Lisa Ford is a financial advisor at LPL Enterprise with 18 years of industry experience. She holds the Series 66 credential and has previously worked at firms including Money Concepts Capital Corp and Federal Benefits Academy. Ford is a board member of the U.S. chapter of the International Association of Registered Financial Consultants and serves as secretary for the Collin County Black Chamber of Commerce. She also operates L Randle Enterprises, a small business consulting firm. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a large network of investment adviser representatives. The firm’s investment approach is model-driven, utilizing portfolios developed by internal and third-party strategists, and it offers financial planning, access to asset managers, and insurance products through affiliated entities.

Trevor Scott is a financial advisor with Vanguard Advisers in Plano, TX, holding Series 63 and Series 66 licenses with four years of industry experience. His prior work includes roles at Fisher Investments and Goldman Sachs Ayco Personal Financial Management. He is also Chief Operations Officer at Goldlake Capital Partners, an investment-related business. Vanguard Advisers offers automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach that incorporates Vanguard funds and ETFs along with customization options. The firm manages a large client base through a combination of digital platforms and a team servicing model.

Jordan Mc Cain is a financial advisor with J.P. Morgan Securities in Plano, TX, holding a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan Securities, he worked at Equitable Advisors and has experience in sports management and hospitality. 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. Their advisory process combines quantitative screening and qualitative research to support model asset allocations.

Terry Lee is a financial advisor at RBC Capital Markets with 39 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He serves on the Board of Directors of Merrell Road Cemetery. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering a range of advisory programs with customizable investment strategies.

Craig Mills is a financial advisor with Edward Jones in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices and offers a variety of advisory programs with discretionary and non-discretionary strategies under a fiduciary standard.

Maddock May is a CFP® with three years of industry experience, currently serving as an advisor at LPL Financial. Prior to joining LPL, May worked at Moss, Luse & Womble, LLC for five years and has academic experience with Abilene Christian University. May is also involved with North Texas Wealth Management, an entity related to his LPL business. 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 financial planning and portfolio management services using various strategies and third-party resources, supported by extensive operational tools and a broad non-advisory financial services platform.

Justun Hart is a financial advisor with Thrivent Investment Management in Frisco, TX, holding Series 65 and Series 63 licenses with five years of industry experience. He has worked at Thrivent since 2017 in various capacities and has prior experience with Jewelers Mutual Insurance and multiple organizations in the arts and hospitality sectors. Outside of financial advising, Hart is a partner in a small event venue business, Ballroom at the Reserve LLC, which hosts weddings and other events primarily on weekends. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering goal-based analyses across a broad range of planning topics without including implementation. The firm combines planning with managed-account options under a consolidated service called WealthPlan while maintaining separate planning and portfolio management functions.

Jaime Cutler is a financial advisor at Raymond James & Associates with 10 years of industry experience. He holds a Series 66 credential and has worked at firms including Merrill, Rockefeller Financial LLC, and Stifel Nicolaus & Co Inc. Outside of financial advisory, he is a part owner of View Medical LLC, a business involved in periodic sales of medical devices with primarily administrative responsibilities. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal clients. The firm offers tailored financial planning and consulting services, with a range of portfolio management styles supported by affiliated research and model managers.

Samuel Pleasant Cress is a financial advisor at Vanguard Advisers with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes positions at Fisher Investments and Fidelity Investments. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach with portfolios largely constructed from Vanguard funds and ETFs, supported by a team of more than 2,200 advisors.

Onyekachi Nwachukwu is a Financial Advisor and Vice President at Merrill Lynch Wealth Management, joining the firm in 2022. Since beginning her career in the financial services industry in 2007, she has focused on assisting clients in developing tailored financial strategies by understanding their short- and long-term objectives. Her approach centers on listening to clients’ needs to provide comprehensive wealth management solutions aimed at helping individuals, families, and businesses achieve their respective goals. With expertise spanning college education planning, executive compensation, family wealth management strategies, legacy planning, retirement income, and related areas, Onyekachi takes a collaborative approach to create personalized financial plans aligned with clients’ priorities, risk tolerance, and aspirations. She holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Onyekachi earned a Bachelor's degree from Abia State University, a Master’s degree from Illinois State University, and an MBA from Texas Woman’s University. In addition to her professional work, Onyekachi is active in her community, serving as Vice President of the PTO at Sam Johnson Elementary within Prosper ISD. She is also affiliated with the Celina Chamber of Commerce. Outside of work, her personal interests include basketball, bowling, dancing, music, painting, photography, sewing, spending time with family, traveling, and watching movies.

Matthew Lessard is a financial advisor with J.P. Morgan Securities in Plano, TX, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior roles include positions at TD Ameritrade and Solar City. 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 through a non-discretionary advisory program.

James Nicol is a financial advisor at Fidelity with 26 years of industry experience. He holds a Series 66 designation and has worked with various Fidelity entities since 2001. His career includes roles at Strategic Advisors Inc, where he has been active since 2000. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Thompson Smith is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at Epimed, Inc. and Multview, Inc., as well as having academic experience at Texas A&M University. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Jeffrey Levitt is a financial advisor at Merrill with 10 years of industry experience. He holds the Series 66 designation and has worked at both Bank of America, N.A. and Merrill since 2016. 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.

Samer Deir is a financial advisor at J.P. Morgan Securities with eight years of industry experience and holds a Series 66 designation. He has worked at various J.P. Morgan entities since 2018 and previously at Ameriprise Financial Services and ZeroChaos. Outside of his advisory role, Samer also works as an interpreter for LanguageLine Solutions. 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 approach combines quantitative and qualitative research and includes capabilities in derivatives and commodities through related entities.

Brad Dutton is a financial advisor with J.P. Morgan Securities in Plano, TX, holding a Series 66 designation and 19 years of industry experience. He has been with J.P. Morgan Securities since 2010 and has worked at JPMorgan Chase Bank, N.A. since 2007. Prior to that, he spent a year at Ameriprise in 2007. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm offers non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Jennifer Gingrich is a financial advisor at Edward Jones with 18 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, as well as corporate clients and charitable organizations. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large network of advisors and branch offices nationwide.

Mitch Malaby is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been part of Fidelity Investments since 2013, serving in various roles including Financial Consultant, Investment Consultant, Fixed Income Specialist, and Investment Solution. Prior to joining Fidelity, he worked as a Financial Advisor at Edward Jones from 2012 to 2013. Throughout his career, Mitch has focused on providing financial guidance centered on the needs and goals of his clients and their families. His professional approach emphasizes integrity and personalized service to help clients work toward their financial objectives. Outside of his professional life, Mitch enjoys activities such as biking, boating, spending time with family, enjoying the lake, watching movies, and snowboarding.

Robert Riley Jr. is a financial advisor at Wells Fargo Advisors in Frisco, TX, with 39 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial LLC, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Outside of advising, he is involved in livestock farming. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including niche services such as business-owner transition and special-needs planning, utilizing proprietary research and tools to develop tailored recommendations.

Connie McLaughlin is a CFP® professional with 47 years of industry experience, currently serving as an advisor at LPL Financial since 1995. She also acts as a trustee for a family trust, a role she has held since 1989. 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 financial planning and asset management solutions, utilizing various model portfolios and third-party subadvisors.