Ozan Ethem is an Investment Consultant with experience at Fidelity Investments, where he served as a Financial Representative from 2025 to 2026 and as a Customer Relationship Advocate from 2023 to 2025. In his current role, he focuses on providing responsive and transparent client service, emphasizing personalized financial education. Ozan works closely with clients to understand their priorities and addresses financial decisions relevant to their life stages and circumstances. He engages in focused discussions to simplify complex financial topics, aiming to help clients make informed decisions with clarity and confidence. Outside of his professional work, Ozan has interests in beach activities, fishing, fitness, football, and soccer.

Johan Valencia is a Financial Consultant at Fidelity Investments, where he has been working since 2019 in various roles including Investment Consultant, Central Relationship Manager, and Financial Representative. Prior to joining Fidelity Investments, he served as Vice President of Investments at David Lerner Associates from 2018 to 2019. In his current role, Johan focuses on Retirement and Financial Planning, aiming to develop customized plans that align with his clients' priorities and definitions of success. His experience spans multiple facets of financial consulting and investment management. Outside of his professional work, Johan enjoys camping, cooking and baking, spending time with family, gardening, hiking, and caring for pets.

Darrell Christian is a CFP® professional at Equitable Advisors with 37 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Based in Dallas, TX, he holds Series 63 and Series 65 licenses. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and various asset-management programs, utilizing both proprietary and third-party advisory models.

Adrian Dizer is a financial advisor with Equitable Advisors in Dallas, TX, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. His prior roles include positions with Principal Life Insurance Company and Principal Securities Inc. Outside of his advisory work, he has been involved with the Lonestar Sports and Social Club for over a decade. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a combination of in-house programs and third-party advisory platforms.

Anitra Brennan is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has been in the financial industry for 27 years, beginning her career as an intern at Merrill while in college. Over more than two decades, she has advanced through various positions within the firm, acquiring extensive experience that she uses to guide clients in making informed financial decisions for their families. Her expertise covers a broad range of client needs, including college education planning, divorce transition planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, women and wealth, tax minimization, and retirement income. Anitra holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Anitra earned her Bachelor's Degree in Economics and Finance from the University of Texas at Dallas and her MBA from Texas A&M University at Corpus Christi. Outside of work, she is involved in various community organizations such as Wings for Widows, Frisco Mom's Care, Frisco Women's League, and The Federation of Texas A&M University Mothers' Club. Her personal interests include biking, gardening, golfing, hiking, pickleball, reading, running, swimming, and traveling.

Lavon Williams is a financial advisor with OSAIC in Plano, TX, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 17 years and Asset & Investment Advisors, Inc. for 11 years. Outside of his advisory role, Williams owns and manages a berry farm and serves on nonprofit boards including the Leflore County Development Authority and Carl Albert State College Board of Regents. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a wide range of brokerage and advisory services, utilizing a model-based investment process with multiple portfolio management options and access to alternative investments through third-party platforms.

Ryann Evans is a Planning Consultant at Fidelity Investments, where she focuses on providing clients with peace of mind as they navigate their financial plans. She aims to build and maintain relationships by considering clients' lives as a whole and collaborating to create financial plans tailored to their goals and needs. Trust, care, and consideration are central to her approach with each client. Ryann joined Fidelity Investments as a Financial Representative in 2022 and transitioned to her current role as a Planning Consultant in 2023. Her professional experience at Fidelity has centered on client relationship building and financial planning. Outside of her professional work, Ryann has personal interests that include family activities, exploring food, parenthood, and caring for pets.

Armand Robinson is a CFP® certified financial advisor with Edward Jones in Dallas, TX, and has nine years of industry experience. He previously worked at State Farm Insurance and has been involved with Unchained Fitness since 2014. Edward Jones is a full-service wealth management firm serving over four million clients across individual and institutional segments, offering a range of discretionary and non-discretionary investment strategies supported by a large nationwide network of financial advisors and branch offices.

Matthew Spicer is a financial advisor with Edward Jones in Wylie, TX. He holds a Series 66 designation and joined Edward Jones in 2025. Prior to his career in financial advising, he worked in education with Wylie ISD and Frenship ISD for a combined 11 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

Joseph Roppolo is a financial advisor with Primerica Advisors in Dallas, TX, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has been with Primerica Advisors since 2003 and Primerica Financial Services since 2002. Outside of his advisory role, he works as a soccer referee on a part-time basis. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients within a wrap-fee structure. The firm curates third-party asset managers and uses BNY Mellon Advisors for trading and implementation.

Amine Rizk is a financial advisor with Equitable Advisors in Dallas, TX, holding a Series 66 designation and 23 years of industry experience. He has been with Equitable Advisors since 2003, including its predecessor, Axa Advisors. Equitable Advisors serves individual clients across a range of wealth levels, as well as pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset-management programs delivered through a network of Investment Adviser Representatives. The firm relies on third-party asset managers and advisory programs and provides ERISA fiduciary services to qualified plans.

Judith Blaising is a financial advisor at LPL Financial in Dallas, TX, holding a Series 63 designation with 33 years of industry experience. She worked previously with Independent Advisers Group Corp and Osaic FS, Inc. She is also involved in authoring through Chinoiserie Books LLC and engages in selling artwork in various galleries. 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 financial planning, portfolio management, and institutional platforms, utilizing both proprietary research and third-party strategies.

Haylee Edwards is a financial advisor at LPL Financial with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at First Horizon Advisors, PNC Bank, BBVA, and East West Bank. 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, third-party asset management, and institutional platforms.

Mark Hendrick is a Series 66 licensed financial advisor with Edward Jones in Richardson, TX, where he has worked since 2011. He has 14 years of industry experience. Outside of his advisory role, he is the president and secretary of DARTBROOK BUNGALOW, LLC, a rental property business in Rowlett, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and pension plans. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Buddy Camper is a financial advisor at OSAIC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Sagepoint Financial, Inc. and Questar Asset Management, Inc. Outside of advising, he teaches stewardship education in churches and life fellowship groups. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm uses model-based asset allocation and portfolio optimization techniques and supports discretionary and third-party managed strategies across various account types.

Julia Donato is a financial advisor with Ameriprise in Dallas, TX, holding a Series 66 designation and seven years of industry experience. She has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2016. Prior to her financial career, she was involved with Kotta Sushi Lounge for five years. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports focused on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis delivered through a centralized consulting team, with a product-selection process that includes affiliated funds.

Doug McKeever is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2016. He has been with Fidelity since 2011, beginning as an Account Executive, then serving as a Financial Consultant before his current position. Doug focuses on developing financial plans tailored to individual client situations and supports ongoing adjustments as clients' circumstances evolve. He holds insurance licenses in Arkansas and California.

Samantha Hendricks is a Series 66-licensed financial advisor with 18 years of industry experience. She has worked at Edward Jones since 2017 and previously held roles at Park Avenue Securities and Guardian Life Insurance. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and affiliated investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Paul Raehpour is a Wealth Management Advisor at Merrill Lynch Wealth Management, a role he has held since 2014. He brings over 20 years of experience as a trusted advisor to families and small business owners. Paul holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., and maintains Series 7, 66, and 31 FINRA registrations. Paul earned a Bachelor of Science degree in Communications from Kansas State University. Prior to his career in financial advising, he worked as a talent coordinator for "The Tonight Show with Jay Leno." His team advises numerous entertainment industry clients based in Los Angeles and New York, as well as other professionals nationwide. Outside of his professional work, Paul is an avid fisherman, craftsman, and enjoys theater. He lives in McKinney with his wife, Melissa, and is a father to three daughters, Katherine, Rachel, and Morgan, as well as a grandfather to Isiah.

Lawrence Magid is a financial advisor with Robert W. Baird & Co. in Dallas, TX, holding a Series 63 designation and bringing 39 years of industry experience. His prior roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He serves on the New Mexico Educational Retirement Board, where he reviews and approves investment proposals for the state’s teacher retirement fund. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management department, which provides financial planning and portfolio management services to individuals, corporate clients, pension plans, and charitable organizations. The firm uses a combination of model-traded and manager-traded strategies supported by internal research and offers a range of account programs and municipal advisory services.