Sean Kemery is a financial advisor with J.P. Morgan Securities based in Prosper, TX. He holds Series 63 and Series 66 licenses and has 13 years of industry experience. His prior work includes roles at Edward Jones and Dataminr Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their non-discretionary advisory program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Teresa Watters is a financial advisor with LPL Financial in Plano, TX, holding a Series 66 designation and 16 years of industry experience. Her prior experience includes roles at Jimmy Lee, Waddell & Reed, and Steele Watters, LLC. She also has ongoing involvement in mortgage and real estate services through Versolis Lending Group, which she has been associated with since 2000. 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 advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives.

Cole Baker is a financial advisor with Edward Jones in Plano, TX, holding a Series 66 designation and beginning his industry experience in 2024. He has worked at Edward Jones since 2024, with additional roles at First Baptist Woodway and Specialty Restoration of Texas prior to joining the firm. Baker attended Texas A&M University from 2021 to 2025. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Michael O'neil is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has over six years of experience in wealth management and brings a disciplined approach to financial advising, drawing from his previous career as a United States Marine Corps Officer, where he served for 22 years. His military background involved strategic planning and execution, skills he applies daily to guide clients in achieving their financial goals. Michael holds a Bachelor's Degree from The Citadel and has earned the Personal Investment Advisor (PIA) designation. His personal philosophy emphasizes developing personalized financial strategies tailored to each client's long-term objectives. His commitment to service extends beyond his professional role, influenced by his military service and family life. He values the opportunity to work closely with clients to understand what is most important to them, providing strategies that remain flexible to life changes and market conditions. Michael's approach focuses on disciplined pursuit of financial goals and steadfastness in the face of challenges, reflecting his lifelong dedication to service and commitment.

Megan Addison is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Her work history includes roles at Fidelity Investments, Total Wine & More, Republic Bank & Trust, and Legacy Business Development. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios using mutual funds, ETFs, and ETPs.

Mark Massey is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been part of the financial services industry since 1997 and joined Merrill in 2006. He leads a goals-based wealth management process that helps clients pursue financial lifestyles aligned with their priorities. Mark assists clients with retirement planning, estate planning services, wealth transfer, investment risk assessment, and asset allocation policies. He coordinates with clients' tax, accounting, and legal advisors to simplify their financial lives. Mark holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), and Certified Portfolio Manager (CPM). He earned a Bachelor of Arts in political science jointly from Harding University and the University of Arkansas, and a Master of Business Administration from the Sam M. Walton College of Business at the University of Arkansas. Outside of his professional work, Mark enjoys golfing, reading, and spending time with his family.

Carlos Parra is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in managing new wealth, personal retirement planning, and portfolio management services. Carlos applies a client-first approach, building trusted relationships and providing personalized guidance to help clients pursue their long-term financial goals with clarity. Before joining Merrill Lynch, Carlos was a Financial Advisor at Edward Jones, assisting individuals, families, and small business owners in working toward their financial objectives. His background also includes field operations and regional leadership roles in the retail industry, where he developed organizational, leadership, and client service skills that inform his current practice. Carlos holds a High School Diploma/GED from the University of Texas System and possesses the Personal Investment Advisor (PIA) designation. Fluent in English and Spanish, he has called North Texas home for over 25 years and resides in Flower Mound. Outside of his professional work, Carlos enjoys motorcycle riding, playing drums, golfing, and spending time with his family. He is actively involved in his community, volunteering with the Knights of Columbus #12553 in Argyle, Texas, and participating in his local church.

Kevin White is a financial advisor at Merrill with Series 63 and Series 66 credentials and 34 years of industry experience. He has been with Merrill since 2009 and has worked at Bank of America, N.A. since 2001. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Harsimran Sidhu is a financial advisor with Ameriprise in Dallas, TX, holding a Series 66 designation and 13 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2012. Outside of his advisory role, Sidhu serves on the Board of Directors for The University of Texas at Dallas and owns a marketing and advertising business. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement, combining research, modeling, and tax-efficiency strategies to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Sara Kenyon is a Series 66 licensed advisor with UBS Financial Services in Plano, Texas, and has 26 years of industry experience. She has been with UBS since 2005. Outside of her financial advisory role, she teaches horse riding lessons and operates an equine sport massage business. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, employing proprietary research and model-based allocations to tailor financial plans. The firm offers a combination of wealth management and institutional trading capabilities.

Marcella Shaikh is a financial advisor with LPL Enterprise, holding a Series 66 license and one year of industry experience. Prior to joining LPL Enterprise in 2025, she worked for the Garland Independent School District for seven years. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Mcclaran Hayes is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2019. Prior to his financial services career, he was involved with Nick and Sam's Grill and the Columbus Symphony Orchestra. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, including ESG considerations, to develop model asset allocations.

Ian Bevan is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held various roles in the restaurant industry, including management positions at The Yard X33 Restaurant Group LLC and JC's Burger House. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Daniel Minin is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work history includes roles at Hudson Advisors, WPS Health Solutions, Amid Technologies, and AutoZone. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines systematic quantitative screens with qualitative research to build model asset allocations and incorporates an ESG eligibility framework in its recommendations.

Rachel Hite is a Series 66 licensed financial advisor with eight years of industry experience. She is currently with Vanguard Advisers and The Vanguard Group, Inc., where she has worked for one year. Prior to this, she spent six years at Charles Schwab and has held various roles in financial services since 2017. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with personalized asset allocation strategies and offers a range of portfolio customization options, including ESG and tax-aware features.

Albert Burns is a financial advisor with LPL Financial in Plano, TX, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His career includes positions at firms such as Wells Fargo Advisors LLC, BB&T Securities, and Citigroup Global Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Brian Garza is a financial advisor at J.P. Morgan Securities with Series 66 credentials and one year of industry experience. His prior work includes roles at Morgan Stanley and Bank of America. 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 supported by a centralized manager solutions team.

Brian Enos is a Series 66 credentialed advisor at Merrill with 15 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2011. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jekabs Otankis is a financial advisor at Vanguard Advisers with one year of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Mass Mutual Life Insurance Company and Bluecrest Financial Alliances. Outside of finance, he is involved in Innovative Transportation Solutions. 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 investment approach using proprietary models and primarily invests in Vanguard funds and ETFs.

Tammie Walker is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Walker is involved in community activities as Vice President of Development on the Board of Directors for the Celina Education Foundation. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.