Nathan Hale is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. and Ameriprise Financial Services, Inc., with seven of those years also dedicated to BAHN Wealth Management, an independent support company he owns. Raymond James Financial Services Advisors, Inc. 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 employs non-discretionary planning and analytical tools to tailor recommendations and supports municipal and public-finance work through its affiliation with a municipal advisor.

Karla Scheve is a CFP®-certified financial advisor with 15 years of industry experience, currently with LPL Financial since 2021. Her background includes roles at Waddell & Reed, Inc., various insurance carriers, and involvement with the Greater Celina Chamber of Commerce. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions with a broad range of advisory and brokerage services, including model portfolio programs and institutional platforms.

Clyde Woolfolk Jr. is a financial advisor with Raymond James Financial in Denton, TX, holding a Series 63 license and bringing 46 years of industry experience. He has been with Raymond James and its affiliates since 1990 and has served in various roles including at Denton County Probate Court and the U.S. Coast Guard Auxiliary. Outside of his advisory work, he is involved in agricultural operations as a partner managing a family farm and serves as Chair of the Denton Downtown Tax Increment Committee. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutional investors, and organizations. The firm utilizes risk profiling and analytical modeling to tailor non-discretionary planning and supports clients with a broad range of advisory programs and institutional consulting services.

Jeannette Dobbyn is a CFP®-designated financial advisor with 38 years of industry experience. She has worked at Wells Fargo Clearing since 2016, following roles at Morgan Stanley and Citigroup Global Markets. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

Brett Blair is a financial advisor at LPL Financial in Denton, TX, holding a Series 66 designation with 10 years of industry experience. His prior roles include positions at SPC and Sigma Financial Corporation. Blair is involved in managing Blair Financial LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing various portfolio management strategies and technology tools across a large network of advisors.

Janine Hartman is a financial advisor at Merrill with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several notable firms, including Goldman Sachs, Fidelity Investments, and JP Morgan Chase. Merrill, along 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 tailored for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sandra Dinehart is a financial advisor with Edward Jones, holding a Series 66 designation and bringing 11 years of industry experience. She has been with Edward Jones since 2014. Outside of her advisory role, she designs and produces custom handmade jewelry through her business, Funky Junky. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated capabilities, including trust services and securities-based lending. The firm manages over $1 trillion in assets across a nationwide network of more than 23,000 advisors.

David Rouse is a CFP® professional affiliated with LPL Financial, bringing 33 years of experience in the financial industry. His prior work includes roles at Equity Services Inc, National Life, and United Planners' Financial Services of America. He is also a CPA involved in tax preparation and accounting. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm provides financial planning, model portfolio programs, and institutional platforms, supporting over 22,800 advisors and more than $819 billion in discretionary assets.

Prashant Pillalamarri is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works with individuals, families, trusts, and small to mid-size business owners, developing customized financial strategies tailored to each client's unique needs and goals. His approach prioritizes building trust and understanding clients’ full financial pictures to provide personalized wealth management solutions. Prashant’s expertise spans a broad range of areas including college education planning, family wealth management, retirement planning, legacy planning, investment consulting for defined contribution plans, and international wealth management. He holds several professional designations such as CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR® (CPFA), Chartered Retirement Planning Counselor™ (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His comprehensive planning approach covers investments, tax minimization strategies, insurance, and estate planning. He earned a Master’s Degree in Engineering from the University of Iowa and a Bachelor’s Degree in Engineering from the University of Bombay. Prashant is fluent in English, Marathi, Gujarati, and Hindi. He is involved in community organizations including the American Cancer Society and the Pay it Forward Fertility Foundation. In his personal time, he enjoys cooking, ice hockey, music, spending time with his family, and watching movies.

Landon Ritter is a financial advisor at Edward Jones in Celina, TX, holding a Series 66 designation. He has three years of industry experience, including prior roles at Offr Group and World Financial Group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the United States.

John Friday is a financial advisor at Edward Jones with 38 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,700 advisors and 15,100 branch offices.

Samuel Koessl is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and three years of industry experience. His prior experience includes roles at Securities America Advisors, Sanus Modo LLC, and Sana Via Inc. Outside of his advisory work, he is involved with Tulla Patisserie and Cafe. 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 services and investment options, supported by a large network of advisors and advanced operational tools.

Kristin Correro is a financial advisor at Edward Jones, holding a Series 66 designation with over nine years of experience. Her prior experience includes working at Faith Lutheran Church from 2014 to 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.

Peter Chung is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and three years of industry experience. He has been with Ameriprise in various roles since 2020. Outside of his advisory work, he has co-owned a retail business, Paris Nail Bar LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies. The firm employs a non-discretionary approach and integrates its investment research and third-party data to develop personalized Recommendation Reports.

Nathaniel Hall is a financial advisor with J.P. Morgan Securities in McKinney, TX, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at TD Ameritrade Investment Management, Scottrade, and Northwestern Mutual Investment Management. 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 due diligence team and includes capabilities in derivatives and commodities.

Lindsay Jones is a CFP® with 20 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. In addition to her advisory role, she owns and operates LHJ Holdings LLC, managing practice-related expenses. Ameriprise is a large institutional firm offering retirement-income planning services primarily for individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement recommendations through a centralized consulting team.

Brett Bowles is a financial advisor at Stifel in Denton, TX, holding a Series 66 designation. He has professional experience outside the financial industry, including two years at Community Driving School and ten years with EMSISD. Stifel serves a wide range of clients, including individuals, institutional investors, charitable organizations, and government entities. The firm offers brokerage and advisory services informed by proprietary investment analysis and planning methodologies developed by its Investment Strategy Group.

Fielder Whittington is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC since 2018. Outside of his advisory role, Whittington is active as a freelance drummer and a self-employed artist in Denton, Texas. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction and serves as an advisor to multiple registered investment companies.

Zachary Friday is a financial advisor at Edward Jones in Celina, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he was involved with DBND Publishing and operated Vapor-ettes LLC. He also has experience as a publisher receiving royalties from Amazon. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.

Steven Martinez is a financial advisor with Wells Fargo Clearing in Denton, TX, holding a Series 63 designation and 28 years of industry experience. His career includes six years at A. G. Edwards & Sons, Inc. prior to joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.