Timur Mezhlumov is a CFP® with 26 years of industry experience. He currently works at Cetera and has held roles at several firms including Avantax and Andre Wealth Management. In addition to his advisory work, he provides tax consulting and IRS representation through his own accounting and consulting businesses and is a partner in a tax services firm. Cetera Investment Advisers LLC serves a broad client base ranging from individuals to institutional accounts, offering a multi-manager platform with various portfolio management strategies and financial planning services through a large nationwide network of independent advisors.

Ryan Rayburn is a CFP® professional with 23 years of industry experience, currently affiliated with LPL Financial. He previously worked at Lincoln Financial Advisors Corporation from 2014 to 2024. Rayburn is involved with Strategic Wealth Partners PLLC, which he began in 2018, engaging in non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with a variety of investment management solutions supported by in-house and third-party research.

John Neri is a CFP® with 12 years of experience in the financial services industry. He is currently affiliated with LPL Financial and previously spent over a decade at Cambridge Investment Research Advisors, Inc. He is also the owner of The Finity Group LLC, where he operates as an independent 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 a variety of advisory programs and financial planning services, combining discretionary and non-discretionary management with research-driven model portfolios and innovative technologies.

Susan Marvin is a CFP® with 21 years of experience in the financial industry, currently serving at Ameriprise since 2004. She holds the Series 66 designation and is based in Dallas, TX. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendation reports, supported by a centralized consulting team and a range of advisory, brokerage, and insurance solutions.

Mario Barone is a financial advisor with LPL Financial in McKinney, TX, holding Series 63 and Series 66 designations and over 33 years of industry experience. He has worked at LPL Financial since 2009 and at First United Bank & Trust since 2011, where he also serves as a Vice President and Trust Officer in the Trust Department. 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, supported by research, model portfolios, and various technology-driven investment solutions.

Lee Thomson is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, Thomson is the owner and General Manager of LTJT, LLC, an entity established for personal legal estate planning purposes. 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 offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Walter Hampton is a financial advisor with LPL Enterprise in Plano, TX, holding Series 63 and Series 65 licenses and four years of industry experience. His career includes roles at The Prudential Insurance Co. of America, Pruco Securities, LLC, Equity Services Inc, and True North Financial Solutions. Outside of finance, he composes and arranges music, including original compositions for potential future publication. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management programs through an integrated platform.

Rusty Acheson is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and nine years of industry experience. His prior roles include positions at Sigma Financial Corporation, Nylife Securities LLC, and New York Life Insurance Company. He served in the US Navy for seven years. Outside of his advisory role, he operates a faith-based digital content brand called Real Kingdom Courage. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services supported by a range of model portfolios, research resources, and technology-driven solutions.

Patrick Cloutier is a financial advisor with LPL Financial in McKinney, TX, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He previously worked at Woodbury Financial Services Inc. for five years before joining LPL Financial in 2020. Cloutier has an LLC established for group health insurance purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Mitchell Carr is a financial advisor at Charles Schwab with 21 years of industry experience. He holds Series 63, 65, and 66 designations and has been with Charles Schwab since 2017, following four years at LPL Financial. He serves as a board member of Queen City Restaurant Supply, where he holds non-voting ownership. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, custody, and cash-sweep services through its Schwab Wealth Advisory program. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios alongside a formal alternative investment vetting process.

Gaganpreet Sohi is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and previously worked at Charles Schwab and Mindlance. 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 large institutional advisory operations with additional market-facing registrations and functions, delivering services on a non-discretionary basis.

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.

Rahul Sharma is a Series 66 licensed financial advisor with Ameriprise Financial Services, LLC in Plano, TX, bringing nine years of industry experience. He has been with Ameriprise since 2016, transitioning within the firm’s affiliated entities. Outside of his advisory role, he serves as a Finance Fellow with the Open Avenues Foundation, where he trains students in personal finance skills to prepare them for careers in the marketplace. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm’s approach combines proprietary research, third-party data, and algorithmic tools to deliver tailored planning focused on reliable income and tax-aware strategies.

Heather Brown is a financial advisor with Primerica Advisors in Plano, TX, holding Series 63 and Series 65 licenses and having nine years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2016. Outside of her advisory role, she is involved with Windy Hill Farm, an enterprise she has operated since 2006. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients, structured as a wrap-fee solution rather than institutional plan management.

Joshua Reeh is a financial advisor with Merrill in Murphy, TX, holding a Series 66 designation and seven years of industry experience. His work history includes positions at Bank of America, Merrill, and Edward Jones. Outside the financial sector, he owns a lawn service business in Richardson, TX, which he manages part-time. Merrill, alongside its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Tyler Burns is a CFP® and holds a Series 66 license, with 13 years of experience in the financial industry. He has been with Edward Jones since 2012. 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 strategies supported by a large national network of financial advisors and branch offices.

Julia Thorman is a financial advisor at LPL Financial in Wylie, TX, with 36 years of industry experience. She holds the CFP® and Series 63 designations and has been with LPL Financial since 2006. 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 a range of financial planning and advisory services, including model portfolios and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches.

Bryan Camper is a CFP® with 20 years of industry experience, currently affiliated with OSAIC since 2023. He has held roles at Sagepoint Financial, Questar Capital Corporation, Questar Asset Management, and Covenant Capital Advisors, where he also serves as a wealth manager. In addition to advisory services, he is involved in life insurance and long-term care insurance sales. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and nonprofits, offering integrated brokerage and advisory services. The firm employs asset-allocation tools and multiple advisory platforms to manage portfolios that may include a range of investment products, supporting both discretionary and non-discretionary accounts.

Stephen Wright is a financial advisor with Edward Jones in McKinney, TX, holding Series 65 and Series 66 credentials and four years of industry experience. His prior roles include positions at Fisher Investments and Wells Fargo Bank, N.A. Outside of his advisory work, he assists with seasonal holiday light installations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices. The firm provides discretionary and non-discretionary wrap fee strategies, tax-efficient services, and maintains affiliated capabilities such as a trust company and proprietary mutual funds.

David Heard is a financial advisor with LPL Financial in McKinney, TX, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His prior work includes roles at Waddell & Reed, Inc and various insurance carriers for W & R Insurance Agencies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse financial planning and advisory programs, supported by research and model portfolios, along with both discretionary and non-discretionary management options.