Michael Pak is a financial advisor with LPL Financial in McKinney, TX, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior roles include positions at Wedbush Securities, Ameriprise, Park Avenue Securities, and Guardian Life Insurance Company. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of discretionary and non-discretionary investment options.

Taylor Brennan is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2019. Prior to this, he was associated with Love The Pearls Inc., a jewelry business, where he remains a minority owner. Brennan also serves as an associate trustee for the Founders of Doctors' Hospital Inc. in Tulsa, observing financial board meetings. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment strategies through a large nationwide network of advisors and branch offices.

Luke Lasseter is a financial advisor at Morgan Stanley in Dallas, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley, he worked at Equitable Advisors, LLC and Keystone Bank. Outside of his advisory role, he creates content on TikTok, generating revenue through video engagement. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, utilizing structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers its services through direct and employer-based financial planning agreements.

Coy Prewitt is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in a range of client focus areas, including divorce transition planning, employee benefits planning, family wealth management strategies, services for endowments, foundations, and non-profits, as well as legacy planning and personal retirement planning. Coy works closely with clients to develop personalized financial strategies tailored to their long-term goals, incorporating investment insights from Merrill and banking and lending solutions from Bank of America. Coy holds a Bachelor's Degree in Finance from the University of Alabama. He maintains professional designations such as Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Beyond his professional role, Coy is actively involved in volunteering within his community and enjoys adventure sports, cooking, football, golfing, music, reading, swimming, watching movies, and spending time with his family.

Andrea Perryman is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding a Series 66 designation and 21 years of industry experience. She has worked at Wells Fargo since 2016 and previously held positions at Chase Investment Services Corp. and Morgan Stanley. Outside of her advisory role, Perryman has ownership interests in several holding companies. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, using research and analytics to support diversified investment solutions.

Brandy Phipps is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 28 years of industry experience. Her prior roles include positions at Cambridge Investment Research Advisors, Oppenheimer, and Morgan Stanley. 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 wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

William Buchman is a financial advisor at Robert W. Baird & Co. in Dallas, TX, holding Series 63 and Series 65 licenses with five years of industry experience. Prior to joining Baird in 2021, he worked briefly at TD Ameritrade and has held positions outside the financial sector, including roles at Gold's Gym and Laity Lodge Youth Camp. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves a diverse client base including high net worth individuals, corporations, pensions, and charitable organizations. The firm offers a range of wealth management services utilizing a mix of manager-traded and model-traded strategies, overlay management, and tax-management tools, supported by internal research and artificial intelligence.

James Nordby is a financial advisor at Primerica Advisors with seven years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Fisher Investments and Strategic Wealth Designers. Outside of finance, he is involved with Tammy Trylko Interiors LLC, operating under the name The Fandyman. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, as well as corporate and charitable clients. The firm operates on a large scale and delivers advisory services primarily through model-driven strategies managed by unaffiliated asset managers.

John Hanson is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Prosperity Bank since 2014 and has been affiliated with Raymond James Financial Services Advisors, Inc. since 2016. Hanson is also associated with Prosperity Private Investments as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, and institutional clients. The firm offers tailored non-discretionary planning and consulting, employing risk profiling and analytical tools, and supports clients through its advisory programs and partnerships, including municipal and public-finance services.

Sean Boulger is a financial advisor at Edward Jones in Rowlett, TX, holding Series 66 and Series 63 licenses with three years of industry experience. His prior work includes roles at JP Morgan Securities LLC and JPMorgan Chase Bank, N.A. Sean has also worked in emergency medical services with Acadian Ambulance Service and Champion EMS. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering both discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and maintains a large national network of financial advisors and branch offices.

George Taggart is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018, following roles at US Health Advisors, David McDavid Lincoln, and Olathe Ford Lincoln. Outside of his advisory work, he is involved in community sports as the chief umpire for youth baseball and softball and owns a trailer rental business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of investment strategies and affiliated services supported by a large network of advisors and branch offices nationwide.

Cassandra Cardwell is a financial advisor with Primerica Advisors in Plano, TX, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Her career includes roles at PFS Investments Inc. and Primerica Financial Services, as well as work with Richardson and Garland Independent School Districts. She is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm employs a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

James Turner is a financial advisor at Wells Fargo Clearing in Dallas, TX, holding a Series 63 designation with 35 years of industry experience. He previously worked at A. G. Edwards & Sons, Inc. from 2002 to 2008. 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 combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Brian Moore is a Series 66 credentialed financial advisor with 22 years of industry experience. He has worked at Merrill for 23 years and at Bank of America, N.A. for 15 years. He is based in Dallas, TX. Merrill serves a wide range of clients including individuals, retirement plans, corporations, pension and profit-sharing plans, charities, and institutional clients. The firm offers managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services, supported by a platform integrated with Bank of America affiliates and a variety of tax-efficient investment strategies.

David Downs is a financial advisor with Equitable Advisors in Plano, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Beyond his advisory role, Downs serves as Chair of the Board Executive Committee for the Collin College Education Foundation and is involved with the Plano Chamber of Commerce, currently serving as its Vice Chair and 2024 Chair. He is also active in photography through his businesses, David Downs Photography and Benton Downs Photography. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm works with a broad client base and utilizes third-party asset managers and advisory programs to implement customized investment solutions.

Trevor Hendricks is a financial advisor with Raymond James Financial, holding a Series 66 designation and one year of industry experience. His career includes roles at Raymond James Financial Services Advisors, LPL Financial, and entrepreneurial work with Hendricks Cable. Raymond James Financial Services Advisors, Inc. (RJFSA) provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning supported by analytical tools and maintains specialized programs including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Ricky Shamblin is a financial advisor with Merrill in McKinney, TX, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has worked at Merrill since 1993 and has also been affiliated with Bank of America, N.A. since 2009. Shamblin holds a power of attorney role with an entity named J D. S located in Richardson, Texas. 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 using a range of model-based and discretionary investment strategies developed by internal and third-party managers.

Joseph Logsdon is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Raymond James Financial. He previously worked at LPL Financial for 16 years before joining Raymond James in 2021. Outside of his advisory role, he is president of Logsdon Wilson Wealth Advisors, LLC, a support company he owns. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Michael Ling is a financial advisor at J.P. Morgan Securities in Plano, TX, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Merrill Lynch/Bank of America, Vanguard, and Raymond James. 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. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations, with an emphasis on ESG frameworks and derivatives capabilities.

Lori Peters is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. since 2011. She has held roles at Raymond James Financial Services, Inc. and is an audit committee member for Catholic Charities Dallas. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations, using tailored, non-discretionary planning and analytical tools.