Angela Harris is a financial advisor at Edward Jones with 17 years of industry experience and holds a Series 66 designation. Her prior roles include positions at Bank of America Corporation and Hightower Advisors. Angela is based in Dallas, TX. 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 nationwide network of financial advisors and branch offices.

Bryan Rigg is a CFP® professional with 20 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Founders Financial Securities, Cantella & Co., and Credit Suisse Securities. Outside of advising, he is involved with a publishing house focused on lectures and writing, and serves on the board for the Fort Worth Christian Financial school endowment. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a broad range of advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm supports its network of over 22,800 advisors with various investment platforms, model portfolios, and operational tools.

Michael Grant is a financial advisor with Edward Jones in Garland, TX, holding Series 66, Series 65, and Series 63 credentials and 17 years of industry experience. His prior experience includes LPL Financial and over two decades as a self-employed advisor. He is also the owner of Grant Moore Enterprises LLC, a construction business that is currently inactive. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Kurt Simmons is a financial advisor with LPL Financial in Dallas, TX, holding a Series 63 license and over 30 years of industry experience. He previously worked at Avantax Investment Services, Avantax Advisory Services, and Avantax Insurance Services, and has been involved with McDonald and Simmons PC since 2000. Simmons also owns a tax preparation and accounting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions, offering a wide array of advisory and brokerage services supported by advanced operational and research tools.

Carl Ritchlin is a financial advisor with LPL Financial in Duncanville, TX, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He has worked at LPL Financial since 2009 and was a registered financial officer at Neighborhood Credit Union from 2005 to 2022. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, delivering advice through a network of investment adviser representatives using a range of investment strategies.

Binod Rijal is a financial advisor with Merrill in Irving, TX, holding Series 63 and Series 66 credentials and has 19 years of industry experience. He has been with Merrill and Bank of America since 2015. Outside of his advisory role, he contributes freelance articles on topics such as philosophy, politics, and personal experience to newspapers and journals. 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, and institutional investors.

Mileyshka Colon Cotto is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she held roles at Republic Finance, MK Empire Realty, and several other organizations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of investment vehicles.

Michael Dunn is a financial advisor at Edward Jones in Arlington, TX, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2016 and previously worked with both AISD and Mansfield ISD. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large network of advisors and branch offices nationwide.

Patrick Doyle is a financial advisor at J.P. Morgan Securities with a Series 66 credential and approximately one year of industry experience. His prior work includes roles at Aspen Capital and positions associated with the University of Texas. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Emily Krivacek is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley Smith Barney from 2009 to 2017. She is also employed by JPMorgan Bank, where she can offer certain bank products and services including deposit and credit products. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines advisory services with affiliated brokerage, distribution, and investment management capabilities.

Bee Chee is a financial advisor with Merrill in Dallas, TX, holding a Series 66 designation and 19 years of industry experience. He has been with Merrill since 2009. 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 investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Tim Ryon is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked across multiple Fidelity entities since 2000. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm serves a diverse client base and engages in advisory roles for registered investment companies, with a noted use of systematic methodologies and oversight to address conflicts of interest.

Michael Flanagan is a financial advisor at Morgan Stanley in Dallas, TX, with 26 years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America, N.A. and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support its advisory services.

Robert Hendren Jr. is a financial advisor with Merrill in Dallas, TX, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has worked at Merrill since 1986 and concurrently with Bank of America, N.A. since 2011. 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 plans, corporations, and charitable organizations.

Thomas Mc Bride is a financial advisor with Merrill in Dallas, TX, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with Merrill since 1992 and concurrently with Bank of America since 2009. Outside of his advisory work, Mc Bride serves as a trustee for Providence Christian School, is a general partner in Lukirain Partnership L.P., and holds board roles with the Dallas Council of Charitable Gift Planners and the Dallas Foundation. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers a range of model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kelci Mc Ginnis is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds a Series 66 designation and has worked previously at Merrill Lynch, Citibank, and First Bank. Outside of her advisory role, she is involved in an e-commerce business selling furniture and household decor. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Matthew Wolczko is a financial advisor at J.P. Morgan Securities with Series 63 and 65 credentials and four years of industry experience. His prior work includes roles at UMB Bank, PNC Bank, and BNY Mellon. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

John Hill Jr. is a financial advisor with Raymond James & Associates in Dallas, TX, holding Series 63 and Series 65 licenses and having 39 years of industry experience. He has been with Raymond James & Associates for 13 years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Robert Buchanan, Sr. is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 credentials and 43 years of industry experience. He worked at UBS Financial Services for 25 years before joining J.P. Morgan Securities and JPMorgan Chase Bank in 2025. Outside of his advisory role, Buchanan is involved in several business ventures including ownership in a restaurant coupon financing company and a manufacturing firm producing craft cocktail ice. 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 through a non-discretionary advisory model. The firm combines institutional advisory with broker-dealer and investment management capabilities as a subsidiary of J.P. Morgan.

Jack Webb is a financial advisor with Edward Jones in Arlington, TX, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, Webb broadcasts various sporting events for Haltom High School Sports. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.