Marvin Feldman is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 47 years of industry experience. He has worked at LPL Financial since 2008 and previously spent five years at Valic Financial Advisors. 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.

Erik Banda is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2013, also maintaining a role at JPMorgan Chase Bank, N.A. since 2008. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence with quantitative and qualitative analysis, supporting recommendations within an ESG eligibility framework.

Zebulah Houston is a financial advisor at Fidelity with 23 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with various Fidelity entities since 2004, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. 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 utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, often incorporating sub-advisers and employing systematic methodologies with long-term asset allocation benchmarks.

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 in Highland Village, TX, holding Series 63 and Series 66 credentials and having 21 years of industry experience. He has worked at LPL Financial since 2009 and previously spent two years at Edward Jones. Outside of his advisory role, he is a notary public. 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 wide range of services, including financial planning, model portfolios, and third-party asset management, with account management conducted primarily by investment adviser representatives using various strategic, tactical, and customized investment approaches.

Karen Waters is a financial advisor at Fidelity with 29 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Strategic Advisers, Inc. since 1997. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various platforms.

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 licenses and has worked at J.P. Morgan Securities and Jpmorgan Chase Bank since 2021. Prior to that, he was with Wells Fargo Clearing and Wells Fargo Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non‑discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and may incorporate an ESG framework, with implementation support from affiliated investment management entities.

Edward Spraberry is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at UBS Financial Services from 1996 to 2004 before joining Linsco/Private Ledger Corp., now part of LPL Financial, where he has been since 2004. Outside of his advisory role, he is involved with Dubose Spraberry Mineral Interest LLC. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of discretionary and non-discretionary investment options alongside various non-advisory financial services.

Steven Martinez is a financial advisor with Wells Fargo Clearing in Denton, TX, holding a Series 63 designation and 28 years of industry experience. His career includes six years at A. G. Edwards & Sons, Inc. prior to joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Michael Parkin is a financial advisor at Fidelity with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Fidelity and its affiliates since 2012, including a prior role at Chase Investment Services Corp. Parkin serves on the Investment Committee for the Pi Kappa Alpha Foundation and works as a certified expedition leader for Choice Humanitarian, leading service expeditions internationally. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients through a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Todd Feldman is a financial advisor at LPL Financial with 16 years of industry experience. He previously worked at Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc for nine years. His credentials include Series 63 and Series 65 licenses. 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 programs.

Brooks Bowman is a financial advisor at LPL Financial with 17 years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America and Merrill Lynch for 15 years each, as well as at Uber. Bowman also operates Bowman Wealth Management as a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad platform that includes financial planning, model portfolios, and institutional programs.

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 registration and 25 years of industry experience. He has been with LPL Financial since 2001. Outside of his advisory role, he serves as vice president of Intentional Wealth, Inc., a business succession planning firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, supported by extensive operational and research tools and a broad platform of financial services.

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.