Priscilla Opoku is a financial advisor at Fidelity with five years of industry experience. She previously worked at UBS, Ballard Spahr LLP, and PNC Wealth Management. Opoku holds a Series 66 designation. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction in managing portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.

David Whaley is a financial advisor at Raymond James & Associates with 26 years of industry experience. He has held positions at VOYA Financial Advisors and Raymond James & Associates. He holds Series 63 and Series 65 licenses. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, charitable organizations, and governmental entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a variety of portfolio management styles and affiliated research.

Wesley Camp is a CFP® with 31 years of industry experience, currently serving at Cetera. He has worked at Cetera Wealth Services, LLC since 2013 and at Ottawa Financial Corporation since 1994. In addition to his advisory role, he is involved in selling life, health, disability, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting discretionary and non-discretionary accounts.

Tammie Walker is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Walker is involved in community activities as Vice President of Development on the Board of Directors for the Celina Education Foundation. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Tobias Hananda is a financial advisor at Merrill with seven years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2013. 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.

Keith Rowland is a financial advisor with OSAIC who holds Series 63 and Series 65 credentials and has 32 years of industry experience. He has worked at WMA Securities, Inc. since 1994 and has been self-employed during that time. Outside of advisory work, he has been involved in life insurance sales and servicing and was nominated to serve as a director for a local homeowners association. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios across multiple asset classes.

Shanice Gayton is a financial advisor at Edward Jones with six years of industry experience. She holds Series 63 and Series 65 licenses and has prior experience with JPMorgan Chase Bank and J.P. Morgan Securities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

David Setia is a financial advisor with LPL Financial in Celina, TX, holding Series 65 and Series 63 credentials and 10 years of industry experience. He has been with LPL Financial since 2016. Outside of his advisory role, he is involved in fitness-related activities, including personal training and work with local fitness businesses in Frisco, TX. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both proprietary and third-party research and model portfolios.

Albert Aguilera is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Western International Securities, Inc. and Wedbush Securities Inc. In addition to his advisory role, he is also a licensed non-variable insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Jordan Fournier is a financial advisor with LPL Financial and holds the Series 63 and Series 65 designations, with nine years of industry experience. He has been with LPL Financial and Thomson Investment Group since 2015. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from various sources.

Erin Myers is a financial advisor with OSAIC who holds Series 63 and Series 65 designations and has 24 years of industry experience. Prior to joining OSAIC in 2023, she worked for Sagepoint Financial, INC for seven years. Outside of advising, she manages a tax and financial services LLC and is involved in beekeeping through a personal LLC. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and multiple investment platforms to construct portfolios across various asset classes.

Stephen Koessl is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 26 years of industry experience. His prior roles include positions at Securities America Advisors and Voya Financial Advisors. Outside of advising, he is involved in a family-owned bakery business through KV BRISEIS LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a broad range of advisory programs and financial planning services, featuring discretionary and non-discretionary management supported by proprietary and third-party research.

Justin Priola 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 been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Nathan Hale is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. and Ameriprise Financial Services, Inc., with seven of those years also dedicated to BAHN Wealth Management, an independent support company he owns. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs non-discretionary planning and analytical tools to tailor recommendations and supports municipal and public-finance work through its affiliation with a municipal advisor.

Karla Scheve is a CFP®-credentialed financial advisor with 15 years of industry experience, currently serving clients at LPL Financial since 2021. Her prior experience includes roles at Waddell & Reed, Inc. and involvement with the Greater Celina Chamber of Commerce. In addition to her advisory work, she has managed a real estate rental business through Scheve Property LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, supported by research and technologies such as machine learning.

Janine Hartman is a financial advisor at Merrill with seven years of industry experience. She holds the Series 66 and Series 63 credentials and has worked at firms including Goldman Sachs, Fidelity Investments, and JP Morgan Chase. Merrill, along 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 individuals, high-net-worth clients, pensions, corporations, and charitable organizations.

David Rouse is a CFP® professional with 32 years of experience in the financial industry. He is currently affiliated with LPL Financial and has previously worked at Equity Services Inc and National Life. Rouse also holds CPA credentials and is involved in tax preparation and accounting through his own practice and a partnership with Burkhart Peterson, CPA's. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources to support a range of investment strategies.

Prashant Pillalamarri is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works with individuals, families, trusts, and small to mid-size business owners, developing customized financial strategies tailored to each client's unique needs and goals. His approach prioritizes building trust and understanding clients’ full financial pictures to provide personalized wealth management solutions. Prashant’s expertise spans a broad range of areas including college education planning, family wealth management, retirement planning, legacy planning, investment consulting for defined contribution plans, and international wealth management. He holds several professional designations such as CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR® (CPFA), Chartered Retirement Planning Counselor™ (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His comprehensive planning approach covers investments, tax minimization strategies, insurance, and estate planning. He earned a Master’s Degree in Engineering from the University of Iowa and a Bachelor’s Degree in Engineering from the University of Bombay. Prashant is fluent in English, Marathi, Gujarati, and Hindi. He is involved in community organizations including the American Cancer Society and the Pay it Forward Fertility Foundation. In his personal time, he enjoys cooking, ice hockey, music, spending time with his family, and watching movies.

Samuel Koessl is a financial advisor at LPL Financial with three years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously with Securities America Advisors, Sanus Modo LLC, and Sana Via Inc. Outside of his advisory role, he is involved with Tulla Patisserie and Cafe, a business unrelated to investment activities. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs and retirement consulting, utilizing discretionary and non-discretionary management supported by in-house and third-party research.

Peter Chung is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and three years of industry experience. He has been with Ameriprise in various roles since 2020. Outside of his advisory work, he has co-owned a retail business, Paris Nail Bar LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies. The firm employs a non-discretionary approach and integrates its investment research and third-party data to develop personalized Recommendation Reports.