Marvin Feldman is a financial advisor with LPL Financial in Double Oak, TX, holding a Series 63 designation and bringing 47 years of industry experience. He has been with LPL Financial since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, financial institutions, corporations, and charities through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing research and model portfolios from internal and third-party sources, and provides both discretionary and non-discretionary management options.

Erik Banda is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 12 years of industry experience. He has worked at J.P. Morgan Securities LLC since 2013 and has been with JPMorgan Chase Bank, N.A. since 2008. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors, combining institutional advisory capabilities with brokerage and investment management services.

Zebulah Houston is a financial advisor at Fidelity with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with various Fidelity entities since 2004. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is also registered with the CFTC as a commodity pool operator and serves as an advisor to multiple registered investment companies and fund-of-funds.

Ashley Pedersen is a financial advisor with Cetera and holds a Series 66 designation, bringing 18 years of industry experience. She has held roles at Avantax Advisory Services, Independent Financial Group, and currently serves as Director of Client Development at Wealth Financial Partners. Outside of financial advising, she is an independent contractor with Color Street, a beauty product company, and maintains an active Texas real estate license, working as a real estate agent. She is also Vice President of Regenerative Solutions at Regen Bioscience, where she supports sales and education on regenerative medicine products. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through various program structures and custodial relationships.

Bryan Trimboli is a financial advisor at Cetera with 12 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at various Cetera entities since 2024, following a long tenure at Avantax Advisory Services and Avantax Investment Services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with access to both affiliated and unaffiliated third-party managers.

James Johnson III is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has worked at LPL Financial since 2009. Outside of his advisory role, he also serves as a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Karen Waters is a financial advisor at Fidelity with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Strategic Advisers, Inc. throughout her career. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm’s investment process combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios composed of mutual funds, ETFs, and ETPs through systematic methodologies and oversight controls.

Brett Bowles is a financial advisor at Stifel in Denton, TX, holding a Series 66 designation. He has professional experience outside the financial industry, including two years at Community Driving School and ten years with EMSISD. Stifel serves a wide range of clients, including individuals, institutional investors, charitable organizations, and government entities. The firm offers brokerage and advisory services informed by proprietary investment analysis and planning methodologies developed by its Investment Strategy Group.

Fielder Whittington is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC since 2018. Outside of his advisory role, Whittington is active as a freelance drummer and a self-employed artist in Denton, Texas. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction and serves as an advisor to multiple registered investment companies.

Edmer Herrera Hernandez is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 65 and Series 63 credentials and has worked at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2021, following prior roles at Wells Fargo Clearing and Wells Fargo Bank. 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 an ESG eligibility framework. The firm offers non-discretionary services through Wealth Advisors, focusing on approved funds and strategies within a broader broker-dealer and banking organization.

Edward Spraberry is a financial advisor with LPL Financial in Flower Mound, TX, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has been associated with Linsco/Private Ledger Corp. since 2004. Outside of advising, he is involved with Dubose Spraberry Mineral Interest LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting with access to various model portfolios and research from multiple sources.

Steven Martinez is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 28 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with tailored services that include investment recommendations, performance reporting, participant education, and plan benchmarking.

Michael Parkin is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He is currently an investment committee member for the Pi Kappa Alpha Foundation and serves as a certified expedition leader for Choice Humanitarian, leading service expeditions internationally. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory solutions.

Todd Feldman is a financial advisor at LPL Financial with 16 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc. Feldman also operates a non-variable insurance business offering life, long-term care, disability, and group health insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a variety of advisory programs, financial planning, and retirement plan consulting, alongside discretionary and non-discretionary management supported by model portfolios and research from LPL and third-party providers.

Brooks Bowman is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. He previously worked at Bank of America and Merrill Lynch for 15 years and spent one year at Uber. Bowman also operates Bowman Wealth Management as a DBA related to his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Gowri Panthagani is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. She has worked at Merrill since 2022 and also has prior experience with Bank of America, Wood Forest National Bank, and Macy's. 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 strategies managed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Thomas Lumbard is a financial advisor at Merrill Lynch Wealth Management, specializing in assisting individuals and families with complex financial decisions. His work focuses on bringing clarity and structure to areas such as retirement planning, executive compensation, managing new wealth, and family wealth management strategies. Thomas emphasizes aligning investments, tax strategies, and income plans to reduce unnecessary risk and inefficiency while creating clear paths for clients' financial futures. He holds a Bachelor's Degree from the State University of New York System and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Thomas works closely with clients navigating high-stakes financial transitions such as liquidity events and retirement, coordinating investments, tax considerations, estate planning, and cash flow management. Outside of his professional role, Thomas enjoys camping, fishing, hunting, reading, and spending time with his family. He is a member of Merrill Lynch Wealth Management and focuses on applying thoughtful strategies tailored to each client's unique financial situation.

Neil Nichols is a financial advisor with LPL Financial in Corinth, TX, holding a Series 66 designation and 24 years of industry experience. He has been with LPL Financial since 2001. Outside of his advisory role, Nichols serves as vice president of Intentional Wealth, Inc., a business succession planning firm, and acts as a notary public to assist clients with documents requiring notarization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a broad range of advisory programs, financial planning, retirement plan consulting, and brokerage services, supported by research and model portfolios from LPL Research and third-party subadvisors.

Nathan Mccray is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. His work history includes roles at Fidelity Investments since 2023 and prior experience at Froggie 5-0 and Texas Christian University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as a commodity pool operator, advises multiple registered investment companies, and employs advanced methodologies including AI in its investment process.

Bart Jusinski is the Vice President Private Wealth Management Advisor at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2007, progressing through roles including Vice President Executive Planning Consultant, Vice President Regional Planning Consultant, Financial Consultant, Investment Representative, Fixed Income Representative, Investment Services Representative, and Financial Service Representative. Prior to joining Fidelity, Bart worked at Wells Fargo Bank as a Personal Banker and Business Banking Specialist. Bart holds insurance licenses in Arkansas and California. His approach to client service emphasizes understanding clients' goals and prioritizing their needs through a thorough and honest process. Outside of his professional life, Bart values his family and church, sharing a 21-year marriage with his wife and raising two daughters. He enjoys traveling, camping, theater, golf, beach activities, and spending time with family.