Christopher Barlow is a financial advisor with Edward Jones in Bartonville, TX, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. His prior roles include positions at USAA Financial Planning Services and Wells Fargo Clearing. Outside of advising, he is a managing partner of an LLC that holds rental real estate properties. Edward Jones serves over four million individual and institutional clients, offering a range of wealth management services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branches.

Adam Miller is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and six years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2013. 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 non-discretionary advisory model. As a subsidiary of J.P. Morgan, the firm combines institutional advisory capabilities with affiliated brokerage and investment management services.

Leonard Chavez is a financial advisor with Edward Jones in Flower Mound, TX, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2018, he worked at Dell Boomi and Verizon. Edward Jones is a full-service wealth management firm serving individual and institutional clients through an SEC-registered advisory program, with over $1 trillion in assets under management and a nationwide network of approximately 23,700 advisors. The firm offers a range of advisory strategies, affiliated mutual funds, and additional services including tax-efficient investing and securities-based lending.

Gregory Lively is a financial advisor at Osaic with 30 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked as a self-employed tax preparation and planning professional since 1992. Outside of financial advising, he owns a sole proprietorship providing tax preparation and planning services. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of advisers, offering brokerage and investment advisory services, financial planning, and access to various managed account solutions. The firm uses asset-allocation tools and risk assessment methods to construct diversified portfolios and supports multiple advisory platforms and third-party services.

Frank Rattan Jr. is a CFP®-credentialed financial advisor with Edward Jones, based in Flower Mound, TX. He has 20 years of industry experience and has been with Edward Jones since 2013. 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 provides a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Yash Ajmeri is a financial advisor with J.P. Morgan Securities in Frisco, TX, holding Series 63 and Series 66 licenses and possessing 12 years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Bank of America N.A., and Merrill. 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.

Abdullah Hashmi is a financial advisor at J.P. Morgan Securities with five years of industry experience. His prior roles include positions at Robinhood Financial, TD Ameritrade, and JPMorgan Chase Bank. He also has experience as a business owner and worked at the University of Texas Arlington and Uber. 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.

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 63 and Series 65 licenses and has worked at J.P. Morgan Securities and Jpmorgan Chase Bank 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. The firm uses a quantitative asset-allocation process combined with centralized due diligence and an ESG eligibility framework, offering customized, non-discretionary advice delivered by a select group of Wealth Advisors.

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, 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 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.