Vernon Kim is a financial advisor with LPL Financial based in Frisco, TX, holding a Series 63 designation and having 33 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, with a combined tenure of 15 years. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves 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, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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, 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.

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.

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.

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.

Rolando Alviso is a Series 66 licensed financial advisor at LPL Financial with nine years of industry experience. His prior roles include positions at Bank of America, Merrill, BBVA Wealth Solutions, and Edward Jones. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

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 and holds Series 63 and Series 66 licenses. He has 11 years of industry experience, including prior roles at Charles Schwab and Ameritrade Investment Management. J.P. Morgan Securities 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 select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities.

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.

Riley Anderson is a financial advisor at Edward Jones in Frisco, TX, holding Series 63 and Series 66 credentials with five years of industry experience. His prior roles include positions at AllianceBernstein, JP Morgan Chase & Co., and a business venture in power washing. Anderson also spent five years at Texas A&M University, where he was involved in the football program for four years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Tricia Beevers is a financial advisor at Stifel with 34 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Stifel Nicolaus & Co Inc since 2010. Outside of her advisory role, she is a notary and a member of Camilla Minerals LLC. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach relies on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and financial planning.

Nicholas Carnero is a financial advisor at LPL Financial with one year of industry experience and holds the Series 66 designation. Before joining LPL Financial, he worked at Cox Financial Group and spent several years in educational roles at Texas Tech University and Monahans High School. 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 advisors. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary portfolio management supported by in-house and third-party research.

Nathan Bell is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and bringing eight years of industry experience. His career includes roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2021, and prior positions at Axa-Equitable Financial Life Insurance Co and Equitable Advisors. Before entering financial services, he worked at Sony Pictures Entertainment for eight years and operated a deli business for nearly two decades. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Jeffrey Dziadziola is a financial advisor with Concentrated Risk Solutions Inc. in Frisco, TX, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has been with Concentrated Risk Solutions since 2014. Concentrated Risk Solutions is a small, state-registered advisory firm that serves other registered investment advisers by soliciting and referring third-party advisers and their separately managed account strategies to advisory platforms. The firm does not manage client assets and focuses exclusively on solicitor and referral services rather than individual portfolio management.

Edward Devereaux is a financial advisor at Concentrated Risk Solutions Inc. with 12 years at the firm and a total of 13 years in the industry. He holds Series 63 and Series 65 licenses and also serves as president and owner of Devereaux Inc., where he acts as an independent insurance agent. Concentrated Risk Solutions is a small advisory firm that supports registered investment advisers by soliciting and referring third-party advisers and their separately managed account strategies to advisory platforms. The firm does not manage client assets or provide tailored portfolio management but focuses on facilitating relationships and communications between third-party advisers and advisory platforms.