Jessica Willman is a Series 66-licensed financial advisor with Charles Schwab & Co., Inc. in McKinney, Texas, where she has worked since 2018. She has eight years of industry experience, including roles at Texas Tech University and Primewest Mortgage. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm operates a hybrid model combining non-discretionary advisory relationships with access to discretionary separately managed accounts and conducts centralized supervisory, custody, and order-routing functions.

Robert Franze is a financial advisor at Edward Jones with eight years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Edward Jones in 2018, he worked at Clipper Magazine and had a brief period of unemployment. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm has a large network of advisors and branch offices and offers additional services such as tax-efficient investing and proxy voting under a fiduciary standard.

Alan Thomas is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has been with Edward Jones since 1998. Outside of advising, he owns and operates a cattle business in Honey Grove, Texas. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Brooke Bailey is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and seven years of industry experience. She previously worked at Merrill and Wells Fargo in various capacities before joining Schwab in 2025. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and alternative investment options.

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.

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.

John Neri is a CFP® professional with 12 years of industry experience. He is currently with LPL Financial and previously spent a decade at Cambridge Investment Research Advisors, Inc. He also owns The Finity Group LLC, an independent insurance agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by advanced research and operational tools.

Mario Barone is a financial advisor with LPL Financial in McKinney, TX, holding Series 63 and Series 66 licenses and having 34 years of industry experience. He has worked at LPL Financial since 2009 and First United Bank & Trust since 2011, with previous roles at Howard Financial Services and Merrill. Barone also serves as Vice President and Trust Officer at First United Bank’s Trust Department. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Lee Thomson is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with LPL Financial since 2007. Thomson is also the owner and general manager of LTJT, LLC, which he established for personal legal estate planning purposes. 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, model portfolios, third-party asset management, and institutional platforms.

Patrick Cloutier is a financial advisor with LPL Financial in McKinney, Texas, holding Series 63 and Series 65 licenses and with 36 years of industry experience. His prior work includes roles at Woodbury Financial Services and various Osaic entities over a 20-year span. Cloutier has established an LLC for group health insurance purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides advisory and brokerage services through a large network of investment adviser representatives using a range of investment strategies and operational tools.

Priscilla Opoku is a financial advisor at Fidelity with five years of industry experience. She previously worked at UBS, Ballard Spahr LLP, and PNC Wealth Management. Opoku holds a Series 66 designation. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction in managing portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.

Stephen Wright is a financial advisor with Edward Jones in McKinney, TX, holding Series 65 and Series 66 credentials and four years of industry experience. His prior roles include positions at Fisher Investments and Wells Fargo Bank, N.A. Outside of his advisory work, he assists with seasonal holiday light installations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices. The firm provides discretionary and non-discretionary wrap fee strategies, tax-efficient services, and maintains affiliated capabilities such as a trust company and proprietary mutual funds.

David Heard is a financial advisor with LPL Financial based in McKinney, TX. He holds Series 63 and Series 65 licenses and has 38 years of industry experience. His prior roles include positions at Waddell & Reed, Ameriprise, and various insurance carriers associated with W & R Insurance Agencies. 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 including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools for operational and research functions.

Scott Parker is a financial advisor with Charles Schwab in McKinney, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Charles Schwab since 2012 and previously worked at Mutual of Omaha for 20 years. Parker is also managing partner of Parker Operating Company, LLC, and directs staff at Parker Management Consultants LLC, both roles related to non-investment business activities. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering a range of advisory and brokerage services through its integrated Schwab Wealth Advisory program. The firm combines non-discretionary client advisory with access to discretionary separately managed accounts and provides multi-asset model portfolios, alternative investment options, and centralized operational services.

Michael Pak is a financial advisor with LPL Financial in McKinney, TX, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior roles include positions at Wedbush Securities, Ameriprise, Park Avenue Securities, and Guardian Life Insurance Company. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of discretionary and non-discretionary investment options.

Stephanie Kunego is a financial advisor with Ameriprise in McKinney, TX, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Ameriprise, she worked at Teaching Strategies and spent eight years at Istation (Amira Learning). Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. This service provides tailored, ongoing advice based on proprietary research and collaborative planning with clients’ advisors.

Mustafa El Deeb is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2017. His prior work includes roles at 24 Hour Fitness, NRT, LLC, and Bank of America N.A. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

David Whaley is a financial advisor at Raymond James & Associates with 26 years of industry experience. He has held positions at VOYA Financial Advisors and Raymond James & Associates. He holds Series 63 and Series 65 licenses. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, charitable organizations, and governmental entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a variety of portfolio management styles and affiliated research.

Mark Ahmadi is a financial advisor at Edward Jones in McKinney, TX, holding CFP® and ChFC® designations with 24 years of industry experience. He has been with Edward Jones since 2002. Outside of advising, he manages decisions related to a rental property business in Colorado. 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, operating under a fiduciary standard, and maintains one of the largest retail advisor and branch networks in the industry.

Richard Thompson is a financial advisor with Mass Mutual Investors Services, holding a Series 63 credential and 35 years of industry experience. He has worked at MetLife Securities Inc. and Metropolitan Life Insurance Company since 1990 and has been with Mass Mutual Investors Services since 2017. Outside of his advisory role, Thompson serves as treasurer of the Laurel Creek Home Owners Association. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures financial planning as annual, collaborative engagements that focus on goal analysis and written recommendations, with implementation handled separately.