongside the lending strengths of Bank of America, he focuses on areas such as college education planning, family wealth management, legacy planning, liquidity management, retirement planning, and portfolio management. Jeff grew up in North Dallas and earned a Bachelor of Science in Business Administration from the University of Arizona. His professional journey began as an Institutional Trading Specialist in Scottsdale, Arizona, before transitioning to wealth management with PaineWebber in Beverly Hills. After 13 years with UBS, he joined Merrill Lynch Wealth Management in Beverly Hills and subsequently returned to Texas. Outside of work, Jeff enjoys a variety of sports including baseball, biking, football, golfing, hunting, running, skiing, and soccer. He also values spending time with his family and engaging with friends through social and sporting events. Jeff holds the Personal Investment Advisor (PIA) designation.

Robert Robles III serves as the Senior Resident Director and Wealth Management Advisor at Merrill's McKinney office. He is also a partner in Barry, Robles & Associates, where he and his team provide coordinated wealth management services tailored to the unique needs of families, executives, and business owners. In his role as Resident Director, Rob mentors advisors and helps optimize their professional practices. Rob began his Merrill career in 2004 within the Global Research and Economics Group and has been a Wealth Management Advisor since 2007. He holds a bachelor's degree from New York University’s Stern School of Business and has earned several professional designations, including Certified Private Wealth Advisor® (CPWA®), Certified Investment Management Analyst® (CIMA®), and Chartered Retirement Planning Counselor™ (CRPC™). He speaks English and Spanish. Outside of work, Rob lives in McKinney, TX with his wife Melissa, two children, and their Italian Greyhound. He enjoys activities such as sailing, clay target sports, car rallies, Spartan and Tough Mudder races, as well as spending time with his family. Rob is involved with community organizations including the 9/11 Day Foundation - National Day of Service, Frisco ISD Watch Dogs, and the NJ Mental Health Association.

Janet Parker is a financial advisor with Charles Schwab in McKinney, TX, holding a Series 66 credential and bringing 11 years of industry experience. She is also the managing partner of Parker Operating Company LLC and Parker Management Consultants LLC, both providing management consulting services. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering both non-discretionary and discretionary investment options supported by multi-asset model portfolios and centralized operational infrastructure.

Lana Mangold is a CFP® certificant with 44 years of industry experience, currently serving at Cetera. Her prior roles include positions at Sagepoint Financial, OSAIC, and Transamerica Financial Advisors. She also works as an independent contractor giving group presentations for Compsych. Cetera Investment Advisers LLC is an SEC-registered firm that provides a range of investment and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform offering various portfolio management options and serves over 10,000 advisors and approximately 800,000 clients nationwide.

Lucas Wakamatsu is a financial advisor with LPL Financial based in Plano, TX, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Strategic Wealth Partners, Nuuds, and professional baseball teams such as the Chunichi Dragons and the Cleveland Guardians. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning, asset management, and institutional platforms.

Scott Strange is a financial advisor with LPL Financial in Lewisville, TX, holding Series 63 and Series 66 licenses and totaling 29 years of industry experience. He has been with LPL Financial, formerly LINSCO/Private Ledger Corp., since 2001. Outside of his advisory role, he is involved in several family-related business interests including partnerships in biotech research firms, commercial real estate, and a CPA firm. 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 financial planning and investment management services through a large network of advisors, using model portfolios, third-party subadvisors, and customized strategies supported by research and operational tools.

Brent Thompson is a CFP® professional with 13 years of industry experience, currently affiliated with Vanguard Advisers. His prior experience includes roles at Fidelity Personal and Workplace Advisors and Capital Wealth, LLC. Outside of his advisory work, he is involved in fixed insurance sales through CWA Insurance Services, LLC. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach, utilizing proprietary models to create personalized asset allocations predominantly comprised of Vanguard funds and ETFs.

Zulema Larumbe is a financial advisor with Merrill in Frisco, TX, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. She has been associated with Merrill since 2000. 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 and profit-sharing plans, corporations, and charitable organizations.

Michael Di Pasquale is a financial advisor at Ameriprise with eight years of industry experience. He holds the Series 66 designation and has been with Ameriprise since 2016 in various roles. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers personalized, algorithm-assisted recommendations through a centralized consulting team.

Mark Hagan is a financial advisor with UBS Financial Services in Plano, TX, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has been with UBS since 1999. Outside of his advisory role, Hagan serves as president and chairman of the board for Emily's Place, a faith-based housing ministry for battered women, and is a board member of the East Texas Communities Foundation, where he participates in strategic planning and marketing. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, leveraging proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm offers a broad range of capabilities, including institutional trading and wealth management services.

Justin Williams is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Raymond James & Associates in Frisco, TX. His work history includes roles at Fidelity Investments, Wells Fargo Clearing Services, Merrill, Bank of America, and Scottrade. He is also associated with The American College and has a current position at DoorDash. Raymond James & Associates, Inc. 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 high-net-worth individuals, institutions, and municipal entities, offering financial planning and consulting services supported by extensive research and a variety of portfolio management strategies.

Gerard Roncinske is a Senior Financial Advisor with Merrill Lynch Wealth Management. He leads the Roncinske-Hughes Group, which has over 75 years of combined experience serving clients from diverse financial backgrounds. The group focuses on building lasting relationships with clients and their extended families by tailoring wealth management strategies to meet their unique financial situations. Gerard’s expertise encompasses a wide range of client focus areas including corporate executive services, divorce transition planning, executive compensation, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, sports and entertainment, and retirement income. The Roncinske-Hughes Group provides personalized wealth management services for affluent individuals and families, delivering portfolio construction, implementation, and access to a suite of investment opportunities such as IPOs, private equity, managed futures, hedge funds, trust services, and premier lending sources through the resources of Bank of America. Raised in upstate New York, Gerard moved to Texas in 1999 to start his financial career. He holds a Bachelor's degree from the University of Arizona and the Personal Investment Advisor (PIA) designation. Gerard lives in Frisco, Texas, with his wife Megan and their three children, Delaney, Parker, and Keaton. Outside of his professional work, he enjoys fishing and playing golf in his free time.

Jared Ottmers is a CFP® professional with 18 years of experience, currently affiliated with Cambridge Investment Research Advisors. He has been with Cambridge Investment Research Advisors since 2016 and Cambridge Investment Research, Inc. since 2015. In addition to his advisory role, Ottmers owns Primary Wealth Group, a business focused on insurance, benefits, and human resources. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and manages a multi-billion dollar asset base across multiple platforms.

Bao Le is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and 29 years of industry experience. His prior roles include positions at TD Ameritrade, E*TRADE Securities, and Personal Capital Advisors Corporation. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab combines non-discretionary advisory relationships with access to discretionary separate managed accounts, employing multi-asset model portfolios supported by research and a formal alternative-investment onboarding process.

Brian Jones is a financial advisor with J.P. Morgan Securities in Plano, TX, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at HomeBridge Financial Services, Primerica Advisors, and Avantax Advisory Services, among others. Outside of his advisory work, he serves as a part-time high school and college wrestling referee. 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 searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and incorporates an ESG eligibility framework where applicable.

Moab Schiers is a Series 66-credentialed financial advisor with four years of industry experience, currently with J.P. Morgan Securities. His prior experience includes roles at Fisher Investments, Merrill, Bank of America N.A., and Fidelity Investments. 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 and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to build model asset allocations.

Gustavo Valencia is a Financial Consultant currently working at Fidelity Investments since 2023. He has held various roles within the company, including Investment Management Consultant II from 2020 to 2023 and Investment Management Consultant from 2019 to 2020. Prior to joining Fidelity Investments, Gustavo worked as a Financial Consultant at David Lerner Associates from 2015 to 2019. His professional experience spans financial consulting and investment management. Gustavo's approach to financial planning emphasizes collaboration with clients to develop strategies tailored to their individual financial goals and circumstances.

Doron Elad is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Diamond Capital Wealth, Commonwealth Financial Network, Truist Advisory Services, BB&T Securities, Wells Fargo Clearing, Chase Investment Services, and Merrill. Cambridge Investment Research Advisors, Inc. serves a broad mix of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management across multiple platforms.

Phillip Eggers is a financial advisor with LPL Financial in Plano, TX, holding a Series 63 designation and bringing 36 years of industry experience. He previously worked at Raymond James Financial Services for nine years and had an earlier tenure with LPL Financial from 1998 to 2015. Beyond his advisory role, he is involved in several family-owned businesses, including as CEO of Super Duty Fans and as a silent owner of other companies related to ceiling fans and interior design. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive research and technology tools.