Craig Meylan is a financial advisor with LPL Financial, holding Series 63 and Series 65 registrations and 40 years of industry experience. He previously worked at IC Advisory Services, Inc. and The Investment Center, Inc. Meylan also teaches investment classes at two local colleges as part of his sole proprietorship, Financial Solutions. 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 advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by advanced advisor tools and a broad array of non-advisory financial services.

Mario Ayala is a financial advisor at Edward Jones with 17 years of industry experience. He has been with Edward Jones since 2017 and previously worked at BB&T Investment Services from 2015 to 2017. His credentials include Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Jill Slayton is a CFP® professional with 37 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. She previously worked at Woodbury Financial Services Inc. for eight years. Outside of her advisory role, Ms. Slayton owns and manages a cattle business and engages in insurance services related to life, health, and long-term care products. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of advisers and multiple platforms. The firm combines brokerage and advisory services with sophisticated asset-allocation tools and offers access to third-party managers and wrap programs.

Joshua Reeh is a financial advisor with Merrill in Rockwall, TX, holding a Series 66 designation and seven years of industry experience. Prior to joining Merrill and Bank of America in 2022, he worked at Edward Jones for three years and has experience in the electric supply sector. Outside of his advisory role, he owns a lawn service business serving five clients locally. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Julia Thorman is a CFP® professional with 36 years of industry experience, currently serving at LPL Financial since 2006. She holds a Series 63 license and operates out of Wylie, TX. Outside of her advisory role, she is involved with Jal Dennis Group Investment Services, an investment-related business connected to her work at LPL. 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. The firm offers a diverse range of solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Melissa Carlisle is a CFP® and holds a Series 66 license with Edward Jones in Murphy, TX, where she has worked since 2015. She has 10 years of industry experience. Outside of her financial advisory role, she is a partner in an LLC established to manage her family farm and preserve it for future generations. 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 and investment solutions, supported by a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Gabriel Klawa is a financial advisor at OSAIC with two years of industry experience. He holds a Series 66 designation and previously worked as an intern at Financial & Insurance Services of Texas while attending college. His background also includes a year in carpentry and several years as a full-time student. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services using advanced portfolio construction tools and a variety of investment options, supporting both discretionary and non-discretionary management approaches.

Tanner Seabourn is a CFP® and ChFC®-credentialed financial advisor with five years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc. and has prior experience at firms including AGIA, VALIC Financial Advisors, Inc., and PFS Investments Inc. Outside his advisory role, he is also engaged in non-securities insurance product activities. 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, and institutional entities. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

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.

Sean Boulger is a financial advisor at Edward Jones in Rowlett, TX, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to joining Edward Jones, he worked at JP Morgan Securities LLC and JPMorgan Chase Bank, N.A. from 2022 to 2025. His background also includes roles in healthcare and emergency medical services. 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 strategies, managing approximately $1.01 trillion in assets with a large nationwide network of advisors and branch offices.

Justin Dollins is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 10 years of industry experience. His prior experience includes roles at Edward Jones and Crux Wealth Advisor. Outside of his advisory work, he is CEO of two support companies, 3:23 Advisors and JD Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports a broad advisor network with tools that include risk profiling and probability modeling.

Minh Doan is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has been with Merrill and Bank of America, N.A. since 2005. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ricardo De La Torre is a financial advisor at Raymond James & Associates with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Hilltop Securities and Horace Mann Investors Inc. His current tenure at Raymond James & Associates spans five years. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipal entities—offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Joseph Alfinito is a financial advisor at LPL Financial with 26 years of industry experience. He holds the PFS™ designation as well as Series 63 and Series 66 licenses. Prior to joining LPL Financial in 2023, he worked at Securities America Advisors and Summit Financial Group. Alfinito is also a CPA with longstanding involvement in tax preparation and accounting through his own practice. 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, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Kelly Connel is a financial advisor at Edward Jones in Rockwall, TX, holding the CFP® and Series 66 designations with 10 years of industry experience. Connel has worked exclusively with Edward Jones since 2016. 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 options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Bryan Brokaw is a CFP® with 21 years of experience in the financial industry, currently serving clients at Edward Jones since 2005. He holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and maintaining a large nationwide network of advisors and branch offices.

Justin Guerra is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been with J.P. Morgan Securities since 2015 and has worked at JPMorgan Chase Bank during part of that time. 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 and investment management capabilities, delivering recommendations on a non-discretionary basis.

Ryan Adams is a CFP® with 10 years of industry experience and currently serves as a financial advisor at OSAIC in Mesquite, TX. He previously worked at Signator Investors, Inc. for two years and has been involved in insurance support and administration through his sole proprietorship, Financial & Insurance Services of Texas. OSAIC serves a broad mix of retail and institutional clients, including high-net-worth individuals and various organizations, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm utilizes advanced asset-allocation tools and a range of investment products across discretionary and non-discretionary accounts.

Samuth Ean is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 66 and Series 63 designations. His prior roles include positions at EP Wealth Advisors and Ballou Plum Wealth Advisors, as well as an earlier tenure at LPL Financial. Outside of his advisory work, he serves as Chief Financial Officer at Hometown Capital. 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, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a broad network of over 22,800 advisors.

James Williams IV is a financial advisor at Raymond James Financial with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Raymond James Financial Services since 2011. Outside of his advisory role, Williams is also active as a vocalist and actor on a part-time basis. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm provides tailored, non-discretionary planning and employs analytical tools to support client goals, with specialized programs for municipal advising and SIMPLE IRA consulting.