Noe Alvarado is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank in Texas since 2006. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research, with recommendations focused on eligible strategies and supported by customized performance reporting.

Christine Carrillo is a financial advisor at Fidelity with 16 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Fidelity Investments since 2008, including roles at Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm is noted for its use of algorithmic methods and AI in research, as well as its advisory role to multiple registered investment companies.

Elizabeth Zinchuk Stultz is a financial advisor with Mass Mutual Investors Services in Dallas, TX, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Edward Jones and Wells Fargo Clearing Services LLC. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, using firm-approved tools and structured annual planning engagements.

Domenick Juliano is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He previously worked at Edward Jones for five years before joining LPL Financial in 2012. Outside of his advisory role, he serves as president of Futbol Mundial Inc., a corporation maintained for tax and investment purposes. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by numerous investment adviser representatives across the country.

Mark Hutchinson is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked at UBS Financial Services from 2015 to 2026 and has served as a FINRA arbitrator since 1996. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning and uses firm-approved tools such as Monte Carlo simulations to support client planning.

Robert Kell is the Senior Resident Director and Wealth Management Advisor at Merrill Lynch, where he brings extensive experience in portfolio management and wealth strategy. In this role, he oversees discretionary management of personalized and defined investment strategies, including individual stocks and bonds, model portfolios, and third-party strategies. He holds the Chartered Retirement Planning Counselor™ (CRPC) and Personal Investment Advisor (PIA) designations, supporting his expertise in family wealth management, personal retirement planning, and portfolio management services. Robert earned a Bachelor's degree in Economics and Finance from Spring Hill College and has been active in the financial services industry since 1986. Residing in Dallas with his family, Robert is involved with several community organizations, including The Salesmanship Club of Dallas, which supports The Momentous Institute that offers mental health services and education to children and families.

Aleksandra Shteyn is a Certified Financial Planner® with 23 years of industry experience, currently serving at Edelman Financial Engines since 2014. Her prior roles include positions at EF Legacy Securities and Financial Engines Advisors L.L.C. She holds Series 63 and Series 65 licenses. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients, offering both discretionary and non-discretionary solutions through a committee-driven modeling process combined with planner delivery and online tools.

Shawn Malley is a financial advisor with Ameriprise in Mansfield, TX, holding a Series 66 designation and 18 years of industry experience. He worked at Edward Jones for 15 years before joining Ameriprise in 2023. Outside of advisory services, he owns a business related to real estate management. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides annual retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Shelia Gibson is a financial advisor at Fidelity with 33 years of industry experience. She holds Series 63 and Series 66 credentials and has worked with various Fidelity entities since 1993, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and currently Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, fund advisory services, and model portfolio delivery, with a distinctive focus on systematic methodologies and oversight controls.

Tori Urano is a financial advisor at Fidelity with 14 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Fidelity Investments in various capacities since 2012. Outside of her advisory role, she works as a dog sitter with Rover in Dallas, Texas. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and uses systematic methodologies and AI tools in portfolio management.

Bryan Keathley is a financial advisor with Cambridge Investment Research Advisors in Arlington, TX, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has worked with Cambridge since 2016 and previously spent over two decades at Transamerica Financial Advisors. Outside of his advisory role, he is president of Safe Harbor Benefits, Inc., an insurance agency. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable clients by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of financial professionals and supports various management platforms and third-party advisory relationships.

Kevin Burns is a financial advisor with Mass Mutual Investors Services in Paso Robles, CA, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has been with MassMutual Life Insurance Co and Mass Mutual Investors Services since 2013. Outside of his advisory role, he is also an insurance agent specializing in life, disability, long-term care, and health insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, employing industry-standard tools to develop collaborative, annual planning relationships.

Casey Harding is a CFP® professional with six years of industry experience, currently affiliated with OSAIC since 2023. Prior to joining OSAIC, Harding held roles at Sagepoint Financial, Northwestern Mutual, and GuideStone Financial Resources. Harding serves as a board member for Paws of Reflection, a nonprofit focused on equine and animal-assisted counseling. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporations. The firm offers brokerage and advisory services through a multi-advisor platform that utilizes model-based asset allocation and portfolio optimization, supporting various managed account programs and third-party manager options.

Ana Natalia Mundo is a financial advisor at Fidelity with Series 65 and Series 63 licenses and 18 years of industry experience. Prior to joining Fidelity, she worked at Ernst & Young for six years and was employed at DLM Supply, a small independent retail store, where she also worked as a floor sales associate. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Neal Ballance is a financial advisor with Edward Jones in Lancaster, TX, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

Grayson Tennison Jr. is a CFP®-certified financial advisor with Edward Jones in Mansfield, TX, with 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he manages a real estate entity that owns the commercial building housing his Edward Jones office. Edward Jones is a full-service wealth management firm serving a broad range of individual and institutional clients, offering various advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide.

Dale Scofield is a financial advisor with Ameriprise, holding a Series 66 designation and bringing 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Outside of his advisory role, he is involved in independent insurance brokering and holds managing partner positions in several consulting and financial planning entities. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income recommendations through a centralized consulting team.

Miguel De La Torre is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on helping clients develop personalized wealth management strategies that align with their unique financial goals. He emphasizes understanding each client's full financial picture to create adaptable plans suited for today’s dynamic market conditions, utilizing insights from Merrill and solutions offered by Bank of America. Miguel holds a Bachelor's Degree from Universidad del Sagrado Corazon and has earned the Personal Investment Advisor (PIA) professional designation. He is committed to working closely with clients one-on-one to pursue their long-term financial objectives. Additionally, Miguel actively participates in community service, dedicating time to volunteer with local organizations in line with Merrill’s tradition of community involvement.

Jamar Miller is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked in various capacities at Fidelity and affiliated firms since 2005. Outside of his advisory role, he owns and manages a family property LLC in Dallas, Texas. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients using a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to registered investment companies and use of systematic methodologies in managing diversified portfolios.

Curtis Pinney is a financial advisor at Edward Jones in Grand Prairie, TX, with one year of industry experience. Prior to joining Edward Jones, he worked for Cummins Sales and Service for 11 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a nationwide network of approximately 23,701 financial advisors.