Maddock May is a CFP®-designated financial advisor with LPL Financial, based in Allen, TX, and has three years of industry experience. Prior to joining LPL Financial, May worked at Moss, Luse & Womble, LLC for five years and was affiliated with Abilene Christian University for several years. May is also associated with North Texas Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and research support, and provides both discretionary and non-discretionary management across its offerings.

Justun Hart is a financial advisor with Thrivent Investment Management in Frisco, TX, holding Series 63 and Series 65 licenses and bringing five years of industry experience. Prior to his current role since 2020, he worked at Jewelers Mutual Insurance and held various positions in marketing and the performing arts. Outside of advising, he is a partner in a small events business, Ballroom at the Reserve LLC, which hosts weddings and fundraisers. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses without discretionary portfolio management or institutional advisory services.

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 at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked at JPMorgan Chase Bank, N.A. and TD Ameritrade in various roles since 2017. Prior to that, he spent a year with Solar City and Legends Hospitality. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary advice delivered by a select group of Wealth Advisors.

Julio Rodriguez is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. His prior roles include positions at OASIS Advisors, Terra Wealth, Pfs Investments Inc, and Primerica. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs with both discretionary and non-discretionary management, supported by research and model portfolios.

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. He holds the Series 66 designation and has worked in various roles at J.P. Morgan Securities LLC and JPMorgan Chase Bank since 2018. Outside of his financial advisory work, he is also an interpreter at LanguageLine Solutions. J.P. Morgan Securities LLC 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with multiple market-facing registrations and provides recommendations on a non-discretionary basis.

Brad Dutton is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2010. Prior to that, he worked at JPMorgan Chase Bank, N.A. beginning in 2007. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

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 with 39 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Advisors and LPL Financial LLC during his career. Outside of advising, he is involved in livestock trading. 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 services supported by proprietary research and tools.

Mary Pepkin is a financial advisor at Ameriprise with 11 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliate firms since 2014. Outside of her advisory role, she owns and manages AMEAP LLC, a business related to her Ameriprise activities. Ameriprise offers retirement-income planning services primarily for clients nearing or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax analysis to deliver written, non-discretionary recommendation reports, with a focus on clients holding assets in Ameriprise-managed accounts.

Timur Mezhlumov is a CFP® with 26 years of industry experience. He currently works at Cetera and has held roles at several firms including Avantax and Andre Wealth Management. In addition to his advisory work, he provides tax consulting and IRS representation through his own accounting and consulting businesses and is a partner in a tax services firm. Cetera Investment Advisers LLC serves a broad client base ranging from individuals to institutional accounts, offering a multi-manager platform with various portfolio management strategies and financial planning services through a large nationwide network of independent advisors.

Sean Kremin is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2020. He has been with Fidelity Investments since 2015, holding various roles including Financial Consultant and Investment Solutions. Prior to joining Fidelity, Sean worked at Nylife Securities, Ameriprise Financial, and David Lerner Associates, gaining extensive experience in financial advising and investment management. Sean holds insurance licenses in Arkansas and California. He employs a personalized approach with clients, dedicating time to understand their individual and family needs in order to develop tailored financial plans. Outside of his professional work, Sean enjoys art, boating, fishing, golf, outdoor adventures, and skiing.

Christopher Aitken is a financial advisor with Morgan Stanley in Plano, TX, holding a Series 66 designation and having 14 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management provides a wide range of advisory programs for individual and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Ryan Rayburn is a CFP® professional with 23 years of industry experience, currently affiliated with LPL Financial. He previously worked at Lincoln Financial Advisors Corporation from 2014 to 2024. Rayburn is involved with Strategic Wealth Partners PLLC, which he began in 2018, engaging in non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with a variety of investment management solutions supported by in-house and third-party research.

Grayson Rogers is a financial advisor at Raymond James & Associates with four years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise. His background also includes roles outside finance at Silver Dollar City and North Texas Soccer. Raymond James & Associates serves a wide range of clients including individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser network and a variety of portfolio management styles.

Jose Valencia is a financial advisor with Merrill in Frisco, TX, holding a Series 66 designation and 16 years of experience at Merrill. He has seven years of industry experience overall. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.