Nicholas Cason is a CFP®-credentialed financial advisor with 21 years of industry experience, currently working at J.P. Morgan Securities. His prior roles include positions at TD Ameritrade and Scottrade spanning over a decade. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research with an ESG eligibility framework, serving clients who retain final decision-making authority.

Cameron Whiteside is a Planning Consultant at Fidelity Investments, a role he has held since 2025. In this capacity, he works with individuals and families to develop personalized financial strategies that align with their goals and values. Prior to this position, Cameron served as a Central Relationship Manager at Fidelity Investments from 2023 to 2025. He began his career as a Stock Broker at Charles Schwab from 2021 to 2023. Cameron holds an AR Insurance License, which complements his expertise in financial planning and client advisory services. Outside of his professional work, he has interests in fitness, movies, outdoor adventures, parenthood, snowboarding, and traveling.

Gregory Pharris is a financial advisor with Edward Jones in Forney, TX, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he serves as President of the Board of Trustees for Forney Independent Schools. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and affiliated investment options. The firm is notable for its large retail advisor and branch network and offers both discretionary and non-discretionary strategies under a fiduciary standard.

Ted Perry is a financial advisor with Primerica Advisors in Mesquite, TX, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes roles at Fiesta Mart, Inc. from 2008 to 2020 and ongoing positions with PFS Investments Inc. and Primerica Financial Services since 2000 and 2002, respectively. Outside of his advisory work, he has worked as a Lyft driver in San Francisco. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of discretionary separately managed accounts. The firm employs a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Fung Tien Shia is a CFA® charterholder and holds a Series 66 license with 15 years of industry experience. She has worked at UBS Financial Services since 2022 and previously spent six years at Goldman Sachs & Co. She serves as a board member of the Chamber Orchestra of New York, a nonprofit organization that promotes classical music to youth. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor client plans. The firm operates with institutional trading capabilities alongside wealth management services, offering a broad range of financial products and capital markets activities.

Lindsay Campione is a Series 66-licensed financial advisor with Edward Jones, where she has worked since 2012, accumulating 14 years of experience. She is based in Sunnyvale, TX, and has two years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including diverse households and corporate entities. The firm offers 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.

Diana Farrar is a financial advisor with Primerica Advisors in Mesquite, TX, holding Series 63 and Series 65 licenses and having 22 years of industry experience. She has been affiliated with PFS Investments Inc. and Primerica Financial Services since 2004. Farrar is also an author contracted with Author House Publishing. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with thousands of advisors and delivers advisory services using model-based investment strategies managed by unaffiliated asset managers.

Randolph Balch is a financial advisor with OSAIC who holds a Series 63 designation and brings 52 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2018 and previously at Signator Investors, Inc., and the Ramsey Insurance Agency. Outside of financial advising, Balch owns and operates a hay farm producing Coastal Bermuda Grass and manages a property maintenance business. OSAIC Wealth serves a wide range of clients, including retail and institutional investors, providing brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation, portfolio optimization, and offers a variety of investment programs supported by both proprietary models and third-party managers.

Carlos Hernandez is a financial advisor at J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 licenses with four years of industry experience. He has held positions at J.P. Morgan Securities since 2022 and previously worked at The Vanguard Group and JPMorgan Chase Bank, N.A. Carlos's background includes multiple roles within JPMorgan Chase Bank over eight years. 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. Their advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to build model asset allocations that incorporate an ESG eligibility framework.

Danny Pena Rauda is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Bank of America and PLS Financial Services. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Salman Tejani is a financial advisor at Edward Jones with eight years of industry experience and holds a Series 66 designation. His prior experience includes roles at J.P. Morgan Securities LLC, Merrill Lynch, Apex Clearing Corporation, and Prosperity Bank. He has also started a house flipping business with his fiancée as a managing partner of T&S Acquisitions LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Jason Palmer is a Series 66 licensed financial advisor with nine years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2018 and previously held roles at USAA Financial Advisors and Edward Jones. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment options with a multi-asset model portfolio approach and centralized operational support.

Mario Ayala is a financial advisor with Edward Jones in Mesquite, TX, holding Series 63 and Series 66 credentials and 18 years of industry experience. His work history includes multiple roles at Edward Jones as well as positions at BB&T Investment Services, J.P. Morgan Securities, and Chase Investment Services Corp. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Jill Slayton is a CFP®-certified financial advisor with 37 years of industry experience. She currently works at OSAIC and has prior experience at Woodbury Financial Services, Transamerica Financial Advisors, LPL Financial, and Cetera Investment Services. Outside of her advisory role, she raises and sells cattle as a sole proprietor. OSAIC serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolios. The firm’s investment process features model-based asset allocation and portfolio optimization alongside discretionary and third-party managed strategies.

Gabriel Klawa is a financial advisor at OSAIC with a Series 66 designation and three years of industry experience. Prior to joining OSAIC in 2023, he worked with Financial & Insurance Services of Texas beginning in 2022. During college, he also gained experience assisting a registered representative with administrative duties. OSAIC Wealth serves a wide range of clients, including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a diverse platform that emphasizes model-based asset allocation and portfolio optimization.

Marcia Hackett is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Her prior roles include positions at USAA Financial Advisors, USAA Investment Management Company, and a period as a self-employed advisor. Outside of advising, she is an owner of a real estate investment property used for short-term vacation rentals. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated services. The firm offers a combination of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and a centralized operational structure to serve a large client base.

Joseph Alfinito is a financial advisor at LPL Financial with 26 years of industry experience. He holds the PFS™ designation as well as Series 63 and Series 66 licenses. Prior to joining LPL Financial in 2023, he worked at Securities America Advisors and Summit Financial Group. Alfinito is also a CPA with longstanding involvement in tax preparation and accounting through his own practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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.

Ryan Adams is a CFP® with 10 years of industry experience, currently serving as a financial advisor at OSAIC since 2018. He previously worked at Signator Investors, Inc. and operates a sole proprietorship focused on property, casualty, life, disability, and long-term care insurance support. OSAIC serves a diverse client base, including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform that features model-based asset allocation, portfolio optimization, and a range of tailored investment programs.

Samuth Ean is a financial advisor with LPL Financial, holding Series 66 and Series 63 licenses and bringing 21 years of industry experience. He previously worked at EP Wealth Advisors, Inc. and Ballou Plum Wealth Advisors LLC, and has served as Chief Financial Officer for Hometown Capital since 2020. LPL Financial is a national broker-dealer and registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of financial planning, asset management, and institutional platforms, utilizing both proprietary and third-party strategies.

Sarah Gaona is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and one year of industry experience. She has been with Wells Fargo Clearing since 2025 and also has experience at Wells Fargo Bank. Outside of her advisory role, she assists as a home health aide with home living tasks and hygiene for her mother-in-law. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.