Jason Parker is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stifel Nicolaus & Co Inc since 2015. Parker serves on the investment committee of the Dallas Jewish Community Foundation. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies using forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning analyses.

Hunter Martinez is a Planning Consultant based in the Plano office, specializing in assisting clients with the development and implementation of their financial plans. He has been with Fidelity Investments since 2021, progressing through roles from Workplace Planning Associate to Workplace Planning Consultant III by 2025. Prior to joining Fidelity, he worked as an Associate Banker at JP Morgan Chase from 2020 to 2021. Throughout his career, Hunter has focused on workplace planning, gaining experience in various aspects of financial advisory services. His progression within Fidelity Investments reflects his commitment to supporting clients' financial goals through effective planning strategies. Outside of his professional role, Hunter enjoys activities such as beach outings, fitness, exploring food, social events with friends, golf, and outdoor adventures.

Robert Dillenback IV is a financial advisor with RBC Capital Markets in Frisco, TX, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at City National Bank, Morgan Stanley Private Bank, and Morgan Stanley Smith Barney. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored portfolio management and financial planning services, utilizing both in-house and third-party investment managers and integrated capital markets capabilities.

Ryan Aylor is a Series 66-licensed financial advisor at Edward Jones with seven years of industry experience. He has been with Edward Jones since 2018. Prior to his current role, he worked briefly in a cleaning service business. 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 and offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Matthew Bell is a financial advisor at Cetera with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Innovative Strategies and Equity Services, Inc. Outside of his advisory role, Bell owns Bell Annuity Concierge, a consulting business focused on supporting fixed and indexed annuity sales. Cetera is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management and planning services, operating over $256 billion in assets with more than 10,000 advisors nationwide.

Jason Wills is a financial advisor with Merrill based in Frisco, TX. He holds a Series 66 designation and has seven years of industry experience. His prior work includes roles at Bank of America and Mass Mutual. Outside of finance, he was involved with Powerplay Fitness in 2017. 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 and profit-sharing plans, corporations, and charitable organizations.

Sharon Ellington is a CFP®-certified financial advisor with Wells Fargo Advisors, based in Plano, TX, and has five years of industry experience. Her prior roles include positions at Wells Fargo Private Bank and Waterfall Wealth, LLC, an investment-related business she owns. She also holds law and CPA licenses in Texas. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, risk management, and specialized areas such as business-owner transition and special-needs planning. The firm uses Wells Fargo’s research and planning tools to develop tailored recommendations, allowing clients to choose how to implement them through various brokerage or advisory programs.

Gregory Harned is a financial advisor with Merrill in Frisco, TX, holding Series 63 and Series 65 credentials and 41 years of industry experience. He has worked at Merrill since 1985 and has also been affiliated with Bank of America since 2011. Outside of his advisory role, he manages an LLC that makes direct investments in private companies. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies implemented by internal teams and third-party managers.

Wesley Dickinson is a financial advisor at Edward Jones in McKinney, TX, holding a Series 66 designation with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Timber Blind & Shutter from 2008 to 2017. Wesley serves as a Finance Council Board Member for St. Jude Catholic Parish in Allen, TX, where he assists with budgetary issues. 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 approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of more than 23,700 financial advisors.

Kevin Armes is a CFP® professional with eight years of experience in the financial services industry. He is currently with LPL Financial and previously worked at Edward Jones, Bank of America NA, and Merrill Lynch. Outside of his advisory role, he has ongoing employment at Las Colinas Country Club and manages YouTube channels focused on music theory and investment topics. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research to support both discretionary and non-discretionary investment management.

Bryson Bianco is a financial advisor at Vanguard Advisers with a Series 66 credential and one year of industry experience. His prior roles include positions at Tolleson Wealth Management, Southern Methodist University, and Morgan Stanley. Outside of his advisory work, he is the owner of Bianco Brothers Capital, LLC. Vanguard Advisers serves retail investors and eligible participants in employer-sponsored retirement plans by providing automated and human-supported investment advice. The firm uses a goal-based, algorithm-driven approach to develop personalized asset allocations primarily constructed from Vanguard funds and ETFs, supported by a large advisor team and digital delivery model.

Luis Lemus is a financial advisor at Merrill with 11 years of industry experience. His previous roles include positions at Goldman Sachs & Co. LLC, Continuous Capital, LLC, and Lord Abbett & Co. He holds Series 63, Series 65, and Series 66 designations and is based in Frisco, TX. 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 strategies managed by internal CIO teams and third-party managers for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Dustin Allen is a financial advisor with Thrivent Investment Management in Allen, Texas. He holds the Series 63 and Series 66 designations and has two years of industry experience. Prior to his current role since 2023, he worked at CV Church from 2018 to 2022 and held positions at Lillard Lawn & Landscaping and Randall University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while maintaining separate planning and investment services.

Robert Pugh is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones, Pruco Securities, LLC, and Prudential Insurance Company of America. LPL Enterprise serves a broad client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, access to model wealth portfolios, third-party asset management arrangements, and brokerage and insurance products through an integrated platform.

Eric Francis is a CFP® with 17 years of industry experience, currently advising at Vanguard Advisers in Plano, TX. His prior experience includes roles at Morgan Stanley and Charles Schwab. Outside of finance, he operated a photography business, Mariah Francis Photography, LLC, for one year. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm combines algorithm-driven, goal-based asset allocation with predominantly Vanguard funds and ETFs, managing a large client base through its digital platform and extensive advisor team.

Carisa Epperson is a financial advisor with Ameriprise based in Wylie, TX, holding a Series 66 designation and 15 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2007. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, offering customized written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers recommendations through a centralized consulting team.

David Goodrich is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Principal Life Insurance Co and Princor Financial Services Corporation for over two decades. Goodrich is also the managing partner of Goodrich Financial Services, focusing on insurance sales and investments. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services supported by advanced portfolio construction tools and multiple advisory platforms.

Kristina Johnson is a Wealth Management Advisor at Merrill Lynch Wealth Management, serving ultra-high-net-worth individuals and families since 2007. She has worked with a diverse range of clients, including U.S. Ambassadors, Pentagon Officials, Silicon Valley Executives, Real Estate Developers, NFL Hall of Fame families, Entrepreneurs, and multi-generational Sugar Farmers in Baton Rouge. Kristina specializes in investment selection and thoughtful portfolio construction tailored to each client's unique objectives, with extensive experience managing large-volume equity transactions, private alternative investments, foreign exchange, derivative, and fixed income instruments. She spent 15 years at Merrill's Crescent Court office with the Private Wealth Group Corbellini, Emanuelson, Kalyandurg & Associates and established her presence at Merrill's Star office in 2023. Kristina is a CERTIFIED FINANCIAL PLANNER4 professional and a Certified Investment Management Analyst4 (CIMA4) practitioner. She graduated from the University of Houston with a concentration in Finance and completed the Program in Financial Planning at Southern Methodist University as well as the Investment Management Theory & Practice CIMA4 program at the Yale School of Management. Based in Dallas, Texas, Kristina enjoys staying active, maintaining a healthy lifestyle, cooking, entertaining, and spending time with her family and friends. She is involved in community organizations including Habitat for Humanity and the Junior League of Dallas.

Scott Boris is a financial advisor with Edward Jones in Plano, TX, holding a Series 66 license and 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management and a nationwide network of more than 23,700 advisors.

Daniel Klein is a financial advisor with J.P. Morgan Securities in Plano, TX, holding a Series 66 designation and four years of industry experience. His prior roles include positions at BFC Planning, Fiscal Harmony LLC, Berthel, Fisher & Company Financial Services, and Stearns Lending LLC. Outside of finance, he was involved with PASS Fitness LLC for eight years. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.