Selvaraju Parimeru is a financial advisor at Equitable Advisors with 23 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Parimeru has been with Equitable Advisors and its predecessor, Axa Advisors, since 2003. Outside of his advisory work, he is involved in real estate investment in India. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutional investors. The firm provides financial planning, brokerage services, insurance distribution, and access to third-party asset management programs through a dual-registered model as both an SEC-registered investment adviser and a broker-dealer.

Robert Fragnito is a financial advisor with Cambridge Investment Research Advisors in McKinney, TX, holding Series 63 and Series 65 credentials and 14 years of industry experience. His work history includes roles at J.P. Morgan Securities, Wells Fargo, and Prospera Financial Services. Outside of his advisory work, he is the founder of ThePoliticalMinds.com, focused on political theory and commentary, and serves on the advisory board for University of California Riverside Extension. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a large network of independent professionals. The firm offers multiple investment implementation platforms, proprietary and third-party strategies, and incorporates both discretionary and non-discretionary management tailored to client objectives.

Sherry Craig is a Wealth Management Advisor with Merrill Lynch Wealth Management. In this role, she works closely with clients to identify their financial priorities and develop customized investment strategies designed to help them achieve their goals. She draws on her extensive experience and the resources available through Merrill Lynch Wealth Management and Bank of America, N.A. to implement these strategies. Sherry emphasizes personalized customer service and aims to provide financial well-being so clients can focus on other important aspects of their lives. Sherry began her financial career shortly after earning a bachelor's degree from Kent State University. Within 14 months, she obtained her Series 7 FINRA registration and secured a position as an Institutional Equity Trader. By 1992, she became Managing Director of Equity Trading, overseeing NASDAQ and sales trading departments for institutional equity research firms for 15 years. In 2008, she transitioned to an independent financial advisory role, building on her background to serve individuals, families, and business owners. Her professional credentials include the CERTIFIED FINANCIAL PLANNER® certification, the Chartered Retirement Planning Counselor™ designation, and FINRA registrations Series 7, 24, 55, 63, and 66, as well as a Texas Life and Health Insurance license. Sherry is also a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She maintains her expertise through continuing education, industry conferences, and networking. Sherry is involved in her community through volunteer work in McKinney and participates in local chambers of commerce.

Karla Scheve is a CFP®-credentialed financial advisor with 15 years of industry experience, currently serving clients at LPL Financial since 2021. Her prior experience includes roles at Waddell & Reed, Inc. and involvement with the Greater Celina Chamber of Commerce. In addition to her advisory work, she has managed a real estate rental business through Scheve Property LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, supported by research and technologies such as machine learning.

Andrew Hornung is a financial advisor at Vanguard Advisers with Series 63 and Series 66 licenses and four years of industry experience. His prior work history includes roles at Northwestern Mutual and Ameriprise Financial, as well as employment at Collins Aerospace and the University of Jamestown. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm combines goal-based, algorithm-driven portfolio construction with a wide range of customization options and manages client relationships at scale through a highly automated platform supported by its team of over 2,300 advisors.

Jon Blair is a financial advisor with Raymond James & Associates in Frisco, TX, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior experience includes roles at Merrill and Bank of America, N.A. He has been with Raymond James & Associates since 2021. Raymond James & Associates, Inc. is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Jason Gregg is a financial advisor with Vanguard Advisers in Plano, TX, holding a Series 66 designation and 13 years of industry experience. His career includes roles at TD Ameritrade and a period as a self-employed advisor prior to joining Vanguard in 2026. Vanguard Advisers delivers automated and human-supported investment advice through its Digital Advisor and Personal Advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm’s investment approach combines goal-based and algorithm-driven strategies, utilizing proprietary models and Vanguard funds to provide customized, tax-aware portfolios at scale.

Richard Piatas is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 25 years of experience in financial advisory services. He focuses on serving entrepreneurs, corporate executives, and professionals who have transformed intellectual capital into financial capital. Richard's expertise includes corporate retirement plan services, education planning, equity compensation services, family wealth management strategies, employee financial health, legacy planning, managing new wealth, personal retirement planning, socially responsible investing, values-based and ESG investing, and retirement income. Richard holds a Bachelor's Degree in Economics from the University of Waterloo in Canada and a Master of Business Administration in Finance from Barry University in Florida. He has earned several professional designations including Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He leverages his extensive experience and the resources of Merrill Lynch and Bank of America to provide customized, transparent, and prudent financial advice. Outside of his professional work, Richard is an active supporter of the Juvenile Diabetes Research Foundation, motivated by his personal experience as a parent of a child with Type 1 Diabetes. He enjoys spending time with his wife and twin teenagers, participating in activities such as downhill skiing, whitewater rafting, and global travel.

Patricia Dietz is a financial advisor with Wells Fargo Clearing in Frisco, TX, holding a Series 66 designation and seven years of industry experience. She has been with Wells Fargo Clearing since 2018 and previously worked at Pearson VUE and Barnes & Noble. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

Brianna Field is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and previously worked at Crayon and McAfee. Outside of financial advising, she is a partner in a beauty retail business where she promotes and posts social media for affiliate products. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices.

Jason Collins is a CFP® professional with 18 years of experience in the financial services industry. He has been with J.P. Morgan Securities since 2012 and also works with JPMORGAN Chase Bank, N.A. since 2018, both based in Plano, TX. J.P. Morgan Securities LLC 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering advisory services alongside brokerage, distribution, and investment management capabilities.

Jennifer Aceves is a financial advisor with Merrill in Frisco, TX, holding a Series 66 designation and 20 years of industry experience. She has been with Merrill since 2007. 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 individuals, high-net-worth clients, and various institutional investors.

Lance Perry is a financial advisor with Vanguard Advisers in Plano, TX, holding a Series 66 designation and 11 years of industry experience. His prior work includes roles at The Vanguard Group, Fidelity, and First Command Financial Services. Outside of his advisory work, he hosts a lifestyle and humor podcast, works as a photographer with Perry Creative Photography, and is a self-employed yoga instructor. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and eligible participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach, constructing portfolios mainly from Vanguard funds and ETFs, and manages a large client base through its digital platform and extensive team of advisors.

Jason Gilbert is a financial advisor with Edward Jones in Plano, TX, holding a ChFC® designation along with Series 63 and Series 66 licenses. He has 13 years of industry experience, including 11 years at Edward Jones. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wesley Tolleson is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has previously worked in various roles at Southern Methodist University, Texas A&M University, and Texas Bank and Trust. Ameriprise offers a retirement-income planning service for individuals nearing or in retirement with substantial investable assets, combining research-driven recommendations and tax-efficient strategies delivered through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Curtiss Kaufman is a Series 66-licensed financial advisor with Merrill, based in Frisco, TX. He has 17 years of industry experience and has worked at Merrill since 2009, including time associated with Bank of America since 2018. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Dwayne Jenkins is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds a Series 66 designation and has worked previously at Merrill and Bank of America. Outside of his advisory role, he serves as a safety officer for his church, providing security at church functions and related services. J.P. Morgan Securities LLC offers investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm provides non-discretionary advisory services supported by an ESG eligibility framework and access to a broad range of investment products through its affiliation with the larger J.P. Morgan organization.

John Hughes is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has over 20 years of experience in investment advising, focusing on designing and implementing the equity portions of client portfolios. John works with clients on a range of financial planning areas including college education planning, corporate executive services, divorce transition planning, executive compensation, family wealth management strategies, legacy planning, personal retirement planning, sports and entertainment, tax minimization, and retirement income. John earned a Bachelor of Business Administration in Finance with an emphasis on Econometrics from Southern Methodist University’s Edwin L. Cox School of Business. He holds the designation of Personal Investment Advisor (PIA). Outside of his professional responsibilities, John enjoys running, marathon running, surfing, skiing, playing chess, listening to music, reading, and spending time with his family.

Elijah Fleming is a financial advisor at Vanguard Advisers in Plano, TX, holding Series 63 and Series 65 licenses. He has one year of industry experience, including prior roles at Frost Bank and Wells Fargo. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with personalized asset allocations, constructing portfolios mainly from Vanguard funds and ETFs, supported by a large team of advisors and a scalable digital platform.

Collin Spence is a financial advisor at Morgan Stanley in Plano, TX, holding a Series 66 designation with four years of industry experience. His previous roles include positions at Charles Schwab & Co., Inc. and BPM LLP. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning that incorporates firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly to individuals and through corporate financial planning agreements.