Michael Williams is a financial advisor at Raymond James Financial with 53 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at Commonwealth Financial Network, First Allied, LPL Financial, and Equitable Advisors. Williams is also a voting board member of the University Park Fire Fighters Pension Board and owns Planning Strategies, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Darcy Hogan is a financial advisor at Edward Jones in Richardson, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, Hogan worked at EMG Insurance Brokerage for eight years and GLP & Associates for one year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Travis Wilson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and has been associated with Nationwide Insurance Company since 1995. Outside of finance, he co-owns a baseball academics company and operates a landscaping business. 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 a range of brokerage and advisory solutions supported by extensive research and analytics.

Rusty Acheson is a financial advisor with LPL Financial in Allen, TX, holding Series 63 and Series 66 designations and nine years of industry experience. Prior to joining LPL Financial, he worked at Sigma Financial Corporation and Nylife Securities LLC, and served seven years in the US Navy. Outside of his advisory role, he owns several small businesses, including a faith-based digital content brand called Real Kingdom Courage. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Brian Marks is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has over 20 years of experience in the financial services industry, having started his career in 2000 as a consultant and high school coach before transitioning to wealth management in 2004. Brian specializes in developing personalized financial strategies and providing investment guidance tailored to the needs of individuals, families, and businesses. His areas of expertise include corporate executive services, education planning, executive and equity compensation, personal retirement planning, portfolio management, sports and entertainment, and retirement income. Brian holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned a bachelor's degree from Texas A&M University. Outside of his professional life, Brian is active in the community, supporting organizations such as Silverlake Elementary, Faith Christian, and the Dr. Roger E Marks Healthcare Foundation. He enjoys spending time with his wife Jennifer and their four children in Grapevine, and participates in activities like basketball, biking, football, golfing, music, running, and swimming.

Reid Randecker is a financial advisor with Equitable Advisors in Dallas, TX, holding a Series 66 designation and 11 years of industry experience. He has worked at Equitable Advisors since 2015 and was previously affiliated with Axa Advisors, LLC from 2015 to 2020. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party investment programs while providing ERISA fiduciary services to qualified plans.

Stephanie Gonzalez is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding a Series 66 designation and 19 years of industry experience. Her prior experience includes roles at J.P. Morgan Chase Bank, NA, and Jpmorgan Securities Inc. She has been with Wells Fargo Clearing since 2019. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm operates at a large scale with over 14,000 financial advisors and approximately $671 billion in assets under management, offering both brokerage and advisory solutions.

Matthew White is a financial advisor at Cetera with 26 years of industry experience. He holds the PFS™ designation and Series 66 license. His career background includes long-term roles at Avantax Investment Services, Avantax Insurance Agency, and currently multiple positions within Cetera and affiliated entities. Outside of his advisory work, White serves as Vice President of the Baytown Christian Foundation and holds leadership roles with Southern Methodist University’s Parent Leadership Council and Mothers’ and Dads’ Club. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, providing multiple program options that include model portfolios, third-party managers, and customized strategies across various custodial relationships.

Derik Anderson is a CFP® professional with 21 years of industry experience, currently serving at J.P. Morgan Securities since 2014. Prior to this, he worked at Harrisdirect LLC from 2011 to 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program emphasizes non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting, supported by a centralized due diligence process that combines quantitative and qualitative research.

Mitchell Carr is a financial advisor with Charles Schwab who holds Series 63, 65, and 66 licenses and has 22 years of industry experience. His prior work includes roles at LPL Financial, Ameriprise, and Merrill. He serves as a board member of Queen City Restaurant Supply, a family-owned business, without day-to-day responsibilities. Charles Schwab & Co., Inc. 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. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios alongside a formal alternative investment process.

Kelly Mcdermott is a financial advisor with LPL Financial in Dallas, TX, holding a Series 66 designation and 18 years of industry experience. Her prior roles include positions at Ameriprise, Securities America Advisors, WFG Advisors, and Edward Jones. She serves as chairman of the board for Texas Elks Camp on Texoma. 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 institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and portfolio management solutions, supported by both proprietary and third-party strategies, and serves over 22,800 advisors.

Matthew Smith is a financial advisor at Morgan Stanley in Dallas, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2025, he worked at AT&T from 2021 to 2024 and completed his education at Clemson University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools.

Gaganpreet Sohi is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. Prior to joining J.P. Morgan in 2025, Sohi worked at Charles Schwab and its affiliated bank from 2023 to 2025. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines systematic quantitative screening with qualitative research to build model asset allocations, incorporating an ESG eligibility framework when appropriate.

Reed Meason is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he worked in various roles including sales for Sunday Golf, a golf company specializing in tournament and individual product sales. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages model portfolios composed of mutual funds, ETFs, and ETPs, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Rahul Sharma is a financial advisor at Ameriprise with 10 years of industry experience and a Series 66 designation. He has been with Ameriprise since 2016 in various capacities and currently works in Plano, TX. Outside of his advisory role, he serves as a Finance Fellow with the Open Avenues Foundation, where he helps train students in personal finance skills to prepare them for careers in the marketplace. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services focused on dependable income and tax-aware withdrawal strategies. The firm’s approach includes collaboration between a centralized service team and financial advisors, using comprehensive research and proprietary tools to deliver tailored recommendations.

Jill Slayton is a CFP®-certified financial advisor with 37 years of industry experience. She currently works at OSAIC and has prior experience at Woodbury Financial Services, Transamerica Financial Advisors, LPL Financial, and Cetera Investment Services. Outside of her advisory role, she raises and sells cattle as a sole proprietor. OSAIC serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolios. The firm’s investment process features model-based asset allocation and portfolio optimization alongside discretionary and third-party managed strategies.

Heather Brown is a financial advisor with Primerica Advisors in Plano, TX, holding Series 63 and Series 65 licenses and having nine years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2016. Outside of her advisory role, she is involved with Windy Hill Farm, an enterprise she has operated since 2006. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients, structured as a wrap-fee solution rather than institutional plan management.

Joshua Reeh is a financial advisor with Merrill in Rockwall, TX, holding a Series 66 designation and seven years of industry experience. Prior to joining Merrill and Bank of America in 2022, he worked at Edward Jones for three years and has experience in the electric supply sector. Outside of his advisory role, he owns a lawn service business serving five clients locally. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Tyler Burns is a CFP® and holds a Series 66 license, with 13 years of experience in the financial industry. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large national network of financial advisors and branch offices.

Cade Bissell is a Planning Consultant at Fidelity Investments, a role he has held since 2026. He focuses on holistic financial planning with an emphasis on a client-first approach, aiming to simplify financial complexities for individuals and families. Before his current position, Cade served as an Investment Consultant at Fidelity Investments from 2025 to 2026, and as an Investment Solutions Representative I from 2023 to 2025. His experience began as an Investment Advising Intern at Fidelity Investments in 2022. Outside of his professional work, Cade enjoys golf, running, and snowboarding.