Christopher Barlow is a financial advisor with Edward Jones in Bartonville, TX, holding Series 63, 65, and 66 licenses and having 26 years of industry experience. His prior work includes roles at USAA Financial Planning Services and Wells Fargo Clearing. Outside of his advisory work, he is involved as a managing partner in a real estate rental LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with a comprehensive offering that includes discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large network of financial advisors and branch offices nationwide.

Adam Miller is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Chase Bank, N.A. since 2013. 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 incorporates quantitative and qualitative due diligence and uses forward-looking capital market assumptions to build model asset allocations.

Gregory Lively is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 designations and has been self-employed since 1992. Outside of advising, he owns a tax preparation and planning business. OSAIC Wealth serves a diverse client base, including retail and institutional investors, offering a range of brokerage and advisory services. The firm’s investment approach involves model-based asset allocation and portfolio optimization, delivered through multiple platforms and supported by a complex affiliate network.

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.

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.

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.

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.

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.

Rolando Alviso is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Bank of America, Merrill, BBVA Compass Insurance Agency, and Edward Jones. 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, utilizing model portfolios and third-party subadvisors, and supports its advisors with advanced operational and research tools.

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.

Eric Paba is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His career includes roles at JPMorgan Chase Bank, Charles Schwab, and Ameritrade Investment Management. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a centralized manager solutions team and incorporates an ESG eligibility framework in its recommendations.

Delaine Moore is a Series 66-licensed financial advisor with Edward Jones in Denton, TX, where she has worked since 2010, accumulating 15 years of industry experience. Outside of her advisory role, she serves as a youth and high school basketball official for Denton ISD. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies and affiliated services, supported by a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Hannah Perna is a financial advisor with Merrill in Frisco, TX, holding a Series 66 designation and two years of industry experience. She has worked at Merrill since 2019 and also has experience at Bank of America, N.A. outside Merrill. 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, pension plans, corporations, and charitable organizations.

Amrit Dhillon is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on helping clients achieve their personal financial goals through tailored strategies that consider their unique perspectives and priorities. His client services include college education planning, family wealth management strategies, legacy planning, liquidity management, and managing new wealth. Amrit aims to simplify the complexities of investing and wealth planning, providing transparency and a personalized approach throughout the process. Outside of his professional role, he enjoys cooking, music, reading, running, soccer, tennis, and yoga.