Christopher Lane is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Northwestern Mutual, and Wells Fargo. Prior to his current role, he was involved with Blue Science Pools. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brandon Glowacki is a financial advisor at Cetera with eight years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, and Edward Jones. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting both discretionary and non-discretionary account structures.

Colin Wong is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, he worked at Axa Advisors, LLC for 14 years. He has no reported notable outside business activities. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of over 23,700 financial advisors and 15,000 branch offices nationwide.

Courtney Ruckstuhl is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 11 years of industry experience. Her prior experience includes roles at J.P. Morgan Securities and Chase Bank, as well as Price Financial LLC, where she provides financial planning and wealth management services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management options and serves over 800,000 clients with more than $256 billion in assets under management.

Kameron Levis is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and two years of industry experience. Prior to joining Fidelity, Kameron worked at Patriot Utility Solutions and has a background that includes time at the University of Mary-Hardin Baylor. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including various advisory and portfolio management functions. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs, and it serves multiple registered investment companies and registered investors.

Brian Leatherwood is a financial advisor with Edward Jones in Kingwood, TX, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he serves as Vice President of The Forest Corporation, a family real estate business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large nationwide network of advisors and branch offices.

Diana Van Horn is a CFP® professional with 19 years of industry experience, currently serving with Edward Jones since 2009. She previously worked at Waddell & Reed from 2006 to 2008. Outside of her advisory role, she is Regent/President of Catholic Daughters - Court St Martha Kingwood. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory offerings, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports its services through a large national network of advisors and branch offices.

Michael Price is a financial advisor at Cetera with 12 years of industry experience and holds a Series 66 designation. He has previously worked at Avantax Advisory Services and Avantax Insurance Agency for a decade. Outside of his advisory role, he is the president and owner of MKP-Price & Co., P.C., a CPA firm, and serves as a director and treasurer of the Captain Swim Foundation Inc. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, providing access to affiliated and third-party managers across multiple program structures and custodial relationships.

Toby Mcswain is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He previously worked at Waddell & Reed, Inc. for 12 years and has operated his own advisory business since 2013. Outside of his advisory role, he is involved with the Forgotten Wishes Foundation and manages Audacious, LLC. 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 and model portfolio programs, supported by technology and a large network of over 22,800 advisors.

Stephen Alexander is a financial advisor with OSAIC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Sagepoint Financial, Inc. for five years and NEXT Financial Group for nine years. Outside of his advisory role, he owns a sole proprietorship offering insurance products and services. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and multiple investment platforms to manage portfolios on discretionary or non-discretionary bases.

Alberto Molina is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. His prior work includes positions at Arca Continental and Coca-Cola Southwest Beverages. 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 provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supporting advisors with research tools and a broad suite of non-advisory financial products.

Ethan White is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory role, he is involved with Ordos Tax Services, where he assists with tax preparation and accounting tasks. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its advisors with various investment strategies and operational tools while overseeing substantial discretionary assets and a large advisor network.

Nicholas Hathaway is a financial advisor at Merrill with three years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2023. His background includes roles at the University of Houston and several small businesses. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Brandon Roth is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Northwestern Mutual Investment Services and JPMorgan Chase Bank. Outside of finance, he has experience working in the restaurant and automotive import sectors. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Macie Campbell is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. She has been with Edward Jones since 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Tirzah Haiola is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Her work history includes roles at Bank of Hawaii and Bank of America, with concurrent involvement at Louisiana State University Shreveport. 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 individuals, high-net-worth clients, and various organizations.

Miriam Alvarez Martinez is a financial advisor at Merrill with a Series 66 designation and six years of industry experience. She has worked at Merrill since 2019 and previously held roles at Bank of America, N.A. and Wells Fargo Bank. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Regis Rodrigues is a financial advisor at J.P. Morgan Securities with 12 years of industry experience and a Series 66 designation. His prior work includes roles at Merrill, Bank of America, Key Investment Services LLC, and Keycorp. Outside of finance, he has experience in business ownership, having been involved with R & R Flooring, LLC and Copacabana Grill, LLC. 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 broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Esmeralda Gonzalez is a Series 66-licensed financial advisor at Fidelity with three years of industry experience. Her prior roles include positions at Merrill and Bank of America. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs. The firm also serves as an advisor to multiple registered investment companies and utilizes systematic methodologies including algorithmic and AI-driven approaches.

Jennifer Marcontell is a CFP® and ChFC® with 27 years of experience in financial advising. She has worked at Edward Jones for 23 years before joining Ameriprise in 2022. In addition to her advisory role, she serves on the board of the Lee College Foundation and is a trustee for Faith Family Church. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized retirement income service that provides a written Recommendation Report and ongoing tax-aware withdrawal planning aimed at clients approaching or in retirement.