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 at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2010, with additional experience at Merrill and Bank of America. 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 screening and qualitative research, supporting recommendations that may incorporate ESG criteria and broader derivatives and commodities capabilities.

Gerardo Berumen Jr. is a financial advisor at Merrill with a Series 66 credential and no prior industry experience. He has been with Merrill since 2023 and also worked at Bank of America, N.A. beginning in 2026. His prior work history includes roles outside the financial industry at companies such as Gamestop and The Children’s Place. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.

Vernon Kim is a financial advisor at LPL Financial with 33 years of industry experience. He holds the Series 63 designation and has previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm provides a variety of financial planning and investment management options, utilizing both proprietary and third-party strategies, supported by technology tools for research and operations.

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.

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.

Bradly Clark is a CFP®-certified financial advisor with nine years of industry experience. He is currently affiliated with Cetera and has prior experience at Legacy Financial Advisors and American General Life Insurance. He also serves as a registered assistant at Legacy Financial Advisors, where he assists with annuity and fee-based business. Cetera Investment Advisers LLC is an SEC-registered firm that distributes services through a nationwide network of independent advisors, serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning solutions through a multi-manager platform with access to both affiliated and third-party managers.

Harrison Benedict is a CFP® professional affiliated with LPL Financial in Frisco, TX, with one year of industry experience. His prior roles include positions at Commonwealth Financial Network, Gibraltar Capital Management, and Miller Equity Capital Advisors, among others, as well as experience in education at Texas Christian University and local high schools. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, institutions, and retirement plans through a large network of investment adviser representatives. The firm offers a range of financial planning and portfolio management solutions, combining scale with various non-advisory financial services.

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.